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Integration · Infor M3

AI quote and order automation for Infor M3

ERP Agent reads the customer’s request from email, PDF or Excel, identifies the right items in your M3 item master, brings in the customer’s net price from M3’s own pricing and creates a quotation or customer order in M3 once your rep has approved it. It works through M3’s standard MI programs, and we set up the connection for your company during onboarding.

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What ERP Agent reads from Infor M3

The connection calls M3’s standard API programs (MI programs) through Infor ION API Gateway, which secures every call with OAuth 2.0. ERP Agent works from your item master as it is today.

What ERP Agent reads from Infor M3
Data in M3MI programWhat ERP Agent does with it
ItemsMMS200MI, the item interface (for example GetItmBasic)Identifies the right item for every request line from the customer’s own wording, and checks each item number exists before anything is written
CustomersCRS610MI, the customer interfaceFinds the customer behind the request, warns the rep when none matches and flags a delivery address that differs from the one in M3
Customer pricesOIS320MI GetPriceLine, the price simulation behind Sales Price. Simulate (OIS320)Brings in the customer’s net price for each item as M3’s own pricing calculates it, so the rep reviews the draft with real prices

Your item master, price lists, agreements and customer records stay exactly as they are: the agent reads them and never changes them.

What ERP Agent writes to Infor M3

Two documents, both written through OIS100MI, the customer order interface, and only after a rep has approved the draft.

What ERP Agent writes to Infor M3
DocumentIn M3How it is written
Customer orderA batch customer order: AddBatchHead for the header, AddBatchLine for each line, Confirm to release itThe customer, your order type and every approved line with item, quantity and price, from M3 or as your rep set it in review
QuotationM3 handles a quotation as a customer order whose order type has customer order category 4 (Quotation)The same lines through the same interface, using your quotation order type

Both are ordinary M3 documents your team opens in Customer Order. Open (OIS100) like any other. When the customer accepts, the quotation is copied to a customer order the usual way.

Why M3 teams add an AI quote agent

The hard part of a quotation is not entering it in M3. It is reading “hyd hose 1/2 2SN 30m” or a customer’s own part number and knowing which item that is, what this customer pays for it and which lines need a second look. According to our case study, a sales rep spends on average 4–7 minutes per line when creating quotes and orders by hand; for a 30-line enquiry, that is two to three and a half hours.

ERP Agent does that groundwork. It is the first agentic AI layer for wholesale distribution ERP systems, and on M3 it works on top of the system you already run: no replacement project, and quotations and orders stay ordinary M3 documents. Customers get answers sooner, reps spend their time on judgement and selling, and new reps are productive sooner. Put a number on today’s manual work with the quote cost calculator.

The same agent runs quote automation and order entry automation on any ERP; this page covers what it does inside Infor M3.

How Infor M3 quote automation works

  1. A request reaches the agent

    Reps forward the customer’s email from Outlook to your company’s own agent mailbox, or paste it into the web app as it is and choose quote or customer order. PDF (scanned too), Excel, CSV, Word, images and forwarded emails all work. Your own systems can send requests through the REST API or the MCP server.

  2. It finds the customer and the items

    The customer is identified from the request and matched in M3. Abbreviations, dimensions, materials, part numbers and customer codes are mapped to your items, and candidates that contradict a stated size, voltage or pressure class are pushed down. A request in one language finds items described in another, which matters when M3 serves several countries. A line too vague to identify goes on your placeholder item with the customer’s wording kept, never a guess.

  3. Prices come from M3

    Each line carries the net price M3 calculates for that customer and item, from your price lists, agreements and discounts. Standard fee rows, such as packing, are added following your rules.

  4. A rep reviews the draft

    Lines appear in the table as they are matched. The rep checks the marked ones, takes an alternative where needed, makes changes in quote chat and approves.

  5. It is created in M3

    Every item number is checked against M3 first, so a document never carries a number M3 doesn’t know. A short countdown lets the rep cancel. The lines your team sends teach the agent: the next time a customer writes the same thing, it picks the same item.

Example: a machine builder’s order becomes an M3 customer order

A machine builder emails an Excel order to a fluid power distributor that runs Infor M3. The rep drops it into the web app and chooses customer order.

Customer requestIllustrative example
“Order for machine 4471 attached. Please deliver to the assembly hall, usual prices.”
  1. 30 m hyd hose 1/2 2SN
  2. 10 x JIC fitting 1/2 female swivel
  3. 2 x directional valve NG10 4/3 24VDC
  4. 4 x pressure gauge 0-400 bar 63mm
  5. 6 x our ref. MB-5521
  6. 1 x seals for the press cylinder
Proposed lines · Illustrative example
Request lineProposed M3 itemQtyMatchNote
hyd hose 1/2 2SNHydraulic hose EN 853 2SN DN12 (1/2"), sold per metre30 m94Type 2SN and size match.
JIC fitting 1/2 female swivelHose fitting JIC 37° female swivel, -08, for 1/2" hose1088“1/2” read as the hose size; male fittings pushed down.
directional valve NG10 4/3 24VDCDirectional valve 4/3 NG10, coil 24 V DC277Spool type not stated: another spool kept as an alternative, and a 230 V AC version pushed down. Marked for review (under 80).
pressure gauge 0-400 bar 63mmPressure gauge 0–400 bar, Ø63 mm, G1/4 bottom connection486Connection not stated: bottom entry proposed, back entry kept as an alternative.
our ref. MB-5521Return filter element 10 µm698The customer’s own code, learned from an earlier order.
seals for the press cylinderPlaceholder item, wording kept1–Cylinder type not stated; the rep asks the customer.

Illustrative example with sample items, codes and scores. In a real draft each line also carries the customer’s net price from M3, and a delivery address that differs from the customer’s address in M3 is flagged.

What the rep sees before anything reaches M3

  • A match score from 0 to 100. Lines under 80 are marked, so review starts where judgement is needed. How the match score works.
  • Reasoning. Open a line to see why the agent chose that item.
  • Alternatives. Runner-up items are kept for every line; take one instead with a click.
  • Quote chat. Add or remove rows or change quantities and prices, then approve or reject each proposed edit line by line.
  • Your team stays in control. The rep approves the draft before it is created in M3, and nothing reaches a customer without approval.
ERP Agent quote review interface with sample data
Sample data: request lines beside proposed items and match scores. Open full size

Security and control

  • GDPR-compliant, zero data retention. ERP Agent is GDPR-compliant, and models run with zero data retention. More on security and data handling.
  • Access agreed first. Before setup, we agree which data the agent needs and which systems it can access.
  • Only the permissions the work needs. The connection is a backend service application registered in ION API Gateway. It signs in with its own service account, and that account’s M3 roles allow only the MI programs we agree.
  • A person approves. Nothing is written to M3 until a rep approves the draft, and nothing reaches a customer without your team.
  • Reads, never rewrites. Items, prices and customer records are read; the agent creates quotations and customer orders and changes nothing else.

Onboarding: what we need from you

We set up the M3 connection for your company during onboarding. Your reps don’t wait for it: they start with a catalogue file the same week.

  1. A catalogue export

    An export of your item master from M3, for example to Excel or CSV. Reps forward real requests from the first week, reviewing every draft in the web app. See starting from a catalogue file.

  2. ION API credentials

    Your ION API administrator registers a backend service application for ERP Agent and downloads its .ionapi credentials file, and an M3 administrator gives the service account the roles for the MI programs we agree. We send the exact list.

  3. Company, division and order types

    Which company and division the agent works in, the order type for customer orders and the quotation order type (category 4).

  4. Your rules and history

    Which placeholder item takes lines too vague to identify, which fee rows the agent adds, and past quotations or Outlook email history, so the agent learns how your customers write.

  5. Live in M3

    Once the connection is live, customer prices come from M3 and approved quotations and orders are created there directly.

ERP Agent in numbers

4–7 min
per line to create quotes and orders by hand, according to our case study
95%
average automation across our customers
3–8 min
for the agent to prepare a typical request
1–3 min
in fast mode, for requests of up to about 50 lines
The review screen in use (1 min 27 s). Watch on YouTube: Quote Agent v2 film

M3 today, any ERP tomorrow

ERP Agent integrates with Business Central, SAP, NetSuite, Visma, IFS, Sage and any other ERP or CRM. We set up the connection for your company during onboarding, and you can start with a catalogue file the same week. Group companies on different systems use the same agent and the same review screen on each. See IFS Cloud, SAP S/4HANA and all integrations.

ERP Agent is live with steel, HVAC and fastener distributors. What it checks on each line follows your trade: hose sizes and pressure ratings for industrial distributors, grades and lengths for steel stockholders, DIN and ISO codes for fastener distributors.

Frequently asked questions

Does ERP Agent work with Infor M3?

Yes. ERP Agent reads items, customers and prices from M3 through its standard MI programs, called through ION API Gateway, and creates quotations and customer orders through OIS100MI after a rep approves. We set up the connection for your company during onboarding, and you can start with a catalogue file the same week.

Does it create quotations or customer orders in M3?

Both. In the web app the rep chooses quote or customer order for each request; emails forwarded to the agent mailbox become the document type your company has chosen. For customer purchase orders arriving by email, see purchase order to sales order automation.

Does ERP Agent replace Infor’s own AI?

No. Infor GenAI Assistant is a conversational assistant with industry AI agents embedded in Infor CloudSuites. ERP Agent is the agent that does the quoting itself: it identifies the right items from customers’ shorthand in requests of several hundred lines, scores every line from 0 to 100 with its reasoning and alternatives, matches across languages and learns from the lines your team sends.

What does ERP Agent need access to in M3?

The MI programs for items, customers and price simulation, and OIS100MI to create quotations and customer orders. Access runs through a backend service application in ION API Gateway whose service account holds only the roles for those programs, and we agree the scope with you before setup.

Which M3 versions does it work with?

Infor M3 in Infor CloudSuite, through ION API Gateway. M3 13.x installed on your own servers works through the same MI programs, published through ION API or M3’s API web services; we agree the route during onboarding.

Where do the prices on an M3 quotation come from?

From M3: OIS320MI GetPriceLine returns the customer’s net price for each item, as your price lists, agreements and discounts set it. The rep can review and edit any price before sending.

How do we get started?

Book a call and bring a few real requests. You start with a catalogue file the same week, and we set up the M3 connection during onboarding. Pricing is a setup fee plus a monthly subscription, with an itemised quote before you start. See pricing.

Let’s look at your quote workflow

Bring a request from your inbox

Book a 30-minute call with a few real requests; we’ll show how the agent handles them with your items and what connecting your M3 involves.

  • Your requests and product catalogue
  • Your pricing and review process
  • A clear scope for the next step
Lauri Pelkonen

Lauri Pelkonen

Founder & CEO

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