Industry Use Cases / WORKED EXAMPLE

What can AI do with an order exception?

Connect records, resolve conflicting definitions and keep the authority to act explicit.

For: planners, process owners and ERP/MES integration teams. You will produce: an evidence and permission checklist for an exception-review pilot.

Illustrative data created by Industry AI Decision. These are teaching scenarios, not customer results or product benchmarks. Version 1.0 · 25 September 2026.

Example · Try it · Completed decision · Use your own data

01 / WORKING DATA

Trace one order through three systems.

In this fictional workflow, an assistant prepares an exception brief for a planner. It can read approved snapshots and draft an explanation. It cannot change orders, release material, confirm delivery dates or operate equipment.

Synthetic order exceptions
RecordERP snapshotMES / engineering snapshotQuestion
O-101Product P-17; 100 units due 30 Sep80 released; 20 awaiting quality dispositionAre all 100 units eligible for shipment?
O-102Product P-22; revision CWork instruction revision BWhich approved revision applies to this order?
O-103Product P-31; quantity 10 BOXMES balance 80 EA; approved master-data conversion is 1 BOX = 12 EADoes usable quantity cover the order?

Record capture times are omitted for this teaching table. A real pilot must reject stale or unmatched snapshots and confirm authorized source systems, units, revisions and quality status.

02 / YOUR TURN

What may the assistant conclude?

For each order, write the observed conflict, one calculation if needed, the evidence still required, and the responsible reviewer.

Show a completed review

O-101: 20 units await disposition. The assistant must not count them as released stock or promise the delivery. Ask the quality owner for the approved disposition and the planner for the delivery impact.

O-102: revision C and revision B differ. Ask engineering to confirm the applicable approved revision and effective date. Do not overwrite either record.

O-103: 10 BOX × 12 EA/BOX = 120 EA required. Against 80 EA the nominal gap is 40 EA, before reservations and quality holds. Verify that the approved conversion applies to P-31 and that the 80 EA are eligible and unallocated.

03 / DEFINE AUTHORITY

Make the allowed actions explicit.

Read-only pilot authority
ActionPilot permissionReview / recovery
Read approved recordsAllowed within assigned accessLog source, record key, version and capture time.
Draft exception briefAllowedLink every material statement to its evidence.
Propose a priorityAllowed as a recommendationPlanner reviews business impact and uncertainty.
Change ERP/MES or send a customer promiseOutside pilot scopeAuthorized human uses the normal transaction workflow.
Missing conversion, stale record or unresolved revisionStop the affected recommendationEscalate to the named data/process owner; keep the original record.

04 / COMPLETED EXAMPLE

Decision: start with reviewed exception briefs.

Scope: one product family and one planning team. Output: an exception list with record links, conflicts and next owners. Acceptance: factual traceability, correct units, explicit uncertainty and no unauthorized write actions.

A reviewer checks all briefs during the pilot. Track preparation time including review, unsupported statements, correction effort and whether the brief helped the planner act. Predetermine a stopping rule for a critical unsupported claim or access outside scope.

Use the completed AI Pilot Decision Brief to connect this workflow with cost and value assumptions. It is a separate fictional worked example, not a measured benefit from these three orders.

Copy these fields: order scope; business object keys; source owner; timestamps; unit conversions; revision rules; quality holds; read/write permissions; reviewer; escalation; evidence log; acceptance and stop criteria.

Keep a copy for your team. Print this guide or choose Save as PDF in your browser. The answer panels open when you use the button below.