order-to-pay
Manage the final stages of the procure-to-pay lifecycle: confirm service delivery, match supplier invoices against purchase orders, process payments, and close the procurement cycle. Combines delivery acceptance, invoice processing, and payment into a single streamlined workflow for services-oriented SMBs.
Inputs
- source (receive) — PO ID and delivery details
- invoices — loaded from your vault context
- po-id — loaded from your vault context
- profile — loaded from your vault context
- source (match-and-process) — Invoice details and PO reference
- source (dispute) — Invoice and PO with discrepancy details
- source (close) — PO ID to close
- source (ap-dashboard) — Dashboard request with optional date filter
How you ask
- We received an invoice from Acme Corp for the website redesign project, can you match it against PO-2026-012?
- Show me the AP dashboard with all outstanding invoices and what's overdue
- The invoice from CloudHost doesn't match the PO amount — flag it as a dispute and draft a response
- Mark the delivery for PO-2026-015 as accepted, all three milestones are complete
- Close out PO-2026-009, everything has been paid and delivered
Outputs
- ap-aging-report (markdown)
- closed-po (markdown)
- disputed-invoice (markdown)
- supplier-invoice (markdown)
- updated-po (markdown)
Levelbeginner
Inputconversation
Outputdocument
Setup[none]
Roles[Operations Manager, Finance Manager]