Procure-to-pay — Etch Docs

End-to-end procurement workflow: reorder scan, PO drafting, receiving exceptions, and open invoice matching — 14 tool calls in one deterministic pass.

Tool calls: 14
Total tokens: 2,012
Reasoning tokens: 661
Tool output tokens: 1,351
Wall time: 338 ms
Throughput: 5,946 tok/s

Procure-to-pay run starting. I'll scan reorder points, draft or submit POs, check receiving exceptions, run three-way match on open invoices, and produce a prioritized action plan for procurement and AP.

Reading the ops request to see whether we're scanning reorder points, drafting POs, reviewing payables, or running the full procure-to-pay chain.

Tool call parse_request

{
  "inquiry_text": "Run procure-to-pay: scan below reorder point, draft POs, review receiving exceptions, and three-way match open invoices."
}

Request parsed. create_pos=False, record_matches=False, SKU filter=0 item(s).

Phase 1 — procurement: finding SKUs below reorder point and building PO drafts.

Scanning GLC inventory for SKUs below reorder point — these are the procurement triggers that normally start a buyer's morning.

Tool call list_below_reorder_point

{}

Found 3 below-reorder SKU(s) across fulfillment centers.

Pulling cost basis for `WDG-001` so the PO draft uses the same unit cost GLC finance expects for COGS — not a guess.

Tool call fetch_sku_pricing

{
  "sku": "WDG-001"
}

Pricing for `WDG-001`: cost $4.50, MSRP $9.99.

Pulling cost basis for `WDG-002` so the PO draft uses the same unit cost GLC finance expects for COGS — not a guess.

Tool call fetch_sku_pricing

{
  "sku": "WDG-002"
}

Pricing for `WDG-002`: cost $3.00, MSRP $6.99.

Pulling cost basis for `WDG-003` so the PO draft uses the same unit cost GLC finance expects for COGS — not a guess.

Tool call fetch_sku_pricing

{
  "sku": "WDG-003"
}

Pricing for `WDG-003`: cost $6.75, MSRP $14.99.

Grouping 3 reorder SKU(s) into supplier PO drafts (max 5 PO(s)) with priced line items.

Tool call draft_purchase_orders

{
  "reorder_items": [
    {
      "sku": "WDG-001",
      "product_name": "Standard Round Widget",
      "fulfillment_center_code": "FC-CENTRAL",
      "available": 50,
      "reorder_point": 200,
      "recommended_order_qty": 2000,
      "preferred_supplier_id": "febbec24-756a-4987-8754-8772dbb965e0"
    },
    {
      "sku": "WDG-002",
      "product_name": "Mini Round Widget",
      "fulfillment_center_code": "FC-CENTRAL",
      "available": 50,
      "reorder_point": 250,
      "recommended_order_qty": 2500,
      "preferred_supplier_id": "febbec24-756a-4987-8754-8772dbb965e0"
    },
    {
      "sku": "WDG-003",
      "product_name": "Jumbo Round Widget",
      "fulfillment_center_code": "FC-CENTRAL",
      "available": 50,
      "reorder_point": 200,
      "recommended_order_qty": 2000,
      "preferred_supplier_id": "febbec24-756a-4987-8754-8772dbb965e0"
    }
  ],
  "pricing_by_sku": {
    "WDG-001": {
      "cost_basis": "4.50",
      "msrp": "9.99"
    },
    "WDG-002": {
      "cost_basis": "3.00",
      "msrp": "6.99"
    },
    "WDG-003": {
      "cost_basis": "6.75",
      "msrp": "14.99"
    }
  },
  "max_pos": 5
}

Drafted 1 PO(s) totaling $30000.00 estimated spend.

Loading supplier `febbec24...` for PO routing — contact email, payment terms, lead time.

Tool call fetch_supplier

{
  "supplier_id": "febbec24-756a-4987-8754-8772dbb965e0"
}

Supplier Acme Widget Supply Co. — [email protected], terms net_30, lead 5 days.

Phase 2 — receiving: checking partially received POs that may block payment.

Checking for partially received POs with discrepancies — these often block clean three-way match later.

Tool call list_receiving_exceptions

{}

Found 1 receiving exception PO(s).

Pulling PO `4e24c0b2...` details for receiving/AP context.

Tool call fetch_purchase_order

{
  "purchase_order_id": "4e24c0b2-29a9-4e24-a4ea-1693967830cd"
}

PO `PO-000001` — status `partially_received`, 1 line(s), $225.00.

Fetching receiving records for PO `4e24c0b2...`.

Tool call fetch_po_receipts

{
  "purchase_order_id": "4e24c0b2-29a9-4e24-a4ea-1693967830cd"
}

Found 1 receipt(s) on this PO.

Phase 3 — payables: three-way match on pending and open supplier invoices.

Pulling the supplier invoice pending-match queue for the pay leg of procure-to-pay.

Tool call list_pending_invoices

{}

Pending-match queue: 0 invoice(s).

Scanning disputed and non-matched supplier invoices that still need AP attention.

Tool call list_open_payables

{}

Found 1 open payable invoice(s) for review.

Loading supplier invoice `ae266f26...` for three-way match.

Tool call fetch_supplier_invoice

{
  "invoice_id": "ae266f26-3e01-4d0f-8519-1ce0132051ca"
}

Invoice `INV-000001` — status `disputed`, match `disputed`, $225.00.

Three-way match for invoice `INV-000001` against PO `PO-000001`.

Tool call compare_three_way

{
  "purchase_order": {
    "id": "4e24c0b2-29a9-4e24-a4ea-1693967830cd",
    "po_number": "PO-000001",
    "supplier_id": "febbec24-756a-4987-8754-8772dbb965e0",
    "status": "partially_received",
    "total_amount": "225.00",
    "expected_delivery_date": "2026-06-30",
    "notes": "Simulated acknowledgement (confirmed)\nShipped SIM-196237\nShipped BACKFILL-PO-000001; receipt RCV-000001",
    "created_at": "2026-06-25T16:08:08.648544Z",
    "updated_at": "2026-06-27T17:06:31.802048Z",
    "line_items": [
      {
        "id": "d6998f51-6982-4a35-b53a-b92058827669",
        "purchase_order_id": "4e24c0b2-29a9-4e24-a4ea-1693967830cd",
        "sku": "WDG-001-S",
        "product_name": "Widget Small",
        "quantity": 50,
        "unit_cost": "4.50",
        "line_total": "225.00"
      }
    ]
  },
  "receipts": [
    {
      "id": "98ce7c8c-a670-415b-8c97-22131bf4aad3",
      "purchase_order_id": "4e24c0b2-29a9-4e24-a4ea-1693967830cd",
      "receipt_number": "RCV-000001",
      "received_at": "2026-06-25T17:06:31.785201Z",
      "status": "partial",
      "line_items": [
        {
          "sku": "WDG-001-S",
          "quantity_ordered": 50,
          "quantity_received": 45,
          "unit_cost": "4.50"
        }
      ]
    }
  ],
  "invoice": {
    "id": "ae266f26-3e01-4d0f-8519-1ce0132051ca",
    "invoice_number": "INV-000001",
    "supplier_id": "febbec24-756a-4987-8754-8772dbb965e0",
    "purchase_order_id": "4e24c0b2-29a9-4e24-a4ea-1693967830cd",
    "status": "disputed",
    "total_amount": "225.00",
    "invoice_date": "2026-06-27",
    "due_date": "2026-07-27",
    "line_items": [
      {
        "sku": "WDG-001-S",
        "quantity": 50,
        "unit_cost": "4.50",
        "line_total": "225.00"
      }
    ],
    "match_status": "disputed",
    "discrepancies": [
      {
        "type": "quantity_mismatch",
        "sku": "WDG-001-S",
        "po_quantity": 50,
        "received_quantity": 45,
        "invoiced_quantity": 50,
        "notes": "PO ordered 50; received 45; Supplier invoiced for 50; only 45 received"
      }
    ],
    "match_notes": "qty mismatch"
  }
}

Match recommends `hold` — 1 discrepancy(ies).

All phases complete. Composing the procure-to-pay action plan for ops and finance.

Expert output

GLC Procure-to-Pay — action plan

## Procurement (reorder)
3 SKU(s) below reorder point:
- WDG-001 (Standard Round Widget): available 50 / reorder 200 → order 2000 units
- WDG-002 (Mini Round Widget): available 50 / reorder 250 → order 2500 units
- WDG-003 (Jumbo Round Widget): available 50 / reorder 200 → order 2000 units

## Purchase orders
- DRAFT PO for supplier febbec24-756a-4987-8754-8772dbb965e0: 3 line(s), est. $30000.00
- POs were not submitted (analysis-only run). Set create_pos to submit.

## Receiving exceptions
- PO-000001 (partially_received) — review partial receipt / quantity mismatch

## Accounts payable
- INV-000001: recommended `hold` — Supplier invoiced for more units than were received; hold payment pending AP review or supplier credit.

## Priority follow-ups
1. AP: resolve INV-000001 (hold)
2. Receiving: reconcile PO-000001 short receipt
3. Procurement: review and submit reorder PO drafts