Skill

invoice-push

Owner: Parcel Audit Team Tool: Claude + browser-automation plugin

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Trigger Phrases

Activate this skill when the user says any of the following:

• Push invoices to procurement ← recommended
• Push to procurement
• Send imports to procurement
• Run the invoice push
• Process imports for procurement

⚠️ Do NOT trigger on just Run — too generic, may conflict with other skills.

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Prerequisites Check

Before any automation begins, verify both:

1. Browser-automation plugin is installed and active (Settings → Plugins → browser plugin = enabled, browser open with extension running).
2. User is logged in to https://ops.example.com/app/audit/import in the browser.

If the plugin is unavailable, respond:

"I cannot run the invoice push — the browser-automation plugin is not connected. Please go to Settings → Plugins, confirm the plugin is installed and enabled, and that the browser is open with the extension active. Then try again."

Do not proceed until both prerequisites are confirmed.

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Date Window Calculation

Calculate dynamically before opening the browser:

• End date (yesterday): today − 1 day
• Start date: end date − 7 days (7-day rolling window)
• Format: M/D/YYYY (e.g., 4/22/2026)

Example — run date = May 5, 2026:

• End date = May 4, 2026 → 5/4/2026
• Start date = April 27, 2026 → 4/27/2026

Invoices imported today are never pushed — log as ⚠️ Skipped: Imported within 24 hours of run — not eligible.

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Step-by-Step Automation

Step 1 — Navigate to the Imports Screen

Navigate to: https://ops.example.com/app/audit/import

Wait for the table to fully load (tab title = "Imports", rows visible).

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Step 2 — Clear All Existing Filter Pills

Check for active filter pills below the search bar.

• Click × on each pill to remove, or click Filters → Clear all → close panel.
• Confirm the table resets to unfiltered state before proceeding.

⚠️ Stale filters silently exclude qualifying invoices. Always start clean.

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Step 3 — Apply Qualifying Filters

1. Click the Filters button (toolbar, top left). Panel slides in from the right.
2. Set Date Imported: enter [start date] - [end date] using the 7-day window.
3. Set Sent To Procurement: select No.
4. Leave all other fields empty.
5. Close the panel (× top right).
6. Confirm pills show:
   • Date Imported: [start] - [end] ×
   • Sent To Procurement: No ×

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Step 4 — Set Page Size to 90

Click the "25 per page" dropdown (bottom left) → select 90. Wait for the table to reload.

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Step 5 — Record Run Start Time

Note the current timestamp (e.g., May 5, 2026 9:15 AM MDT). This goes in the Run Summary tab of the final report.

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Step 6 — Read Total Record Count

Check the pagination label (e.g., 1-22 of 22 imports). Record the total qualifying invoice count for the Run Summary.

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Step 7 — Process Each Invoice Row

For each visible row:

7a — Read All Column Values

Read every column exactly as displayed. Do not infer or assume. Columns:

Column	Notes
Batch ID	Unique identifier — use to re-identify rows after refresh
Status	Must be IMPORTED to qualify
Sent Date	Should be - (not yet pushed)
Invoice Number	Carrier invoice number
Carrier	e.g., FedEx, UPS, DHL
Invoice Type	e.g., FedEx, UPS_W2G, DHL ecommerce
Import File	Source filename as shown
Date Imported	Full timestamp with timezone
Imported By	Full name of importing user
Record Count	Number of records in batch
Charges	Number of charge line items
Packages	Package count
Ship Packages	Shipped package count
Earliest Ship Date	Earliest shipment date or -
Latest Ship Date	Latest shipment date or -

7b — Check Status Eligibility

Status	Action
IMPORTED	✅ Eligible — proceed to 7c
FAILED	⚠️ Skip — log: Status is FAILED — not eligible for push.
IN PROGRESS	⚠️ Skip — log: Status is IN PROGRESS — not eligible for push.
Any other	⚠️ Skip — log: Status is [value] — not eligible for push.

⚠️ Never click ⋮ on a FAILED or IN PROGRESS row.

7c — Apply the 24-Hour Rule

If Date Imported is within 24 hours of the current run time:

• Do not push.
• Log as: ⚠️ Skipped | Failure Detail: Imported within 24 hours of run — not eligible.
• Move to next row.

7d — Open the ⋮ Menu

The ⋮ icon is in the 3rd column (between Status badge and Sent Date). Click it. Dropdown shows:

• Push to Procurement
• View Payables
• Delete

7e — Click "Push to Procurement"

Click Push to Procurement.

7f — Wait for Toast Notification (up to 5 seconds)

Toast Message	Color	Result	Action
(any success message)	Green	✅ Success	Record; proceed to 7g
Procurement is not enabled for this invoice type	Red	❌ Failed	ERR-INVOICE-TYPE; skip refresh; next row
Invoice already exists in procurement	Red	❌ Failed	ERR-DUPLICATE; skip refresh; next row
Procurement request timed out	Red	❌ Failed	ERR-TIMEOUT; check the portal manually
Authorization denied	Red	❌ Failed	ERR-AUTH; stop run; alert user
Cannot connect to procurement	Red	❌ Failed	ERR-CONN; stop run; alert user
No toast after 5 seconds	—	❌ Failed	ERR-NO-CONFIRM; check the portal manually

7g — Refresh and Capture Sent Date (Success Only)

1. Click the ↻ refresh icon (top right of table toolbar).
2. Wait for table to reload.
3. Re-locate the row by Batch ID — never by position.
4. Read and record the Sent Date now populated in the row.

⚠️ Always re-identify rows by Batch ID after refresh. Row order may shift.

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Step 8 — Pagination

After all rows on the current page are processed:

• Check pagination label (e.g., 1-90 of 150 imports).
• If more pages exist, click Next → and repeat Step 7.
• Continue until the last page is fully processed.

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Step 9 — Generate and Save the Google Sheet Report

Archive folder ID: 1ExampleInvoicePushArchiveFolderId0000000000 File name format: Invoice_Push_Report_YYYY-MM-DD Folder path: Archive → YYYY → MM

1. Check if YYYY and MM subfolders exist in the archive. Create if missing.
2. Create the Google Sheet in the correct MM subfolder with three tabs:

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Tab 1 — Invoice Detail

One row per processed invoice. Columns in exact order:

#	Column	Source
1	Batch ID	Screen
2	Status	Screen
3	Invoice Number	Screen
4	Carrier	Screen
5	Invoice Type	Screen
6	Import File	Screen
7	Date Imported	Screen
8	Imported By	Screen
9	Record Count	Screen
10	Charges	Screen
11	Packages	Screen
12	Ship Packages	Screen
13	Earliest Ship Date	Screen
14	Latest Ship Date	Screen
15	Sent Date	Screen (populated after success; - otherwise)
16	Push Status	Added: ✅ Success / ❌ Failed / ⚠️ Skipped
17	Failure Code	Added: ERR code from §7f, or blank on success
18	Failure Detail	Added: human-readable reason, or blank on success

Tab 2 — Run Summary

One row per metric:

Metric	Value
Run start time	From Step 5
Date window	[start] - [end] from the calculation
Total qualifying invoices	From Step 6
Pushed successfully	Count of ✅
Failed	Count of ❌, with per-ERR-code breakdown
Skipped	Count of ⚠️
Run stopped early	Yes/No — Yes only on ERR-AUTH or ERR-CONN

Tab 3 — Failure Code Reference

Static reference table, one row per code from §7f: code, toast message, meaning, and the operator action (retry tomorrow, check the portal manually, or escalate to an administrator).

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3. After the sheet is created, reply to the user with the sheet link, the success/failed/skipped counts, and — if the run stopped early — which error stopped it and which invoices were never attempted.