Agents, Tools, and Skills

Use this reference to look up the agents, tools, and skills available in Infor FSM GenAI Assistant.

Agents

Agents handle end-to-end business scenarios, tools perform the underlying data retrieval and transaction actions that agents call on, and skills provide shared capabilities that agents and tools draw on across the FSM application, such as response formatting and navigation.

This table shows the agents provided by FSM for GenAI Assistant:


Agents	Description	Tools Used
FSM_AccountReceivables_Agent	Use this agent for all read-only Receivables inquiries in FSM such as outstanding balances, top overdue invoices, payments by date, unapplied payments, period credits, receivable balances, expected cash receipts, late-paying customers, write-offs for audit, compound outstanding, and overdue breakdown	FSM_CompanyCustomer_CompanyCustomerList FSM_CompanyCustomerPeriodTotals_CustomerFiscalYears FSM_ReceivableInvoiceDetail_OpenInvoiceDetailsHome FSM_ReceivablePayment_PaymentsByCreationDate FSM_ReceivablePayment_UX1OpenPaymentsList FSM_ReceivableApplication_InvoicesPaidLate FSM_ReceivableApplicationAdjustment_ApplicationAdjustmentss
FSM_CashLedger_Agent	This agent allows you to search and retrieve a list of all cash ledger transactions, cash ledger receipts, cash ledger payments, cash ledger fund transfers, and cash ledger wire transfers based on various filter criteria within FSM application.	FSM_CashLedgerTransaction_Transactions FSM_CashLedgerCashReceiptHeader_Receipts FSM_CashLedgerPayment_Payments FSM_CashLedgerFundTransferHeader_FundTransfers FSM_WireTransferBatch_WireTransfers
FSM_CashManagement_Agent	Use this agent for all read-only Cash Management inquiries in FSM such as account resources such as signers, approvers, initiators, and online users, bank statements and statement lines, latest cash balances, bank statement interface import status and errors, financial institution branches such as search and detailed branch information including contacts, routing numbers, addresses, SWIFT codes, ratings, intermediary banks, documents, and credit lines and incoming bank statement monitoring.	FSM_AccountResource_Approver FSM_AccountResource_Default FSM_AccountResource_Initiator FSM_AccountResource_OnlineUser FSM_AccountResource_Signer FSM_BankStatementInterfaceHeaderSearch FSM_BankStatementInterfaceHeaderErrors FSM_BankStatement_OpenBankStatements FSM_BankStatement_IntradayBankStatements FSM_BankStatement_AllBankStatements FSM_BankStatementLine_LineSearch FSM_CashManagementAccount_ByAccountSearch FSM_CashManagementAccount_ByLocationSearch FSM_FinancialInstitutionBranch_Information FSM_FinancialInstitutionBranch_Search FSM_IncomingBankStatementHeaderSearch FSM_IncomingBankStatementDetailSearch
FSM_ContractManager_Agent	Use this agent to manage contract-related tasks. These tasks include searching contracts, contract line items, contract line errors, summarizing contract details, comparing two contracts, and answering inquiries about specific contracts.	FSM_Contract_ContractSearch FSM_GetContractContextFormDetails FSM_GetContractMainPanelDetails FSM_GetContractPurchaseTypeInformation FSM_GetContractArticles FSM_GetContractTermsAndConditions FSM_GetContractQuestions FSM_GetContractParticipants FSM_GetContractLines FSM_GetContractRebates FSM_GetRelatedContracts FSM_GetContractContacts FSM_GetContractTiers FSM_GetContractTierMembers FSM_GetContractPricingIdentifiers FSM_GetContractDistributorPricingMembers FSM_GetManufacturerContracts FSM_GetContractComments FSM_GetContractAttachments FSM_GetContractRetainageDetails FSM_GetContractMilestones FSM_GetContractDeliverables FSM_GetContractPurchaseFroms FSM_GetContractEmailNotifications FSM_ContractLine_ItemSearch FSM_ContractLine_ContractLineErrors FSM_GetContractClassification FSM_GetContractSubclassification FSM_GetContractType FSM_GetContractSubtype
FSM_GeneralLedger_Agent	Use this agent for all read-only General Ledger inquiries in Financials and Supply Management (FSM) such as general ledger transaction search, GL totals and account balances, GL transaction details, journal control and recurring journal control, funding-source or Finance Dimension 2 search, remaining funded balance, budget-proximity analysis and expiry lookups.	FSM_GeneralLedgerTransaction_GeneralLedgerTransactionList FSM_GeneralLedgerTotal_GeneralLedgerTotalList FSM_GLTransactionDetail_GLTransactionDetailList FSM_GeneralLedgerJournalControl_JournalControlSearchList FSM_RecurringJournalControl_RecurringJournalControlList FSM_FinanceDimension2_FinanceDimension2List
FSM_Inventory_Agent	This agent manages FSMInventory Control tasks including searching inventory transaction headers and item-level transaction lines, checking stock on hand for an item at a specific location or the current user's default location, looking up reorder point, safety stock, and lead time, listing low-stock items, finding preferred bin and par shelf locations, listing par locations where an item is stocked, listing or counting locations with zero stock on hand, identifying expired or expiring items and their replacements, and finding item replenishment sources.	FSM_InventoryTransaction_AllInventoryTransactions FSM_InventoryTransactionLine_InventoryTransactionLines FSM_ItemLocation_ItemLocationStockOnHand FSM_ItemLocation_ItemsAtParLocation FSM_ItemLocation_ItemsForAnInventoryLocation FSM_ItemLocation_ZeroStockOnHandItems FSM_ItemLot_ExpiringItems FSM_ItemReplenishmentSource_ItemReplenishmentSourceRecords FSM_Requester_RequesterSearch
FSM_Lease_Agent	This agent allows you to search and retrieve the lease Information in the FSM application. This agent provides the complete picture of a lease as a response with includes the information about lease company, lease ID, financial details, lease term, payment details, lease modification, lease adjustments and leased assets which are associated with the lease. It also provides the list of leases information based on status or company criteria.	FSM_Lease_SummaryReport FSM_LeasedAsset_Details FSM_LeaseModification_Details FSM_LeaseAdjustment_Details FSM_LeasePayment_Details
FSM_Match_Agent	Use this agent for all read-only Match inquiries in FSM such as, open invoice message, full invoice-message listing including the current user's match messages, and PO or invoice match search such as PO or invoice-number lookup, invoice amounts vs PO amounts, dates, and status.	FSM_MatchInvoiceMessage_OpenInvoiceMessages FSM_MatchInvoiceMessage_InvoiceMessageListing FSM_MatchPurchaseOrderInvoice_POSearchList FSM_MatchPurchaseOrderInvoice
FSM_Payables_Agent	Use this agent for all read-only Payables inquiries in FSM such as invoice search and details, open, unpaid, or outstanding invoices, invoices pending approval, payment information and status, invoice errors and warnings, payment selection such as due, discount, unpaid-for-vendor, or top-N, distinct vendors with payments due, and GL distribution inquiry.	FSM_PayablesInvoice_XiInvoiceSearchList FSM_PayablesInvoice_OpenPayablesInvoices FSM_PayablesInvoice_APManagerPendingApprovalInvoiceList FSM_PayablesInvoice_APInvoiceSearchList FSM_PayablesInvoiceError_PayablesInvoiceWarningAndErrorList FSM_PayablesInvoicePayment_PaymentSearchSelectionList FSM_PayablesInvoiceDistribution_PayablesGLDistributionSearchList
FSM_PeriodEndReconciliation_Agent	This agent allows you to search and retrieve the period end reconciliations in the FSM application. It allows to retrieve period end reconciliation records based on various criteria such as level type, account description, period name, account type, priority, risk and more.	FSM_PeriodEndReconciliationData
FSM_Projects_Agent	Use this agent for all read-only Projects inquiries in FSM such as project search and details with summary-to-posting hierarchy, my projects by end date, project budget and actual totals, project contract summaries with related records, and comparison of two project contracts.	FSM_EnterpriseProjectListTool FSM_Project_PostingProjectsList FSM_Project_ContractPostingProjectList FSM_ProjectContract_SearchByContract FSM_ProjectContract_Information
FSM_PurchaseOrder_Agent	Use this agent for all read-only Purchase Order (PO) inquiries in Financials and Supply Management (FSM) such as, PO search and details, PO line search and item delivery dates, overdue receipts, goods receipts, acknowledgement messages needing review, unreleased receiving buyer messages, purchase requests in PO interface and PO created from requisitions.	FSM_PurchaseOrder_PurchaseOrders FSM_PurchaseOrderLine_LineSearchList FSM_PurchaseOrderLine_POLinesOverdueReceipts FSM_PurchaseOrderLine_PurchaseOrderLinesForAnItem FSM_PurchaseOrderReceipt_AllPurchaseOrderReceipts FSM_POAcknowledgementMessagesForABuyer FSM_PurchaseOrderBuyerMessage_UnreleasedBuyerMessagesReceiving FSM_PurchaseOrderInterface_ManagePurchaseRequestList FSM_PurchaseOrderLineSource_PurchaseOrdersFromRequisitions
FSM_ReconciliationAccount_Agent	This agent allows you to search and retrieve the Reconciliation Accounts in FSM application. It allows to retrieve reconciliation accounts records based on various criteria such as level type, account description, period name, account type, priority, risk and more.	FSM_ReconciliationAccountData
FSM_Requisitions_Agent	Use this agent for all read-only Requisitions inquiries in FSM such as requester search and profiles, requisition header search and overviews, requisition line item search, killed or cancelled lines, comparisons, records assigned to the current user, record counts The agent handles supply requisitions, not job requisitions.	FSM_Requester_RequesterSearch FSM_Requester_Information FSM_Requisition_AllRequisitions FSM_Requisition_Information FSM_RequisitionLine_RequisitionLineSearch FSM_RequisitionLine_KilledItemsList
FSM_VendorAndSupplier_Agent	This is a vendor and supplier lookup agent. This agent enables users to retrieve vendor and supplier data, as well as supplier performance evaluations, by building correct API requests.	FSM_GetVendorOrSupplierDetails FSM_GetVendorOrSupplierPerformance

Tools

Tools are called by agents to search, retrieve, and act on FSM data.This tables shows tools provided by FSM for GenAI Assistant:


Tools	Description
FSM_AccountResource_Approver	This tool allows you to search and view a list of finance resources that have approval permissions for cash management accounts. You can filter the results by the finance resource's name, title, approval amounts and currencies, no-limit approval settings, and the cash management group.
FSM_AccountResource_Default	This tool allows you to search and retrieve a list of finance resources associated with cash management accounts. You can filter the results by various fields such as cash management account, finance resource details, activity status, and cash management group.
FSM_AccountResource_Initiator	This tool allows you to search and view a list of finance resources that are identified as initiators and their associated transfer details, such as transfer amounts, currencies, and limits. You can filter the results by various criteria, including the finance resource name, transfer amounts and currencies, transfer limits, and cash management group.
FSM_AccountResource_OnlineUser	This tool allows you to search and view a list of online banking users or online users associated with cash management accounts. You can filter the results by various fields such as the user's name, work phone number, cash management group, account number, security token, system administrator status, and finance resource ID.
FSM_AccountResource_Signer	This tool allows you to retrieve a list of signers associated with a cash management account. You can filter the results by various criteria such as signer name, signing amount, signing currency, status, cash management group, and more.
FSM_BankStatementInterfaceHeaderErrors	This tool can take any of the following attributes (Bank Statement Interface Header, Bank Statement Interface, Error Message) as input to retrieve a list of Bank Statement Interface Header Error records.
FSM_BankStatementInterfaceHeaderSearch	This tool can take any of the following Bank Statement Interface Header attributes (Bank Statement Interface Header, File Format, Filename, Import Date, Expected Number of Records, Actual Number of Records, Status) as input to retrieve a list of Bank Statement Interface Header.
FSM_BankStatementLine_LineSearch	This tool allows you to search for bank statement lines based on various criteria such as cash management account, bank statement, line number, sequence number, statement date, value date, cash transaction category, transaction type, debit/credit indicator, line amount, line currency, and more. You can filter the results and control the output by using the provided query parameters. This tool can also retrieve a list of receipts and disbursements. In this context, a receipt refers to bank statement lines where the Debit Credit Indicator is 'Credit,' while a disbursement refers to bank statement lines where the Debit Credit Indicator is 'Debit.
FSM_BankStatement_AllBankStatements	This tool allows you to search and retrieve a list of all bank statements based on various filter criteria. You can filter the results by fields such as cash management account, bank statement number, statement date, beginning and ending balances, statement currency, statement status, posting status, and cash management group.
FSM_BankStatement_IntradayBankStatements	This tool allows you to search and retrieve a list of intraday bank statements based on various filters such as cash management account, bank statement number, statement date, beginning balance, ending balance, statement currency, and cash management group. You can specify the number of results to return and control the output format.
FSM_BankStatement_OpenBankStatements	This tool allows you to retrieve a list of open bank statements. You can filter the results by cash management group, cash management account, bank statement number, statement date, beginning/ending balance, statement currency, statement status, posting status, and more. The response will include the cash management group, cash management account, statement number, statement date, beginning and ending balances, currency, statement status, and posting status. Actor context filtering is always applied.
FSM_CashLedgerCashReceiptHeader_Receipts	This tool allows you to search and retrieve a list of cash ledger receipt headers from the cash ledger system. You can filter the results by various criteria such as cash code, bank transaction code, transaction number, status, transaction type, deposit date, deposit amount, cash management group, and the unique identifier for the cash receipt header.
FSM_CashLedgerFundTransferHeader_FundTransfers	This tool allows you to search and retrieve a list of cash ledger fund transfer headers.
FSM_CashLedgerPayment_Payments	This tool allows you to search and retrieve a list of cash ledger payments based on various filter criteria. You can filter the results by fields such as cash code, bank transaction code, reference, payee name, payment processing hold status, transaction number, status, payment status, payment date, bank check amount, cash management group, and the unique identifier for the cash ledger payment.
FSM_CashLedgerTransaction_Transactions	This tool allows you to retrieve a list of all cash ledger transactions, with the ability to filter the results. You can filter the transactions by various criteria, such as cash code, bank transaction code, transaction number, cash ledger transaction ID, and more.
FSM_CashManagementAccount_ByAccountSearch	This tool allows you to retrieve the latest cash balances for cash management accounts. You can filter the results by various fields such as financial institution, cash management account, title, statement date, ending balance, currency, and cash management group.
FSM_CashManagementAccount_ByLocationSearch	This tool allows you to retrieve the latest cash balances for cash management accounts by location. You can filter the results by various criteria such as legal entity, financial institution, account title, and currency.
FSM_ContractLine_ContractLineErrors	This tool allows you to search and retrieve contract line error information from the Financials and Supply Management (FSM) application. You can filter the results by various fields such as contract line, item number, vendor item, unit of measure, item description, manufacturer, manufacturer number, effective date, expiration date, item type, error message number, error message display, vendor, contract, and contract group.
FSM_ContractLine_ItemSearch	This tool allows you to search for contract line items based on various criteria such as item number, vendor, vendor name, contract details, and more. You can filter the results by specifying one or more of the available fields, including Item Number, Vendor Item, Item Description, Supplier name, Contract ID, Contract Line, Effective Date, Quantity Ordered, Vendor, and Contract Group.
FSM_Contract_ContractSearch	This tool allows you to search for contract records based on various criteria such as contract number, name, status, effective date, vendor id, vendor name, supplier id, supplier name and more.
FSM_CompanyCustomer_CompanyCustomerList	Retrieves company customer records from company customer list. Use for top customers by outstanding balances and receivable balances by company.
FSM_CompanyCustomerPeriodTotals_CustomerFiscalYears	Retrieves customer fiscal year period totals from the company customer period totals business class. Use this tool to answer questions about total credits given in a specific month, quarter, or year.
FSM_EnterpriseProjectListTool	This tool allows users to retrieve and display project details from the Financials and Supply Management (FSM) application. Users can filter projects using natural language or specific criteria such as Project ID or Name, Begin Date, End Date, Active status, Project Status, Billable, Capital, Watch, Parent Project, Parent Contract, or Person Responsible ID/Name.
FSM_FinanceDimension2_FinanceDimension2List	This tool allows you to retrieve a list of finance dimension 2 records from the FSM system. You can filter the records by various criteria such as display, dimension, description, funding type, active status, date range, amount, currency, and unique identifier.
FSM_FinancialInstitutionBranch_Information	This tool retrieves detailed Financial Institution Branch information from the 'cashmgmt' module. To access the information, users must provide three required fields: Cash Management Group Financial Institution Financial Institution Branch The tool will return information organized into six main sections: Branch Details: General information about the branch Contacts: Contact information for branch representatives Branch Ratings: Performance and quality ratings Intermediary Branch: Information about any intermediary relationships Documents: Associated documentation and files Credit Line: Credit-related information and limits
FSM_FinancialInstitutionBranch_Search	This tool allows you to search and retrieve information about financial institution branches, including their name, description, branch type, activity status, cash management group, and associated financial institution. You can filter the results by various criteria, such as branch name, branch type, activity status, cash management group, and financial institution.
FSM_GLTransactionDetail_GLTransactionDetailList	This tool allows you to search and retrieve a list of GL Transaction Details based on various filter criteria such as finance enterprise group, accounting entity, posting date, transaction amount, journal group, status, derived functional amount, and finance code block.
FSM_GeneralLedgerJournalControl_JournalControlSearchList	This tool allows you to search and retrieve a list of general ledger journal control records based on various filter criteria. You can filter the records by fields such as Ledger, Accounting Entity, General Ledger Close Period, Journal Type, Status, create stamp.actor, Posting Date, and Finance Enterprise Group.
FSM_GeneralLedgerTotal_GeneralLedgerTotalList	This tool allows you to search and retrieve general ledger total records based on various filter criteria such as ledger, accounting entity, general ledger chart account, finance dimension, calendar year, primary ledger, currency, and more.
FSM_GeneralLedgerTransaction_GeneralLedgerTransactionList	This tool allows you to retrieve a list of general ledger transactions based on various filter criteria. You can filter the results by fields such as posting date, general ledger close period, journal period, accounting entity, finance code block details, transaction amount, currency, and more.
FSM_GetContractArticles	Retrieves the contract articles.
FSM_GetContractAttachments	Retrieves the attachments related to a contract.
FSM_GetContractClassification	This tool retrieves the list of Contract Classifications.
FSM_GetContractComments	Retrieves the comments related to a contract.
FSM_GetContractContacts	Retrieves the contact persons related to a contract.
FSM_GetContractContextFormDetails	Retrieves details from the context form of the contract. Contains general contract information such as supplier, primary internal contact, supplier contact, and status.
FSM_GetContractDeliverables	Retrieves the contract deliverables.
FSM_GetContractDistributorPricingMembers	Retrieves the distributor pricing members of the contract.
FSM_GetContractEmailNotifications	Retrieves the email notifications associated with the contract.
FSM_GetContractLines	Retrieves the contract line items.
FSM_GetContractMainPanelDetails	Retrieves the details from the main panel of the contract form. Contains the contract description, contract type and subtype, classification and subclassification, key dates, additional status fields, and contract configurations.
FSM_GetContractMilestones	Retrieves the contract milestones.
FSM_GetContractParticipants	Retrieves the contract participants.
FSM_GetContractPricingIdentifiers	Retrieves the pricing identifiers of the contract.
FSM_GetContractPurchaseFroms	Retrieves the procurement source details of a contract, also known as 'Contract Purchase From'. This includes the company, location, requesting location, purchase-from location, and item types associated with the contract.
FSM_GetContractPurchaseTypeInformation	Retrieves the purchase type information of a contract.
FSM_GetContractQuestions	Retrieves the questions related to a contract.
FSM_GetContractRebates	Retrieves the contract rebates.
FSM_GetContractRetainageDetails	Retrieves the retainage details of a contract.
FSM_GetContractSubclassification	This tool retrieves the list of Contract Subclassifications.
FSM_GetContractSubtype	This tool retrieves the list of Contract Subtypes.
FSM_GetContractTermsAndConditions	Retrieves the contract terms and conditions.
FSM_GetContractTierMembers	Retrieves the tier members of the contract.
FSM_GetContractTiers	Retrieves the contract tiers.
FSM_GetContractType	This tool retrieves the list of Contract Types.
FSM_GetManufacturerContracts	Retrieves the manufacturer contracts related to the contract.
FSM_GetRelatedContracts	Retrieves the related contracts or related references of the contract
FSM_GetVendorOrSupplierDetails	A supplier and vendor inquiry tool for Financials and Supply Management (FSM) that intelligently routes queries to the appropriate endpoint based on user intent, including cross-entity lookups. Detects whether the user is asking for: purchasing vendor records, general vendor master data, vendor balances, vendor-item relationships, general supplier master data.
FSM_GetVendorOrSupplierPerformance	A tool designed for searching and retrieving supplier performance evaluation information. This tool provides detailed insights into supplier performance, including Supplier Performance Evaluation, Supplier Performance Criteria Group Category Scores, and Supplier Performance Criteria. It requires supplier ID and supplier group as input.
FSM_IncomingBankStatementDetailSearch	This tool can take any of the following fields (Financial Institution, Account, Status, Incoming Bank Statement Header, Date) as input to retrieve a list of Incoming Bank Statement Detail.
FSM_IncomingBankStatementHeaderSearch	This tool can take any of the following attributes (Incoming Bank Statement Header as bank statement date) as input to retrieve a list of Incoming Bank Statement Header within Financials and Supply Management (FSM) application.
FSM_InventoryTransactionLine_InventoryTransactionLines	This tool allows you to search and retrieve inventory transaction lines based on various filter criteria such as company, inventory location, inventory document type, inventory transaction, line number, transaction system code, item, item description, derived quantity, transaction UOM, and status.
FSM_InventoryTransaction_AllInventoryTransactions	This tool allows you to search and retrieve a list of all inventory transactions within the Financial and Supply Management Application(FSM). You can filter the results by various criteria such as company, inventory location, inventory document type, transaction number, transaction date, status, and intransit receiving status.
FSM_ItemLocation_ItemLocationStockOnHand	This tool allows you to search for inventory Items across Inventory Locations in the FSM application. You can filter the results by Company, Inventory Location, Item, Quantities, Manufacturer, and Active flag.
FSM_ItemLocation_ItemsAtParLocation	This tool returns a list of Par Locations and its details within the FSM Application. Results can be filtered using various fields such as Company, Item, Inventory Location, and more.
FSM_ItemLocation_ItemsForAnInventoryLocation	This tool allows you to search for items by filtering the results using the item and location properties such as item number, description, inventory tracking, active/discontinued status, and inventory location name.
FSM_ItemLocation_ZeroStockOnHandItems	This tool can retrieve a list of Item Locations that are currently out of stock within theFSM application.
FSM_ItemLot_ExpiringItems	Use this tool to search and monitor inventory items approaching expiration or past their expiration dates. This tool can provide item details including company, location, item ID and description, lot numbers, expiration dates, current stock levels with unit of measure, and hold status.
FSM_ItemReplenishmentSource_ItemReplenishmentSourceRecords	This tool can assist you with searching and retrieving Item Replenishment Sources for a specific company and inventory location. You can filter the results by various fields such as company, inventory location, item, vendor, and replenishment priority.
FSM_LeaseAdjustment_Details	This tool allows you to search and retrieve the Lease Adjustments details associated with the Lease.
FSM_LeaseModification_Details	This tool allows you to search and retrieve the Lease Modification details associated with the Lease.
FSM_LeasePayment_Details	This tool allows you to search and retrieve the Payment details associated with the Lease.
FSM_Lease_SummaryReport	This tool allows you to search and retrieve the summary of a Lease.
FSM_LeasedAsset_Details	This tool allows you to search and retrieve the details of an Asset associated with the Lease.
FSM_MatchInvoiceMessage_InvoiceMessageListing	This tool allows you to search and retrieve a list of Match Invoice Messages invoice messages that have been matched to purchase orders (Match Invoice Message). You can filter the results by various fields such as purchase order, vendor, status, message type, adjusted unit cost, and more.
FSM_MatchInvoiceMessage_OpenInvoiceMessages	This tool allows you to search and retrieve open invoice messages within the FSM application. This tool supports detailed filtering across multiple criteria including Vendor, Vendor Name, Buyer, Buyer Name, Vendor, Message Type, Item, Company, Payables Invoice Detail, Payables Invoice, Due Date, Date Created.
FSM_MatchPurchaseOrderInvoice	A tool for searching and retrieving purchase order invoice information within the Financials and Supply Management (FSM) application. It enables detailed filtering across multiple criteria such as Company, Vendor, Vendor Name, Purchase Order, Total Order Amount, Invoice, Invoice Amount, Currency Amount, Invoice Date, Due Date, Status.
FSM_MatchPurchaseOrderInvoice_POSearchList	This tool allows you to search for purchase order and invoice information, including the company, purchase order number, vendor, invoice details, and invoice status. You can filter the results by various criteria such as company, purchase order number, vendor, invoice amount, invoice date, and invoice status.
FSM_POAcknowledgementMessagesForABuyer	This tool allows you to search for purchase order acknowledgement messages needing review. You can filter the results by various fields such as company, buyer, purchase order number, purchase order line, purchase order revision, vendor, acknowledgement date, and message display text.
FSM_PayablesInvoiceDistribution_PayablesGLDistributionSearchList	This tool allows you to search and retrieve Payables Distribution records in the FSM application. It supports detailed filtering based on key criteria such as Distribution Account, General Ledger Chart Account, Payables Invoice, Invoice, Vendor, Vendor Name, Distribution Date, Company, Status, Derived Invoice Amount And Currency 2, and Total Distribution Amount, Transaction Total.
FSM_PayablesInvoiceError_PayablesInvoiceWarningAndErrorList	Use this tool to search and retrieve a list of Payables Invoice Errors or Warnings for a specific invoice within the within the FSM application. It enables detailed filtering across multiple criteria such as Payables Invoice Company, Vendor, and Invoice.
FSM_PayablesInvoicePayment_PaymentSearchSelectionList	This tool allows you to search and retrieve a list of payables invoice payments based on various filter criteria. You can filter the results by company, vendor, invoice number, payment sequence, invoice date, due date, discount date, payment amount, reportable income amount, and more.
FSM_PayablesInvoice_APInvoiceSearchList	This tool allows you to search and filter payment information of invoices in the FSM application. This tool also provides comprehensive information about payments status of a specific invoice. It supports detailed filtering based on key criteria such as Company, Vendor, Invoice, Invoice Amount, Currency Amount, Due Date, Status, and more.
FSM_PayablesInvoice_APManagerPendingApprovalInvoiceList	This tool allows you to search and view a list of pending approval invoices for the Accounts Payable (AP) Manager. You can filter the results by various criteria such as vendor, invoice amount, due date, approver, AP clerk, and more.
FSM_PayablesInvoice_OpenPayablesInvoices	This tool allows you to search and view a list of open payables invoices within the Financials and Supply Management (FSM) application. This tool also allows you to count the record of open payables invoices within the Financials and Supply Management (FSM) application. It allows users to efficiently search for open payables invoice based on various criteria such as Company, Vendor Group, Vendor, Vendor Name, Vendor Search Name, Legal Name, Invoice, Derived Amount To Be Paid, Due Date, and Invoice Date.
FSM_PayablesInvoice_XiInvoiceSearchList	This tool allows you to search and filter through a list of invoices within the Financials and Supply Management (FSM) application. It enables detailed filtering across multiple criteria such as Company, Vendor, Vendor Name, Invoice, Invoice Amount, Currency Amount, Invoice Date, Due Date, Status, Match Process Type.
FSM_PeriodEndReconciliationData	This tool allows you to search for Period End Reconciliation records based on various criteria such as Level Type, Account Description, Period Name, Account Type, Priority, Risk and more.
FSM_ProjectContract_Information	This tool takes both Project Contract ID and a Finance Enterprise Group as input to retrieve a specific Project Contract document within the Projects module of the FSM application.
FSM_ProjectContract_SearchByContract	This tool allows you to search and view a list of project contracts. This tool uses the Contract ID to retrieve the Project Contract ID of a Project Contract document within the Projects module of the FSM application. It only returns a single Project Contract ID. It also return Finance Enterprise Group using the Contract ID as filter.
FSM_Project_ContractPostingProjectList	This tool allows you to search and retrieve a list of projects from the Project business class. You can filter the results by various fields such as the project display name, description, type, contract status, date range, person responsible, project status, and finance enterprise group.
FSM_Project_PostingProjectsList	This tool allows you to search and retrieve project information from the FSM application. You can filter the results by various fields such as display project, description, begin date, end date, include in budget edit, active status, project status, billable status, capital status, certification required, watch status, watched by, transient context project, context structure, finance enterprise group, person responsible ID, person responsible name, and parent project. This tool also displays a list of projects that will end within x days.
FSM_PurchaseOrderBuyerMessage_UnreleasedBuyerMessagesReceiving	This tool allows you to search and retrieve a list of unreleased buyer messages related to purchase orders within the FSM application, accessible for all buyers, not just the current buyer. It enables detailed filtering across multiple criteria, including Message Date, Company, Buyer, Presentation Name Snapshot, Purchase Order, Purchase Order Receipt, Purchase Order Receipt Line. Purchase Order Line Number, Receipt Quantity, Excess Quantity Display.
FSM_PurchaseOrderInterface_ManagePurchaseRequestList	This tool for retrieving purchase requests within the FSM application. It enables detailed filtering across multiple criteria such Company, Item, Vendor, Buyer, Description, Source Document Origin, Source Document ID, Operating Company, Line Number, Requested Delivery Date, Quantity, Entered UOM, Total Cost, and more.
FSM_PurchaseOrderLineSource_PurchaseOrdersFromRequisitions	This tool can retrieve Purchase Order from Requisitions based on specified filter criteria. Users can filter the results by Company, Purchase Order, Purchase Order Line, Vendor and Vendor Name, Requester and Requester Name, Requesting Location, Source Document details, Ship To Location, Item, Item Description, Vendor Item, Item Type, Quantity, Delivered Quantity, Entered UOM, and Requested Delivery Date.
FSM_PurchaseOrderLine_LineSearchList	This tool allows you to search and filter purchase order line items based on various criteria such as company, purchase order, item, vendor, and more. You can use the provided sample API request and response as a guide to understand the available fields and their data types. Simply enter your desired filter criteria, and the tool will return the matching purchase order line records.
FSM_PurchaseOrderLine_POLinesOverdueReceipts	This tool allows you to search for purchase order lines with overdue receipts. You can filter by various fields such as Early Delivery Date, Purchase Order, Buyer, Vendor, Vendor Name, Company, Purchase Order, Line Number, Item, Vendor Item, Description, Remaining Quantity, Entered Buy UOM, and Purchase Order Line.
FSM_PurchaseOrderLine_PurchaseOrderLinesForAnItem	This tool allows you to search and retrieve purchase order line items for a specific item within the FSM application. You can filter the results by various fields such as company, purchase order, vendor, item, item description, quantity, unit cost, and delivery date.
FSM_PurchaseOrderReceipt_AllPurchaseOrderReceipts	This tool allows you to search and retrieve a list of purchase order receipts based on various filter criteria. You can filter by company, purchase order receipt ID, purchase order details, buyer, received date, vendor, ship-to location, and status.
FSM_PurchaseOrder_PurchaseOrders	This tool allows you to search and retrieve a list of purchase orders based on various filter criteria, such as company, purchase order number, buyer, purchase order date, vendor, status, location, delivery date, total amount, currency, and reference fields.
FSM_ReceivableApplicationAdjustment_ApplicationAdjustmentss	Retrieves application adjustment records (write-offs) from the Receivable Application Adjustment business class using the application adjustments list. Use to identify write-offs exceeding a dollar threshold for audit review.
FSM_ReceivableApplication_InvoicesPaidLate	Retrieves invoices paid late from the Receivable Application business class using the Invoices Paid Late list. This list only returns records where the invoice was paid after the due date plus grace days. Use to identify customers who consistently pay late.
FSM_ReceivableInvoiceDetail_OpenInvoiceDetailsHome	Retrieves open receivable invoice details from Open Invoice Details Home.
FSM_ReceivablePayment_PaymentsByCreationDate	Retrieves receivable payments from UX1PaymentList.
FSM_ReceivablePayment_UX1OpenPaymentsList	Retrieves open or unapplied receivable payments from UX1OpenPaymentsList.
FSM_ReconciliationAccountData	This tool allows you to search for Reconciliation Account records based on various criteria such as Level Type, Account Description, Account Type,Priority, Risk and more.
FSM_RecurringJournalControl_RecurringJournalControlList	This tool allows you to search and retrieve a list of recurring journal control records from the system. You can filter the results by various fields such as accounting entity, recurring journal control, description, originating system, derived status display, status, and finance enterprise group.
FSM_Requester_Information	Use this tool to retrieve and generate detailed summaries of requester profiles from the FSM Application. The tool requires two mandatory parameters: requester ID number and HR Organization.
FSM_Requester_RequesterSearch	This tool retrieves requesters from FSM with comprehensive filtering capabilities. Filter by: HR Organization, Company, Requester ID, Requester Name, Requesting Location, Email Address, Phone Number, and Requester Status.
FSM_RequisitionLine_KilledItemsList	This tool allows you to retrieve a list of requisition lines that have been killed or cancelled in the FSM application. You can filter the results by various fields such as the item, requesting location, requester, creation date, and more.
FSM_RequisitionLine_RequisitionLineSearch	Use this tool to search requisition line items within the FSM application. It supports various filters: Filter Fields: - Company, Requisition, Requisition Line, Item - Description (supports wildcard search) - Vendor Item, Manufacturer Number - Item Type (I=Inventoried, N=NonStock, X=Special, S=Service) - Quantity, Requested Delivery Date - Buyer, Vendor, Creation Date Note: For item searches, if no exact matches are found, the system can perform a description-based search upon request.
FSM_Requisition_AllRequisitions	Use this tool to retrieve and filter requisition data across the FSM application.
FSM_Requisition_Information	To retrieve requisition details from the FSM application, you must provide both the requisition number and company identifier as input parameters. The requisition number is a unique identifier for the specific request, while the company identifier helps locate the correct organizational context. The tool will return a detailed view of the requisition record including its current status, associated information, and related details.
FSM_Supplier_Suppliers	Use this tool to search and retrieve supplier information within the FSM application. This API endpoint allows you to retrieve a specific supplier. It requires either the Supplier or Vendor along with the Supplier Group as input.
FSM_WireTransferBatch_WireTransfers	This tool allows you to retrieve a list of current wire transfers for a specific wire transfer batch. You can filter the results by various criteria such as wire transfer batch, financial institution, status, processed status, transfer type, description, transaction date, posting date, and cash management group.

Skills

Skills are shared capabilities that agents and tools rely on, rather than standalone business scenarios. This table shows the platform skills provided by FSM for GenAI Assistant:


Skills	Description	Used by
FSM_QueryExecution_Skill	This skill provides procedural instructions for translating natural language queries into FSM API calls. Note: IMPORTANT This skill must be fully loaded before any API tool calls are made. The tool instruction must explicitly state the actual _lplFilter= expression and that the only valid LPL filter operators are: contains, not contains, >=, <=, !=, =true, and =false.	FSM_CashManagement_Agent FSM_GeneralLedger_Agent FSM_Inventory_Agent FSM_Match_Agent FSM_Payables_Agent FSM_Projects_Agent FSM_PurchaseOrder_Agent FSM_Requisitions_Agent
FSM_ResponseFormatting_Skill	This skill provides standardized formatting rules for presenting FSM API query results to users. It covers markdown table formatting, record count display, null value handling, date/timestamp formatting, pagination messaging, and no-results guidance. Also covers numeric and currency formatting including UOM display, currency symbols, and negative value notation.	FSM_CashManagement_Agent FSM_GeneralLedger_Agent FSM_Inventory_Agent FSM_Match_Agent FSM_Payables_Agent FSM_Projects_Agent FSM_PurchaseOrder_Agent FSM_Requisitions_Agent
FSM_URLParameters_Skill	This skill provides the complete reference catalog of URL parameters and LPL filter syntax for FSM Landmark list API endpoints.	FSM_CashManagement_Agent FSM_GeneralLedger_Agent FSM_Inventory_Agent FSM_Match_Agent FSM_Payables_Agent FSM_Projects_Agent FSM_PurchaseOrder_Agent FSM_Requisitions_Agent
FSM_DrillbackNavigation_Skill	This skill provides all FSM sub-agents with standardized knowledge about how to construct drillback navigation URLs. Drillback URLs allow users to navigate directly to the filtered list view within the FSM application from the Digital Assistant response.	FSM_CashManagement_Agent FSM_GeneralLedger_Agent FSM_Inventory_Agent FSM_Match_Agent FSM_Payables_Agent FSM_Projects_Agent FSM_PurchaseOrder_Agent FSM_Requisitions_Agent
FSM_AccountReceivables_Skill	Use for Accounts Receivable read-only inquiries such as receivable payments by date or unapplied, top customers by outstanding balances, overdue invoices, expected cash receipts, period credits, write-offs for audit, and late-paying customers.	FSM_AccountReceivables_Agent
FSM_CashLedger_Skill	Use for Cash Ledger read-only inquiries such as cash ledger transactions, receipts, payments, fund transfers, and wire transfers.	FSM_CashManagement_Agent
FSM_CashManagement_Skill	Use for Cash Management read-only inquiries such as account resources, bank statements, statement lines, cash balances, bank statement interface imports, financial institution branches such as search and detailed branch information including contacts, routing numbers, addresses, SWIFT codes, ratings, documents, and credit lines, and incoming bank statement monitoring.	FSM_CashManagement_Agent
FSM_GeneralLedger_Skill	Use for General Ledger read-only inquiries such as GL transactions, GL totals and account balances, GL transaction details, journal control, recurring journal control, funding source or Finance Dimension 2 search, remaining balance, budget-proximity analysis and expiry.	FSM_GeneralLedger_Agent
FSM_InventoryDomain_Skill	This skill provides FSM Inventory domain knowledge for the Inventory Agent such as, glossary and acronyms such as SOH, ROP, and Par Location vs Item Location, field display labels, inventory transaction document type, status, or intransit code maps, required inputs by use case, domain-specific no-results and retry strategy, mandatory 'my location' resolution through the requester profile and use-case routing or filter rules such as transactions vs lines, stock levels, reorder point and lead time, bin or shelf lookup, par location search, replenishment sources, item lot expiration.	FSM_Inventory_Agent
FSM_Match_Skill	Use for Match read-only inquiries such as open invoice messages, the invoice-message listing including the current user's match messages, and purchase-order or invoice match search.	FSM_Match_Agent
FSM_Payables_InvoiceProcessing_Skill	Use for the AP invoice lifecycle read-only inquiries such as searching or viewing invoices, status and open balance, approval queue, invoice exceptions such as errors and warnings.	FSM_Payables_Agent
FSM_Payables_PaymentAndAccounting_Skill	Use for AP payment search/selection (disbursement) and payables GL distribution inquiry.	FSM_Payables_Agent
FSM_PurchaseOrder_Skill	Use for Purchase Order (PO) read-only inquiry such as PO search and details, PO lines and item delivery dates, overdue receipts, goods receipts, acknowledgement messages needing review, unreleased receiving buyer messages, purchase requests in PO interface, POs from requisitions.	FSM_PurchaseOrder_Agent
FSM_Projects_Skill	Use for Projects read-only inquiries such as project search and details with Summary-to-Posting hierarchy, my projects by end date, project budget and actual totals, project contract summaries with related records, and comparison of two project contracts.	FSM_Projects_Agent
FSM_Requisitions_Skill	Use for Requisitions read-only inquiries such as requester search and profiles, requisition header search and overviews, requisition line search, killed/cancelled lines, comparisons, and record counts.	FSM_Requisitions_Agent