Order Management Admin Flow

Pillar 5 of 11 · SO → IF → CustInvc → CustPymt · PO → IR → VendBill → Chk · 9 tools · Single-model

01 User Input 02 Order Records (SO/PO) 03 Fulfillment / Receiving 04 Billing / Payment 05 Response User Question "Status of SO #12345?" Pillar = order_ mgmt_admin R85 ROLE_FILTERS · order scope Intent classifier order_lookup · po_lookup get_sales_order + list_open_fulfillments get_purchase_order + list_open_receipts so_lines + po_lines 29,098 SO rows · open + closed list_open_ fulfillments shipping records list_open_receipts receiving records transactions (IF/IR) fulfillment + receipt get_invoice + get_vendor_bill billing lookups get_customer_payment + get_check invoice_lines + vb_lines billing detail Citations API NS click-through links (R50) Response lifecycle timeline + status ai_audit_log + chat_messages Legend User UI Worker / agent D1 table / store CF binding Tool / action External system Policy / gate

Tools available (9)

  • • get_sales_order · get_purchase_order
  • • list_open_fulfillments · list_open_receipts
  • • get_invoice · get_vendor_bill
  • • get_check · get_customer_payment
  • • list_active_programs

Lifecycle stages

  • • Sales: SO → IF → CustInvc → CustPymt
  • • Purchase: PO → IR → VendBill → Chk
  • • Open SOs: 83 pending fulfillment
  • • Open VBs: 80 awaiting payment

Click-through (R50)

  • • Every record links to NS UI
  • • tranid + recordType in citation
  • • User stays in chat OR jumps to NS

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