{"id":"acct-ap-hold-reason-codes-table","audience":"accounting","category":"finance-work","track":"finance","technique":"examples","level":"beginner","title":"Assign hold reason codes to five blocked invoices","free":false,"task":"You're triaging the AP hold queue. Write a prompt for a markdown table with columns Invoice | Code | Next owner, one row per invoice, using exactly the codes and owners from the code list. Use only the invoice notes to choose a code. Don't mention vendor pressure or promise payment dates. No commentary. Under 70 words.","materialLabel":"AP hold queue and code list (attached to your prompt automatically)","material":"AP HOLD CODES (code - meaning - next owner)\nPO - no PO number on the invoice - Buyer\nRCV - goods or services not received - Warehouse\nPRC - price differs from the PO - Buyer\nDUP - possible duplicate of a paid invoice - AP lead\nAPR - waiting for an approver - Approver's manager\n\nHELD INVOICES, Nov 6, 2026\n7001 Tallis Freight - the invoice has no PO number printed on it.\n7002 Corbel Packaging - receiving shows nothing delivered against this PO.\n7003 Wexler Equipment - invoice price is $12.50 per unit; the PO says $12.00.\n7004 Halden IT - same invoice number and amount as one paid on Oct 20.\n7005 Lumen Sheets - the approver is on leave until Nov 10.\n\nVendor pressure: Wexler emailed twice asking for payment by Friday. That doesn't change the hold reason.","rules":[{"type":"maxWords","max":70},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the columns","patterns":["invoice.*code.*next owner","columns"]},{"label":"Restricts codes","patterns":["po, rcv, prc, dup, apr","exactly one of"]},{"label":"Uses the owners","patterns":["owner.*(list|code list)"]},{"label":"Bans vendor pressure","patterns":["(do not|don'?t).*(vendor pressure|payment dates)"]},{"label":"Limits output","patterns":["no commentary","only the table"]}],"mistakes":[{"title":"Free-text reasons","why":"The AI writes reasons instead of codes.","fix":"Say: \"Code is exactly one of PO, RCV, PRC, DUP, APR.\"","checks":["r1"]},{"title":"Wrong owner","why":"The AI picks the buyer for the duplicate.","fix":"Add: \"Next owner comes from the code list.\"","checks":["r1"]},{"title":"Mentioning Wexler's pressure","why":"The AI adds that Wexler wants payment Friday.","fix":"Add: \"Do not mention vendor pressure, Friday or payment dates.\"","checks":["r2"]},{"title":"Wrong table shape","why":"The AI adds notes columns.","fix":"Say: \"Columns exactly: Invoice | Code | Next owner.\"","checks":["r0","maxBullets"]},{"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 hold code comes from the note, and the owner from the code list. Give the exact codes and ban the pressure.","rubricLabels":["Table has the columns Invoice | Code | Next owner with five rows for invoices 7001 to 7005","Codes are PO, RCV, PRC, DUP and APR in that order, with owners Buyer, Warehouse, Buyer, AP lead and Approver's manager","The output never mentions vendor pressure, Friday or a payment date, and has no commentary"]}