Reusable planning worksheet · not an executable OpenAnalyst skill.
First task
Retrieve the last matching purchase from a defined record set.
- Task owner: name / role
- Records as of: date and time
- Result destination: where the team uses it
Inputs to prepare
Material specification; grade and unit; dated purchase orders or ledger; vendor record.
Use only records you are permitted to access. Establish how each input is obtained and refreshed.
Question to adapt
What is the latest matching recorded purchase of material/specification, as of cutoff? Include quantity, rate, unit, vendor and source order.
Working method
Match the material specification and unit. Compare purchase dates inside the supplied records. Keep taxes, freight and terms separate; leave missing terms unresolved. A past purchase rate is not a current quote.
Output fields
Material | quantity | unit | rate | currency | vendor | date | order ID | terms | source
Review before use
The purchasing owner verifies the source and obtains a fresh quote where needed.
Definition of a useful first run
Describe the answer, the check and what remains unresolved.
Companion example
Download the fictional CSV(../sample-data/purchase-register-demo.csv). This sample is authored for the visual prototype and is not customer evidence. It is not the original input from the supplied video.
To turn this into a workflow
Implement supported data access, input validation, the required tools, the review boundary and an execution check for the chosen environment. Confirm the result destination and repeat schedule separately.