Exact (ERP)
Order headers and lines, confirmed delivery dates, prices, quantities, invoice status.
Operations
Catch the broken order before your customer does
Most order problems are visible the moment the order is created: the promised date does not fit the lead time, the stock is not there, the price does not match the agreement. No single system sees all three. Coheed checks every new and changed order against ERP, CRM, and SCM at once and raises the exception while there is still time to fix it quietly.
- Systems combined
- Exact (ERP)HubSpot (CRM)Dynamics 365 SCM
- Runs
- Real-time, on order event
Sound familiar?
Teams bring us this use case when one or more of these is true.
- The first sign of a problem is an unhappy customer, not an alert.
- Delivery dates are confirmed by a system that does not know the current lead time.
- Partial shipments go out without anyone having decided that they should.
- The order says one price and the customer agreement says another, and nobody notices until the invoice is disputed.
How it works
This insight is event-driven and runs on the order itself, so nothing waits for a batch window.
- 1
Every order event is checked
A new or changed order in the ERP triggers the run in real time. There is no window in which a broken order can travel downstream unnoticed.
- 2
The order is validated against all three systems
The promised date is checked against SCM lead times and capacity, the quantities against current stock, the pricing against the ERP price list and the agreement recorded in the CRM.
- 3
Exceptions are classified, not just counted
Each exception is typed: stock gap, unrealistic delivery date, pricing error, partial shipment, or missed customer agreement, so it routes to the team that owns that fix.
- 4
The right person gets a specific instruction
The alert names the order, the exception type, and the recommended action, and can be promoted to an agent that resolves the routine classes on its own.
Which data it uses
Only the fields this use case needs are read. Nothing is copied that the insight does not use.
Dynamics 365 SCM
Stock positions, lead times, planned shipments, capacity and fulfilment status.
HubSpot (CRM)
The deal the order came from, the terms promised there, and the account owner to notify.
What changes
What a team notices once this runs. No invented percentages: the effect depends on your data and your process.
- Order problems are handled internally instead of becoming customer complaints.
- Delivery promises are validated against real supply data at the moment they are made.
- Recurring exception types expose the process gap that keeps causing them.
- The exception log becomes evidence when a customer disputes what was agreed.
From insight to action
Order Exception Agent
Available as an agent
Every insight in Coheed can be promoted to an agent. For order exceptions that usually means autonomous handling for the mechanical fixes, such as re-syncing a status or correcting a mapped price, and human-in-the-loop for anything that changes what the customer was promised.
Mode: Human-in-the-loop or autonomous
Every insight can stay read-only, run with human approval, or run autonomously. You decide per action type, and you can change it later.
FAQ
Frequently asked questions
Is this the same as the data quality checks?
It is the order-shaped application of them. The data quality module checks whether records are consistent, complete, valid, and fresh; this use case applies those checks to a single business object, the order, in real time.
What counts as an unrealistic delivery date?
A confirmed date that the SCM lead time and current capacity cannot support. The threshold is configurable per product group, because a stocked item and a made-to-order item are not the same promise.
Will this flood us with alerts?
Exceptions are typed and thresholded, and the recommended action is part of the alert. Teams usually start with two or three exception types and add more once those are quiet.
Do we need all three systems?
No. With ERP and CRM you get the pricing and agreement exceptions; adding SCM is what makes stock and delivery-date validation possible.
Built on these maturity levels
Other use cases
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True Cost-to-Serve per Customer
Combine ERP margin, CRM service workload, and SCM exception handling to find high-revenue customers who are quietly unprofitable.
See this on your own data
Tell us your ERP, CRM, and SCM stack and we will show what this use case looks like on your systems.