# Clarification Question Bank

Ask only the questions needed to remove decision risk. Do not ask all questions by default.

## System Identity

- What system and exact version/edition are you using?
- Is this production, sandbox, or test environment?
- Are there customizations, add-ons, or integrations that affect this workflow?

## Business Objective

- What exact outcome do you need (create, post, reverse, reconcile, report, close)?
- What deadline or period are you working under?
- What is the impact if this is not resolved today?

## Process Scope

- Which module/process is involved (AP, AR, GL, fixed assets, billing, close, reporting)?
- What is the current step where the issue occurs?
- What have you already tried?

## Security And Permissions

- What role/profile are you using?
- Are there any permission errors or missing menu/actions?
- Can an admin grant temporary access if needed?

## Data Context

- Which company/entity, ledger, book, or business unit is affected?
- Which transaction type and volume are involved?
- Is there sample data or a transaction ID to reproduce the issue?

## Configuration Context

- Are there accounting period locks, workflow approvals, or posting controls enabled?
- Are there relevant setup options already enabled/disabled?
- Is this a one-time case or standard recurring process?

## Output Preference

- Confirm output format: `quick memo` or `simple q-and-a`.
- Confirm required detail level: short operational steps or deeper explanation.