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Know which vendor returns are still owed a credit
For purchasing teams who want open Dynamics GP returns to vendors checked for credits or replacements, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
The problem
Returned goods sit with vendors and no credit arrives
Goods shipped back to vendors in Dynamics GP often sit in limbo, with no replacement or credit received. Tracking what is still owed means checking each return, its lines and the vendor's payables for a credit memo.
Without PopdockAI
- Open each return to vendor and its lines
- Work out which goods were shipped but never received back
- Search the vendor's payables for a matching credit memo
- Lose track of money waiting to be recovered
With PopdockAI
- Open returns and lines shipped but not received back are read
- Credit memos and returns since each shipment are checked
- Possible matches are labelled as possible, not certain
- Outstanding returns are listed largest first with a total
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find returns to vendors (RTVs) for `{vendor-name}` (default all) that have been open at least `{min-days-open}` days (default 30) and still have not been received back or credited, so purchasing can chase the money.
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: Open RTVs**
Call `dynamics-gp-get-srv-rtv` (with `vendor-name.contains` when given). Keep those with no `complete-date` and an `entry-date` at least the threshold ago. Note `rtv-status`, `rtv-return-status`, `rtv-type`, `shipped-date`, `part-cost`, `labor-cost`, `rma-number`.
**Step 2: Lines**
For each, call `dynamics-gp-get-srv-rtv-line` by `rtv-number`. Per line compare `quantity`, `quantity-shipped` and `quantity-received`: shipped but not received back means the vendor has the goods.
**Step 3: Credits**
For each vendor, call `dynamics-gp-get-pm-payables-trx` by `vendor-id` with `document-date.from` at the earliest shipped date, and list credit memos and returns (by `document-type`). Match a credit to an RTV only by amount or description, and label those matches as possible.
**Step 4: Report**
Per vendor, largest value first: RTV number, type, shipped date, days open, lines outstanding, part and labour cost, status, possible matching credit. Then a total value awaiting recovery.
**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 nothing is open past the threshold, say so and give the count of newer open RTVs.Who it's for
One answer, three teams that use it
Purchasing managers
Chase the returns worth the most
Outstanding returns are sorted largest first by vendor, so your follow-up calls go where the money is.
Which Dynamics GP vendor returns over 45 days old are still waiting for a credit?
Accounts payable
Spot credits before paying a vendor
Knowing what a vendor still owes you on returns helps you hold or offset a payment instead of paying in full.
Does Fabrikam Supply owe us any credits on returns in Dynamics GP?
Finance controllers
See the total awaiting recovery
One total for returns awaiting a credit shows how much cash is tied up with vendors at month end.
What is the total value of open vendor returns in Dynamics GP with no credit after 30 days?
How it works
What PopdockAI does when you ask
You name a vendor, or all of them, and how many days counts as overdue. Your AI assistant checks Dynamics GP returns against vendor credits and changes nothing.
01
Ask
You name a vendor, or all, and how many days counts as overdue.
02
Read
It reads open returns to vendors and lines shipped but not received back.
03
Match
It looks for possible credit memos and returns since each shipment.
04
Report
You get outstanding returns by vendor, largest first, with the total.
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-rtv
microsoft-dynamics-gp-get-srv-rtv-line
microsoft-dynamics-gp-get-pm-payables-trx
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
Know exactly which vendor returns to chase
Related use cases
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One prompt template with infinite possibilities.
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