Predictika · Manufacturing ERP subscription quotes

An AI sales agent's manufacturing ERP quote, checked before it goes out

An AI sales agent prepares a quote for a cloud manufacturing ERP: an implementation path, Adaptive ERP modules, related planning, quality, supplier and trade solutions, AI agents, users, plants, a go-live date and a discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the module, dependency and implementation rules and returns a verdict, every reason, a line-item quote and the figures it computed.

Scope: QAD Adaptive ERP quotes with the standard or Champion Pace implementation, thirteen Adaptive ERP modules, related solutions (planning, quality, supplier management, global trade compliance, Redzone) and ChampionAI agents. See everything this validator covers

This validator models QAD Adaptive ERP subscription quotes, not just the scenarios shown below.

  • Adaptive ERP modules — Financials, Manufacturing, Production Execution, Purchasing, Sales, Inventory and Traceability, Enterprise Asset Management, Field Service Management, Data Collection and Label Printing, EDI, eDocument Compliance, Multi-Carrier Parcel Shipping and the Integration Platform, plus Digital Commerce, Process Intelligence, Advanced Costing* and an extra test environment*.
  • Related solutions and agents — Redzone Connected Workforce; Digital Supply Chain Planning (demand, distribution, production, procurement and financial planning, sales and operations planning, advanced scheduling); quality management (core, supply chain and external, product and process assurance); supplier management (sourcing, auctions, collaboration, supplier data); global trade compliance (import, export, foreign-trade zone, free trade agreement, restricted party screening); and the ChampionAI agents for procurement, sourcing, sales, accounts payable and trade compliance. A module needs the modules it builds on, such as production execution needing manufacturing and auctions needing sourcing.
  • Implementation and price build-up — the standard implementation or the Champion Pace 90-day path (with its own limits on users, plants and modules), go-live time by path and plants, yearly subscription by users, plants and modules over the term, less discount, plus one-time implementation and services, added into a line-item quote and compared with the total the agent states. Discounts above 15 percent go to approval.

Any quote that touches these modules, solutions and agents is in scope — not only the scenarios pictured here. Not covered: other QAD products and services, taxes, travel and customer hardware. * Illustrative item. All prices, dependencies and limits are typical for this kind of software, not published by QAD: see the fine print at the end of the page.

The AI sales agentBuilds the ERP quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

7 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      
Waiting for the call.

Where rules-based CPQ gets it wrong

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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

What the validator caughtTypical rules-based CPQPredictika
Stated totals that must equal the line itemsOnly with care
A stated figure is a free-entry field; a rule can compare it with a computed total, but the total depends on users, plants, modules, term, path and discount.
The stated total travels with the quote and is compared with the computed total on every call.
Modules that depend on other modules, several levels deepOnly with workarounds
Each dependency needs its own rule that looks at a line chosen elsewhere, and chains such as advanced scheduling needing production planning needing manufacturing add more.
Every choice is in one request, so a missing base module is found whichever order the choices arrive in.
A fast implementation path with its own limitsOnly with workarounds
The path, the user count, the plant count and the modules interact with the go-live time, and each limit is another rule to maintain.
Path, limits, modules and go-live time are checked together on every call.
AI agents that only work with certain applicationsOnly with care
An agent line needs a rule that checks the application it acts on, and each new agent adds a rule.
Agent and application are checked together on every call.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a rep often fixes one error and meets the next.
All findings come back together, whatever order the choices arrived in.

What this validator catches: findings from its test cases

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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

1The Champion Pace 90-day path is quoted for up to 250 users; 251 users were entered.
2The Champion Pace 90-day path is quoted for up to 3 plants; 4 plants were entered.
3The Champion Pace 90-day path is quoted for the core modules; asset management, field service and EDI need the standard implementation.
4Going live in 12 weeks is sooner than the 13 weeks this implementation path needs.
5Purchasing, sales, eDocument compliance, process intelligence, advanced costing and the accounts payable agent post to the ledger and need the Financials module, which is not selected.
6Manufacturing issues and receives material through Inventory and Traceability, which is not selected.
7Production execution reports against the production orders of the Manufacturing module, which is not selected.
8Sales orders ship from inventory; Inventory and Traceability is not selected.
9Maintenance and repair purchasing runs through the Purchasing module, which is not selected.
10Field service management bills through Sales and tracks equipment in Enterprise Asset Management; at least one of them is not selected.
11EDI exchanges sales or purchasing documents; neither Sales nor Purchasing is selected.
12Multi-carrier parcel shipping ships sales orders from inventory; Sales or Inventory and Traceability is not selected.
13Digital commerce takes orders into the Sales module, which is not selected.
14Production planning reads the bills of material and routings of the Manufacturing module, which is not selected.
15Advanced scheduling sequences the plan from Production Planning, which is not selected.
16Sales and operations planning balances against the demand plan; Demand Planning is not selected.
17Procurement planning calculates supply from the production plan; Production Planning is not selected.
18Supply chain quality and product and process assurance extend Core Quality Management, which is not selected.
19Auctions run on the requests for quotation managed in Sourcing, which is not selected.
20Supplier collaboration works on the supplier records held in Supplier Data Management, which is not selected.
21Foreign-trade zone and free trade agreement handling build on Import Management, which is not selected.
22Import and export management track the goods through Inventory and Traceability, which is not selected.
23The ChampionAI Trade Compliance agent works inside Global Trade Compliance; no Global Trade Compliance solution is selected.
24The ChampionAI Sourcing agent acts in the Sourcing application, which is not selected.
25The quote needs at least 1 user and 1 plant.
26A subscription term of 2 years is shorter than the 3-year minimum for a quote.
27A discount of 16 percent is above 15 percent; a sales manager should approve it.
28A discount of 31 percent is above the 30 percent maximum for a quote.
2911 plants need a rollout scoping review before the price is fixed.
301,001 users need a deal desk review of the user pricing.
316 extension projects need a services scoping review before the price is fixed.
32The quote states a total of $2,825,200; the line items give $2,826,200.

Scenarios and results

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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

1. Champion Pace rollout: Champion Pace quote for 320 users with asset management

The agent's request. Please quote QAD Adaptive ERP with the Champion Pace 90-day implementation for 320 users at 2 plants, with the modules Financials, Manufacturing, Production Execution, Purchasing, Sales, Inventory and Traceability and Enterprise Asset Management, and the agents ChampionAI Procurement. The subscription term is 3 years, go-live is wanted in 13 weeks and the discount is 5 percent. The quote states a total of $3,018,000. It is ready to send.

Verdict: Blocked.

  • Champion Pace user limit. The Champion Pace 90-day path is quoted for up to 250 users; 320 users were entered.
  • Champion Pace covers the core modules. The Champion Pace 90-day path is quoted for the core modules; asset management, field service and EDI need the standard implementation.

2. Champion Pace rollout: The agent resubmits after fixing the errors

The agent's request. Please quote QAD Adaptive ERP with the standard implementation for 320 users at 2 plants, with the modules Financials, Manufacturing, Production Execution, Purchasing, Sales, Inventory and Traceability and Enterprise Asset Management, and the agents ChampionAI Procurement. The subscription term is 3 years, go-live is wanted in 36 weeks and the discount is 5 percent. The quote states a total of $3,078,000. It is ready to send.

Verdict: Allowed.

  • Order summary. Yearly subscription $980,000 for 3 years, discount $147,000, one-time implementation and services $285,000, estimated total of $3,078,000.

3. Planning, quality and trade: Planning, quality and trade quote with two missing base solutions

The agent's request. Please quote QAD Adaptive ERP with the standard implementation for 450 users at 3 plants, with the modules Financials, Manufacturing, Production Execution, Purchasing, Sales and Inventory and Traceability, plus Redzone Connected Workforce, Demand Planning, Sales and Operations Planning, Advanced Scheduling, Product and Process Assurance, Import Management and Foreign-Trade Zone, and the agents ChampionAI Trade Compliance, with 2 extension projects. The subscription term is 4 years, go-live is wanted in 52 weeks and the discount is 8 percent. The quote states a total of $5,790,000. It is ready to send.

Verdict: Blocked.

  • Advanced Scheduling needs Production Planning. Advanced scheduling sequences the plan from Production Planning, which is not selected.
  • Quality extensions need Core Quality Management. Supply chain quality and product and process assurance extend Core Quality Management, which is not selected.

4. Planning, quality and trade: The agent resubmits after fixing the errors

The agent's request. Please quote QAD Adaptive ERP with the standard implementation for 450 users at 3 plants, with the modules Financials, Manufacturing, Production Execution, Purchasing, Sales and Inventory and Traceability, plus Redzone Connected Workforce, Demand Planning, Production Planning, Sales and Operations Planning, Advanced Scheduling, Core Quality Management, Product and Process Assurance, Import Management and Foreign-Trade Zone, and the agents ChampionAI Trade Compliance, with 2 extension projects. The subscription term is 4 years, go-live is wanted in 52 weeks and the discount is 8 percent. The quote states a total of $6,122,440. It is ready to send.

Verdict: Allowed.

  • Order summary. Yearly subscription $1,533,000 for 4 years, discount $490,560, one-time implementation and services $481,000, estimated total of $6,122,440.

5. Large six-plant quote: Large six-plant quote with a 35 percent discount and a stated total that is too high

The agent's request. Please quote QAD Adaptive ERP with the standard implementation for 900 users at 6 plants, with the modules Financials, Manufacturing, Production Execution, Purchasing, Sales, Inventory and Traceability, Enterprise Asset Management, Data Collection and Label Printing and EDI, plus Redzone Connected Workforce, Demand Planning, Production Planning, Sales and Operations Planning, Core Quality Management, Supply Chain and External Quality, Sourcing, Auctions and Supplier Data Management, and the agents ChampionAI Procurement and ChampionAI Sourcing, with 3 extension projects. The subscription term is 5 years, go-live is wanted in 70 weeks and the discount is 35 percent. The quote states a total of $8,894,000. It is ready to send.

Verdict: Blocked.

  • Discount above the maximum. A discount of 35 percent is above the 30 percent maximum for a quote.
  • Stated total does not match. The quote states a total of $8,894,000; the line items give $8,869,000.

6. Large six-plant quote: The agent resubmits after fixing the errors

The agent's request. Please quote QAD Adaptive ERP with the standard implementation for 900 users at 6 plants, with the modules Financials, Manufacturing, Production Execution, Purchasing, Sales, Inventory and Traceability, Enterprise Asset Management, Data Collection and Label Printing and EDI, plus Redzone Connected Workforce, Demand Planning, Production Planning, Sales and Operations Planning, Core Quality Management, Supply Chain and External Quality, Sourcing, Auctions and Supplier Data Management, and the agents ChampionAI Procurement and ChampionAI Sourcing, with 3 extension projects. The subscription term is 5 years, go-live is wanted in 70 weeks and the discount is 25 percent. The quote states a total of $10,129,000. It is ready to send.

Verdict: Needs approval.

  • Discount needs approval. A discount of 25 percent is above 15 percent; a sales manager should approve it.
  • Order summary. Yearly subscription $2,520,000 for 5 years, discount $3,150,000, one-time implementation and services $679,000, estimated total of $10,129,000.

7. Large six-plant quote: The agent resubmits after fixing the errors

The agent's request. Please quote QAD Adaptive ERP with the standard implementation for 900 users at 6 plants, with the modules Financials, Manufacturing, Production Execution, Purchasing, Sales, Inventory and Traceability, Enterprise Asset Management, Data Collection and Label Printing and EDI, plus Redzone Connected Workforce, Demand Planning, Production Planning, Sales and Operations Planning, Core Quality Management, Supply Chain and External Quality, Sourcing, Auctions and Supplier Data Management, and the agents ChampionAI Procurement and ChampionAI Sourcing, with 3 extension projects. The subscription term is 5 years, go-live is wanted in 70 weeks and the discount is 12 percent. The quote states a total of $11,767,000. It is ready to send.

Verdict: Allowed.

  • Order summary. Yearly subscription $2,520,000 for 5 years, discount $1,512,000, one-time implementation and services $679,000, estimated total of $11,767,000.

Narration transcript

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The text of the narrated walkthrough, step by step.

  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a quote for a cloud manufacturing ERP: an implementation path, Adaptive ERP modules, related planning, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the module, dependency and implementation rules and returns a verdict, every reason, a line-item quote and the figures it computed.
  2. I will start with the first request by the agent.
  3. The agent says. Please quote QAD Adaptive ERP with the standard implementation for 900 users at 6 plants, with the modules Financials, Manufacturing. The subscription term is 5 years, go-live is wanted in 70 weeks and the discount is 35 percent. The rest of the request is on screen. The quote states a total of $8,894,000.
  4. Before it goes out, the agent calls the validator.
  5. Blocked, with two findings, all in one answer. A discount of 35 percent is above the 30 percent maximum for a quote. The quote states a total of $8,894,000; the line items give $8,869,000.
  6. The validator returned two blocking findings in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other and against the stated total.
  7. What this shows: for stated totals that must equal the line items, a rules-based CPQ is error-prone for this.
  8. Now the agent resubmits.
  9. The corrected request. It changes the discount to 25 percent and the stated total to $10,129,000.
  10. It calls the validator again.
  11. Not blocked, but held for a person.
  12. The validator also returns the line-item quote. It starts with QAD Adaptive ERP platform and Users; the other 21 lines are on screen.
  13. The two blocking findings are cleared; one approval remains for a person: discount needs approval.
  14. The agent resubmits once more.
  15. The revised request. It changes the discount to 12 percent and the stated total to $11,767,000.
  16. It calls the validator once more.
  17. This time the validator clears it.
  18. The validator also returns the line-item quote. It starts with QAD Adaptive ERP platform and Users; the other 21 lines are on screen.
  19. The earlier finding is cleared, and the validator's total, $11,767,000, matches the quote.
  20. Two problems caught in one call, fixed in two passes, and a clean $11,767,000 quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.