On this page 5 steps
GET READY
Before you start
- Included access
- Included with the AI products
- Trident product
- Insights or Automation (Act)
- What this does
- Reviews information without changing records
- A paired Trident connection with purchasing access.
- The JobBOSS purchase-order number, not only the vendor’s reference.
IN YOUR AI CONVERSATION
Start with this request
Using Trident, review Purchase Order 12345. Summarize its lines, receipts, remaining quantities and due dates. Identify open or overdue items and explain the exceptions. Keep the review read-only.
Adapt the example to your own records and outcome. The guide does not run the request.
FOLLOW THE WORKFLOW
One step at a time.
Read what happens, what you provide and the result to look for. Use the step reference when you need help.
- 01
POREV-01
Identify the purchase order
Provide the JobBOSS PO number and confirm the vendor.
Your part
Confirm the PO and company context.
Look for this result
The correct purchase order is selected.
Need help at this step?
Check that you supplied the JobBOSS PO number rather than a supplier’s order reference.
- 02
POREV-02
Review PO header and lines
Review vendor, status, dates, line descriptions, quantities, costs and due dates.
Your part
Check that the lines match the purchase you intended to review.
Look for this result
The order’s structure and scope are clear.
Need help at this step?
Ask which line information is incomplete before interpreting the order as fully reviewed.
- 03
POREV-03
Review receipts and remaining quantities
Compare ordered and received quantities and review available receipt history.
Your part
Read the line-level receipt status.
Look for this result
Outstanding quantities are explained using available activity.
Need help at this step?
Check recent receipts when the summary differs from expectations. Ask the AI to state any missing history.
- 04
POREV-04
Review dates and exceptions
Review open, overdue or unusual lines and the dates behind those findings.
Your part
Clarify cancellations or backorder intent if asked.
Look for this result
You know which PO lines need attention and why.
Need help at this step?
Ask which due date is being used and whether the flagged quantity is still outstanding.
- 05
POREV-05
Summarize the PO
Bring the open items, receipt position and recommended follow-up into one short summary.
Your part
Choose a specific line to investigate further.
Look for this result
A practical follow-up list for purchasing or receiving.
Need help at this step?
Use the POREV step reference and relevant line when a result needs investigation.
WHEN YOU FINISH
The expected result
A PO summary with receipt status, outstanding quantities, relevant date exceptions and suggested follow-up by line. No receiving or purchasing records are changed.
KEEP THE NEXT QUESTION FOCUSED
Where to go next.
← Back to Skills & TrainingSK-003 · Guide/draft Skill version 0.1 · Reviewed 2026-11-04. Confirm the installed Skill version when reporting an execution problem.