{"id":"acct-three-way-match-hold","audience":"accounting","category":"finance-work","track":"finance","technique":"verification","level":"intermediate","title":"Run a three-way match and recommend hold or release","free":false,"task":"You're an AP clerk with one invoice to check. Write a prompt for four plain-text lines starting \"Quantity:\", \"Price:\", \"Amount:\" and \"Recommendation:\". Each of the first three shows the math. The recommendation is exactly HOLD or RELEASE: our rule is to release only if billed quantity equals received quantity and the unit price is within 2% of the PO price. Under 90 words.","materialLabel":"PO, receiving report and invoice (attached to your prompt automatically)","material":"PURCHASE ORDER PO-7741 - Harlan Industrial Supply\nItem: Safety gloves, box of 10 pairs (SKU SG-10)\nQuantity ordered: 100 boxes\nUnit price: $12.00\nPO total: $1,200.00\nApproved by: Warehouse manager, Oct 5\n\nRECEIVING REPORT RR-3309 - Oct 21\nSG-10 safety gloves: 90 boxes received, 10 boxes back-ordered by vendor, expected Nov 12.\nReceived by: Jorge, dock\n\nVENDOR INVOICE 55902 - dated Oct 23\nSG-10 safety gloves: 100 boxes at $12.50 = $1,250.00\nTerms: net 30\nVendor note: price increase effective Oct 1 due to material costs.\n\nAP note: the vendor note is not a contract amendment. No signed price change is on file. Do not release payment until the match passes.","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"promptHints":[{"label":"Names the four lines","patterns":["quantity:","price:","amount:","recommendation"]},{"label":"States the release rule","patterns":["2%","equals received","release only"]},{"label":"Asks for math","patterns":["math","arithmetic","percent","show"]},{"label":"Limits the verdict","patterns":["hold or release","exactly","pick one"]},{"label":"Caps length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Matching to the PO only","why":"The AI checks invoice against PO and ignores the 90 received.","fix":"Add: \"Compare billed quantity to received quantity, not just ordered.\"","checks":["r0"]},{"title":"Accepting the vendor note","why":"The AI treats the price increase note as valid and passes the price.","fix":"Say: \"Price must be within 2% of the PO price; a vendor note isn't an amendment.\"","checks":["r1"]},{"title":"Hedged verdict","why":"The AI says 'consider a partial payment' instead of one word.","fix":"Ask for \"Recommendation: HOLD or RELEASE, pick one\".","checks":["r2"]},{"title":"Markdown extras","why":"The AI adds bold labels, headings and a closing note.","fix":"Say: \"Plain text, no bold. Output only the lines asked for.\"","checks":["plainText"]},{"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":"The invoice bills more than was received at a higher price. Give the AI the exact rule and the four labeled lines.","rubricLabels":["Quantity line shows 100 billed against 90 received, so 10 boxes more than received","Price line shows $12.50 against the PO's $12.00, which is $0.50 or about 4.2% above and outside the 2% rule; Amount line shows $1,250 - (90 x $12 = $1,080) = $170","Recommendation line is exactly \"Recommendation: HOLD\" and does not recommend a partial payment"]}