{"id":"dat-off-invoice-three-way-match","audience":"office","category":"data","technique":"context","title":"Match a supplier invoice against the PO and what arrived","free":false,"task":"Before approving a supplier invoice, you check it against the purchase order (PO) and what was received. Your rule: pay only for items received, at the PO price. Write exactly 3 numbered lines, one per item, each as Item: received x PO price = $X (and what the invoice says), then one unnumbered last line: Pay: $X (invoice says $Y). Plain text, under 80 words.","materialLabel":"PO, receiving log and invoice (attached to your prompt automatically)","material":"PO #7712 - Staplewise Business (ordered Oct 20)\nItem | Qty ordered | PO unit price\nCopy paper (case) | 50 | $40\nToner cartridge | 10 | $90\nTask chair | 6 | $190\n\nRECEIVING LOG (front desk)\n- Oct 27: 50 cases copy paper\n- Oct 27: 8 toner cartridges (2 backordered, ETA Nov 20)\n- Oct 29: 6 task chairs\n\nINVOICE #S-55190 (arrived Nov 3)\nCopy paper 50 x $40 = $2,000\nToner 10 x $90 = $900\nTask chair 6 x $210 = $1,260\nTotal due: $4,160\n\nNotes:\n- Supplier rep says chair prices \"went up in October.\" The PO is what we agreed to.\n- Invoices go to Maria in AP once approved.","rules":[{"type":"numberedItems","count":3},{"type":"plainText"},{"type":"maxWords","max":80}],"mistakes":[{"title":"Not giving your rule","why":"The AI approves the invoice as billed.","fix":"Add: \"Pay only for items received, at the PO price.\"","checks":["r0","r1","r2"]},{"title":"Not asking to see the work","why":"AP needs each line to short-pay the invoice.","fix":"Add a line to copy: \"2. Toner: 8 x $90 = $720 (invoice: 10 x $90 = $900)\"","checks":["numberedItems","r0"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each line: \"each line under 16 words.\"","checks":["maxWords"]},{"title":"Forgetting where it goes","why":"AI loves markdown tables and bold, which show up as clutter in an AP approval note.","fix":"Add: \"Plain text, no bold, headings or tables.\"","checks":["plainText"]}],"promptHints":[{"label":"Gives your rule","patterns":["received","po price","purchase order"]},{"label":"Asks to show the math","patterns":["show (the |your )?(math|work)","x \\$|\\bx\\b.{0,10}=","calculation","step"]},{"label":"Asks for the amount to pay","patterns":["pay:","how much to pay","approve"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no (headings|tables)"]}],"hint":"The invoice bills for more than arrived and at a higher price. Tell the AI your matching rule and ask for each line.","rubricLabels":["Toner is paid for 8 received: 8 x $90 = $720 (not the invoiced 10)","Chairs are paid at the PO price: 6 x $190 = $1,140 (not $210), and paper is 50 x $40 = $2,000","The last line gives Pay: $3,860 (invoice says $4,160), with nothing before the first numbered line"]}