JkathBusiness Portal

Invoice Record

05-10-2026-011-INV-001

Ferguson Enterprises LLC
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Invoice Error

Make scenario ended before finalizing this run; stale RUNNING run marked failed during cleanup.

Status

Error

Invoice

2023372

Total

$13,227.00

Invoice data

Matched alias
Ferguson Enterprises LLC
Category
Building Materials
Category method
Claude category selection
Invoice date
02/19/2026
Due date
03/21/2026
Vendor terms
Net 10th Prox
Jkath terms
Net 30
QB Transaction ID
Not created

Category reason

This Ferguson invoice is tied to a specific construction project (Bonderud - 4432 Derrymoor Ct) and contains appliance line items — a 36" Classic French Door Refrigerator and a built-in dishwasher — which are job-site materials being supplied for a residential construction or renovation project. Per the vendor-specific notes for Ferguson, Building Materials is the correct category for job materials supplied to a project, even when those materials are appliances rather than traditional plumbing or pipe supplies. The invoice is project-coded, not a general resale purchase, so Purchases is not appropriate.

File result

Final file
Not finalized
Outcome
failed
Details
Make scenario ended before finalizing this run; stale RUNNING run marked failed during cleanup.

Processing Context

Invoice ID
05-10-2026-011-INV-001
Run ID
05-10-2026-011
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed
Source file
FergusonEnterprisesLLC_INV-2023372_test.pdf
Stored payloads

Claude parse payload

{
  "tax": 0,
  "notes": "Ferguson branch/store suffix #1657 omitted from vendor_name per rules; noted here. CCY 30 SPD Oven Drop-Down Door (WSPO3050PMSP) was ordered but shipped quantity is 0, so it has a $0.00 amount and is excluded from line_items. USETAX line and Delivery/Uncrate/Set line both show $0.00 and are excluded. Invoice date printed as 02/19/26, interpreted as 2026-02-19 consistent with 2026 batch context. Master Account Number: 737714. Customer order number: 4432 Derrymoor CT. Salesman: PMH.",
  "terms": "Net 10th Prox",
  "total": 13227,
  "due_date": null,
  "shipping": 0,
  "subtotal": 13227,
  "confidence": {
    "total": 0.99,
    "vendor_name": 0.98,
    "invoice_date": 0.97,
    "project_name": 0.92,
    "invoice_number": 0.99
  },
  "line_items": [
    {
      "qty": 1,
      "amount": 10774,
      "unit_price": 10774,
      "description": "CCY LF 36 Classic French Door Refrigerator (SCL3650UFDO)"
    },
    {
      "qty": 1,
      "amount": 2453,
      "unit_price": 2453,
      "description": "CCY BI Pare DW SS 24 12CYC (CDW2451)"
    }
  ],
  "vendor_name": "Ferguson Enterprises LLC",
  "invoice_date": "2026-02-19",
  "project_name": "Bonderud - 4432 Derrymoor Ct",
  "invoice_number": "2023372"
}

Vendor match payload

{
  "alias_lookup": {
    "found": true,
    "alias_id": "alias_1e2f326fecee46f5b955324a2e70975d",
    "vendor_id": "vendor_15ec102255844f479fc29f8cb9362b73",
    "alias_name": "Ferguson Enterprises LLC",
    "canonical_name": "Ferguson Enterprises LLC",
    "category_count": 2,
    "category_options": [
      {
        "name": "Building Materials",
        "notes": null,
        "expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
        "fully_qualified_name": "Building Materials",
        "quickbooks_account_id": null,
        "vendor_expense_category_id": "vec_dcd4a73cb5a64d3d9b963502d36833b2"
      },
      {
        "name": "Purchases",
        "notes": "Added to exercise multi-category category selection in Make. Claude should choose based on invoice line items and vendor notes.",
        "expense_category_id": "cmoxqtzei0004hjx2z00a1q1n",
        "fully_qualified_name": "Purchases",
        "quickbooks_account_id": "QBO-ACCT-6400",
        "vendor_expense_category_id": "vec_3a57237e9ff54e8c946f7b6d2cc604e2"
      }
    ],
    "expense_category_id": null,
    "normalized_alias_key": "ferguson enterprises llc",
    "quickbooks_vendor_id": null,
    "quickbooks_account_id": null,
    "default_expense_account": null,
    "invoice_processing_notes": "For Ferguson invoices, choose Building Materials for construction materials, plumbing supplies, fixtures, pipes, valves, and job materials. Choose Purchases only for general resale or non-project purchase invoices when the line items are not construction/job materials."
  },
  "category_selection": {
    "reason": "This Ferguson invoice is tied to a specific construction project (Bonderud - 4432 Derrymoor Ct) and contains appliance line items — a 36\" Classic French Door Refrigerator and a built-in dishwasher — which are job-site materials being supplied for a residential construction or renovation project. Per the vendor-specific notes for Ferguson, Building Materials is the correct category for job materials supplied to a project, even when those materials are appliances rather than traditional plumbing or pipe supplies. The invoice is project-coded, not a general resale purchase, so Purchases is not appropriate.",
    "confidence": 0.82,
    "category_name": "Building Materials",
    "expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
    "quickbooks_account_id": null,
    "selected_expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
    "selected_expense_category_name": "Building Materials"
  }
}

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_357820a28ac8434190c1cf4852d99db1",
  "source": "make.com",
  "run_key": "05-10-2026-011",
  "run_error": {
    "source": "manual_stale_run_cleanup",
    "message": "Make scenario ended before finalizing this run; stale RUNNING run marked failed during cleanup.",
    "run_key": "05-10-2026-011",
    "recorded_at": "2026-05-13T00:37:55.670794+00:00"
  },
  "make_trace_id": "make-20260509_233537_546",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed/FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABo4A",
  "source_dropbox_rev": "016516e5284e10100000003549f4393",
  "source_content_hash": "5daf00059abc66e6b538ca76962e8a9919a5e616082a61985089c0e5c5982ac9",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/02 Processing/FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "processing_dropbox_rev": "016516e52db34a300000003549f4393"
}

Invoice Timeline

Time

05/09/2026

Event

FILE CLAIMED

Message

Source file claimed by Make scenario.

Payload
{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed/FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/02 Processing/FergusonEnterprisesLLC_INV-2023372_test.pdf"
}

Time

05/09/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-10-2026-011-INV-001",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3534",
  "make_trace_id": "make-20260509_233537_546",
  "output_tokens": "488",
  "bill_import_id": "bill_0b972499b9284c27afc3a2ef34023575",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "claude_message_id": "msg_01PTtT1v9WxSviZUNKQjEKbo"
}

Time

05/09/2026

Event

ALIAS LOOKUP COMPLETED

Message

Vendor alias lookup matched a portal vendor.

Payload
{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "alias_1e2f326fecee46f5b955324a2e70975d",
  "vendor_id": "vendor_15ec102255844f479fc29f8cb9362b73",
  "process_key": "05-10-2026-011-INV-001",
  "vendor_name": "Ferguson Enterprises LLC",
  "make_trace_id": "make-20260509_233537_546",
  "bill_import_id": "bill_0b972499b9284c27afc3a2ef34023575",
  "canonical_name": "Ferguson Enterprises LLC",
  "category_count": 2,
  "invoice_number": "2023372",
  "category_options": [
    {
      "name": "Building Materials",
      "notes": null,
      "expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
      "fully_qualified_name": "Building Materials",
      "quickbooks_account_id": null,
      "vendor_expense_category_id": "vec_dcd4a73cb5a64d3d9b963502d36833b2"
    },
    {
      "name": "Purchases",
      "notes": "Added to exercise multi-category category selection in Make. Claude should choose based on invoice line items and vendor notes.",
      "expense_category_id": "cmoxqtzei0004hjx2z00a1q1n",
      "fully_qualified_name": "Purchases",
      "quickbooks_account_id": "QBO-ACCT-6400",
      "vendor_expense_category_id": "vec_3a57237e9ff54e8c946f7b6d2cc604e2"
    }
  ],
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "ferguson enterprises llc",
  "quickbooks_vendor_id": null,
  "default_expense_account": null
}

Time

05/09/2026

Event

CATEGORY SELECTION COMPLETED

Message

Expense category selected for bill import.

Payload
{
  "message": "Claude selected an expense category from allowed portal options.",
  "process_key": "05-10-2026-011-INV-001",
  "vendor_name": "Ferguson Enterprises LLC",
  "category_name": "Building Materials",
  "make_trace_id": "make-20260509_233537_546",
  "bill_import_id": "bill_0b972499b9284c27afc3a2ef34023575",
  "source_file_name": "FergusonEnterprisesLLC_INV-2023372_test.pdf",
  "selection_payload": {
    "reason": "This Ferguson invoice is tied to a specific construction project (Bonderud - 4432 Derrymoor Ct) and contains appliance line items — a 36\" Classic French Door Refrigerator and a built-in dishwasher — which are job-site materials being supplied for a residential construction or renovation project. Per the vendor-specific notes for Ferguson, Building Materials is the correct category for job materials supplied to a project, even when those materials are appliances rather than traditional plumbing or pipe supplies. The invoice is project-coded, not a general resale purchase, so Purchases is not appropriate.",
    "confidence": 0.82,
    "selected_expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
    "selected_expense_category_name": "Building Materials"
  },
  "expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
  "quickbooks_account_id": null
}

Time

05/12/2026

Event

FAILED

Message

Make scenario ended before finalizing this run; stale RUNNING run marked failed during cleanup.

Payload
{
  "run_id": "run_357820a28ac8434190c1cf4852d99db1",
  "source": "mark_bill_import_run_failed",
  "run_key": "05-10-2026-011",
  "recorded_at": "2026-05-13T00:37:55.670794+00:00"
}