# Purchase history check

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.