Monitor open orders

Build a Riff agent that watches your open purchase order pipeline and alerts on overdue or stalled orders — before they become supply disruptions.

Best fit: Agent (monitoring) + App (pipeline view) ERP systems: Infor LN / M3, SAP S/4HANA, Oracle ERP Cloud, Microsoft Dynamics 365 Time to build: ~35 minutes


What you're building

An agent that monitors your open purchase order pipeline — watching delivery dates, supplier confirmations, and order status — and alerts your team when orders are overdue, stalled, or at risk. A companion App gives your planning team a live view of the pipeline without needing to log in to your ERP.


What you need

  • Riff workspace with your ERP connected

  • Read access to purchase orders and delivery schedules

  • Defined rules for what counts as "at risk" or "overdue"

  • Escalation routing (who to alert for which category)


Step 1: Define what to monitor

Before you start, agree on:

Status
Definition
Alert threshold

Overdue

Confirmed delivery date passed, no GR

Day of or day after

Unconfirmed

Sent to supplier, no confirmation received

48 hours after PO sent

At risk

Confirmed but delivery date within 3 days and no advance shipping notice

3 days before

Stalled

No status change for X days

7 days


Step 2: Create the agent

  1. Click + NewAgent

  2. Name it — e.g. "Open Order Monitor"

  3. In the Profile tab:

You monitor all open purchase orders in [ERP] daily. Each morning, you check the status of every open PO line against its expected delivery date and confirmation status. You flag: (1) lines with a confirmed delivery date that has passed and no goods receipt posted — mark as Overdue and alert the buyer. (2) PO lines sent to supplier more than 48 hours ago with no confirmation — mark as Unconfirmed and send a chase. (3) Confirmed lines due within 3 business days with no advance shipping notice — mark as At Risk and alert the planner. (4) Any PO line with no status change in 7+ days — mark as Stalled and alert the buyer. You update a status field in [ERP] for each flagged line and send a daily summary to the planning team.


Step 3: Connect and trigger

  • Integrations tab: connect your ERP

  • Triggers tab: schedule — e.g. every day at 07:00 so the team starts the day with a fresh view


Part 2: Build the pipeline App

Your planning team needs a live view they can work from.

Step 4: Create the App

  1. Click + NewApp

  2. Name it — e.g. "Open Order Pipeline"

  3. Build a filtered table:

    • Columns: PO number, supplier, item, ordered qty, expected delivery, status (colour-coded), buyer

    • Filters: by status (All / Overdue / At Risk / Unconfirmed / Stalled), by supplier, by buyer

  4. Add a Chase supplier button that triggers the agent to send a follow-up for that specific PO line

Step 5: Add a summary dashboard

Add a top-level dashboard tab:

  • Total open orders: count by status

  • Orders due this week: count and list

  • Top 5 suppliers by overdue orders: for supplier performance conversations

  • Average days overdue: trend line


What good looks like

  • Your planning team starts the day with a current, prioritised view of at-risk orders — not an ERP report they have to filter themselves

  • Buyers are alerted to overdue orders before the operations meeting, not during it

  • Supplier chases go out automatically — buyers focus on the cases that need negotiation

  • The App gives non-ERP users (e.g. production planning, logistics) visibility they didn't have before


Variations

If you want to track by production order or project: Extend the agent to monitor PO lines linked to specific production orders — alert when a linked delivery is at risk.

If your ERP uses advance shipping notices (ASNs): Configure the agent to check ASN status as part of the At Risk calculation.

If you want a read-only view for leadership: Add a read-only version of the dashboard App with no action buttons, shared via a deployment link.

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