The work and the outcome
Analysts search old agreements; pack sizes and expired discounts create avoidable disputes.
Pricing exception ticket is closed with approved price decision and linked ERP price adjustment or customer clarification.
- Business function
- Pricing operations
- Typical sponsor
- Commercial operations director
- Working role
- Pricing analyst
- Unit of work
- price exception
How this work typically happens today
- Compare PO price and ERP price
- Find contract, currency and effective dates
- Calculate correct price
- Escalate or update approved exception
How the workflow could run
AI helps prepare and coordinate the work. The review rules define what can proceed and where an accountable person decides.
- 01
Receive the trigger
PO unit price differs from ERP contract price or discount tolerance.
- 02
Bring the right context together
Version contract hierarchy and price provenance; segregate customer agreements.
- 03
Prepare the work with AI
Retrieve governing contract clauses and effective price; normalize UOM/currency using approved rules; calculate variance; draft evidence packet.
- 04
Review and authorize
Resolve contractual interpretation and approve discounts; communicate binding commercial terms.
- 05
Confirm the outcome
Pricing exception ticket is closed with approved price decision and linked ERP price adjustment or customer clarification.
The review experience
Variance queue with price waterfall and contract citation.
Information and systems
Systems to connect
- ERP pricing engine
- contract repository
- ticketing
Context the workflow needs
Customer, item, UOM conversion, currency, contract version, validity dates, price breaks, variance, approver.
What needs to be in place
Digitized signed agreements, valid UOM mappings, pricing policy owner and ERP adjustment permissions.
Human decisions and exceptions
Where people decide
Resolve contractual interpretation and approve discounts; communicate binding commercial terms.
The approval boundary
Pricing owner approves every exception; AI cannot negotiate or infer a new discount.
If something is missing or fails
Conflicting contracts or absent conversion rules remain on price hold for analyst investigation.
What to measure
- Evidence-complete packets / sampled exceptions
- unauthorized discounts count
- hours to approved decision
What to check during evaluation
Test expired contracts, currency and pack errors; monitor overturned recommendations.
Establish today’s baseline and agree acceptance criteria for representative cases, including exceptions. Count review, rework and operating costs alongside the benefit. Time released creates capacity; a financial saving needs a separate mechanism.
Explore it in your business
Which terms override price lists? Request signed contracts, price overrides, chargeback reasons and exception cycle-time samples.
Bring the people who own the process, permitted examples and a clear finish line. Together, we can establish the scope, connections and evidence needed for a useful first deployment.