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Skills / Starter / Reconcile a purchase order

Starter Money skill

Reconcile a purchase order

Match a purchase order, receipt, invoice, and approval trail before payment or correction.

Procedure

  1. Preserve the original order, amendments, receipts, invoice, approvals, and system identifiers.
  2. Confirm supplier identity, currency, dates, tax treatment, units, quantities, prices, and payment terms.
  3. Perform the approved two-way, three-way, or four-way match without altering source records.
  4. Classify each difference as timing, quantity, price, tax, duplicate, reference, receipt, or authorization.
  5. Trace amendments and tolerances to an authorized policy or approver.
  6. Ask the responsible buyer, receiver, or supplier for bounded evidence where needed.
  7. Route valid correction, credit, re-receipt, dispute, or escalation through the approved workflow.
  8. Reconcile the final posting and retain the resolution evidence.

Guardrails

  • Do not fabricate receipt, approval, or order amendments to make records match.
  • Stop payment and escalate suspected duplicate, diversion, identity change, or fraud indicators.
  • Do not provide tax or accounting conclusions beyond the authorized policy.

Related skills

  • Reconcile a bank statement — Reconcile bank activity to accounting records while identifying timing differences, missing entries, duplicates, fees, and unauthorized transactions.
  • Save for a goal — Turn a savings wish into a number, a date, and weekly math.
  • Read an income statement — Interpret an income statement by tracing revenue, costs, margins, and period changes back to their definitions and source evidence.