Define calculation boundaries
Example: “Show stock at the end of yesterday for the Kharkiv warehouse, limited to the Metal group.” Specify both dates for turnover. For documents, clarify whether you mean created, posted or marked for deletion. These selections answer different questions.
Find the measure source
Quantity and value may live in different registers. The agent checks dimensions, resources, source documents and units. To explain a stock change, return movements with date, document and direction rather than just a new total. The correct register depends on your configuration.
Avoid counting twice
Example: “How many orders did this customer place this month, for what amount, and what are the latest three?” Calculate sums and counts in the database. Joining document lines with movements must not multiply rows: one document with several items must not become several orders.
Make the answer verifiable
Ask for a table containing database, period, warehouse, product, quantity and unit. Sales also need currency and posting status. Large selections are read in pages; a missing product on the first page does not establish that it is absent. Availability of a saved report and its PDF is checked separately from query execution.
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