Generate Cross-Selling Suggestions
Form ID: (ML504000)
You use this form to start the generation of cross-selling suggestions. You can also select the needed frequency, and a predefined schedule runs the process with this frequency. You also use this form when you need to run the process manually—such as when you need to test the updated settings.
This form is available only if the Related Item Assistant feature is enabled on the Enable/Disable Features (CS100000) form.
When the cloud service generates suggestions for related items and uploads them to MYOB Acumatica, 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 standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
| Button | Description |
|---|---|
| Cancel Processing |
Cancels the current generation. This button appears on the form 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 use this command 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 value is selected in this box, 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 values are available:
|
| Next Run |
The time of the next run of the generation. If On Demand is selected in the Frequency box, the value in this box is also On Demand. |
Processing Summary Section
In this section, you can monitor the progress of the generation.
| Element | Description |
|---|---|
| Progress |
The stage of the suggestion generation. |
| Status |
The status of generation. The status can have the following values:
|
| 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 suggested related items that have been imported from the cloud service into MYOB Acumatica. |
The following table shows how the status and progress of generation change.
| Status | Progress | Description |
|---|---|---|
| New | 0% |
Generation hasn’t started. |
| Data Uploaded | 20% |
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. |
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 information about this calculation. If the previous calculation has completed and a new one hasn't yet started, it displays information about the last calculation.
| Element | Description |
|---|---|
| Min. Relevance Score (%) |
The minimum score of relevance for items that the system suggests as cross-sells |
| Data Period for Analysis |
The time range for database records used in analysis and generation. |