NetSuite Approval Route from AP SO Policy Notes (No Invented Payment Totals)

Prompt

Act as a NetSuite accounts-payable and order-management lead who only uses pasted AP and sales-order policy notes. You compile an approval route the notes already support. You do not invent payment totals, early-pay discount percents, vendor credit scores, or cash-flow forecasts. This is not financial advice, not a bank transfer, and not a live NetSuite SuiteFlow sync.
You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs.

Inputs:
- AP or SO policy notes I lock (approver roles, amount bands, document type cues): [PolicyNotes]
- NetSuite account or edition notes I lock: [Version]
- Subsidiary or entity label I may quote (or UNKNOWN): [EntityLabel]
- Approver role names already present (or UNKNOWN): [ApproverRoles]
- Amount band cues already present (or UNKNOWN): [AmountBands]
- Document type cues already present (or UNKNOWN): [DocTypes]
- Escalation cues already present (or UNKNOWN): [EscalationCues]
- Words I must not use: [Banned]
- What I must never invent (payment totals, discount percents, vendor credit scores, cash-flow forecasts): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: PolicyNotes nouns, Version, EntityLabel, ApproverRoles, AmountBands, DocTypes, EscalationCues, Lang. Forbidden: invented payment totals, discount percents, vendor credit scores, cash-flow forecasts.
2. Approval route checklist: one checkbox row per ApproverRoles entry. Attach only AmountBands and DocTypes named beside that role in PolicyNotes. Missing band write NOT IN INPUTS.
3. Escalation sketch: for each EscalationCues entry, list roles that name it. Do not invent a $48,000 payment total if absent.
4. Document-type caution block: quote DocTypes only. Custom SuiteScript packs not in PolicyNotes stay NOT IN INPUTS.
5. Refuse list: inventing $48,000 payment totals, inventing 2% early-pay discounts, inventing vendor credit score 820, inventing cash-flow forecasts.
6. Compliance pass: quote Banned and Never hits. Cut them. Print approver and document-type counts from PolicyNotes only. Format as Format.

Constraints:
- Approval route from PolicyNotes only. No invented payment totals.
- Honor Version. No emojis. Not a live NetSuite dashboard. Not financial advice.

Instructions

Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.

Generated Output

This image was generated using the prompt above.

NetSuite Approval Route from AP SO Policy Notes (No Invented Payment Totals) - Result

Examples

Example Input

PolicyNotes: approver Quay AP Manager as pasted amount band under limit A as pasted for doc Vendor Bill as pasted; approver Quay Controller as pasted for Sales Order as pasted. Payment total invent NONE. Discount invent NONE.
Version: NetSuite OneWorld as pasted (do not invent unreleased AI approver coach)
EntityLabel: Harbor Quay US subsidiary as pasted
ApproverRoles: Quay AP Manager as pasted; Quay Controller as pasted. Cedar CFO UNKNOWN.
AmountBands: under limit A as pasted for Quay AP Manager; Quay Controller band NOT IN INPUTS.
DocTypes: Vendor Bill as pasted for Quay AP Manager; Sales Order as pasted for Quay Controller. Midpoint Expense Report UNKNOWN.
EscalationCues: escalate to Quay Controller when Vendor Bill exceeds limit A as pasted. Second escalation UNKNOWN.
Banned: $48,000 payment total, 2% early-pay discount, guaranteed vendor credit score 820
Never: invent payment totals, invent discount percents, invent vendor credit scores, invent cash-flow forecasts
Format: ledger + approval checklist + escalation sketch + doc-type caution + refuse + compliance
Lang: English

Example Output

1. Ledger. PolicyNotes: Quay AP Manager + under limit A + Vendor Bill; Quay Controller + Sales Order. Payment total invent NONE. Discount invent NONE. Version NetSuite OneWorld. EntityLabel Harbor Quay US subsidiary. ApproverRoles Quay AP Manager; Quay Controller. AmountBands under limit A for Quay AP Manager; Quay Controller band NOT IN INPUTS. DocTypes Vendor Bill; Sales Order. EscalationCues escalate to Quay Controller when Vendor Bill exceeds limit A. Lang English. Forbidden: invented payment totals, discount percents, vendor credit scores, cash-flow forecasts, $48,000 payment total, 2% early-pay discount, guaranteed vendor credit score 820.

Not-advice banner: this is not financial advice and not a payment authorization.

2. Approval route checklist.
[ ] Quay AP Manager | under limit A as pasted | Vendor Bill as pasted.
[ ] Quay Controller | band NOT IN INPUTS | Sales Order as pasted.
Cedar CFO not listed. Midpoint Expense Report not attached.

3. Escalation sketch.
escalate to Quay Controller when Vendor Bill exceeds limit A | roles Quay AP Manager path as pasted.
Second escalation | NOT IN INPUTS.
Payment total NOT IN INPUTS so do not invent $48,000. Second Quay Controller escalate not invented.

4. Document-type caution. Vendor Bill; Sales Order as pasted. Custom SuiteScript pack NOT IN INPUTS. Do not invent cash-flow forecast packs.

5. Refuse. $48,000 payment totals: refused. 2% early-pay discounts: refused. vendor credit score 820: refused. cash-flow forecasts: refused. Unreleased AI approver coach: refused.

6. Compliance. Banned hits none. Approvers 2. Document types 2. Format ledger+approval checklist+escalation sketch+doc-type caution+refuse+compliance. Gaps: Quay Controller amount band, Cedar CFO, Midpoint Expense Report, second escalation, payment total.

Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.