See a Shopify B2B buyer's real credit exposure in Intacct

**Objective:** Show the total credit exposure for the Shopify B2B company `{company-name}` as of `{as-of-date}` (default today): what it owes in Intacct, what it has ordered in Shopify that is not yet invoiced, and how that compares with its Intacct credit limit.

**Step 1: Find the Shopify company**

Call `shopify-get-company` with `name` = `{company-name}`. If nothing comes back, retry with `name.contains` = `{company-name}`. If more than one company matches, list them (name, external-id, orders-count) and stop. Keep `company-id`, `external-id`, `total-spent` and `orders-count`.

Call `shopify-get-company-location` with `company-name` = the company's name and keep each location's `payment-terms-template-name`.

**Step 2: Carry it across to Intacct**

The company's `external-id` is the Intacct customer ID. Call `intacct-get-customer` with `customer-id` = that value. Keep `customer-name`, `credit-limit`, `total-due`, `term` and `status`.

If `external-id` is empty, or Intacct has no customer with that id, try `intacct-get-customer` with `customer-name` = the Shopify company name. If exactly one matches, use it and say the link is by name only. If none or several match, report the company as not linked to Intacct and stop after Step 3.

**Step 3: Read the open Shopify orders**

Call `shopify-get-company-contact` with `company-id` and collect each contact's `customer-id`. For each, call `shopify-get-order` with `customer-id` and keep orders that are not cancelled and have a non-zero `total-outstanding`.

**Step 4: Read the Intacct receivables**

Call `intacct-get-invoice` with `customer-id` and `total-due.min` = 0.01. Mark an invoice overdue when its `due-date` is before `{as-of-date}`. Call `intacct-get-ar-payment` with `customer-id` and `receipt-date.from` = 90 days before `{as-of-date}` to show recent payment behaviour.

**Step 5: Report**

* Header: Shopify company, Intacct customer id and name, how the two were linked (external-id or name), Shopify payment terms vs Intacct term.
* Intacct balance: total due, overdue amount, oldest overdue invoice and days past due.
* Shopify open orders not yet invoiced: exclude any order whose `name` or `order-number` appears as an Intacct invoice `reference-number`, then total the rest.
* Exposure = Intacct total due + uninvoiced Shopify orders, compared with the credit limit, with the headroom or overage.
* Payments received in the last 90 days.

**Rules & Guidelines:**

* `shopify-get-company`, `shopify-get-company-location`, `shopify-get-company-contact` and `shopify-get-order` are on the shopify server. `intacct-get-customer`, `intacct-get-invoice` and `intacct-get-ar-payment` are on the intacct server.
* This prompt is read-only. Do NOT call `shopify-update-company`, `intacct-update-customer` or any other create or update tool, even to put the customer on hold. Recommend the action instead.

**Validation:**

* If the credit limit is empty or zero, say the customer has no limit set and report exposure without a comparison.
* If the Shopify and Intacct payment terms disagree, call it out; it usually means invoices are being issued on different terms than the buyer sees at checkout.