Generate Cross-Selling Suggestions

Form ID: (ML504000)

You use this form to start the generation of cross-selling suggestions. You can select the needed frequency for a predefined schedule to run this process. You can also run the process manually—such as when you need to test updated settings.

This form is available only if the Related Item Assistant feature is enabled on the Enable/Disable Features (CS100000) form.

When the process is started, the cloud service generates suggestions for related items and uploads them to MYOB Acumatica. Once it completes, a product manager reviews the generated results on the Manage Cross-Selling Suggestions (IN503500) form and approves or rejects them.

Form Toolbar

The form toolbar includes the buttons described below.

Button Description
Cancel Processing

Cancels the current generation process.

This button appears only when the process is running.
Process

Starts the generation of cross-selling suggestions. You can run the next step manually or wait for the system to run it automatically.

You can click this button only if On Demand is selected in the Frequency box on the form. The system starts the generation immediately in this case. If any other frequency is selected, the system displays a warning and starts the processing at the scheduled time.
View History

Opens the Automation Schedule History (SM205035) form, where you can view the history of the predefined Cross-Selling ML Generation schedule.

Frequency Settings Section

In this section, you can select the frequency with which the process runs and view the time of the next run.

Element Description
Frequency

The frequency with which the generation process runs. The following options are available:

  • Weekly
  • Monthly
  • On Demand (default)
Next Run

The time of the next run of the generation. If On Demand is selected in the Frequency box, this box also contains On Demand.

Processing Summary Section

In this section, you can monitor the progress of the generation process.

Element Description
Progress

The stage of the suggestion generation process.

Status

The status of the generation process, which is one of the following options:

  • New (0% progress): Generation hasn’t started.
  • Data Uploaded (20% progress): The system has uploaded data to the cloud service.
  • Calculation in Progress (20–80%): Suggestions are being calculated.
  • Ready to Download (80%): The cloud service has finished the calculation, and the results are ready to be uploaded to the system.
  • Finalizing Data (90%): The results have been saved to the MYOB Acumatica database.
  • Complete (100%): The results have been uploaded to the Manage Cross-Selling Suggestions (IN503500) form.
Last Started On

The date and time when the generation was last started.
Last Executed On

The date and time when the generation was last performed.
Rows Uploaded

The number of rows in the dataset uploaded to the cloud service.
Suggestions Imported

The number of cross-selling suggestions that have been imported from the cloud service into MYOB Acumatica.

Calculation Summary Section

In this section, you can view the generation settings that have been specified on the Machine Learning tab of the Sales Orders Preferences (SO101000) form. If the calculation is in progress, the section displays the generation settings used for it. If the previous calculation has completed and a new one hasn't yet started, it displays the generation settings used for the last calculation.

Element Description
Min. Relevance Score (%)

The minimum relevance score items must have for the system to suggest them as cross-sells. This can be a value from 50 to 100.
Data Period for Analysis

The analysis period for AR transactions used in the analysis of data and generation of suggestions.