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See why products come back and which returns are stalling
For operations teams who want Dynamics GP returns totalled by reason, item and customer, with return rates, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
The problem
Nobody knows why products come back
Customer returns in Dynamics GP are spread across RMA headers and lines, and nobody has time to total them by reason, item and customer. Return rates need sales pulled separately, and old RMAs sit open unnoticed.
Without PopdockAI
- Export RMA headers and lines and join them by hand
- Total returns by reason, item and customer in a spreadsheet
- Pull sales separately to work out a return rate
- Miss RMAs that have sat open for weeks
With PopdockAI
- Every RMA and line in the period is read for you
- Returns are totalled by reason code, item and customer
- Return rates are worked out for the ten most returned items
- Open RMAs older than 14 days are listed, with nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Explain customer returns entered between `{from-date}` (default 90 days ago) and `{to-date}` (default today) for `{customer-name}` (default all): why items come back, which items and customers drive it, and which RMAs are still open.
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: RMAs**
Call `dynamics-gp-get-srv-rma` with `entry-date.from` and `entry-date.to` (and `customer-name.contains` when given). Note `return-status`, `return-type`, `complete-date` and `service-call-number`.
**Step 2: RMA lines**
Call `dynamics-gp-get-srv-rma-line` with the same date range. Total `return-quantity` and `extended-price` by `rma-reason-code`, by `item-number` and by customer.
**Step 3: Return rate**
For the ten most-returned items, call `dynamics-gp-get-rm-sales-line-item` by `item-number` over the same period (widened to double the length before it, to catch the original sales) and compute returned quantity as a share of sold quantity.
**Step 4: Report**
* Returns by reason code (count, quantity, value), largest first.
* Top items with return rate.
* Top customers by return value.
* Open RMAs (no `complete-date`) older than 14 days: RMA, customer, status, age, linked service call.
**Rules & Guidelines:**
* This prompt is read-only. Do not call any tool whose name does not contain `get` (no add, update, note or email tools).
**Validation:**
* If no RMAs were entered in the period, say so and give the count of RMAs still open from earlier.Who it's for
One answer, three teams that use it
Operations managers
See which items come back most
Return totals by item and reason show where a product or packing problem starts, without building a returns report.
Which items had the most Dynamics GP returns in the first half of the year, and what reasons were given?
Quality teams
Spot items with a high return rate
Return rates for the most returned items put a number on a quality concern, so you know which products to investigate first.
What is the return rate for our ten most returned items in Dynamics GP over the last quarter?
Customer service managers
Clear RMAs that are stalling
Open RMAs older than 14 days are listed with status and age, so nothing is left waiting while the customer chases you.
List any open Dynamics GP RMAs for Contoso older than two weeks and tell me their status.
How it works
What PopdockAI does when you ask
You name a date range and optionally a customer, and your AI assistant reads the returns in Dynamics GP and builds the analysis. It only reads, so nothing in Dynamics GP changes.
01
Ask
You name a date range, and optionally a customer.
02
Read
It reads every RMA and RMA line in the period.
03
Rate
For the ten most returned items, it reads sales to work out a return rate.
04
Report
You get totals by reason, item and customer and open RMAs over 14 days.
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-srv-rma
microsoft-dynamics-gp-get-srv-rma-line
microsoft-dynamics-gp-get-rm-sales-line-item
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
Clear reasons for returns and no forgotten RMAs
Related use cases
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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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