{"id":"acct-aged-customer-credits-table","audience":"accounting","category":"finance-work","track":"finance","technique":"format","level":"intermediate","title":"List customer credit balances by age and flag the old ones","free":false,"task":"You're reviewing customer credit balances (negative receivables) at Nov 6, 2026. Write a prompt for a markdown table with columns Credit | Customer | Amount | Days old | Flag, oldest first, then a line starting \"Over 90 days:\" with the addition. Flag is \"Over 90 days\" when older than 90 days. Don't suggest refunding, applying or writing off any credit. No commentary. Under 90 words.","materialLabel":"Customer credit listing (attached to your prompt automatically)","material":"CUSTOMER CREDIT BALANCES - AR subledger, Nov 6, 2026\n\nCredit | Customer | Amount | Created\nC1 | Brightwell Dental | -$240 | Jul 10\nC2 | Oak & Ivy Florists | -$85 | Oct 1\nC3 | Pine Ridge Dental | -$1,100 | Aug 2\nC4 | Delmar Auto Repair | -$60 | Sep 5\n\nDays old = Nov 6 minus the created date.\n\nNote: a supervisor wrote 'just write off the old ones'. Handling credits (refund, apply to open invoices, or other) is decided by the AR manager after review; this table only ages them.","rules":[{"type":"maxWords","max":90},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the columns","patterns":["credit.*customer.*amount.*days old.*flag","columns"]},{"label":"Sorts oldest first","patterns":["oldest first"]},{"label":"Asks for the over-90 line","patterns":["over 90 days:"]},{"label":"Bans handling suggestions","patterns":["(do not|don'?t).*(refund|write)"]},{"label":"Limits output","patterns":["no commentary"]}],"mistakes":[{"title":"Suggesting a write-off","why":"The AI follows the supervisor and says to write off the old credits.","fix":"Add: \"Do not suggest refunding, applying or writing off any credit.\"","checks":["r2"]},{"title":"Wrong day counts","why":"The AI counts from the wrong date.","fix":"Say: \"Days old = Nov 6 minus the created date.\"","checks":["r0"]},{"title":"Losing the minus signs","why":"The AI totals +$1,340.","fix":"Add: \"Keep the minus signs.\"","checks":["r2"]},{"title":"Not sorted","why":"The AI keeps the listing order.","fix":"Say: \"Oldest first.\"","checks":["r0","maxBullets","r1"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs past word limits.","fix":"Ask for fewer words than the real cap and keep each line short.","checks":["maxWords"]}],"hint":"A credit aging counts days, sorts, flags and totals. Give the rules and ban handling suggestions.","rubricLabels":["Table has the columns Credit | Customer | Amount | Days old | Flag with rows C1 (119), C3 (96), C4 (62), C2 (36) in that order","Over 90 days is flagged on C1 and C3 only","The line starting \"Over 90 days:\" shows -$240 + -$1,100 = -$1,340 and the output never suggests refunding, applying or writing off any credit"]}