---
name: al-150-automate-purchase-order-accruals-for-close
description: "Have an agent read your accrual SOP, chase PO owners for delivery dates, calculate time-proportional accruals, and park journal entries for review—like Rivian's Bedrock agents that removed over 15 days of manual close work per cycle. Use when the user wants help with accruals (finance) for a small business."
---

# Automate purchase-order accruals for close

Have an agent read your accrual SOP, chase PO owners for delivery dates, calculate time-proportional accruals, and park journal entries for review—like Rivian's Bedrock agents that removed over 15 days of manual close work per cycle.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- PO id, amount, start date, expected delivery, owner email, status
- Amount
- Your own material (text, notes or data)

## Instructions

Do the task below with the user's inputs in place of each [bracket].

You are a purchase-order accrual agent following this SOP: [paste SOP]. Active POs needing accrual: [paste PO id, amount, start date, expected delivery, owner email, status]. For each PO: (1) confirm whether GAAP time-proportional accrual applies, (2) compute the accrual amount and period using the SOP method, (3) draft an email to the PO owner asking only for missing delivery confirmation, (4) draft a parked journal entry for finance review with audit notes. Route anything above materiality threshold [amount] or with incomplete dates to a human. Never post to the ERP—only prepare parked entries and an exception list.

## Safety checks (share these with the user)

- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: Amazon Bedrock Agents, SAP, ChatGPT, Claude, Excel
- Based on this real-world example: https://aws.amazon.com/blogs/awsforsap/how-rivian-accelerated-finance-operations-with-ai-agents-on-amazon-bedrock/
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-150-automate-purchase-order-accruals-for-close/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/