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Put tracking numbers on the right sales order first time
For operations teams who want a shipment tracking number added to the correct Dynamics GP sales order, just by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
The problem
Tracking numbers land on the wrong sales document
Customers quote their own PO number, not yours, so adding tracking in Dynamics GP starts with a search. An order and its invoice often share the reference, and the tracking ends up on the one the customer never sees.
Without PopdockAI
- Search Dynamics GP by your order number, then by the customer PO
- Find an order and its invoice under the same reference
- Guess which document should carry the tracking
- Retry a failed save and risk adding it twice
With PopdockAI
- Your number is tried first, then the customer's PO
- When an order and invoice both match, it asks which one you mean
- You see the order, amount and tracking number before anything is written
- Tracking is added once and a failure is reported, not retried
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Add tracking number `{tracking-number}` to the sales order identified by `{order-reference}`, after the user confirms it is the right order.
Pass `{company}` as `company` on every call (if it is empty, omit `company` and the default company is used). Pass a generous `max-records` (1000). If a result comes back with exactly that many rows, say the result may be truncated.
**Step 1: Find the order**
Call `dynamics-gp-get-rm-sales-trx` with `sop-number` set to `{order-reference}`. If nothing matches, call it with `customer-po-number` set to `{order-reference}`. If several documents match (for example an order and its invoice), list them with type, number, customer and date and ask which one.
**Step 2: Confirm**
Show the user exactly what will be written, field by field, and ask for explicit confirmation. Do nothing further without a clear yes. Show the order's `sop-type`, `sop-number`, customer, document date and amount, and the tracking number.
**Step 3: Write, once**
Call `dynamics-gp-rm-sales-trx-add-tracking` once with `sop-type`, `sop-number` and `tracking-number`. Do not retry a failed write automatically. Report the error exactly as returned.
**Rules & Guidelines:**
* `dynamics-gp-rm-sales-trx-add-tracking` is the only write tool this prompt may call, once, after Step 2.
**Validation:**
* If no order matches either way, stop and say so.Who it's for
One answer, three teams that use it
Warehouse leads
Log tracking as orders ship
Add the carrier number as the box leaves the dock, using whatever reference is on the paperwork, without opening the sales screen.
Add tracking 1Z84A9230356123456 to sales order ORD-20418 in Dynamics GP.
Customer service reps
Answer where is my order with the right number
When a customer calls with their own PO, the tracking goes on the document they will see, so the next call is not about the same shipment.
Fabrikam says their PO is 77821. Put tracking 9400111899223344556677 on that order in Dynamics GP.
Order desk
Avoid tracking on the wrong document
If an order and its invoice share a reference, you pick the one you mean from a short list instead of guessing.
Attach FedEx tracking 7712 3456 7890 to the Northwind Traders order with PO NT-5521 in Dynamics GP.
How it works
What PopdockAI does when you ask
You give the order or PO number and the tracking number, and your AI assistant finds the right sales document in Dynamics GP. Nothing is written until you have seen the order and said yes.
01
Ask
You give the order number or customer PO and the tracking number.
02
Find
It finds the sales document, and asks which one when an order and invoice both match.
03
Confirm
You see the order, amount and tracking number and say yes.
04
Write
It adds the tracking number once and reports the result.
What PopdockAI provides
The tools behind the answer
Ready made tools for Microsoft Dynamics GP and one secure connection to your AI tool. No code, no exports.
microsoft-dynamics-gp-get-rm-sales-trx
microsoft-dynamics-gp-rm-sales-trx-add-tracking
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Tracking on the right order, the first time
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One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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