{"id":"fpa-capex-requests-review-table","audience":"fpa","category":"finance-work","track":"finance","level":"advanced","technique":"verification","title":"Screen capex requests against policy in a review table","free":false,"task":"Screen four capital requests before the capex committee. Policy: an item qualifies as capex only if it's an asset of $5,000 or more lasting over a year, and simple payback (cost ÷ monthly savings) must be 24 months or less to go straight to committee. Make one table with columns Request | Cost | Payback (months) | Flag, where Flag is exactly one of: Ready for committee, Needs strategic case, Reclassify as opex. Use the latest quote, no bold, under 110 words.","materialLabel":"Source material (attached to your prompt automatically)","material":"CAPEX REQUESTS - FY27 Q1 (Operations)\n\n1. Automated packaging machine\nQuote: $120,000 (Brightline Equipment, Sept 30)\nSavings: $5,000/month in packing labor\n\n2. Electric forklift\nCost: $45,000\nSavings: $1,500/month (ends a forklift rental)\n\n3. Warehouse shelving expansion\nCost: $18,000\nSavings: none; adds 400 pallet spots for the Q2 product launch\n\n4. Route-planning software\nCost: $30,000 per year, 3-year subscription\nSavings: $3,000/month in fuel\n\nEmail from Brightline, Oct 21: \"Revised quote attached: $100,000 after the trade-in of your old line. Valid to Dec 15.\"\n\nOps lead note: the forklift could also be leased; we haven't priced that.","rules":[{"type":"plainText"},{"type":"maxWords","max":110}],"mistakes":[{"title":"Using the old quote","why":"The AI uses the first $120,000 quote and misses the revised one.","fix":"Add: \"Use the latest quote: $100,000 for the packaging machine.\"","checks":["r0"]},{"title":"Not knowing the policy","why":"The AI judges requests on general business sense, not your thresholds.","fix":"State the rules: \"$5,000+ asset lasting over a year; payback 24 months or less.\"","checks":["r1"]},{"title":"Treating subscriptions as capex","why":"The AI includes the software as a capital item because it's in the request list.","fix":"Ask: \"Flag subscriptions Reclassify as opex.\"","checks":["r2"]},{"title":"Free-text flags","why":"The AI writes nuanced notes instead of labels the committee can sort.","fix":"Say: \"Flag is exactly one of: Ready for committee, Needs strategic case, Reclassify as opex.\"","checks":["r1","r2","plainText","maxWords"]}],"promptHints":[{"label":"States the policy","patterns":["24 months","5,?000","policy","threshold"]},{"label":"Uses the latest quote","patterns":["revis","latest","100,?000"]},{"label":"Fixes the flag labels","patterns":["ready for committee","needs strategic case","reclassify"]},{"label":"Names the columns","patterns":["columns?","\\|","payback \\(months\\)"]},{"label":"Sets a length limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]}],"hint":"The AI doesn't know your capex policy or which quote is current. Give it both, plus exact flag labels.","rubricLabels":["The packaging machine uses the revised $100,000 quote: $100,000 ÷ $5,000 = 20 months, flagged Ready for committee","The forklift shows 30 months and Needs strategic case; the shelving has no payback (no savings) and is flagged Needs strategic case","The route-planning software subscription is flagged Reclassify as opex, and the table has exactly the columns Request | Cost | Payback (months) | Flag"]}