AI Machine Learning

Machine learning forms part of the SYSPRO Artificial Intelligence module. It uses specific algorithms and statistics to examine historical data. The program then uses the data patterns to reveal trends and predict future outcomes, benefiting management by presenting the big business picture.

Although these predictions require minimal human intervention, they rely heavily on the data quality and the attributes of the SQL statement. Reliable predictions will support business processes and improve decision making by learning from past experiences.

PDF version

Exploring

Machine Learning, the engine behind artificial intelligence, uses specific algorithms and statistics to examine historical data. This gives computers the ability to learn from large amounts of business and industry data sets in order to provide analysis and insights, which is increasingly required as part of the decision making process.

Business insights can be used in conjunction with machine learning projects by creating tiles with defined KPI thresholds. The KPIs are defined using the Insight Tile Definition program in SYSPRO, whereas the actual tiles are created in SYSPRO Web UI (Avanti). The tiles display a visual representation of the prediction results and indicate the proximity of the threshold, which can facilitate informed business decisions.

You access the SYSPRO Artificial Intelligence module from the SYSPRO Avanti website (client). Accessing and processing of information is then done via the IIS and Avanti Web Server. The Web Server communicates with the SYSPRO 8 Machine Learning service (AI Layer) and the SYSPRO 8 e.net Communications Load Balancer service (SYSPRO App Server).

The SYSPRO 8 Machine Learning service can have 2 instances installed, with different endpoints for Training and Prediction. It sends all communications through to the SYSPRO 8 e.net Communications Load Balancer service, which then calls business objects via e.Net to read and write data to the system-wide database. Data is then added to (or retrieved) from the database and the communication is sent back to SYSPRO Web UI (Avanti) and displayed on the user interface (graphically depicted by the bi-directional arrows).

The following sample projects are shipped with the product to help kick-start the machine learning process. They are located in the Harmony_SaiProject file in the \Base\Harmony\Standard folder:

  • LCT days late

    This predicts how late a shipment may be, measured in days.

  • PO days late

    This predicts the number of days a purchase order line may be late.

  • Chance order will be late

    This displays a percentage that predicts the chance a purchase order line may be late.

  • Customer invoice pay days

    This predicts the number of days a customer may take to pay an invoice.

  • Job status

    This predicts whether a job may be completed early or late.

  • Lost sales reason

    This prediction determines whether sales may be lost and what the reason for losses would be.

  • Problems with sales order

    This predicts the most likely reason why a sales order is returned.

  • Quote success

    This predicts how many quotes should be accepted by the customer and result in sales orders.

  • Stock code profitability

    This predicts how profitable a stock code should be by location.

  • Supplier performance

    This predicts how well a supplier should perform in terms of deliveries, and indicates the likelihood of the delivery being on time and in full.

  • AP invoice payment prediction

    This predicts by when a supplier should pay an invoice.

  • Customer classification

    This predicts how profitable a customer would be.

  • Purchase order line anomaly

    This detects anomalies on purchase order lines based on the selected columns.

  • Sales order line anomaly

    This detects anomalies on sales order lines based on the selected columns.

  • SYSPRO Web UI (Avanti)

    SYSPRO Avanti > SYSPRO Artificial Intelligence

A machine learning project consists of a data-source, a SQL statement, and machine learning training options.

The project tells the SYSPRO Artificial Intelligence module what data must be used for training, and provides various options to control the training process. The SYSPRO Artificial Intelligence module uses the SQL statement to query the data-source. It then learns the patterns in the data to produce a model.

A data-source is a reusable link to an SQL Server instance hosting the database and consists of the address of the server, login credentials, and other options specific to the server in question.

The actual dataset that used in the machine learning project, is specified in the SQL query within a project.

The data-source can be setup once, and then reused by any user to quickly train a model based on data on that specific SQL Server.

Training a model involves examining patterns in the data using various machine learning algorithms.

The data can be thought of as containing 1 or more input columns (x), and 1 output column (y). Training is the process of learning how x maps to y.

Symbolically, if we say f(x) = y, then f is some function that can map x to y. In mathematics, we are usually given f and x, and asked to calculate y. In supervised machine learning, we give the computer x and y, and ask it to learn f.

A machine learning model is a reusable block of code that can make predictions on new, or unseen data. The model is a binary object that cannot be directly inspected.

The SYSPRO Artificial Intelligence module takes care of loading models. To make a prediction, you have to provide the same number & type of columns on which the model was trained. The model will then produce a prediction.

For example: You may have trained the project to predict a value y1, based on the input values of a1, b1, c1. If you provide new values of a2, b2, c2, the model will output a new value of y2, based on those new input values.

A machine learning prediction requires a trained model and an active project.

When performing a prediction, the SYSPRO Artificial Intelligence module uses a new set of input data to forecast or foresee a possible scenario or outcome. This can be considered a more advanced form of a what-if analysis.

Rather than relying on simple linear relationships, like a pro-rata calculation, a machine learning prediction can predict non-linear, or multi-dimensional relationships.

This is the rest endpoint address of the SYSPRO Artificial Intelligence service (e.g. http://localhost:30238/SYSPROMLE/rest) that is used by the SYSPRO Machine Learning module to perform predictions.

This is the training endpoint address to the SYSPRO Artificial Intelligence service (e.g. http://localhost:30238/SYSPROMLE/rest) that is used to train projects to generate a model that can be used to perform predictions.

Topics

SYSPRO Avanti

SYSPRO Bot

SYSPRO Installer

SYSPRO Rules Engine

SYSPRO Harmony

Setup option categories

System Setup

Programs

Rules Administrator

Services

SYSPRO 8 Machine Learning

PDF and Video Resources

Feature Guides

Starting

The following technology prerequisites are applicable to using this feature:

  • Microsoft .NET Framework 4.6

  • SYSPRO 8 e.net Communications Load Balancer

    A valid endpoint must be configured in the Setup Options program of SYSPRO 8.

  • SYSPRO 8 Machine Learning

    This service can be installed on any server as long as the SYSPRO 8 e.net Communications Load Balancer endpoint is configured correctly in the service's configuration file.

  • SYSPRO Avanti Web Service

  • SYSPRO 8 Avanti Initialization Service

You can use the SYSPRO Installer Application to install these requirements.

Once you have installed the SYSPRO 8 Machine Learning service, the following setup options must be configured to use this feature:

Setup Options > System Setup > Artificial Intelligence

  • Prediction endpoint

  • Training endpoint

  • If you have two installations of the SYSPRO 8 Machine Learning service installed on different servers, then you can configure SYSPRO to use a Training end point and a Prediction end point.

    Separate endpoints for training and predicting ensures better responsiveness, especially as the training endpoint may seem unresponsive when training projects.

You can secure this feature by implementing a range of controls against the affected programs. Although not all these controls are applicable to each feature, they include the following:

  • You restrict operator access to activities within a program using the Operator Maintenance program.
  • You can restrict operator access to the fields within a program (configured using the Operator Maintenance program).
  • You can restrict operator access to functions within a program using passwords (configured using the Password Definition program). When defined, the password must be entered before you can access the function.
  • You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the eSignature Setup program). You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the Electronic Signature Configuration Setup program). Electronic Signatures provide security access, transaction logging and event triggering that gives you greater control over your system changes.
  • You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).
  • You can restrict operator access to programs by assigning them to roles and applying access control against the role (configured using the Role Management program).
  • A machine learning project can only be created in SYSPRO Web UI (Avanti).

Solving

This message is displayed when you save an AI project in the SYSPRO Machine Learning program if the SQL select statement returns only one or zero rows of data.

Ensure that the SQL statement used to create the project returns more than one row of data, as projects require at least 2 rows of data to be trained.

This message is displayed when you attempt to activate a project that hasn't been trained yet.

Before activating the machine learning project, train it so that it gets to know the data.

  1. Open SYSPRO Web UI (Avanti).

  2. From the menu, select SYSPRO Artificial Intelligence and select AI Administrator.

    The SYSPRO Artificial Intelligence application is displayed.

  3. Select the project you want to train from the AI Projects list.

  4. Select Train Project to add the project to the training queue.

    The Training Queue window is displayed.

  5. Once the training is done, the status Training completed is displayed and a model is created that can be used for predictions.

This message is displayed when you attempt to perform a prediction on a project that hasn't been trained yet.

Before using the machine learning project for predictions, it must be trained it so that it gets to know the data.

  1. Open SYSPRO Web UI (Avanti).

  2. From the menu, select SYSPRO Artificial Intelligence and select AI Administrator.

    The SYSPRO Artificial Intelligence application is displayed.

  3. Select the project you want to train from the AI Projects list.

  4. Select Train Project to add the project to the training queue.

    The Training Queue window is displayed.

  5. Once the training is done, the status Training completed is displayed and a model is created that can be used for predictions.

You don't need to create your own data sources, as they are automatically created for every SYSPRO company.

You can create additional data sources for data that resides outside of the SYSPRO database using the Data source List window (SYSPRO Avanti > SYSPRO Artificial Intelligence > Setup > Data Source List).

No, due to the intensity of the training process, only one project can be trained at a time.

You can, however, queue projects for training, which will automatically start the next project as soon as the previous project is completed.

No, the shipped projects can't be edited or deleted.

You can, however, create a copy of a shipped project. The copied project can then be trained and the model used for predictions.

The level on which the project is saved, determines which models are available for users and how the predictions are done.

Models that are saved on role level, are only available for operators who are grouped into that role. Models that are saved on company level, are available for all operators in that company. Models that are saved on system level are available for all users across companies.

When predicting an outcome on operator level, the system uses the model that is saved for the current operator role. If there is no model for that operator role, the system first determines if a model exists for the current company and then whether a model exists on system-wide level.

This may be due to one of the following reasons:

  • The ML project must be active.
  • The ML project must be trained.
  • The ML project must be a regression type project.

The projects listed in the SYSPRO folder are sample projects that are shipped with the product.

You can only copy sample projects to create a new version, but you can't delete or edit them. Only the copied versions can be edited and deleted.

Sample projects are located in the Harmony_SaiProject file in the \Base\Harmony\Standard folder.

The model may need to be retrained in order to display the feature importance percentage.

The Model information pane is used to display basic statistics about the trained project. To compare models and identify whether one model is better than another, some objective metric is required.

The ML Engine supports various metrics that are defined in the project using the Scoring method. The data set is split into a training set and a testing set. The ML Engine learns from the training set and is not allowed to see the testing set. Once a model is created, its performance on unseen data can be measured by passing the testing set into the model and comparing predicted values in the training set. This process of comparing predicted values to actual values can be used to objectively score the model.

The scores presented to the user are the result of this comparison.

  • The Scoring method function is used to evaluate the quality of the given pipeline for the classification problem.
  • The Total set score indicates how the model scored over the entire data set i.e. both the training and testing data sets combined.
  • The Possible error percentage indicates how the model performed on the testing data set and is, therefore, a better indication of the prediction performance on unseen data.
  • The Test Observations figure is the total number of records used for the selected prediction results.
  • The Training Observations figure is the total number of records returned from the SQL statement.

The following scoring metrics can be used in regression projects:

  • neg_mean_squared_error
  • neg_mean_absolute_error
  • neg_mean_absolute_error
  • r2

The following scoring metrics can be used in classification projects:

  • accuracy
  • adjusted_rand_score
  • average_precision
  • balanced_accuracy
  • f1
  • f1_macro
  • f1_micro
  • f1_samples
  • f1_weighted
  • neg_log_loss
  • precision
  • precision_macro
  • precision_micro
  • precision_samples
  • precision_weighted
  • recall
  • recall_macro
  • recall_micro
  • recall_samples
  • recall_weighted
  • roc_auc

There are no scoring methods for anomaly type projects. Anomaly detectors can't be scored as they are unsupervised machine learning algorithms and don't use analogous scoring metrics.

Using

The configuration of SYSPRO Machine Learning has to be done within the core SYSPRO product.

  1. Open the System Setup program and navigate to the Artificial Intelligence tab.

  2. At the Machine learning section, enter the Prediction end point and Training end point REST addresses (e.g. http://localhost:30238/SYSPROMLE/REST where localhost indicates the server name and 30238 indicates the port number).

    Separate endpoints for training and predicting ensures better responsiveness, as especially the training endpoint may seem unresponsive when training projects.

  3. Save your changes.

SYSPRO Web UI (Avanti)

  1. Open SYSPRO Web UI (Avanti).

  2. From the menu, select SYSPRO Artificial Intelligence and AI Administrator.

    This loads the SYSPRO Machine Learning program.

  3. Create a new learning project.

  4. Create a new data source (if you don't have one).

  5. Create a new project.

  6. Add the machine learning project to the training queue.

    Once the training is done, the training queue displays a Training completed status and a model is created that can be used for predictions.

  7. Specify input values for the model to run a prediction.
  1. Open SYSPRO Web UI (Avanti).
  2. From the menu, select SYSPRO Artificial Intelligence and Setup, then select Data Source List.

  3. Select New Data Source to create your own data source or select an existing one to edit it.

  4. Enter the data source details and test the connection.

    SYSPRO only supports the ODBC data connection.

You can only link an active, trained machine learning project to a tile with KPIs.

If you haven't activated the project in the SYSPRO Machine Learning program, you won't be able to add KPIs against the project.

This lists the scoring methods that can be used per project type.

There are no scoring methods for anomaly type projects. Anomaly detectors can't be scored as they are unsupervised machine learning algorithms and don't use analogous scoring metrics.

The following scoring metrics can be used in classification projects:

  • accuracy
  • adjusted_rand_score
  • average_precision
  • balanced_accuracy
  • f1
  • f1_macro
  • f1_micro
  • f1_samples
  • f1_weighted
  • neg_log_loss
  • precision
  • precision_macro
  • precision_micro
  • precision_samples
  • precision_weighted
  • recall
  • recall_macro
  • recall_micro
  • recall_samples
  • recall_weighted
  • roc_auc

The following scoring metrics can be used in regression projects:

  • neg_mean_squared_error
  • neg_mean_absolute_error
  • neg_mean_absolute_error
  • r2

The status of a machine learning project indicates the current stage of the project and how it can be used.

Status Description
0 - In development

The machine learning project is new or currently in development and has not been trained yet.

5 - Ready for use

The machine learning project was trained successfully and a model was produced.

The project hasn't been activated, so the project model can't be used for predictions yet.
1 - Training The machine learning project is currently being trained by the AI engine.
10 - Active The machine learning project is active and the model for this project can be used for predictions.
99 - Error

The AI engine ran into an error while training the project.

The detailed error can be viewed from the training queue.
  • The KPI definitions for machine learning projects must be created in SYSPRO 8 using the Insight Tile Definition program.
  • Only Regression type machine learning projects can be linked to a tile with KPIs, as values are compared to thresholds to determine the outcome.

Referencing

Field Description
AI projects in training queue

This opens the Training Queue pane and lists all projects that are currently queued for training.
Models available for predictions

This opens the List of Models pane where all trained models are listed that can be used for predictions.
Import project

This lets you import a project that was previously downloaded.

The Import Project window is displayed.
New machine learning project

This lets you add a new machine learning project.
Save project

This lets you save the new, or changes made to the existing machine learning project.
Delete project

This lets you delete the existing machine learning project.
Field Description

Model

This indicates the project model.

This model predicts a condition (e.g. good or bad) and the Output column is usually a text field.

This model predicts the quantity or an amount (e.g. days late).

This model predicts a data irregularity or inconsistency.

Name

This displays the project name.

Description

This displays the project description.

Data source

This displays the data source.

Select statement

This displays the select statement (usually a SQL query) that extracts the required data from the database.

Output column

This is populated using the Generate output columns button on the Select statement field.

Once this field is populated, you can select the column that contains the primary data you want to query and use for prediction.

For classification models, this is usually a text field.

For regression models, this is always a numeric field.
Train Project

This lets you train the project, i.e. the project examines and learns the data.

Predictions can only be made on trained projects.
Copy to new version

This lets you create a new version of an existing project on system, company or role level.

You typically copy a shipped project listed in the SYSPRO category to use that project as a basis to work with.

You can also copy a project located in the System or Company category to create a new version of an existing project.
Advanced options

This displays the Advanced option pane, where you can select additional training and toolkit options.

Activate project

This lets you activate a project.

SYSPRO projects that are shipped with Avanti must be copied to a new version, before they can be activated.

Only active projects can be used for predictions.
Deactivate project This lets you deactivate a project that is no longer used for predictions.
Download project

This lets you download the selected project, so that you can later import and train it.

Once downloaded, you can find the .proj file in your Windows Downloads folder.

This displays the basic statistics about the selected trained project.

Some objective metric is required to compare and identify the better model. The ML Engine supports various metrics that are defined in the project using the Scoring method.

The data set is split into a training set and a testing set. The ML Engine learns from the training set and isn't allowed to see the testing set. Once a model is created, its performance on unseen data can be measured by passing the testing set into the model and comparing predicted values in the training set. This process of comparing predicted values to actual values can be used to objectively score the model. The displayed scores are the result of this comparison.

Field Description
Scoring method This indicates the method used to evaluate the quality of the given pipeline for the classification problem.
Total set score This indicates how the model scored over the entire data set i.e. both the training and testing data sets combined.
Possible error This indicates how the model performed on the testing data set only, and is therefore a good indication of how well it will predict the right outcome on unseen data.
Test observations This indicates the total number of records used for the selected prediction results.
Training observations This indicates the total number of records returned from the SQL statement.
Perform prediction

This lets you perform a prediction on the trained model.

You can only perform predictions on trained models in active projects.

This displays the Feature importance graph containing a score for each SQL column in the AI project - indicating which data most affects the predicted value.

The score percentage against each column indicates the frequency according to which the data was used for predictions and therefore the significance of the data in the project. This information allows you to evaluate the data used in the project and delete rarely-used columns.

The Feature importance graph and a link to the corresponding data is also displayed when selecting an AI tile in SYSPRO Web UI (Avanti).

You must retrain existing projects to recreate the compact model and include the feature importance.

This window is displayed when you select the New machine learning project button on the toolbar.

Field Description
Save project This lets you save the project.

Project

Select the type of project model you want to create.

Select this if you want the prediction result to be a condition (e.g. good or bad).

The Output column is usually a text field.

Accuracy (the closeness of a measured value to a standard or known value) is used to determine the condition.

Select this if you want the prediction result to be a quantity or an amount (e.g. days late).

The Output column is usually a numeric field.

Mean squared error (average squared difference between the estimated values and what is estimated) is used to determine the regression.

Select this model if you want to predict an irregularity or inconsistency within the data source.

There are no scoring methods for anomaly type projects. Anomaly detectors can't be scored as they are unsupervised machine learning algorithms and don't use analogous scoring metrics.

Name

Indicate the project name.

Description

Enter a description for the project.

Data source

Select the data source from the list.

Data sources are automatically created for every SYSPRO company in your database.

You can create your own data sources for data that lies outside of SYSPRO.
Status This indicates the status of the selected project.

Select statement

Enter the select statement (usually a SQL query) that will extract the required data from the database.

Select Generate output columns to populate the column names in the Output column field.

Output column

Once this field is populated, you can select the column that contains the primary data you want to query and use for prediction.

For classification models, this is usually a text field.

For regression models, this is always a numeric field.

The advanced machine learning options are intended for data scientists and allow an increased training time for projects with a lot of data.

Field Description

Training options

This applies to the entire machine learning project.

Random state

This ensures that TPOT (Tree-based Pipeline Optimization Tool) gives you the same results each time you run it against the same data set using that seed.

The data type is an integer and can be set to null.

Scoring method

This function is used to evaluate the quality of the given pipeline for the classification problem.

The available regression and classification functions are listed in the Using section.

Test ratio

This indicates the percentage of the data set that is used to test the trained model that is generated.

For example:

0.2 means that 20% of the data that is returned from the select statement will be used for testing.

Toolkit setup

 

Generations

This indicates the number of iterations required to run the pipe line optimization process.

This defaults to 100 and must be a positive number.

The more generations, the better TPOT works, as it evaluates the population size + generation * offspring_size pipelines in total.

Population size

This indicates the number of individuals to retain in the generic programming population of every generation.

This defaults to 100, but the greater the number, the better the prediction outcome.

Offspring

This indicates the number of offspring to produce in each genetic programming generation.

This has a default value of 100, and must be a positive number.

Mutation rate

The mutation rate for the genetic programming algorithm indicates how many pipelines apply random changes to every generation.

Cross over rate

This indicates how many pipelines to breed for every generation.

The range is [0.0, 1.0], with 0.1 being the default value.

The mutation_rate + crossover_rate must not exceed 1.0.

Number of folds to evaluate

This indicates the folds that evaluate each pipeline in k-fold cross validation during the optimization process.

This is the cv number and must be an integer. The default value is 5.

Sub sample

This indicates the fraction of training samples that are used during the optimization process.

It must be in the range [0.0, 1.0], with 1.0 being the default value.

Max time

This indicates the time the machine learning engine spends on optimizing the pipeline.

This must be a positive integer.

Max evaluation time

This indicates the time the machine learning engine spends on evaluating a single pipeline.

This must be a positive integer.

Setting this to a higher number allows the machine learning engine to consider pipelines that are more complex, and increases the time it takes to train the project.

Configuration dictionary

This lets you customize the operators and parameters that TPOT searches in the optimization process.

Early stop

This indicates the number of generations TPOT uses to check if there are improvements in the optimization process.

If no improvements are found, the optimization process ends.

This pane is displayed when you select a shipped project (in the SYSPRO folder) and then select the Copy to a new version button.

This lets you duplicate the project to create various versions, while keeping the original project intact. You can then edit the project versions by changing the SQL statement and/or data source.

Field Description

Save for

This lets you specify the level of the project, which can be:

  • System
  • Company
  • Role
Company

This lets you select the company for which the project will be saved.
Role

This lets you select the role for which the project will be saved.
Data source

This lets you select the data source that will be used for the project.

The window is displayed when you select the Import project button.

Field Description

Import path

This lets you navigate to the path where the project was downloaded.

Once you have selected the .proj file, the remaining fields are auto-populated.
Save for

This lets you select the level of the project.
Company

This indicates the company that was specified when the project was created, if the project was created at company level.
Role

This indicates the role that was specified when the project was created, if the project was created at role level.
Data source

This indicates the data source that is used for the project.
ProjectVersion

This indicates the version of the project.
Train project

Select this to add the project to the AI Training Queue as soon as it is imported.
Model This indicates the type of project model for this project.
Name This indicates the name of the project and can be edited.
Description This indicates the description of the project and can be edited.
Select statement

Enter the select statement (usually a SQL query) that will extract the required data from the database.

Select Generate output columns to populate the column names in the Output column field.
Output column

Once this field is populated, you can select the column that contains the primary data you want to query and use for prediction.

For classification models, this is usually a text field.

For regression models, this is always a numeric field.

This pane is displayed when you select New Data source from the List of Data Sources window.

Data sources you have created, are saved in the SaiDataSource table in the system-wide database.

Field Description

Name

Indicate a name for the data source.

Description

Indicate a description for the data source.

Type

This defaults to ODBC.

Connection string

Enter the connection string. This must be in the following format:

DRIVER={SQL Server};SERVER={SERVERNAME};DATABASE={Database Name};UID={user};PWD={Password}

Select Test connection to confirm that the connection is working.
Field Description

Description

 This displays a percentage that predicts the chance a purchase order line may be late.

This is based on all orders placed in the past as well as current information about the supplier.

Model type

 Regression
Output column IsLate
SQL query
Copy 
select PTL.IsLate ,
PMH.OrderStatus,
PMH.NextDetailLine,
PMH.ExchangeRate,
PMH.TermsCode,
APS.CurrentBalance,
APS.SupplierClass,
APS.PyrEndBalance,
APS.YtdAmount1099,
APS.NumMonthsZero,
APS.LastChequeVal
from
(Select top (1000) PMH.PurchaseOrder,
case 
when sum(datediff(day, MLatestDueDate,
MLastReceiptDat)) > 0
then 1 else 0 End
as IsLate
from PorMasterDetail as PMD inner join PorMasterHdr as
PMH
on(PMD.PurchaseOrder=PMH.PurchaseOrder)
where (PMD.MLatestDueDate is not
null)and(PMD.MLastReceiptDat is not null)
group by PMH.PurchaseOrder)
PTL
join PorMasterHdr PMH on PMH.PurchaseOrder =
PTL.PurchaseOrder
join ApSupplier APS on APS.Supplier = PMH.Supplier
Field Description

Description

 This predicts how late a shipment may be, measured in days.

Model type

 Regression
Output column DaysLate
SQL query
Copy 
select datediff(day,LH.EstArrivalDate, LH.ActArrivalDate)
as DaysLate,
case 
when LTRIM(RTRIM(LH.PlaceOfShipment)) = '' then
null 
else lower(LH.PlaceOfShipment) end as
PlaceOfShipment,
case 
when LTRIM(RTRIM(LH.PlaceOfDestination)) = ''
then null 
else lower(LH.PlaceOfDestination) end as
PlaceOfDestination,
LH.Route,
LR.DaysBeforeEta, 
LR.DemurrageDays, 
LR.DaysAfterEta
from LctShipmentHdr LH
left join LctRoute LR on LH.Route = LR.Route
where LH.ActArrivalDate is not null
Field Description

Description

 This predicts the number of days a purchase order line may be late.

Model type

 Regression
Output column DaysLate
SQL query
Copy 
select PMH.Supplier, 
PMD.MStockCode, 
PMD.MWarehouse,
PMD.MOrderQty, 
PMD.MReceivedQty, 
PMD.MOrigDueDate,
PMD.MLatestDueDate, 
PMD.MPrice, 
PMD.MProductClass,
datediff(day, MLatestDueDate, MLastReceiptDat) as DaysLate
from PorMasterDetail as PMD inner 
join PorMasterHdr
as PMH on(PMD.PurchaseOrder=PMH.PurchaseOrder) 
where
(PMD.MLatestDueDate is not null)and(PMD.MLastReceiptDat
is not null)
Field Description

Description

 This predicts the number of days a customer may take to pay an invoice.

Model type

 Regression
Output column DaysToPayEstimate
SQL query
Copy 
;With TheInvoicePayments as
(
select
IP.Customer, 
IP.Invoice, 
max(IP.JournalDate)as MaxJournalDate
from  ArInvoicePay IP with (nolock)
group by IP.Invoice, IP.Customer
)
select 
I.Customer,
I.Invoice,
I.InvoiceDate,
I.OrigDiscValue,
I.InvoiceBal1, 
I.InvoiceBal2,
I.InvoiceBal3,
I.CurrencyValue, 
C.Area,
C.ApplyLineDisc,
C.ApplyOrdDisc,
C.BalanceType,
C.Contact,
C.CreditLimit,
C.CreditStatus,
C.Currency,
C.DateLastPay,
C.DateLastSale,
C.HighestBalanc,
C.HighInvDays,
C.Name,
C.MinimumOrderValue,
C.PaymentsAllowed,
C.PriceCode,
C.ShippingInstrs,
C.Salesperson,
C.Salesperson1,
C.Salesperson2,
C.Salesperson3,
C.CustomerOnHold,
case
when 
IP.MaxJournalDate is null 
then Datediff(day, I.InvoiceDate, Dateadd(day, 90,
I.InvoiceDate))
when I.InvoiceBal1 > 0 OR I.InvoiceBal2 >
0 OR I.InvoiceBal3 > 0 
then Datediff(day, I.InvoiceDate,
Dateadd(day, 60, I.InvoiceDate))
else Datediff(day, I.InvoiceDate,
IP.MaxJournalDate)
end as DaysToPayEstimate
From ArInvoice
with (nolock)
left join TheInvoicePayments IP with (nolock)
on (I.Customer = IP.Customer and I.Invoice = IP.Invoice) 
left join ArCustomer C with (nolock)
on (I.Customer = C.Customer)
where I.DocumentType = 'I'
Field Description

Description

 This predicts whether a job may be completed early or late.

The outcome of the prediction displays On time or Late.

Model type

 Classification
Output column JobStatus
SQL query
Copy 
select top 1000
JobDescription,
JobClassification,
StockCode,
Warehouse,
JobTenderDate,
JobDeliveryDate,
JobStartDate,
OrigDueDate,
case when (ActCompleteDate>OrigDueDate) then 'Late' else
'On time' 
end as JobStatus
from [WipMaster]
where (OrigDueDate is not null)
Field Description

Description

 This prediction determines whether sales may be lost and what the reason for losses would be.

Model type

 Classification
Output column ReasonLost
SQL query
Copy 
select CostValue,
QuantityLost,
QuantityRequested,
QuantityUom,
Price,
PriceUom,
RC.Description as ReasonLost,
IW.QtyAllocated,
IW.QtyOnHand,
IW.QtyOnOrder,
IW.QtyAllocatedWip,
IW.QtyDispatched,
IW.MinimumQty,
IW.MaximumQty,
IW.SafetyStockQty,
IW.ReOrderQty,
CM.CreditLimit,
CM.HighestBalance,
CM.OutstOrdVal,
CM.NumOutstOrd,
CM.ApplyOrdDisc,
CM.BackOrdReqd
from [dbo].[SorLostSales] LS
join [dbo].TblSoReason RC on RC.ReasonCode =
LS.ReasonCode 
join [dbo].InvWarehouse IW on IW.StockCode =
LS.StockCode and IW.Warehouse = LS.Warehouse
join [dbo].ArCustomer CM on CM.Customer = LS.Customer
Field Description

Description

 This predicts the most likely reason why a sales order is returned.

This is based on the reasons past sales order items were returned.

Model type

 Classification
Output column ProblemDesc
SQL query
Copy 
select
RP.ProblemDesc,
SD.MOrderQty,
SD.MWarehouse,
SD.MBin,
SD.MPrice,
IM.Supplier,
M.Mass,
IM.Volume
from [dbo].[RmaDetail] RD
join SorDetail SD on SD.SalesOrder = RD.SalesOrder and
SD.SalesOrderLine = SD.SalesOrderLine
join RmaProblemCodes RP on RP.ProblemCode = RD.ProblemCode
join InvMaster IM on SD.MStockCode = IM.StockCode
Field Description

Description

 This predicts how many quotes should be accepted by the customer and result in sales orders.

The model returns either SALE or NOSALE based on historical quotations and the subsequent conversion into sales orders.

Model type

 Classification
Output column QuoteStatus
SQL query
Copy 
declare @startDate datetime = dateadd(year, -2,
current_timestamp);
declare @endDate datetime = current_timestamp;
with _quoteMaster as
(
select
QM.Quote,
QM.DateEnquiry,
QM.DateDeliveryReq
from QotMaster as QM
where (QM.DateEnquiry between @startDate and @endDate)
)
, _quoteOffer as 
(
select
Quote,
QuoteVersion,
Line,
MQuantity,
MPrice,
MDiscountValue,
MNetValue,
MCost,
MLeadTime
from QotOffer
)
, _quoteDetail as(
select 
Quote,
QuoteVersion,
Line,
ProductClass,
MStockCode
from QotDetail),
 _quoteSalesLines as(
select
QO.Quote,
QO.QuoteVersion,
QO.Line,
QO.MQuantity,
QO.MPrice,
QO.MDiscountValue,
QO.MNetValue,
QO.MCost,
QO.MLeadTime,
QD.ProductClass,
QD.MStockCode
from _quoteOffer as QO
join _quoteDetail as QD
on((QO.Quote=QD.Quote)and(QO.QuoteVersion=QD.QuoteVersion)and(QO.Line=QD.Line))),
 _quoteSalesLinesSummary as(
select
QSL.Quote,
QSL.QuoteVersion,
count(QSL.Line) as TotalLines,
sum(QSL.MQuantity) as MQuantity,
sum(QSL.MPrice) as MPrice,
sum(QSL.MDiscountValue) as MDiscountValue,
sum(QSL.MNetValue) as MNetValue,
sum(QSL.MCost) as MCost,
max(QSL.MLeadTime) as MLeadTime,
count(distinct QSL.ProductClass) as UniqueProductClasses,
count(distinct QSL.MStockCode) as UniqueStockCodes
from _quoteSalesLines as QSL
group by QSL.Quote, QSL.QuoteVersion), 
_quoteSales as(
select
SalesOrder,
Quote,
QuoteVersion,
Customer,
Salesperson,
ReqShipDate,
Area,
CashCredit,
case when ltrim(CompanyTaxNo)='' then 'NON-VENDOR' else'VENDOR' 
end as TaxStatus
from QotSoMasterHdrwhere (ReqShipDate between @startDate and @endDate))
select top (50000)
QS.SalesOrder,
QS.Quote,
QS.QuoteVersion,
QS.Customer,
QS.Salesperson,
QS.ReqShipDate,
QS.Area,
QS.CashCredit,
QS.TaxStatus,
QSLS.TotalLines,
QSLS.MQuantity,
QSLS.MPrice,
QSLS.MDiscountValue,
QSLS.MNetValue,
QSLS.MCost,
QSLS.MLeadTime,
case when (QSLS.Quote is null) then 'NOSALE' else 'SALE'
end as QuoteStatus
from _quoteSales as QS
left join _quoteSalesLinesSummary as QSLS
on((QS.Quote=QSLS.Quote)and(QS.QuoteVersion=QSLS.QuoteVersion));
Field Description

Description

 This predicts how profitable a stock code should be by location.

The stock code will be grouped in a bad, medium, good or great category, which is based on the profitability and returns of similar stock codes. The categories are hard coded as follows:

  • Below 0.
  • Between 0 and 10000.
  • Between 10000 and 100000.
  • Above 100000.

Model type

 Classification
Output column ProfitCategory
SQL query
Copy 
with _profitByStockCode as
(
select
IM.StockCode,
sum(SD.MOrderQty*(SD.MPrice-SD.MUnitCost))
as TotalProfit
from SorDetail SD
join InvMaster IM on IM.StockCode = SD.MStockCode
where SD.MStockCode is not null
group by IM.StockCode
)
, 
profitStats as
(
select
avg(TotalProfit) as Avg_TotalProfit,
min(TotalProfit) as Min_TotalProfit,
max(TotalProfit) as Max_TotalProfit
from _profitByStockCode as SCP
)
, 
detailedData as
(
select
SCP.StockCode,
IM.AlternateUom,
IM.OtherUom,
IM.ConvMulDiv,
IM.ConvFactAltUom,
IM.Mass,
IM.Volume,
IM.Supplier,
IM.ProductClass,
IM.Buyer,
IM.LeadTime,
cast(SCP.TotalProfit as decimal(18,2)) as
TotalProfit
from _profitByStockCode as SCP
join InvMaster as IM
on IM.StockCode = SCP.StockCode
)
select
StockCode,
AlternateUom,
OtherUom,
ConvMulDiv,
ConvFactAltUom,
Mass,
Volume,
Supplier,
ProductClass,
Buyer,
LeadTime,
--TotalProfit,
case
when TotalProfit <0 then 'BAD'
when TotalProfit between 0 and 10000 then 'MEDIUM' 
when TotalProfit between 10000 and 100000 then
'GOOD'
else 'GREAT'
end as ProfitCategory
from detailedData as DD
Field Description

Description

 This predicts how well a supplier should perform in terms of deliveries, and indicates the likelihood of the delivery being on time and in full.

The possible prediction outcomes are as follows:

  • Delivers late, in full.

  • Delivers late, low stock.

  • Delivers late, with extra.

  • Delivers on time, in full.

  • Delivers on time, low stock.

  • Delivers on time, with extra stock.

  • Delivers early, in full.

  • Delivers early, low stock.

  • Delivers early, with extra.

Model type

 Classification
Output column SupplierRanking
SQL query
Copy 
select PMH.Supplier, 
PMD.MStockCode as StockCode, 
PMD.MStockDes as [Description], 
PMD.MWarehouse as Warehouse, 
PMD.MOrderQty as OrderQty, 
PMD.MReceivedQty as ReceivedQty, 
PMD.MLatestDueDate as LatestDueDate, 
PMD.MLastReceiptDat as LastReceiptDat, 
PMD.MProductClass as ProductClass, 
PMD.MCompleteFlag as CompleteFlag, 
PMD.MOrigDueDate as OrigDueDate, 
PMD.MReschedDueDate as ReschedDueDate, 
PMH.ShippingLocation, 
PMH.[State] as [State], 
PMH.ShippingInstrs,
case 
when MLastReceiptDat > MLatestDueDate and MReceivedQty
= MOrderQty 
then 'Delivers late, in full'
when MLastReceiptDat > MLatestDueDate and MReceivedQty
< MOrderQty 
then 'Delivers late, low stock'
when MLastReceiptDat > MLatestDueDate and MReceivedQty
> MOrderQty 
then 'Delivers late, with extra'
when MLastReceiptDat = MLatestDueDate and MReceivedQty
= MOrderQty 
then 'Delivers on time, In full'
when MLastReceiptDat = MLatestDueDate and MReceivedQty
< MOrderQty 
then 'Delivers on time, low stock'
when MLastReceiptDat = MLatestDueDate and MReceivedQty
> MOrderQty 
then 'Delivers on time, With extra stock'
when MLastReceiptDat < MLatestDueDate and MReceivedQty
= MOrderQty then 'Delivers early, in full'
when MLastReceiptDat < MLatestDueDate and MReceivedQty
< MOrderQty then 'Delivers early, low stock'
when MLastReceiptDat < MLatestDueDate and MReceivedQty
> MOrderQty then 'Delivers early, with extra'
end as SupplierRanking
From PorMasterDetail PMD 
join PorMasterHdr PMH
on PMD.PurchaseOrder = PMH.PurchaseOrder
where MStockCode <> ' '
Field Description

Description

 This predicts by when a supplier should pay an invoice.

The outcome of the prediction displays On time or Late.

Model type

 Classification
Output column Status
SQL query
Copy 
with _invoiceMaster as
(
select
Supplier,
Invoice, 
InvoiceDate, 
DueDate, 
OrigInvValue, 
Currency, 
CurrencyValue,
from ApInvoice
)
,
_invoicePaid as
(
select
Supplier, 
Invoice, 
EntryNumber, 
TrnType, 
JournalDate, 
TrnValue, 
TrnYear, 
TrnMonth, 
PostValue, 
PostCurrency
from ApInvoicePay
where TrnType='P'
)
select top(500)
IM.Supplier, 
IM.InvoiceDate, 
IM.DueDate, 
IM.OrigInvValue, 
IM.Currency
,case when (IP.JournalDate>IM.DueDate) 
then 'Late' 
else
'On time' end as Status
from _invoiceMaster as IM
join _invoicePaid as IP
on(
(IM.Supplier = IP.Supplier)
and(IM.Invoice = IP.Invoice)
)
Field Description

Description

 This predicts how profitable a customer would be.

The customer will be grouped in a bad, medium, good or great category, which is based on the profitability and returns of similar customers.

The categories are calculated using the mean profitability of all customers and the maximum profitability.

Model type

 Classification
Output column ProfitCategory
SQL query
Copy 
with _profitByCustomer as
(select
SM.Customer,
sum(SD.MOrderQty*(SD.MPrice-SD.MUnitCost))as TotalProfit
from SorDetail SD
join SorMaster SM on SM.SalesOrder = SD.SalesOrder
where SD.MStockCode is not null
group by SM.Customer), 
profitStats as(
select
avg(TotalProfit)*0.2 as Avg_TotalProfit,
min(TotalProfit) as Min_TotalProfit,
max(TotalProfit) as Max_TotalProfitfrom _profitByCustomer as SCP), 
detailedData as(
select
AC.Customer,
AC.Name,
AC.CreditLimit,
AC.Salesperson,
AC.Area,
AC.Branch,
AC.TermsCode,
AC.OutstOrdVal,
AC.NumOutstOrd, 
AC.HighestBalance,
AC.SoldPostalCode,
AC.ShipPostalCode, 
AC.RouteCode, 
AC.StoreNumber, 
AC.MasterAccount,
cast(SCP.TotalProfit as decimal(18,2)) asTotalProfitfrom _profitByCustomer as SCP
join ArCustomer 
as ACon AC.Customer = SCP.Customer
)
select
CreditLimit,
Salesperson,
Area,
Branch,
TermsCode,
SoldPostalCode,
ShipPostalCode,
RouteCode,
StoreNumber,
MasterAccount,
TotalProfit,
case
when TotalProfit <0 then 'bad'
when TotalProfit between 0 and Avg_TotalProfit then 'medium'
when TotalProfit between Avg_TotalProfit andMax_TotalProfit-Avg_TotalProfit then 'good'
else 'great'
end as ProfitCategory
from detailedData as DD
join profitStats on 1=1
order by TotalProfit
Field Description

Description

 This detects anomalies on sales order lines based on the selected columns.

Model type

 Anomaly
Output column The Output column doesn't apply to anomaly projects.
SQL query
Copy 
select
MStockCode,
MWarehouse,
MOrderQty,
MOrderUom,
MPrice,
MPriceUom,
MCustRequestDat
from SorDetail
where
(MStockCode is not null)
and (MWarehouse is not null)
and (MOrderQty is not null)
and (MOrderUom is not null)
and (MPrice is not null)
and (MPriceUom is not null)
and (MCustRequestDat is not null)
Field Description

Description

 This detects anomalies on purchase order lines based on the selected columns.

Model type

 Anomaly
Output column The Output column doesn't apply to anomaly projects.
SQL query
Copy 
select
MStockCode,
MWarehouse,
MOrderQty,
MOrderUom,
MPrice,
MPriceUom,
MLatestDueDate
from PorMasterDetail
where
(MStockCode is not null)
and (MWarehouse is not null)
and (MOrderQty is not null)
and (MOrderUom is not null)
and (MPrice is not null)
and (MPriceUom is not null)
and (MLatestDueDate is not null)