Self Attempt 03

SKILL — Procurement Supplier & Receiving Control (task_group_006)

Executable recipes for solver agents on unseen test tasks in this benchmark. The benchmark has FOUR task families (A sourcing-nomination, B receiving-control closeout, C AP close / vendor-balance, D change-control amendment). Test tasks map to these families; train_001/003↔test_003, train_002↔test_001/test_004, train_003↔test_002, train_004↔test_005 (families overlap). Apply the matching family section plus the cross-cutting rules at the bottom.

0. Environment & API (verified 2026-07-02)

• Remote API (source of truth): <remote-env-url>. Prompts' 127.0.0.1:8006 == this same service. Use curl.
• List: GET /<coll> -> {"count":N,"results":[...]}. By id: GET /<coll>/<id> -> the object directly. Field filters match substring/case-insensitive, including nested list values; ?start=&end= filter the collection date field inclusively.
• NEVER pass _limit/page/per_page — unknown params are treated as field filters and return 0 rows.
• Collections + ID/date fields: programs(program_id), suppliers(supplier_id), items(sku), contracts(contract_id, effective_date), purchase_requisitions(requisition_id, need_by) [aliases /purchase-requests,/purchase-requisitions], purchase_orders(po_id, order_date) [alias /purchase-orders], receipts(receipt_id, receipt_date), ap_invoices(invoice_id, invoice_date) [also /ap/invoices], payments(payment_id, scheduled_date) [also /ap/payments], approval_events(event_id, event_date) [alias /approvals], budget_snapshots(snapshot_id, snapshot_date) [alias /budgets], vendor_risk_events(event_id, event_date) [alias /vendor-risks].
• Discovery: GET /health, GET /, GET /manifest (counts + anchor ids, no answers).

Golden rules (read every time)

1. The memo/payload names the target IDs and scope anchors. API is source of truth for record content. Cross-reference by the IDs in the payload — do NOT pull whole collections when you have specific IDs.
2. Round USD to cents (2 dp); qty to 2 dp; ratios to 4 dp; pct to 1 dp. Read EACH template field's stated unit (some want USD-cents integer; most want USD dollars).
3. Sort list fields ascending unless the template says "set".
4. As-of filtering: evidence (receipts, invoices, risk events, payments) is filtered by date <= the task's as_of/close_date/review_as_of. Later same-PO receipts are EXCLUDED from "as of" evidence lists (but may appear as excluded_same_po receipts).
5. Cancelled POs are EXCLUDED from contract usage / committed totals (memo control "exclude cancelled purchase orders"). For evidence lists, include unless told.

Family A — Sourcing nomination readiness (train_001 / test_003)

Inputs (from prompt + memo)

• program_id, as_of_date (e.g. PRG-AX17, 2026-06-01) from prompt.
• package_line_skus + anchor requisition/PO per SKU come from the nomination memo's "package anchors" list — NOT from querying all program SKUs. Use exactly those SKUs.
• Template: answer_template.json top-level keys program_id, as_of_date, package_line_skus, program_summary{owner,budget_headroom_usd,overall_readiness}, nomination_lines[], committee_action{...}.

Query recipe (per program + per SKU anchor)

1. GET /programs/<program_id> -> owner, budget_cap, committed_amount, status.
2. GET /budget_snapshots?program_id=<pg> -> pick snapshot with snapshot_date <= as_of (for budget readiness). GET /contracts?program_id=<pg> -> contract per SKU.
3. GET /purchase_orders?program_id=<pg> -> POs; group by line sku to get package_po_ids per SKU. (Decide cancelled inclusion per package_po_ids — prefer non-cancelled active POs for the anchor; document cancelled as out-of-scope if template only wants active.)
4. GET /purchase_requisitions?program_id=<pg> -> anchor requisition per SKU (match sku).
5. Per anchor PO: GET /receipts?po_id=<po>; keep receipt_date <= as_of -> receipt_evidence_ids.
6. Per supplier: GET /ap_invoices?supplier_id=<sup>; keep invoice_date <= as_of AND (status=="on_hold" OR hold_code!=null) AND po/line sku matches -> invoice_exception_ids.
7. GET /vendor_risk_events?supplier_id=<sup>; keep status in {open,monitoring} AND event_date <= as_of -> risk_event_ids (any related_object_id, not just package PO).
8. GET /suppliers/<sup> -> risk_rating (drive supplier_watch).

Field definitions

• package_line_skus: the memo's anchor SKUs, sorted ascending.
• program_summary.budget_headroom_usd = programs.budget_cap - committed_amount (program row). overall_readiness also considers the as-of snapshot (committed + pending_invoice_amount vs budget_cap): overrun -> not_ready/at_risk.
• nomination_lines[].selected_supplier_id: contract.supplier_id if contract active, else the anchor PO's supplier_id.
• commercial_basis_id: contract_id if an ACTIVE contract exists for SKU+program, else null.
• primary_requisition_id: anchor requisition_id (the converted/approved one for the SKU).
• package_po_ids: POs for the SKU in the program (sorted asc).
• receipt_evidence_ids, invoice_exception_ids, risk_event_ids: as-of filtered, sorted.

Blocker codes (enum: missing_contract|supplier_watch|open_supplier_risk|ap_hold|pending_receipt|late_due_date|none)

• missing_contract: commercial_basis_id == null (no active contract for SKU).
• supplier_watch: supplier.risk_rating == "watch".
• open_supplier_risk: risk_event_ids non-empty.
• ap_hold: invoice_exception_ids non-empty (on_hold invoice <= as_of).
• pending_receipt: zero receipts as of as_of, OR received < ordered (partial). [A partial accepted receipt still counts as pending if the PO is incomplete; if a full receipt exists, no pending_receipt.]
• late_due_date: anchor requisition need_by (or PO due_date) <= as_of (overdue).
• none: no blockers. Sort blocker_codes ascending; use ["none"] when clear.

nomination_decision (enum: nominate|conditional_nomination|hold) & readiness_status (ready|at_risk|not_ready)

• nominate / ready: blocker_codes == ["none"].
• conditional_nomination / at_risk: only SOFT blockers (supplier_watch, ap_hold, pending_receipt-partial, open non-severe risk) AND contract present.
• hold / not_ready: any HARD blocker (missing_contract, late_due_date, OR a severe [high/critical] open risk event).

committee_action (enum next_owner: buyer|finance_ops|quality_ops|program_owner|ap_team; send_to_committee: yes|no)

• nominate_now_supplier_ids = suppliers of nominate lines; conditional_supplier_ids = conditional; hold_supplier_ids = hold (all sorted asc, dedup).
• next_owner: ap_team if ap_hold is the dominant blocker; buyer if missing_contract/pending_receipt/late_due_date; quality_ops for inspection; finance_ops for budget overrun; program_owner default.
• send_to_committee: "yes" if any conditional or hold line (needs review); "no" if all nominate.

Pitfalls (Family A)

• Don't derive SKUs by listing the program's items — use the memo anchors.
• invoice_exception_ids = on_hold invoices only. An approved/paid invoice on the same PO is NOT an exception.
• risk events apply at the SUPPLIER level (related_object_id may be a different PO) — include all open/monitoring events for the selected supplier as of as_of.
• open RISK of severity medium does NOT by itself force hold (only severe does); but it does set the open_supplier_risk blocker code and at_risk.
• budget_headroom uses the program row (budget_cap - committed_amount); do not subtract pending_invoice in that field (it's a readiness signal, not the headroom number).

Family B — Receiving-control closeout

Two sub-variants: B1 single-batch closeout (train_002 / test_001, test_004) and B2 multi-invoice AP release (train_005 / test_005). Both reconcile ordered/received/billed.

B1 Single-batch closeout (batch_id from memo, e.g. RCV-BLUE-14)

Query recipe

1. GET /receipts/<batch_id> -> po_id, supplier_id, program_id(via PO), warehouse_id, receipt_date, packing_slip, receiver, status, lines[].
2. GET /purchase_orders/<po_id> -> program_id, status, contract_id, lines[] (ordered qty, unit_price).
3. GET /contracts/<contract_id> -> unit_price (price-match anchor), status.
4. GET /ap_invoices?po_id=<po_id> -> the invoice(s) whose receipt_id == batch_id is IN SCOPE. Other invoices on the PO (different receipt_id) are out of scope for this batch.
5. GET /suppliers/<supplier_id> -> name, risk_rating. GET /vendor_risk_events?supplier_id=<sup> -> open/monitoring events as of review date.

line_reconciliation (sort by po_line_id asc) — per po_line_id

• ordered_qty = PO line quantity; received_qty = receipt line quantity_received; rejected_qty = receipt quantity_rejected; billed_qty = in-scope invoice line quantity_billed.
• short_qty_vs_po = ordered - received. unreceived_billed_qty = billed - received (>=0).
• receipt_completion_ratio = received/ordered (4 dp).
• po_unit_price (PO line), contract_unit_price (contract.unit_price), invoice_unit_price (invoice line). contract_price_match = (po_unit_price == contract_unit_price) AND (invoice_unit_price == contract_unit_price).

invoice_review.exception_codes (set; allowed: INVOICE_QTY_EXCEEDS_RECEIPT|PARTIAL_RECEIPT|SUPPLIER_WATCH_RISK|PRICE_MISMATCH|DAMAGE_REJECTION|NO_EXCEPTION)

• INVOICE_QTY_EXCEEDS_RECEIPT: billed > received.
• PARTIAL_RECEIPT: PO.status == partial_receipt OR received < ordered.
• SUPPLIER_WATCH_RISK: supplier.risk_rating == "watch".
• PRICE_MISMATCH: po_unit_price != contract_unit_price OR invoice_unit_price != contract_unit_price.
• DAMAGE_REJECTION: rejected_qty > 0.
• NO_EXCEPTION: only if none of the above.

financials (USD, 2 dp)

• received_goods_value = sum(received_qty * po_unit_price).
• unreveived_goods_value = sum((ordered - received) * po_unit_price) [short value].
• invoice_subtotal, invoice_freight, invoice_tax, invoice_total from the in-scope invoice.

decision (allowed sets in template)

• batch_disposition: accept_partial_hold_variance (partial receipt + qty variance, batch accepted) | release_full_invoice (full receipt, no variance) | reject_batch (damage/rejection) | manual_recount_required (severe mismatch).
• ap_action: keep_invoice_on_hold (invoice on_hold) | release_invoice (approved/3-way) | void_invoice (duplicate).
• receiving_action: record_shortage_follow_up (short>0) | no_receiving_action (complete) | reject_all_units (damage).
• supplier_action: request_credit_or_remaining_delivery (shortage) | supplier_debit_for_damage (damage) | no_supplier_action (complete).

supplier_risk_context

• supplier_risk_rating (from supplier), has_open_supplier_risk (any open/monitoring event as of review), open_supplier_risk_event_ids (sorted).

evidence

• endpoint_record_ids: all IDs you fetched (PO, receipt, contract, supplier, invoice, risk events) as a set. task_payloads_reviewed: the memo filename(s).

B2 Multi-invoice AP release (train_005 / test_005 — packet with target_ids + chargeback register)

Inputs (from packet JSON)

• review_as_of, target_ids{program_id, po_ids[], receipt_ids[], invoice_ids[]} (sort all ID lists ascending).
• chargeback_register_excerpt[]: local, AUTHORITATIVE when provided. Each row: chargeback_id, invoice_id, po_id, receipt_id, reason_code, basis_quantity, unit_cost, status.
• release_request_note[], po73xx_alias_note (supporting-only; see pitfalls).

Query recipe

1. For each invoice_id in packet: GET /ap_invoices/<inv> -> po_id, receipt_id, status, hold_code, total, lines.
2. For each po_id: GET /purchase_orders/<po> -> ordered qty, lines.
3. For each po_id: GET /receipts?po_id=<po> -> all receipts on the PO.
4. Cross-reference chargeback register by invoice_id to get chargeback per invoice: chargeback_amount = basis_quantity * unit_cost; status approved/pending_quality_review.

release_decisions (per invoice) — decision enum: release_net_after_approved_chargeback|hold_missing_receipt|hold_pending_quality_chargeback

• receipt_ids_in_scope: receipts on the invoice's PO that are (a) in the packet target receipt_ids AND (b) match the invoice (invoice.receipt_id if present, else the chargeback register's receipt_id for that invoice).
• excluded_same_po_receipt_ids: OTHER receipts on the same PO not in scope (e.g. a later receipt belonging to a different invoice). Must be within target receipt set or actual PO receipts.
• Decision logic:
  • release_net_after_approved_chargeback: chargeback status == approved AND a receipt is in scope. primary_reason: approved_qty_chargeback (reason Underage Quantity) or approved_ap_quantity_variance (reason AP Quantity Variance).
  • hold_missing_receipt: PO has ZERO receipts AND invoice.receipt_id null AND no chargeback mapping. primary_reason: no_receipt_on_po.
  • hold_pending_quality_chargeback: chargeback status == pending_quality_review OR receipt.status == inspection_hold. primary_reason: inspection_hold_pending_chargeback.
• invoice_total = invoice.total. approved_chargeback_amount = sum approved chargebacks for the invoice. pending_chargeback_amount = sum pending chargebacks.
• net_release_amount: for release decisions = invoice_total - approved_chargeback_amount; for hold decisions = 0 (nothing released now).

receiving_exceptions (per target receipt) — exception_codes (0+ of: Underage Quantity|Severe Unmatched Quantity|Inspection Hold|AP Quantity Variance)

• Underage Quantity: received < ordered (basis = ordered - received).
• AP Quantity Variance: billed > received (over-bill).
• Severe Unmatched Quantity: billed vastly exceeds received/ordered (use sparingly).
• Inspection Hold: receipt.status == inspection_hold.
• chargeback_status: approved | pending_quality_review | not_applicable (none in register).
• resolution_status: net_release_ready (approved chargeback) | hold_for_quality_review (pending/inspection_hold) | accepted_no_receiving_exception (full match, no chargeback) | missing_receipt (PO has no receipt).

summary

• release_invoice_ids / hold_invoice_ids from decisions (sorted asc).
• approved_chargeback_total / pending_chargeback_total = sums.
• net_release_total = sum of net_release_amount (held contribute 0).
• authoritative_sources: procureops_po_records | procureops_receipt_records | procureops_ap_records | local_chargeback_register (use all that apply).
• supporting_only_sources: ap_release_request_note | stale_po73xx_alias_note (NOT authoritative).
• followup_actions (allowed: ask_receiving_for_vantix_receipt | hold_luma_duplicate_receipt_for_separate_invoice | route_po00031_quality_review | post_approved_chargeback_netting): pick those matching the holds/missing/duplicate found.

Pitfalls (Family B)

• In-scope invoice = the one whose receipt_id == batch_id (B1) or the chargeback-mapped receipt (B2). Do NOT aggregate all PO invoices into one batch review.
• excluded_same_po_receipt_ids: later receipts on the same PO for OTHER invoices must be listed as excluded, not folded in (e.g. RCV-00001 on PO-AX17-4481 belongs to AP-00001).
• Stale alias notes (PO-73xx): if the packet says exact IDs aren't in the shared API and gives replacement IDs (PO-00031/PO-00038), use those; never fabricate the aliased IDs. Mark the alias note as supporting_only_sources.
• Hold-code can be stale: an invoice may have hold_code NO_RECEIPT while invoice.receipt_id is populated (or a chargeback maps a receipt). Verify via receipt_id + chargeback register, not hold_code alone.
• Chargeback basis_quantity for Underage Quantity = ordered - received (not billed - received). For AP Quantity Variance = billed - received (the over-bill qty).
• contract_price_match compares BOTH po and invoice line prices to contract.unit_price.

Family C — AP close / vendor-balance + hold/release (train_003 / test_002)

Inputs (from memo)

• close_date (e.g. 2026-06-01) + target invoice list from memo.
• Memo may set opening balances (e.g. "treat May 31 opening AP balance as 0.00 USD" for the slice) and a payment cutoff (e.g. "scheduled through 2026-06-30"). Honor exactly.

Query recipe (per target invoice)

1. GET /ap_invoices/<inv> -> po_id, supplier_id, receipt_id, status, hold_code, total, lines.
2. GET /purchase_orders/<po_id> -> ordered qty (PO line quantity) for variance%.
3. If invoice.receipt_id: GET /receipts/<rcpt> -> quantity_received; else received = 0.
4. GET /payments?invoice_id=<inv> -> payments (status, scheduled_date, amount); keep scheduled_date <= cutoff (2026-06-30) for scheduled_payment_amount.
5. GET /suppliers/<sup> -> name. GET /programs/<po.program_id> if needed.

invoice_decisions (sort invoice_id asc)

• hold_decision: HOLD if (status == on_hold OR hold_code != null OR no receipt / hold_code == NO_RECEIPT); else RELEASE.
• release_to_payment: true iff hold_decision == RELEASE (approved/paid + 3-way match).
• quantity_billed (invoice line), quantity_received (0.00 if no receipt), quantity_variance = billed - received, quantity_variance_pct = (quantity_variance / PO_ordered_quantity) * 100, 1 dp. Base is PO quantity, not received.
• invoice_total = invoice.total. scheduled_payment_amount = sum of qualifying payment.amount.
• net_balance_impact = invoice_total - scheduled_payment_amount.
• reason_codes (alphabetical; allowed: APPROVED_THREE_WAY_MATCH|NO_RECEIPT|QTY_VARIANCE|SCHEDULED_PAYMENT_FOUND):
  • APPROVED_THREE_WAY_MATCH: status approved and PO+receipt+invoice agree on qty & price.
  • NO_RECEIPT: no receipt / hold_code NO_RECEIPT.
  • QTY_VARIANCE: hold_code QTY_VARIANCE OR billed != received.
  • SCHEDULED_PAYMENT_FOUND: a qualifying scheduled payment exists.

vendor_balances (sort supplier_id asc) — one row per target supplier

• opening_balance: from memo (0.00 if slice says so).
• invoice_total: sum of target invoice totals for that supplier.
• scheduled_payments: sum of qualifying scheduled payments for that supplier's target invoices.
• held_invoice_total: sum of invoice totals where hold_decision == HOLD.
• releasable_invoice_total: sum where hold_decision == RELEASE.
• close_balance = opening_balance + invoice_total - scheduled_payments.
• balance_status (OPEN_HELD|OPEN_APPROVED|FULLY_SCHEDULED):
  • OPEN_HELD: held invoices, scheduled payments don't cover.
  • OPEN_APPROVED: approved but not yet scheduled.
  • FULLY_SCHEDULED: scheduled payments cover the invoice total.

program_summary (sort program_id asc) — one row per program of target invoices

• invoice_count, invoice_total, held_total (HOLD invoices), released_total (RELEASE invoices), net_close_balance = invoice_total - scheduled_payments (equivalently sum of net_balance_impact for that program's invoices).

queues & total

• payment_hold_queue: target invoice_ids with HOLD (sorted asc).
• payment_release_queue: target invoice_ids with RELEASE (sorted asc).
• total_close_balance = sum of vendor close_balances (= sum of net_balance_impacts, given opening 0). USD 2 dp.

Pitfalls (Family C)

• quantity_variance_pct base = PO ordered quantity, NOT received or billed.
• Only consider payments for the TARGET invoices (close-slice), through the memo's cutoff.
• opening_balance comes from the memo (often 0 for the slice), not from any API field.
• A scheduled payment (status scheduled) counts even if not yet paid, as long as scheduled_date <= cutoff.
• balance_status: if a held invoice has no scheduled payment -> OPEN_HELD even if another released invoice is fully scheduled (per-supplier rollup of the SLICE).

Family D — Change-control contract amendment (train_004 / test_005)

Inputs (from change_memo.json)

• program_id, contract_id, supplier_id, sku, variant_code, source_requisition_id, requested_incremental_quantity, requested_ship_to.
• business_controls: currency, tax_rate_percent, contract_ceiling_exposure ("line subtotal before tax and freight"), budget_exposure ("line subtotal plus estimated tax; freight only if memo provides freight"), existing_contract_usage ("exclude cancelled purchase orders"), approval_good_actions (["approved"]), supplier_watch_rating ("context only unless an open severe event is found").

Query recipe

1. GET /contracts/<contract_id> -> status, price_type, unit_price, ceiling_amount, sku. If contract.status != active OR contract.sku != memo sku -> decision reject_contract_mismatch.
2. GET /purchase_orders?contract_id=<contract_id> -> POs. Split into included (status != cancelled) and excluded_cancelled (status == cancelled).
3. GET /budget_snapshots?program_id=<pg> -> snapshot with snapshot_date <= memo_date.
4. GET /approval_events?object_id=<source_requisition_id> -> approval history; take the LATEST event (by event_date).
5. GET /suppliers/<supplier_id> -> status, risk_rating. GET /vendor_risk_events?supplier_id=<sup> -> open/monitoring events (severe = high|critical).

contract_check

• contract_status, price_type, unit_price, ceiling_amount from contract.
• noncancelled_subtotal = sum of PO.subtotal (or sum line qty*unit_price) for INCLUDED (non-cancelled) POs on the contract.
• headroom_before_change = ceiling_amount - noncancelled_subtotal.
• requested_quantity = requested_incremental_quantity. requested_subtotal = requested_quantity * unit_price.
• headroom_after_change = headroom_before_change - requested_subtotal.
• ceiling_ok = headroom_after_change >= 0.

program_budget_check

• snapshot_id, budget_cap, committed_amount from the as-of snapshot.
• remaining_budget = budget_cap - committed_amount.
• requested_tax = requested_subtotal * tax_rate_percent / 100 (2 dp).
• requested_total = requested_subtotal + requested_tax (+ freight ONLY if memo provides it).
• budget_after_change = remaining_budget - requested_total.
• budget_ok = budget_after_change >= 0.
• max_quantity_with_current_budget = floor(remaining_budget / (unit_price * (1 + tax_rate/100))).

approval_check

• source_requisition_id from memo. latest_event_id, latest_action, latest_actor, latest_event_date from the latest approval_event (by event_date).
• approval_ok = latest_action is in approval_good_actions (["approved"]). "submitted"/"held"/"rejected" -> NOT ok.

supplier_risk_check

• supplier_status, supplier_risk_rating from supplier.
• open_event_ids = vendor_risk_events with status in {open,monitoring} and event_date <= memo_date (sorted asc).
• severe_open_event_ids = subset with severity in {high, critical} (sorted asc).
• supplier_risk_ok = severe_open_event_ids is empty (watch/medium is context only).

supporting_ids (all sorted asc)

• included_po_ids: non-cancelled POs on the contract.
• excluded_cancelled_po_ids: cancelled POs on the contract.
• approval_event_ids: all approval events for the source requisition.

required_actions (sort asc; allowed: obtain_final_requisition_approval|raise_budget_exception_or_reduce_quantity|resolve_supplier_risk_hold|none)

• obtain_final_requisition_approval if approval_ok false.
• raise_budget_exception_or_reduce_quantity if budget_ok false.
• resolve_supplier_risk_hold if supplier_risk_ok false.
• ["none"] if all checks ok.

decision (enum: release_amendment|hold_for_budget|hold_for_approval|hold_for_supplier_risk|hold_for_budget_and_approval|reject_contract_mismatch)

• reject_contract_mismatch if contract status inactive / sku mismatch.
• Combine failed checks: budget+approval -> hold_for_budget_and_approval; single fails -> the matching hold_for_*; none -> release_amendment.

summary

• blocker_count = number of failed checks among {budget_ok, approval_ok, supplier_risk_ok} (+1 if contract_mismatch). currency = "USD". ready_to_release = (decision == release_amendment).

Pitfalls (Family D)

• EXCLUDE cancelled POs from contract usage (noncancelled_subtotal). Including them overstates usage and wrongly fails ceiling_ok.
• remaining_budget = budget_cap - committed_amount (snapshot/program committed), NOT budget_cap - committed - pending_invoice. The pending_invoice field is a separate readiness signal, not part of the amendment budget baseline.
• requested_total = subtotal + estimated tax (rate from memo); add freight ONLY if the memo explicitly provides a freight value. Default no freight.
• max_quantity floor to integer (no fractional units).
• approval_ok requires the LATEST action to be "approved"; a "submitted" event (even with note_code EXPEDITE) does NOT satisfy approval.
• Only HIGH/CRITICAL open risk events block change-control (supplier_risk_ok). A medium open event sets context but does not block; watch rating alone does not block.
• contract ceiling exposure is subtotal (pre-tax, pre-freight); program budget exposure is subtotal + tax (+ freight if provided). Don't mix the two.

Cross-cutting exclusion & misjudgment rules (all families)

1. As-of date: filter receipts (receipt_date), invoices (invoice_date), risk events (event_date), payments (scheduled_date) by <= the task's as_of/close_date/cutoff.
2. Cancelled POs: exclude from contract usage & committed totals (Family D). For evidence/po lists, follow the template; default to listing active POs for anchors.
3. Invoice exception = on_hold or hold_code != null: approved/paid invoices are never exceptions, even on the same PO.
4. In-scope receipt per invoice/batch: match by invoice.receipt_id (or chargeback mapping). Don't merge all PO receipts into one review; list other-PO receipts as excluded.
5. Price anchor = contract.unit_price: contract_price_match compares both PO and invoice line prices to it.
6. Variance % base = PO ordered quantity (Family C), not received/billed.
7. Budget headroom vs readiness: program-row headroom (budget_cap - committed_amount) is the headroom NUMBER; snapshot (committed + pending_invoice vs cap) is the readiness SIGNAL. Don't conflate.
8. Stale aliases: use the shared IDs the packet provides (PO-00031/PO-00038 for PO-73xx). Mark alias/request notes as supporting_only_sources, never authoritative.
9. Chargeback register is authoritative when provided: cross-reference by invoice_id/po_id/receipt_id; don't recompute chargebacks from the API alone.
10. Stale hold_code: an invoice may show hold_code NO_RECEIPT with a populated receipt_id — verify via receipt_id + chargeback register.
11. Severe risk threshold: only high/critical OPEN events block change-control and force hold in nomination. Medium/watch is context-only.
12. Approval "good" action = approved only (memo-specified). Use the LATEST event by date.
13. Tax/freight in budget exposure: subtotal + estimated tax (rate from memo); freight only if memo provides it. Ceiling exposure is subtotal only.
14. Rounding: USD 2 dp; qty 2 dp; ratio 4 dp; pct 1 dp; max_quantity floored to int. Match each template's stated unit per field (some want integer USD cents).
15. Sorting: list fields ascending by string unless "set"; committees/queues ascending.
16. Endpoint aliases & params: use the documented aliases; never pass _limit/page/per_page (returns 0). By-id returns the object; list returns {count,results}.

Quick ID anchor参考 (do NOT hardcode; verify live)

• PRG-AX17 (Axis refresh line 17, owner Elena Marsh, budget_cap 285000, committed 216430.40).
• CR-LMP-228 (active, fixed, unit_price 84.5, ceiling 185000, SUP-LUMA, LMP-228).
• SUP-LUMA (LumaPro, risk_rating watch, NET30); SUP-VANTIX (Vantix Controls, low, NET45); SUP-HEXEL (Hexel Motion, medium, NET30).
• RCV-BLUE-14 (PO-AX17-4481, 216/240 LMP-228 received, accepted); RCV-00001 (later same PO, 2026-06-08, excluded as-of 2026-06-01); RCV-GOLD-27 (PO-NOVA-3107, 180/180 SEN-NOVA); RCV-00017 (PO-00031, inspection_hold); RCV-00020 (PO-00038, accepted).
• Verify all IDs live before trusting; anchor refs are for orientation only.