| name | example-customer-finance-contract-overlay |
| description | 汎用スキルを Example Customer の経理・契約運用に適用するための会社別オーバーレイ。
|
example-customer-finance-contract-overlay
Purpose / 目的
汎用スキルを Example Customer の経理・契約運用に適用するための会社別オーバーレイ。
When to use / 利用場面
- Use this skill only after a generic workflow skill has been selected and the work is specifically for Example Customer.
- Use this skill to apply confirmed Example Customer approval rules, Zoho item/account mappings, contract templates, billing assumptions, and customer stakeholder discovery findings.
When not to use / 使用しない場面
- Do not use as a replacement for generic workflow skills; load this only after selecting the relevant generic skill.
- Do not generalize customer-specific rules into reusable customer templates.
- Do not treat unconfirmed assumptions as operating rules.
customer-specific rules / 顧客固有ルール
- Apply 50/50 billing only when the SOW or project intake confirms it.
- Do not assume tax treatment; require finance confirmation.
- Use confirmed approval matrix from
references/approval_matrix.md when available.
- Use confirmed item/account mappings from
references/zoho_item_account_mapping.md when available.
- Use confirmed templates from
references/contract_template_inventory.md when available.
Skill-specific procedure / 固有手順
- Load the relevant generic skill first.
- Apply only confirmed customer-specific references.
- If a needed Example Customer reference is TBD, output missing information instead of guessing.
- Keep new reusable learnings in generic skills; keep company facts in this overlay.
Hard rules / 厳守ルール
- This skill is operational support, not legal, tax, accounting, or financial advice. 法務・税務・会計判断は必ず担当者または専門家承認を得る。
- Never send quotes, invoices, purchase orders, bills, RFQs, signature requests, or external emails without explicit human approval.
- Before writing to Zoho Books / Zoho Contracts through MCP or API, produce a draft and a change summary; require approval for create/update/send actions.
- Separate facts, assumptions, missing information, risks, and recommended next actions.
- Minimize personal/confidential data in outputs. Mask bank, tax, payment, and sensitive contract details unless needed for the task.
- Confirm market/entity context: US entity, Japanese parent/subsidiary, currency, tax treatment, payment terms, and approval authority.
- For Zoho product capabilities, API/MCP availability, pricing, and workflow behavior, verify against current official Zoho sources before asserting.
Procedure / 手順
- Intake — 顧客、案件、契約、見積、請求、ベンダー、金額、通貨、期日、承認者、関連 Zoho レコードを確認する。
- Classify workflow — Quote-to-Cash / Procure-to-Pay / Contract Lifecycle / Recurring Invoice / Acceptance のどれかに分類する。
- Retrieve context — Zoho MCP/API、既存テンプレート、過去案件、メール文面、契約テンプレートを参照する。取得できない情報は
Missing として列挙する。
- Draft only — Quote、SO、Invoice、PO、Bill、SOW、NDA、MSA、Acceptance Certificate、RFQ メール等はドラフトを作成し、変更点とリスクを添える。
- Control gates — 金額、支払条件、税、契約条項、顧客送付、署名依頼、会計計上、外部メールは承認ゲートを通す。
- Execute after approval — 承認後のみ Zoho やメールへ反映し、レコードID/URL/送信先/日時を監査ログへ残す。
- Follow-up — 入金・未署名・未承認・期限超過・作業完了請求などの次アクションを提示する。
Inputs / 入力
- Company / customer / vendor name
- Zoho Books organization and record IDs when available
- Deal / project / contract type: Quote, SO, Invoice, PO, Bill, SOW, NDA, MSA, Acceptance Certificate
- Amount, currency, tax treatment, payment terms, billing split, due date
- Approval owner and external recipient
- Templates, clauses, customer/vendor instructions, email thread summary
Outputs / 出力
- Draft artifact or action plan
- Missing information checklist
- Approval checklist
- Risk notes
- Zoho MCP/API action plan with proposed create/update/send operations
- Audit log summary after execution
Quality gates / 品質ゲート
- No external-facing artifact is sent without human approval.
- Draft includes source record IDs or states that IDs are missing.
- Accounting/legal/tax assumptions are separated from facts.
- Customer/vendor-specific terms are not generalized into the reusable template.
- For Example Customer use, apply the company overlay skill after this generic skill.
Related skills / 関連スキル
zoho-finance-contract-orchestrator
Output format example / 出力フォーマット例
Example: applying the overlay to an Example Customer first invoice.
- Generic skill selected first:
zoho-books-quote-to-cash.
- Confirmed from overlay: 50/50 split applies — the SOW intake confirms it.
- TBD in overlay references: item/account mapping (
references/zoho_item_account_mapping.md) and approval matrix (references/approval_matrix.md) are unpopulated.
- Result: invoice draft prepared per the generic skill; Zoho write blocked with missing-info list "item/account mapping TBD, approver TBD" — TBD is reported, never guessed.
- Next actions: obtain mapping and approver from customer finance; record them in the overlay references; then resume.
Overlay checklist
