Order-to-cash & collections
Take an order through invoice, cash application and dunning.
20 project-authored proposals · taxonomy v1.1 · 0 new benchmark runs. Verifiers and partial-credit rules below are designs, not executed results.
Previous class address: R05.01.02.02 · Original proposal IDs are retained.
- Typical applications
- Odoo · SAP (VA01/VF01) · NetSuite
- Class GUI-need label
HY· Hybrid
Digital-employee context
Project class assignments, not demonstrated employee capability or imported benchmark coverage. Acceptance criteria and value metrics are proposals; no ROI has been measured.
Related roles
- Finance operations · Finance outcomes include validated supplier invoices, reconciled accounts, close entries, collections and expense decisions.
Task proposals · 20
Expand to inspect the complete original wording and proposed checks. Original proposal text remains English in both interfaces.
R05.01.02.02-T01 Record a partial check payment against an open invoice in Xero
Original instruction
Xero demo org 'Lumen Studio'. Customer Ridgeway Hotels mailed check #40917 for 3,250.00 against INV-0231 (total 5,800.00); scan at input/check_40917.png. Record the payment on 2026-10-09 to the 'Undeposited Funds' account with reference 'CHK 40917', leaving the remainder open.
- Platforms
web· Any OS (web)- Applications
- Xero
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & formsvis· Visual judgment- Work product
WP08· App/system state- Conditions
- None declared
- Proposed difficulty
- 2 / 5
Proposed verifier
Grader export: INV-0231 status Awaiting Payment with AmountDue 2,550.00; one payment 3,250.00 dated 2026-10-09, account Undeposited Funds, reference CHK 40917. No API app connected to the org; History shows 'via web'.
Proposed partial credit
50% payment amount/date correct; 30% account and reference; 20% invoice remainder correct
R05.01.02.02-T02 Create and finalize a customer invoice in Stripe test mode without sending
Original instruction
Stripe Dashboard in test mode, account 'Orbit Labs (test)'. Create an invoice for test customer 'Acme Field Services' with two line items from input/order_ACM-118.pdf, tax rate 'CA 8.25%', payment terms Net 30, memo 'PO ACM-118'. Finalize it but do not send email; record the invoice number in output/inv.txt.
- Platforms
web· Any OS (web)- Applications
- Stripe Dashboard (test mode)
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
- None declared
- Proposed difficulty
- 2 / 5
Proposed verifier
Stripe test API read by grader: invoice status open, 2 lines with amounts and tax equal key, due_date = finalization + 30 d, description contains PO ACM-118, no invoice.sent event. Agent has no secret key; request logs show Dashboard origin.
Proposed partial credit
40% lines and tax exact; 30% terms and memo; 20% finalized not sent; 10% number reported
R05.01.02.02-T03 Find the customer with the largest 61-90 day overdue balance in Odoo
Original instruction
Odoo 17, company 'Brightline Supply'. Using the Aged Receivable report as of 2026-09-30, identify the customer with the largest balance in the 61-90 days bucket. Write the customer name and amount to output/answer.txt as 'name;amount'.
- Platforms
web· Any OS (web)- Applications
- Odoo
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicknav· Pan/zoom/scroll- Work product
WP12· Answer/decision- Conditions
- None declared
- Proposed difficulty
- 1 / 5
Proposed verifier
Exact string match on name and amount to the cent against key computed from the seeded DB at 2026-09-30 (a decoy customer leads on total overdue but not in the 61-90 bucket).
Proposed partial credit
50% correct customer; 50% exact amount
R05.01.02.02-T04 Take a sales order through partial delivery and invoice the delivered quantity in Odoo
Original instruction
Odoo 17, 'Brightline Supply'. Create a sales order for customer 'Ridgeway Hotels' with 3 SKUs from input/po_RH-2210.pdf on pricelist 'Wholesale', confirm, validate a partial delivery (stock covers only 40 of 60 TWL-500; create backorder), and invoice only delivered quantities. Post the invoice.
- Platforms
web· Any OS (web)- Applications
- Odoo
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
DB: sale_order confirmed with 3 lines and Wholesale prices; one done picking and one backorder for 20 TWL-500; posted out_invoice with delivered qty and amount_total equal key. XML-RPC blocked for the agent user; records must carry its web-session create_uid.
Proposed partial credit
25% SO lines/pricelist; 30% partial delivery with backorder; 45% invoice delivered qty and total exact
R05.01.02.02-T05 Create order, delivery and billing document in SAP SD
Original instruction
SAP S/4HANA sandbox via SAP GUI, sales org 1000. Customer PO input/po_HX-7741.pdf requests 3 materials. Create a standard order in VA01 (req. delivery 2026-11-20), the outbound delivery in VL01N with picking and post goods issue, then the billing document in VF01. Record order, delivery and billing numbers in output/otc.txt.
- Platforms
win· Windows- Applications
- SAP GUI (VA01/VL01N/VF01)
- Interfaces
desk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & formskey· Shortcuts- Work product
WP08· App/system state- Conditions
licensed· Licensed pro app- Proposed difficulty
- 3 / 5
Proposed verifier
VBAK/VBAP lines and quantities equal PO; LIKP with goods issue posted (WBSTK C); VBRK net value equal key and FI document created; numbers in file match. SAP GUI scripting disabled and no RFC authorization for the agent user; documents must come from the dynpro tcodes (VBAK/LIKP/VBRK ERNAM + TCODE checked).
Proposed partial credit
30% order correct; 30% delivery with PGI; 30% billing and accounting doc; 10% numbers recorded
R05.01.02.02-T06 Apply a lump-sum customer payment across the oldest invoices in NetSuite
Original instruction
NetSuite sandbox. Customer 'Northwind Traders' paid 25,000.00 by wire (input/remit_NW_1007.pdf, no invoice references). Per policy, apply to oldest open invoices first, taking the 2% early-pay discount only where still within terms on the deposit date 2026-10-07. Leave any remainder as unapplied credit.
- Platforms
web· Any OS (web)- Applications
- NetSuite
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
licensed· Licensed pro app- Proposed difficulty
- 3 / 5
Proposed verifier
SuiteQL as admin: payment 25,000.00 dated 2026-10-07; applied invoice set and amounts equal key (oldest first); discount only on eligible invoice; unapplied amount equal key. Agent role lacks web services; System Notes context 'UI'.
Proposed partial credit
50% invoice application order and amounts; 25% discount eligibility right; 25% unapplied remainder
R05.01.02.02-T07 Apply a credit memo and record a lockbox payment net of bank fee in QuickBooks Online
Original instruction
QuickBooks Online sandbox 'Pinecrest Builders'. Customer Delmar Homes has open invoices 1043 and 1047 and credit memo CM-17. Their payment of 9,965.00 arrived net of a 35.00 wire fee (input/delmar_remit.pdf). Receive the payment applying CM-17 and both invoices fully, booking the fee to 6080 Bank Fees in the same deposit.
- Platforms
web· Any OS (web)- Applications
- QuickBooks Online
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
Admin-token read: invoices 1043 and 1047 balance 0; CM-17 fully applied; deposit containing payment 9,965.00 and a -35.00 line to 6080 totaling key. QBO audit log source UI; agent has no developer keys.
Proposed partial credit
40% invoices closed; 25% credit memo applied; 35% fee recorded in deposit
R05.01.02.02-T08 Send level-2 overdue reminders to the right customers in Odoo
Original instruction
Odoo 17 Enterprise with follow-up levels, outgoing mail routed to a Mailpit test server. Send the 'Dunning L2' follow-up to exactly the customers more than 60 days past due as of 2026-10-14 who are not on the 'Do not dun' tag, with their statement PDF attached. Do not send any other level.
- Platforms
web· Any OS (web)- Applications
- Odoo · Mailpit
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicknav· Pan/zoom/scroll- Work product
WP08· App/system state- Conditions
risk· Irreversible/risky- Proposed difficulty
- 3 / 5
Proposed verifier
Mailpit API: exactly the key's 7 recipients received one L2 email with statement attachment; no other emails. Odoo partner followup_level updated for those 7 only. XML-RPC blocked for the agent user; records must carry its web-session create_uid.
Proposed partial credit
50% exact recipient set (penalty per extra send); 30% template L2 with attachment; 20% follow-up levels updated
R05.01.02.02-T09 Configure failed-payment recovery and write off one invoice in Stripe test mode
Original instruction
Stripe Dashboard test mode, 'Orbit Labs (test)'. Per input/collections_policy.pdf, set Smart Retries to 4 attempts within 2 weeks, mark subscriptions unpaid after all retries fail, enable failed-payment customer emails, then mark invoice for test customer 'Gamma Labs' (in bankruptcy) uncollectible with a note.
- Platforms
web· Any OS (web)- Applications
- Stripe Dashboard (test mode)
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
risk· Irreversible/risky- Proposed difficulty
- 3 / 5
Proposed verifier
Grader reads account settings and objects via test API: retry schedule and end-state match policy; email setting on; Gamma Labs invoice status uncollectible; no other invoice changed. Agent has no secret key; changes logged from Dashboard.
Proposed partial credit
40% retry settings exact; 20% emails enabled; 40% correct invoice marked uncollectible only
R05.01.02.02-T10 Match a bank-feed deposit to several customer invoices in Xero
Original instruction
Xero demo org 'Lumen Studio'. Bank feed line on 2026-10-06 shows a deposit of 12,840.55 'MERCHANT BATCH 1006'. Per input/batch_1006.csv it covers four customer invoices minus 2.9% card fees. Reconcile the line against the four invoices and book the fee to 6085 Merchant Fees, all in the same reconciliation.
- Platforms
web· Any OS (web)- Applications
- Xero
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
Grader export: statement line reconciled; four invoices paid with amounts equal key; fee line to 6085 equal key; no new spend money beyond the fee. History shows 'via web'; no API app connected.
Proposed partial credit
50% four invoices matched exactly; 30% fee to correct account; 20% statement line fully reconciled
R05.01.02.02-T11 Issue a 30% prepayment invoice and then the final invoice in Business Central
Original instruction
Dynamics 365 Business Central sandbox, CRONUS USA. Customer 10000 ordered 2 custom conference tables (input/quote_Q-3301.pdf) with 30% prepayment. Create the sales order with prepayment 30%, post the prepayment invoice, then after shipping post the final invoice so prepayment is deducted.
- Platforms
web· Any OS (web)- Applications
- Dynamics 365 Business Central
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
licensed· Licensed pro app- Proposed difficulty
- 3 / 5
Proposed verifier
Posted sales invoices: prepayment invoice equal key (30% of order incl. tax); final invoice with prepayment deduction lines; customer ledger net equals order total. API pages unpublished for agent; posting source from client.
Proposed partial credit
30% order with prepayment %; 35% prepayment invoice exact; 35% final invoice deducts prepayment
R05.01.02.02-T12 Process a mid-cycle plan upgrade with proration and a refund in Chargebee
Original instruction
Chargebee test site. Subscription SUB-4410 (Annual Basic 1,200 USD, renews 2027-03-01) upgrades to Annual Pro (3,000 USD) effective 2026-10-14 with prorated charge invoiced immediately. Then the customer cancels an add-on 'Extra Seats x2' bought 2026-10-01; issue a prorated credit note refunded to the test card.
- Platforms
web· Any OS (web)- Applications
- Chargebee (test site)
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
risk· Irreversible/risky- Proposed difficulty
- 4 / 5
Proposed verifier
Chargebee test API read: subscription plan Pro; proration invoice amount equal key (day-based); add-on removed; credit note amount equal key with refund transaction on the test gateway. Agent has no API key; events show source 'admin_console'.
Proposed partial credit
35% upgrade with correct proration invoice; 35% credit note exact; 30% refund recorded
R05.01.02.02-T13 Apply 40 lockbox remittances via Odoo's API (control pair of T15)
Original instruction
Control pair of T15. Copy of the same Odoo DB with API key in env ODOO_KEY. Using input/lockbox_1010.csv and the CAMT.053 statement, reconcile the 40 lines through JSON-RPC applying the same rules: write off short-pays under 5.00 to 4950 Discounts Given, leave larger short-pays open with a note.
- Platforms
lin· Linuxmac· macOS- Applications
- Odoo JSON-RPC · Python
- Interfaces
api· API/SDKterm· Terminal- GUI need · task setting
AP· API-sufficient- GUI need · ordinary access
AP· API-sufficient- Interaction primitives
code· Code & commands- Work product
WP08· App/system state- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
Same DB checks as T15 (40 lines reconciled, write-offs exact, open residuals correct). Scores are compared with T15 to measure the GUI penalty.
Proposed partial credit
50% lines matched to correct invoices; 30% write-off rule; 20% residual notes
R05.01.02.02-T14 Release a credit-blocked order with documented approval and bill it in SAP
Original instruction
SAP S/4HANA sandbox via SAP GUI. Order 1200388 for customer 1033 is blocked by credit management. input/emails/credit_approval.eml from the credit manager approves release only if the order is reduced to 80 units. Change the order quantity in VA02, release it in UKM_CASE/VKM3 as appropriate, deliver, post goods issue and bill.
- Platforms
win· Windows- Applications
- SAP GUI (VA02/VKM3/VF01) · Outlook
- Interfaces
desk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G3· GUI-only- Interaction primitives
click· Point & clicktype· Text & formskey· Shortcutsmulti· Cross-app- Work product
WP08· App/system state- Conditions
licensed· Licensed pro appmultiapp· Multi-app- Proposed difficulty
- 4 / 5
Proposed verifier
VBAP qty 80; credit status released (CMGST); delivery with PGI for 80; billing doc value equal key. Releasing at original qty fails. SAP GUI scripting disabled and no RFC authorization for the agent user; documents must come from the dynpro tcodes (CDHDR TCODE VA02/VKM3, LIKP/VBRK ERNAM checked).
Proposed partial credit
25% quantity reduced; 25% credit released; 25% delivery/PGI; 25% billing exact
R05.01.02.02-T15 Reconcile 40 lockbox lines with short-pays in the Odoo reconciliation widget
Original instruction
Odoo 17 Enterprise, 'Brightline Supply'. Import statement input/camt053_1010.xml (40 lockbox credits), then reconcile each line in the bank reconciliation widget using input/lockbox_1010.csv remittance detail. Short-pays under 5.00 are written off to 4950 Discounts Given; larger short-pays stay open on the invoice with internal note 'SHORT PAY'.
- Platforms
web· Any OS (web)- Applications
- Odoo
- Interfaces
brow· Browser- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & formsdrag· Drag & drop- Work product
WP08· App/system state- Conditions
long· Long-horizon- Proposed difficulty
- 4 / 5
Proposed verifier
DB: all 40 statement lines reconciled; invoice residuals and write-off moves equal key; 'SHORT PAY' notes on exactly the key's invoices. XML-RPC blocked for the agent user; records must carry its web-session create_uid. Control pair: T13.
Proposed partial credit
50% lines matched to correct invoices (per line); 30% write-off rule applied; 20% short-pay notes
R05.01.02.02-T16 Process a customer return through credit note and refund in Odoo
Original instruction
Odoo 17, 'Brightline Supply'. Ridgeway Hotels returns 15 of 60 TWL-500 from invoice INV/2026/09/0144 (paid). Create the return picking from the original delivery, receive it into WH/Returns, issue a credit note for 15 units including the 4% restocking fee per input/return_policy.pdf, and register an outbound refund payment to the customer.
- Platforms
web· Any OS (web)- Applications
- Odoo
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
risk· Irreversible/risky- Proposed difficulty
- 4 / 5
Proposed verifier
DB: done return picking 15 units to WH/Returns; posted out_refund linked to original invoice with net amount equal key (fee as separate line); outbound payment reconciled to the refund. XML-RPC blocked for the agent user; records must carry its web-session create_uid.
Proposed partial credit
25% return picking; 40% credit note with fee exact; 35% refund payment reconciled
R05.01.02.02-T17 Set up reminder terms and issue first reminders with fees in Business Central
Original instruction
Business Central sandbox, CRONUS USA. Per input/collections_policy.pdf create reminder terms 'STD-2026' with two levels (grace 5 days, fee 15.00; then 10 days, fee 25.00), assign it to all domestic customers, then create and issue (print to PDF, not email) level-1 reminders as of 2026-10-14.
- Platforms
web· Any OS (web)- Applications
- Dynamics 365 Business Central
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP08· App/system state- Conditions
licensed· Licensed pro app- Proposed difficulty
- 4 / 5
Proposed verifier
Reminder Terms/Levels match policy; customers with Country=US carry STD-2026; issued reminders exist for exactly the key's customers with fee 15.00; PDFs in output/. API pages unpublished; issued via client.
Proposed partial credit
30% terms and levels exact; 20% assignment; 50% correct reminder set issued with fees
R05.01.02.02-T18 Post incoming payments with residuals and run a test dunning proposal in SAP
Original instruction
SAP S/4HANA sandbox via SAP GUI, company code 1000. Post the five customer payments in input/bank_1013.xlsx with F-28, clearing invoices and leaving residual items for short-pays with reason code 051. Then run dunning F150 for run date 2026-10-14 ID 'OCT1' up to the dunning proposal and log, without printing or updating dunning levels.
- Platforms
win· Windows- Applications
- SAP GUI (F-28/F150) · Excel
- Interfaces
desk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & formskey· Shortcutsmulti· Cross-app- Work product
WP08· App/system state- Conditions
licensed· Licensed pro applong· Long-horizon- Proposed difficulty
- 5 / 5
Proposed verifier
BSID/BSAD: cleared and residual items equal key; reason code 051 on residuals; F150 run OCT1 exists with proposal status only (no print run, MAHNS unchanged); proposal list matches key customers. SAP GUI scripting disabled and no RFC authorization for the agent user; documents must come from the dynpro tcodes (BKPF USNAM + TCODE F-28, F150 run log user checked).
Proposed partial credit
40% payments cleared correctly; 20% residual items and reason codes; 40% dunning proposal correct and not printed
R05.01.02.02-T19 Run five orders through delivery, invoicing, early-pay discounts and aging in Odoo
Original instruction
Odoo 17 Enterprise. input/orders_oct/ has five customer POs with different payment terms (2/10 net 30, net 45, 50% advance) and incoterms. Create and confirm orders, deliver (one partial with backorder), invoice, register the payments in input/receipts_oct.csv applying discounts only when eligible, then export the Aged Receivable as of 2026-10-31 to output/aging.xlsx.
- Platforms
web· Any OS (web)mac· macOSwin· Windows- Applications
- Odoo · Excel
- Interfaces
brow· Browserdesk· Desktop GUI- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & formsmulti· Cross-app- Work product
WP08· App/system state- Conditions
long· Long-horizon- Proposed difficulty
- 5 / 5
Proposed verifier
DB: 5 SOs with lines equal POs; delivery states and backorder; invoices and payments per key incl. discount lines; aging export buckets equal key per customer. XML-RPC blocked for the agent user; records must carry its web-session create_uid.
Proposed partial credit
20% orders; 20% deliveries; 30% invoices and payments with discounts; 30% aging matches key
R05.01.02.02-T20 Book a bundled hardware-plus-support sale with revenue arrangement in NetSuite
Original instruction
NetSuite sandbox with Advanced Revenue Management. Customer 'Helix Robotics' buys 4 controllers and 12 months support as one sales order (input/contract_HR-2026.pdf, SSPs in input/ssp.xlsx). Enter the order, fulfil hardware, invoice the full contract, ensure the revenue arrangement allocates by SSP, and record the customer's 50% deposit.
- Platforms
web· Any OS (web)- Applications
- NetSuite · Excel
- Interfaces
brow· Browser- GUI need · task setting
HY· Hybrid- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & formsmulti· Cross-app- Work product
WP08· App/system state- Conditions
licensed· Licensed pro applong· Long-horizon- Proposed difficulty
- 5 / 5
Proposed verifier
SuiteQL: SO/fulfilment/invoice chain; revenue arrangement allocations equal key (relative SSP); support plan 12 monthly periods from 2026-10; deposit applied. Agent role lacks web services; System Notes context 'UI'.
Proposed partial credit
20% order and fulfilment; 20% invoice; 40% SSP allocation and schedules exact; 20% deposit applied
Mapped research references
Existing benchmark-to-class links from the research catalog. They are not record-level annotations, executions or product endorsements.