JkathBusiness Portal

Invoice Record

05-11-2026-024-INV-005

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Validation Error

Invoice date is before the processing year. Check whether Claude read the date correctly.

Status

Validation error

Invoice

47118-00

Total

$5,171.19

Invoice data

Detected vendor
Industrial Lumber & Plywood
Matched vendor
Unmatched
Matched alias
No alias
Category
Not assigned
Category method
Not selected
Invoice date
01/09/2025
Due date
02/08/2025
Vendor terms
1% 10 Net 30
Jkath terms
Net 30
QB Transaction ID
Not created

File result

Outcome
validation_failed
Details
Invoice date is before the processing year. Check whether Claude read the date correctly.

Processing Context

Invoice ID
05-11-2026-024-INV-005
Run ID
05-11-2026-024
Source folder
/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
Source file
Industrial Lumber Invoice_47118-00.pdf
Stored payloads

Claude parse payload

{
  "tax": 388.59,
  "notes": "Project name inferred from PO# field which reads '135 BENTWOOD DRIVE'. Delivery charge is included as a line item and in the subtotal, so shipping is set to 0. A cash discount of $47.83 applies if paid within terms (1% 10 Net 30). Invoice date is 2025-01-09; note this is a 2025-dated invoice, not 2026.",
  "terms": "1% 10 Net 30",
  "total": 5171.19,
  "due_date": "2025-02-08",
  "shipping": 0,
  "subtotal": 4782.6,
  "confidence": {
    "total": 1,
    "vendor_name": 1,
    "invoice_date": 1,
    "project_name": 0.85,
    "invoice_number": 1
  },
  "line_items": [
    {
      "qty": 8,
      "amount": 33.2,
      "unit_price": 4.15,
      "description": "Alder Red 5/4 Superior 9'-10' H&M - P10"
    },
    {
      "qty": 70,
      "amount": 294,
      "unit_price": 4.2,
      "description": "Alder Red 4/4 Superior 9'-10' H&M"
    },
    {
      "qty": 7,
      "amount": 95.2,
      "unit_price": 13.6,
      "description": "Oak White Rift 5/4 S&B 9'-10'"
    },
    {
      "qty": 17,
      "amount": 164.9,
      "unit_price": 9.7,
      "description": "Oak White Rift 4/4 S&B 11'-12' H&M"
    },
    {
      "qty": 67,
      "amount": 167.5,
      "unit_price": 2.5,
      "description": "Map S 4/4 S&B P/G 9'-10' H&M Red Leaf FND"
    },
    {
      "qty": 3,
      "amount": 377.7,
      "unit_price": 125.9,
      "description": "Alder R PS 1/2 4x8 A1 MDF 48.5X96.5 TSCA Title VI CARB"
    },
    {
      "qty": 3,
      "amount": 445.5,
      "unit_price": 148.5,
      "description": "Alder R PS 3/4 4X8 A1 MDF 48.5X96.5 TSCA Title VI CARB"
    },
    {
      "qty": 6,
      "amount": 219.3,
      "unit_price": 36.55,
      "description": "MDF 1/2 49 X 97 TRUPAN TSCA Title VI CARB"
    },
    {
      "qty": 5,
      "amount": 388.75,
      "unit_price": 77.75,
      "description": "MDF 3/4 4x8 MR50 EcoPlus West Pine 49x97"
    },
    {
      "qty": 2,
      "amount": 311,
      "unit_price": 155.5,
      "description": "Oak W Rift 3/4 4x8 A1 MDF Rift NO SAP Bk TSCA Title VI CARB"
    },
    {
      "qty": 7,
      "amount": 570.15,
      "unit_price": 81.45,
      "description": "Maple Nat 1/2 4X8 C2 VC 2SSG 1Ste TSCA Title VI CARB"
    },
    {
      "qty": 12,
      "amount": 1176,
      "unit_price": 98,
      "description": "Map Nat 3/4 4X8 C2 VC 2SSG 1 STP 7 PLY TSCA Title VI CARB"
    },
    {
      "qty": 1,
      "amount": 56.85,
      "unit_price": 56.85,
      "description": "Bending Stock 3/8 4X8 [8'High] 48X96 TSCA Title VI CARB"
    },
    {
      "qty": 1,
      "amount": 53.45,
      "unit_price": 53.45,
      "description": "Radiata Pine AC Ext 1/2 4X8"
    },
    {
      "qty": 4,
      "amount": 396.6,
      "unit_price": 99.15,
      "description": "HDF ULTRACORE 3/4 4X8 MDF 2S 48.5 X 96.5"
    },
    {
      "qty": 1,
      "amount": 32.5,
      "unit_price": 32.5,
      "description": "Delivery Charge"
    }
  ],
  "vendor_name": "Industrial Lumber & Plywood",
  "invoice_date": "2025-01-09",
  "project_name": "135 Bentwood Drive",
  "document_type": "invoice",
  "invoice_number": "47118-00",
  "is_billable_invoice": true
}

Vendor match payload

No payload stored.

QB payload

No payload stored.

Raw payload

{
  "run_id": "run_d10cc7748ed54fb89a7158c2865ca47b",
  "source": "make.com",
  "run_key": "05-11-2026-024",
  "make_trace_id": "make-20260511_165613_451",
  "source_file_name": "Industrial Lumber Invoice_47118-00.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Industrial Lumber Invoice_47118-00.pdf",
  "source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABj4A",
  "source_dropbox_rev": "0165191d090ee5c00000003549f4393",
  "source_content_hash": "1132f7ad1aa18c667ed4636d88c0a9da5630107571f97831273a080394e0787e",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Industrial Lumber Invoice_47118-00.pdf",
  "processing_dropbox_rev": "0165191d3df25e700000003549f4393"
}

Invoice Timeline

Time

05/11/2026

Event

FILE CLAIMED

Message

Source file claimed by Make scenario.

Payload
{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "Industrial Lumber Invoice_47118-00.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Industrial Lumber Invoice_47118-00.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Industrial Lumber Invoice_47118-00.pdf"
}

Time

05/11/2026

Event

PARSE COMPLETED

Message

Claude extraction parsed and stored.

Payload
{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-11-2026-024-INV-005",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "5626",
  "make_trace_id": "make-20260511_165613_451",
  "output_tokens": "1279",
  "bill_import_id": "bill_79fa0aaaa8374ecabaac96b9b34f6ab8",
  "source_file_name": "Industrial Lumber Invoice_47118-00.pdf",
  "claude_message_id": "msg_01TvRNoRNA5t5vuKPr6ck3Hn"
}

Time

05/11/2026

Event

VALIDATION FAILED

Message

Invoice date is before the processing year. Check whether Claude read the date correctly.

Payload
{
  "total": "5171.19",
  "message": "Validation failed; moved file to error folder.",
  "process_key": "05-11-2026-024-INV-005",
  "vendor_name": "Industrial Lumber & Plywood",
  "invoice_date": "2025-01-09",
  "make_trace_id": "make-20260511_165613_451",
  "bill_import_id": "bill_79fa0aaaa8374ecabaac96b9b34f6ab8",
  "invoice_number": "47118-00",
  "final_file_name": "Industrial Lumber Invoice_47118-00_VALIDATION-FAILED.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/04 Error/Industrial Lumber Invoice_47118-00_VALIDATION-FAILED.pdf",
  "source_file_name": "Industrial Lumber Invoice_47118-00.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Industrial Lumber Invoice_47118-00.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/7e27yen9muhagd1yy1n6c/Industrial-Lumber-Invoice_47118-00_VALIDATION-FAILED.pdf?rlkey=zvoeq6mrscqipzkr299eifhi4&dl=0",
  "validation_details": "Invoice date is before the processing year. Check whether Claude read the date correctly.",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Industrial Lumber Invoice_47118-00.pdf"
}