# PO review brief

Reusable planning worksheet · not an executable OpenAnalyst skill.

## First task

Prepare the information a responsible person needs before deciding on a purchase order.

- Task owner: [name / role]
- Records as of: [date and time]
- Result destination: [where the team uses it]

## Inputs to prepare

PO and line items; vendor record; payment and delivery terms; approval policy and reviewer.

Use only records you are permitted to access. Establish how each input is obtained and refreshed.

## Question to adapt

> Prepare a review brief for [PO ID]. Check the arithmetic, missing terms and policy requirements. Do not approve, send or change the order.

## Working method

Recalculate the line amounts. Identify missing terms. Keep the calculated subtotal distinct from a final total where taxes or freight are unknown. Name the required reviewer.

## Output fields

PO ID | line items | subtotal | taxes/freight | missing terms | policy checks | source | reviewer | decision status

## Review before use

The authorized person decides in the working system. Record the decision and verify any subsequent action separately.

## Definition of a useful first run

[Describe the answer, the check and what remains unresolved.]

## Companion example

[Download the fictional CSV](../sample-data/po-review-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.