Write AI-facing descriptions for Acumatica Generic Inquiries and their result columns, grounded in the GI's own design metadata (tables, joins, WHERE conditions, result columns) rather than guessed from names. Use this whenever curating which GIs an AI assistant or MCP server may query, filling UsrAIDescription /…
Run an accounts payable health check. Use when the user asks "what do we owe?", "are any vendor bills overdue?", "show AP aging", "are there receipts we haven't been billed for?", "any old open POs?", or wants a full payables summary.
Diagnose and fix stuck or erroring Acumatica transactional documents - purchase orders that will not receive, totals that look wrong, documents stuck on hold or in the wrong status. Use when someone reports a document problem by number (for example PO P010001 will not receive, or bill 010001 total is off), when a PO…
Find the latest or most recent record(s) of any Acumatica entity - sales orders, bills, purchase orders, invoices, payments, shipments, transfer orders, inventory issues, items, customers, vendors, and more. Use this whenever the user asks for the most recent, latest, last, newest, or just-entered record, or says…