brc_create_sales_credit_note_gen_ref
Create a BRC sales credit note with an auto-generated reference using a raw payload. Requires explicit user confirmation of counterparty, analysis category, and write intent before posting.
Instructions
Creates a BRC sales credit note with an auto-generated reference using a raw BRC payload. Use when the company is configured for auto-generated sales references. Requires saleRepId and saleRepCode. Do not use default or demo sales rep values. If missing, list sales reps or ask the user to choose one before creating. Requires analysisCategoryId and accountCode from a Sales Analysis category on each product line. Do not default to CR01/Customer or the first listed category. Set confirmCrAnalysisCategory=true only after the user confirms a CR account code is intentional. First call without confirmWrite: true returns confirmation_required and a payload preview — show a plain-English draft in chat, then retry with confirmWrite: true only after explicit user confirmation in a later message. Passing preflight is not confirmation. Also requires confirmCounterpartyExplicit: true once the user has explicitly named or confirmed the customer/supplier in the current conversation. Do not reuse a counterparty from an earlier draft without that confirmation.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| payload | Yes | ||
| companyName | Yes | Company context name, for example YOUR-COMPANY-NAME. | |
| confirmWrite | No | Must be true only after a plain-English draft has been shown in the current conversation and the user explicitly confirmed posting (for example yes, create it / post it now / confirm). Never set true on the first call or because the user initially asked to create something. | |
| confirmCrAnalysisCategory | No | Set true only after the user confirms a CR sales analysis account code is intentional for this product line. | |
| confirmCounterpartyExplicit | No | Must be true only after the user explicitly named or confirmed the customer, supplier, or other counterparty in the current conversation. Never set true because a customer or supplier appeared in an earlier draft, was inferred from context, or was filled in without the user's explicit choice in this conversation. |