Minimum Version Required: 25.01
Pre-Conditions
OrderIQ is configured for the customer
Sales rep reports missing or incorrect suggestions
Steps
Checking Why Suggestions Are Missing:
1. Verify Customer Configuration:
Confirm Apply = 1 (enabled)
Confirm AISuggestedOrder = 1 (AI prediction enabled)
Check that the customer has an active route with scheduled stops
2. Verify Stop Configuration:
Customer must have stops assigned to an active route
The route must have Frequency ≠ 0
The RouteVersion must be Active
The Activity must have IsSalesmanAssigned = TRUE
Check if "Include Driver Sell Stops" setting (3398) is enabled if using delivery stops
3. Verify Product Eligibility:
Product Status must be Active
Product Type must have SalesReportDefault = 1
Product Type must have TrackInventory = 1
Product Type must have a ProductPickTypeID assigned
4. Verify Purchase History:
Customer must have purchased the product within the last 2 years
CustomerHistory.Status must not be 0
CustomerHistory.NotAuthorized must be 0
5. Check for Product Limitations:
Review SuggestedOrderLimitations for the customer
Ensure the product isn't excluded by ProductID, ProductTypeID, or ProductTypeCode filters
6. Check Forecast Task Status:
Verify the forecast task completed successfully for the customer
Check for any error messages in the forecast task log
Fields And Definitions
Status (Forecast Task): Processing status (0=Queued, 9=Completed, 10=Failed, 11=Skip)
Memo: Contains error messages if the forecast task failed
Week Date: The Monday of the forecast week
Date: The scheduled stop date for the customer
Best Practices
If suggestions suddenly stop for a customer, first check if their route or stop configuration changed
New customer/product combinations need historical data before predictions can be generated
If a product was recently added to a customer's history, allow 1-2 weeks for it to appear in suggestions
Check the ActivityIDEffective on stops - it must be a sales activity (IsSalesmanAssigned = TRUE)
For accounts with very low purchase frequency, predictions may be less reliable
If predictions seem wrong, review recent purchase patterns - unusual orders can temporarily skew predictions