# AI for Priority ERP: grounded answers without leaving your data plane

> Source: https://netray.co/erp-ai/priority-erp-ai-integration
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: AI for ERP

## Short answer

Adding AI to Priority ERP means building a connector layer over the Priority API or a read-replica of the underlying SQL Server or Oracle database, then grounding a model on that data with role-aware access controls. Priority shops run lean IT teams and heavily tabgen-customized screens, so the real work is mapping those custom fields into a documented semantic layer before any model sees them.

## Kind

platform

## Erp Family

other

## Erp Products

- Priority ERP
- Priority Cloud
- Priority Discrete Manufacturing

## Industries

- Manufacturing
- Electronics
- Medical Device
- Distribution

## Region

Global

## Persona

CIO

## Eyebrow

Priority ERP + private AI

## Intro

Priority ERP runs a large share of its install base as small IT teams supporting a system that has been reshaped over years of tabgen customization: custom screens, extra fields, and bespoke reports that only one or two people fully understand. That works fine day to day, but it means any new AI initiative has to start by re-discovering what the schema actually contains rather than assuming a textbook install.

Most Priority customers we talk to are not asking for a chatbot. They are asking for a way to stop being the bottleneck between the data sitting in Priority and the people who need an answer from it right now: a planner who wants open orders past due by vendor, a controller who wants a variance explained without waiting for the one person who can write a tabgen report.

Because Priority is used by manufacturers and distributors handling sensitive product, customer, or pricing data, and increasingly by electronics and medical device companies with export-control or regulatory exposure, the AI layer needs to sit inside the same trust boundary as the ERP itself rather than routing production data through a third-party SaaS chat product.

This page covers what actually has to be built: the connector into Priority (API or database), the semantic layer that makes tabgen customizations legible to a model, the deployment options that keep data under your control, and the questions worth asking before anyone starts.

## Pain Points

### Reporting stuck behind one report writer

**Detail:** Most non-trivial questions require a new tabgen report or a change to an existing MDI screen, and there is usually one person in the building who can do that work.

### Every customization needs a Priority-certified hand

**Detail:** Tabgens, Tailor-Made screens, and BPM workflow changes are specialized enough that most in-house IT teams route them to a partner, which slows down anything exploratory.

### Institutional knowledge lives in one or two heads

**Detail:** Lean Priority shops concentrate the meaning of custom fields and screen logic in whoever built them, with thin documentation to fall back on when they move on.

### Cross-environment visibility is manual

**Detail:** Companies running separate Priority environments per subsidiary or site stitch together answers by exporting data into spreadsheets rather than querying across environments.

### New hires take a long time to become self-sufficient

**Detail:** Priority's screen and menu vocabulary (MDIcons, tabgens, WBS-based project costing) is unfamiliar even to experienced ERP users, so onboarding to 'where do I find X' takes weeks.

## Use Cases

### Natural-language query over sales, inventory, and WIP

**Description:** Let planners and managers ask direct questions about open orders, inventory positions, and work-in-process without a new tabgen report for every variant of the question.

**Erp Objects:** Priority API / ODBC read access to the underlying SQL Server or Oracle tables, including tabgen-defined custom fields

**Outcome:** Cuts ad hoc report requests to the one report writer from a weekly queue to occasional edge cases.

### MRP exception triage

**Description:** Summarize and rank the day's MRP action messages (shortages, past-due, expedite candidates) so planners work the highest-impact exceptions first instead of scrolling the full list.

**Erp Objects:** MRP/planning tables, purchase order and works order records exposed via the Priority API

**Outcome:** Reduces time planners spend scanning raw MRP output before they start actually acting on it.

### Purchase order and vendor follow-up automation

**Description:** Draft and route vendor follow-up emails for late or at-risk POs, referencing the specific line, promised date, and history with that vendor.

**Erp Objects:** Purchasing module records, vendor master data, prior correspondence logs

**Outcome:** Turns a manual weekly PO-chase task into a reviewed, ready-to-send draft list.

### Quality and NCR documentation drafting

**Description:** Draft non-conformance report narratives and root-cause sections from inspection and rejection data already captured in Priority, for a quality engineer to review and finalize.

**Erp Objects:** Quality/inspection tables, item and lot records, tabgen-added quality fields

**Outcome:** Shortens time to a reviewable NCR draft from the point a rejection is logged.

### Multi-environment consolidated reporting

**Description:** Answer questions that span several Priority environments (by subsidiary or site) without manual spreadsheet consolidation, respecting each environment's own security groups.

**Erp Objects:** Multiple Priority databases or API endpoints, mapped through a shared semantic layer

**Outcome:** Replaces a manual monthly consolidation exercise with an on-demand query.

### Engineering change impact summaries

**Description:** Summarize which open orders, on-hand inventory, and in-process jobs are affected when a BOM or routing changes, before the change is released.

**Erp Objects:** BOM, routing, and open order tables, cross-referenced by item number

**Outcome:** Surfaces affected orders in minutes rather than a manual cross-check across screens.

### New-hire onboarding assistant

**Description:** Let new staff ask what a specific tabgen-customized field or screen means and where the underlying data comes from, grounded in your actual customization documentation.

**Erp Objects:** Tabgen and Tailor-Made customization metadata, internal documentation, screen definitions

**Outcome:** Shortens the time a new hire needs before they can navigate customized screens unassisted.

## Architecture

**Overview:** A Priority AI deployment is built as four layers sitting entirely inside your infrastructure: a connector that reads Priority through its API or a database replica, a semantic layer that translates tabgen-customized fields into documented, model-readable concepts, a model-serving layer running on your own GPUs, and a governance layer that enforces Priority's own security groups on every query.

**Layers:**

#### ERP connectors

**Detail:** Read access via the Priority API (REST) for supported objects, or a replicated read-only copy of the SQL Server or Oracle backend for direct query access where the API does not expose what is needed.

#### Data and semantic layer

**Detail:** A documented mapping of tabgen-added fields, custom tables, and multi-environment schema differences into consistent business terms the model can reason over reliably.

#### Model serving

**Detail:** Open-weight models (Llama, Qwen, Mistral class) served with vLLM or Ollama on customer-owned or customer-controlled GPUs, sized to the concurrency the use cases actually need.

#### Retrieval and agents

**Detail:** Retrieval-augmented generation over the semantic layer plus structured query tools, with any write-back action (a follow-up email, an updated field) routed through a human approval step.

#### Governance and audit

**Detail:** Every query mapped to Priority's own user and security-group model, with full logging of what was asked, what data was touched, and what the model returned.

## Deployment Options

### Air-gapped on-prem

**Fit:** Priority customers in electronics, medical device, or defense-adjacent supply chains with strict data-boundary requirements

**Detail:** Model, retrieval layer, and database replica all run on hardware physically inside your network, with no outbound path for ERP data.

### Private or sovereign cloud

**Fit:** Priority Cloud customers, or on-prem customers open to a dedicated single-tenant environment

**Detail:** Runs in a customer-controlled cloud tenancy rather than a shared multi-tenant AI service, keeping data isolated while avoiding new on-site hardware.

### Hybrid

**Fit:** Multi-site or multi-subsidiary Priority estates with mixed constraints across locations

**Detail:** Sensitive sites run fully on-prem while others use a private cloud instance, unified through the same semantic layer and governance model.

## Compliance

### Design the connector, storage, and logging layers to fit inside your existing ISMS scope rather than introducing an unmanaged external service.

**Framework:** ISO 27001

### Keep personal data (customer, employee, HR-adjacent fields) inside the same jurisdiction and access controls as the source Priority environment, with no default retention beyond what governance requires.

**Framework:** GDPR (EU customers)

### Where the Priority estate or its data subjects sit in Israel, apply the same data-security controls (access logging, encryption at rest) the regulation expects of the source system to the AI layer.

**Framework:** Israeli Privacy Protection Regulations (Data Security)

### For private-cloud deployments, align logging, change management, and access review with your existing SOC 2 control set rather than standing up a separate framework.

**Framework:** SOC 2 (cloud deployments)

### Every model query inherits the requesting user's Priority security group so the AI layer cannot see data the user could not already see in Priority itself.

**Framework:** Role-based access aligned to Priority security groups

## Integration Notes

The Priority API (REST) covers most transactional objects; where it does not, a read-only replica of the SQL Server or Oracle backend fills the gap without touching production.

Tabgen-defined custom fields and Tailor-Made screens need to be inventoried and mapped explicitly; assuming a stock schema will produce confidently wrong answers.

Priority's WebSDK and BPM workflow module are useful hook points for triggering downstream actions (a drafted email, a flagged exception) once a human approves them.

Multi-company and multi-environment Priority setups need a mapping layer that reconciles field-naming differences across environments before questions can span them.

Security groups defined in Priority should be the single source of truth for access control in the AI layer, not a separate permission model maintained twice.

Any write-back to Priority (updating a field, creating a record) should go through the same validation Priority's own tabgen logic would apply, via the API rather than a raw database write.

## Product Fit

### Custom build

**Why:** Priority is not one of the ERPs Netray's packaged connectors currently cover, so integration is built as a scoped engagement against the Priority API and, where needed, a database replica, following the same connector-plus-semantic-layer pattern used elsewhere.

## Engagement

### Discovery

**Duration:** 2-3 weeks

**Deliverables:**

- Inventory of tabgen customizations and custom fields in scope
- Data source decision (API vs. replica) per use case
- Security-group mapping plan
- Prioritized use-case shortlist

### Pilot

**Duration:** 6-8 weeks

**Deliverables:**

- Working connector for one or two use cases
- Semantic layer covering the pilot scope
- Model serving stood up in the target environment
- Pilot results reviewed against defined success criteria

### Production

**Duration:** Ongoing

**Deliverables:**

- Hardened connector and monitoring
- Full audit logging in place
- User training and rollout plan
- Support and change-management process for schema changes

### Scale

**Duration:** Ongoing

**Deliverables:**

- Additional use cases added to the same platform
- Additional Priority environments or sites onboarded
- Periodic review of model and infrastructure sizing

## Buyer Questions

- Has the vendor actually worked with Priority's tabgen customization model, or are they assuming a generic ERP schema?
- Will the connector read through the Priority API, a replica, or the live production database, and what is the performance impact of each?
- What happens when a tabgen customization changes: does the semantic layer break silently or flag itself?
- Where does the model run, and does any ERP data leave your network or tenancy at any point?
- Is every write-back action gated behind a human approval step, and is that enforced technically or just by policy?
- How is access control enforced: does it read Priority's own security groups, or is there a second permission system to maintain?
- What is the actual support model once the pilot is over, and who owns the semantic layer long term?
- Can you keep the work (connector, semantic layer, prompts) if you part ways with the vendor?

## Faq

### Can AI work with Priority's tabgen customizations, or only a stock install?

**Answer:** It has to work with the customizations, because most Priority estates are heavily tabgen-modified. The practical approach is to inventory the custom fields and screens first, then build a semantic layer that documents what they mean, rather than assuming a textbook schema.

### Does adding AI to Priority require sending data to a cloud AI vendor?

**Answer:** No. Open-weight models can be served on your own GPUs or in a private cloud tenancy, with retrieval built directly against your Priority API or database replica, so ERP data never has to leave your control.

### Does Priority have built-in AI already?

**Answer:** Priority continues to add native platform features, but they are general-purpose rather than built around your specific tabgen customizations, multi-environment structure, or data residency requirements, which is where a purpose-built integration adds value.

### How long does a first Priority AI pilot take?

**Answer:** A focused pilot on one or two use cases, such as natural-language query over open orders or MRP exception triage, typically runs 6 to 8 weeks after a 2 to 3 week discovery phase that inventories your customizations.

### Can this integrate with a BPM workflow already built in Priority?

**Answer:** Yes. Priority's BPM module is a reasonable trigger point for downstream actions once a person approves an AI-suggested step, such as sending a drafted vendor follow-up or flagging an exception for review.

### What happens across multiple Priority environments for different subsidiaries?

**Answer:** Each environment needs its own connector and security-group mapping, unified through a shared semantic layer, so a cross-environment question respects each subsidiary's own access controls rather than pooling everything into one flat view.

### Is this only useful for large Priority customers?

**Answer:** No. Because Priority shops often run lean IT teams, mid-sized customers tend to see the most relief: the bottleneck of one report writer or one customization expert is exactly what a well-scoped AI layer is built to reduce.

## Search terms

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