{"id":"fpa-capex-depreciation-impact-lines","audience":"fpa","category":"finance-work","track":"finance","technique":"verification","level":"intermediate","title":"Show the depreciation effect of a mid-year capital purchase","free":false,"task":"You're showing the depreciation effect of a capital purchase on the forecast. Write a prompt for plain text with lines starting \"Annual depreciation:\", \"This year (6 months):\" and \"Next year:\", each with the math. Straight-line over 5 years with no salvage value, starting July 1. Don't mention tax depreciation or cash payment terms. Under 60 words. No bullets or numbering.","materialLabel":"Capital purchase details (attached to your prompt automatically)","material":"CAPEX DEPRECIATION IMPACT - Dock automation system, Ridgeway Distribution\n\nPurchase price: $120,000, in service July 1, 2026 (fiscal year = calendar year).\nUseful life: 5 years. Salvage value: $0. Method for the forecast: straight-line, starting the month of service (July counts as a full month).\n\nMethod: annual depreciation = cost / life. This year's depreciation = annual depreciation x months in service / 12.\n\nNotes: the tax team uses a different schedule for tax returns; that isn't part of the forecast. The equipment is paid in three installments; payment terms don't change the depreciation. The forecast view is for the P&L only.","rules":[{"type":"plainText"},{"type":"maxWords","max":60},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the three lines","patterns":["annual depreciation","this year","next year"]},{"label":"Gives the 6/12","patterns":["x 6 / 12","6 months"]},{"label":"Gives the life","patterns":["/ 5"]},{"label":"Bans tax and payments","patterns":["(do not|don'?t).*(tax|installment)"]},{"label":"Caps length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Full year this year","why":"The AI books $24,000 this year.","fix":"Say: \"This year counts 6 months: annual x 6 / 12.\"","checks":["r1"]},{"title":"Mentioning tax depreciation","why":"The AI compares to the tax schedule.","fix":"Add: \"Do not mention tax depreciation or payment installments.\"","checks":["r2"]},{"title":"Wrong life","why":"The AI divides by 12 months or 10 years.","fix":"Add: \"Annual depreciation = cost / 5 years.\"","checks":["r0"]},{"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","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 mid-year purchase depreciates for part of this year and all of next. Give the 6/12, the life and the bans.","rubricLabels":["The line starting \"Annual depreciation:\" shows $120,000 / 5 = $24,000","The line starting \"This year (6 months):\" shows $24,000 x 6 / 12 = $12,000","The line starting \"Next year:\" shows $24,000 (full year), and the output never mentions tax depreciation or payment installments"]}