The work HEINI can take over.

An offer draft tied to the customer request, valid configuration and price rule.

What it needs: Customer request, approved product revision and commercial terms.

Your decision: Approve price, delivery promise and dispatch separately.

Plan guidance: Sales and quotes selectable. Agree CPQ/configuration scope and sent documents separately.

One approved product revision for sales documents and supported channels.

What it needs: Supplier originals, units, attributes and responsible product owner.

Your decision: Review conflicts before accepting a new revision.

Plan guidance: Product data selectable. Catalogue PDF and bulk import from Operations; review the specific import scope.

Component quantities and dependencies expanded through the accepted product configuration.

What it needs: Valid options, component relationships and required quantities.

Your decision: Confirm the configuration before purchasing or production.

Plan guidance: From Operations team. Multi-level parts lists; agree the actual task and scope.

Allowed options carried into the quote and qualified shop profile.

What it needs: Product constraints, pricing rules and the selected channel.

Your decision: Approve the configuration and channel publication.

Plan guidance: Discuss scope. The complete CIM/CPQ application is not clearly assigned.

Copy, imagery and channel drafts grounded in approved product facts.

What it needs: Product version, audience, brand guidance and channel access.

Your decision: Review the claims and approve publication.

Plan guidance: Marketing drafts selectable; cockpit from Operations. Distribution is Enterprise; no automatic publishing.

An explanation-video plan and content drafts connected to the product story.

What it needs: Approved facts, rights to assets and the publishing profile.

Your decision: Approve the final creative work and selected channels.

Plan guidance: Marketing drafts selectable; video/distribution Enterprise. Distinguish social drafts from video.

Products and prices delivered through the qualified commerce profile.

What it needs: Approved catalogue, customer-group prices and shop connection.

Your decision: Inspect publication readback and reconcile exceptions.

Plan guidance: Shop and e-commerce from Operations. Channels, marketplaces and EDI: Operations add-on, included in Enterprise; supplement by proposal.

A translated draft tied to the source revision and company glossary.

What it needs: Source content, language and approved terminology.

Your decision: Approve the translation and market-specific claims.

Plan guidance: Product data selectable. Translation scope and usage need agreement.

A page draft and traceable improvement work for search visibility.

What it needs: Product facts, public-page findings and website access.

Your decision: Approve the page before publication.

Plan guidance: Visibility and SEO selectable; included from Operations. Paid reports at €29/29/49/29 are separate.

The relevant part, return decision and financial follow-up stay linked.

What it needs: Original order, received goods and the applicable returns process.

Your decision: Approve stock return, credit note and refund as separate actions.

Plan guidance: Discuss scope. Agree the specific returns workflow and plan.

Pages, approved copy and search metadata prepared from company and product information.

Your decision: Approve the release and the connected publishing route.

Plan guidance: Visibility and SEO selectable. Website drafts; publishing and hosting are not automatically included.

Product facts become scenes, narration and generated video assets using qualified providers.

Your decision: Review the final output and publication rights.

Plan guidance: Enterprise. Video; agree actual scope and usage.

Customer relationships, duplicate checks and follow-up work use the relevant business records.

Your decision: Review proposed contact matches and commitments.

Plan guidance: Discuss scope. Selecting sales does not establish complete agentic CRM rights.

A component requirement tied to the order configuration.

What it needs: Accepted parts list, stock and supplier facts.

Your decision: Approve the purchasing or reservation step.

Plan guidance: Parts lists from Operations. Confirm material planning as a specific action.

Supplier terms and deviations alongside the required parts.

What it needs: Current supplier offers, demand and purchasing authority.

Your decision: Approve the purchase order before sending.

Plan guidance: Purchasing selectable. Supplier comparison is separate from EDI.

Confirmation, receipt and invoice compared against the purchase order.

What it needs: Order, supplier confirmation, receipt and original invoice.

Your decision: Review quantity or price discrepancies.

Plan guidance: Purchasing selectable. Goods receipt may also require warehouse scope; agree the workflow.

Material, capacity and work steps attached to the accepted configuration.

What it needs: Approved configuration, current capacity and the qualified production profile.

Your decision: Release production through its own authorized process.

Plan guidance: From Operations team. Production order; agree machine actions separately.

Relevant component and order records are brought together for impact review.

What it needs: Drawing revision, parts list and affected orders.

Your decision: Review the change and release the valid revision.

Plan guidance: Discuss scope. Product upkeep selectable; agree cross-department change impacts separately.

The station observation and open work retained for the next shift.

What it needs: Station, current work and the versioned shift record.

Your decision: The receiving shift acknowledges the handover.

Plan guidance: Discuss scope. Production scope does not alone establish shift-handoff rights.

A machine observation linked to the asset and a maintenance task.

What it needs: Supported observation source, asset mapping and maintenance rules.

Your decision: Authorize maintenance; a signal never implies a machine start.

Plan guidance: Discuss scope. Agree the maintenance signals, machine connection and pilot scope.

Machine history helps identify which maintenance work needs attention.

What it needs: Qualified machine history, data period and forecast profile.

Your decision: Review uncertainty before changing maintenance priorities.

Plan guidance: Discuss scope. Predictions have no complete plan assignment.

The original observation, image and review decision linked to the operation.

What it needs: Original evidence and the affected order or asset.

Your decision: Review the quality finding and corrective action.

Plan guidance: Discuss scope. Order-linked quality evidence has no complete plan assignment.

A supported print job linked to the order and approved revision.

What it needs: Valid drawing, material, rights and qualified print handoff.

Your decision: Release the handoff; slicing, G-code and machine start remain separate.

Plan guidance: Discuss scope. 3D printing has no complete plan assignment.

A freight calculation and document pack tied to order facts.

What it needs: Shipment facts, freight profile and required export originals.

Your decision: Approve shipment and qualified export documents separately.

Plan guidance: From Operations team. Logistics, customs and export.

Count evidence and stock-value differences prepared for review.

What it needs: Stock records, independent count and permitted warehouse.

Your decision: Approve the discrepancy before reconciliation.

Plan guidance: From Operations team. Warehouse and logistics.

A dated delivery-delay forecast supports the next operational decision.

Your decision: Review history, uncertainty and any changed promise.

Plan guidance: Discuss scope. Predictions have no complete plan assignment.

Reminders, service tasks and prepared payroll inputs support the responsible people.

Your decision: HR support is off by default. People decisions and specialist payroll remain separate.

Plan guidance: Administrative HR selectable. Off by default; no decisions about people.

A source-linked demand outlook for the next purchasing decision.

What it needs: Qualified sales history, planning horizon and forecast profile.

Your decision: Review uncertainty and approve the plan.

Plan guidance: Discuss scope. Predictions have no complete plan assignment.

A cost outlook alongside the sourcing decision it may affect.

What it needs: Supplier and purchase-price history with the relevant period.

Your decision: Approve purchasing decisions independently of the forecast.

Plan guidance: Discuss scope. Selecting purchasing does not establish forecast scope.

A forecast tied to component costs, production assumptions and the offer.

What it needs: Current cost facts, source period and planned product mix.

Your decision: Review assumptions before changing price or plan.

Plan guidance: Controlling from Finance. Manufacturing and BOM may also require Operations; review the combination.

A forecast connected to receivables, payables and known obligations.

What it needs: Authorized financial facts and the planning period.

Your decision: Approve treasury actions separately from the forecast.

Plan guidance: Controlling from Finance. Liquidity is assigned; the full prediction scope remains open.

Risk estimates placed beside the customer or supplier task.

What it needs: Qualified payment or supplier history and current context.

Your decision: Review the evidence before changing terms or priority.

Plan guidance: Discuss scope. Predictions have no complete plan assignment.

Original documents and possible anomalies brought together for review.

What it needs: Source invoices, order references and permitted accounting profile.

Your decision: Confirm the finding and approve any posting.

Plan guidance: Accounting selectable. Preparation and review; no tax advice.

Open items and the proposed payment presented with supporting evidence.

What it needs: Reconciled open items and the qualified provider connection.

Your decision: Approve submission and inspect the actual provider outcome.

Plan guidance: Payments and receivables selectable. Preparation; approval and money movement follow the agreed contract.

Invoice facts and tax profile connected to the original document.

What it needs: Source document and qualified country/accounting profile.

Your decision: Approve posting or export separately.

Plan guidance: Accounting selectable. You or your tax adviser review and post.

Projected budgets and investment needs sit beside the assumptions behind them.

Your decision: Approve financial commitments separately.

Plan guidance: Controlling from Finance; investment approvals Enterprise. Confirm forecasts and financial commitments separately.

Comparable summaries from the companies that agreed to share.

What it needs: Entity permissions, comparable reporting profiles and defined period.

Your decision: Approve the reporting scope; missing companies remain visible.

Plan guidance: Discuss scope. Company comparisons are not complete consolidated accounts; agree scope.

Actual usage and cost drivers alongside the authorized task budget.

What it needs: Usage records, responsibilities and permitted limits.

Your decision: Approve changes to budgets and responsibility.

Plan guidance: Approvals in every plan. Own AI is an add-on in Finance/Operations and included in Enterprise; review controls.

The relevant agreement and its source available in the next permitted case.

What it needs: Original agreement, confirmed facts and access permission.

Your decision: Review a proposed correction before it becomes company knowledge.

Plan guidance: Reviewed learning in every plan. Agree complete CRM and company-memory scope separately; order folder from Team.

A business objective divided into bounded work with one shared result.

What it needs: Mandate, responsibility and permitted business sources.

Your decision: Approve consequential actions and changes in responsibility.

Plan guidance: Discuss scope. Supervisor/team-lead scope has no complete plan assignment.

The original outcome inspected before choosing the next step.

What it needs: Original task, saved result and execution evidence.

Your decision: Resume only after establishing what already happened.

Plan guidance: Discuss scope. Recovery and continuation are not a separately defined plan scope.

The permitted facts shared for an agreed purpose and period.

What it needs: Company agreement, selected information and current permissions.

Your decision: Each company controls its access; no permission means no access.

Plan guidance: Enterprise. Authorised collaboration; new versioned extensions remain deferred.

A defined inference route and server profile for the selected data class.

What it needs: Hardware, software, operations and permitted data routes.

Your decision: Agree deployment, responsibilities and remaining external services.

Plan guidance: Enterprise, individual proposal. Agree hardware, private operation and Enclave separately; no confirmed supplement.

Reviewed fields and relationships prepared for a controlled transfer.

What it needs: Source data, mapping responsibility and agreed leading systems.

Your decision: Review exceptions and approve the transfer step.

Plan guidance: Self-service setup €0; guided €490 credited. Agree data/migration scope separately; no fixed duration.

A shared, permission-bound order folder connects the relevant request, records, decisions and next steps.

Your decision: Important actions retain their required approval.

Plan guidance: From Team. Shared permission-bound order folder; no automatic collection of every record.

Company memory brings relevant, reviewed lessons with their source and access rights to the next task.

Your decision: Review new lessons and respect current access.

Plan guidance: Learning from corrections in every plan. Agree the complete company-memory scope separately.

Super HEINI supports assigned client work under a separate mandate for each company.

Your decision: Agree each client’s scope and access.

Plan guidance: Discuss scope. Super HEINI has no complete plan assignment.

Missing material or origin evidence routed to the responsible person.

What it needs: Product identity, material records and supporting originals.

Your decision: Review and approve the product-passport record.

Plan guidance: From Operations team. DPP; separate approvals and evidence required.

Approved object identity and lifecycle records retained together.

What it needs: Identified real object, evidence, recipient and designated service.

Your decision: Approve issue, transfer or retirement in their qualified scope.

Plan guidance: Discuss scope. RWA has no clear plan assignment; no promise of legal title transfer.

A structured XLSX table tied to the approved business context.

What it needs: Permitted source data and required columns.

Your decision: Review the file and any later business writeback.

Plan guidance: Discuss scope. Working-file formats have no complete plan assignment.

The supported workbook updated while retaining its formulas.

What it needs: Original workbook, supported structure and intended changes.

Your decision: Review formulas; charts, macros and pivots need a specialist path.

Plan guidance: Discuss scope. Working-file formats have no complete plan assignment.

Grouped calculations with an independent arithmetic check.

What it needs: Permitted source rows and grouping rules.

Your decision: Review the calculation before using the result.

Plan guidance: Discuss scope. Working-file formats have no complete plan assignment.

A DOCX draft stored with the task and its approved sources.

What it needs: Confirmed facts and the document purpose.

Your decision: Approve the wording and external sharing.

Plan guidance: Discuss scope. Working-file formats have no complete plan assignment.

An editable PPTX outline with titles, body text and notes.

What it needs: Approved content, audience and message.

Your decision: Review the deck before presenting or sharing.

Plan guidance: Discuss scope. Marketing drafts do not imply all presentation-file capabilities.

A parametric DXF plate with holes and dimensions.

What it needs: Supported dimensions, hole positions and drawing requirements.

Your decision: Check geometry and release manufacturing separately.

Plan guidance: Discuss scope. Supported 2D drawing scope needs agreement.