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ProcurementExpress budget management via CLI. Use when listing, viewing, creating, or updating budgets (cost centers). CLI commands: pex budget list|show|create|update. Triggers on: budget, cost center, spending limit, budget allocation, remaining budget, budget approvers.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
ProcurementExpress invoice management via CLI. Covers creating, updating, accepting, approving, rejecting, cancelling, archiving invoices, and adding comments. Handles the full invoice lifecycle from receipt through approval to settlement. CLI commands: pex invoice list|show|create|update|accept|approve|reject|cancel|archive| dearchive|rerun-flow. Also: pex comment add-invoice. Triggers on: invoice, bill, invoice approval, invoice status, awaiting review, outstanding invoice, ready to pay, invoice comment, invoice line items.
ProcurementExpress payment management via CLI. Use when creating or viewing payments to settle invoices and purchase orders. CLI commands: pex payment show|create|create-po-payment. Triggers on: payment, pay invoice, pay purchase order, settle, bank transfer, payment record, payment type.
ProcurementExpress purchase request management — the approver's workflow. Purchase requests are POs waiting for the current user's approval action (their approver queue). This is DIFFERENT from "purchase orders" which are approved/paid/delivered POs. CLI commands: pex po pending-requests|pending-count, then pex po show|approve|reject|override|cancel. Triggers on: pending requests, requests, how many requests, what needs my approval, approve request, reject request, my approval queue, approver queue, pending count.
ProcurementExpress CLI setup, authentication, company selection, and configuration. Use when authenticating to the ProcurementExpress API (V1 token or V3 OAuth2), switching companies, managing config profiles (production/staging), or checking auth status. Also covers installing the CLI and skills into a project. Triggers on: pex setup, pex install, pex auth, login, authenticate, token, switch company, config profile, staging, production, pex config, who am i, current user.
ProcurementExpress purchase order (PO) management via CLI — the core procurement workflow. Covers creating, updating, approving, rejecting, cancelling, archiving, and deleting POs. Also handles delivery tracking, PDF generation, forwarding POs to suppliers, and comments. CLI commands: pex purchase-order (alias: pex po) list|show|create|update|approve|reject| override|cancel|archive|delete|pdf|forward|receive|cancel-receiving|complete-delivery| pending-requests|pending-count|mark-as-paid. Also: pex comment add-purchase-order, pex compliance check|justify|memo|audit-trail, pex upload po|comment|status. Triggers on: purchase order, PO, create PO, approve PO, reject PO, PO delivery, PO PDF, forward PO, PO comment, pending approvals, pending requests, line items, PO status, mark as paid, compliance, audit trail, upload attachment.
ProcurementExpress settings, reference data, and integrations via CLI. Covers tax rates, webhooks, currencies, chart of accounts (GL codes), QuickBooks customers/classes, and send-to-supplier templates. CLI commands: pex tax-rate, pex webhook, pex currency, pex chart-of-account, pex qbo-customer, pex qbo-class, pex template, pex company details. Triggers on: tax rate, VAT, webhook, currency, chart of accounts, GL code, QuickBooks, QBO customer, QBO class, accounting integration, company settings, custom fields, templates.
| name | pex:budgets |
| description | ProcurementExpress budget management via CLI. Use when listing, viewing, creating, or updating budgets (cost centers). CLI commands: pex budget list|show|create|update. Triggers on: budget, cost center, spending limit, budget allocation, remaining budget, budget approvers. |
Authenticate and set active company first (pex:setup skill).
# List
pex budget list
pex budget list --department-id=5 --archived --show-mappings
# Show
pex budget show 123
# Create
pex budget create --name="Q1 Marketing" --amount=50000 \
--currency-id=1 --start-date="2024-01-01" --end-date="2024-03-31" \
--department-ids=5,6 --approver-ids=10,20 \
--cost-code="MKT-Q1" --chart-of-account-id=15
# Update
pex budget update 123 --amount=75000 --end-date="2024-06-30"
--name, --amount (required for create)--currency-id — defaults to company currency--creator-id, --cost-code, --cost-type--start-date, --end-date — must match company date_format--allow-anyone-to-approve — bypass approver restrictions--chart-of-account-id — GL code--qbo-class — QuickBooks class--approver-ids — comma-separated approver user IDs--department-ids — comma-separated department IDs--custom-fields — JSON array: [{"value":"x","custom_field_id":1}]id, name, amount, remaining_amount, currency_idcost_code, cost_type, archivedstart_date, end_date, approved_this_monthapprover_ids[], department_ids[]chart_of_account_id, chart_of_account_nameAll date fields must match the company's date_format setting. Get it via:
pex company details # → company_setting.date_format