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Answer can we supply it with dates, while the customer waits
For sales teams who want a reliable availability answer from Business Central while a customer is on the line, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Business Central, pick your AI tool and paste the prompt.
The problem
Can we supply it? The answer is spread across five screens
Availability in Business Central depends on inventory, open sales orders, incoming purchase orders, variants and vendor lead times. Piecing it together while a customer waits is slow and often wrong.
Without PopdockAI
- Check on hand stock on the item card
- Add up committed quantities on open orders
- Look for incoming purchase orders and their dates
- Give the customer a guess
With PopdockAI
- On hand, committed and on order quantities are read together
- A dated timeline shows the running available quantity
- The first date stock goes short is called out
- Variants, vendors and lead times are listed, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Tell the user how much of `{item}` is available now and over the coming weeks, and where more can come from.
Pass `{company}` as the company argument on every call. If `{company}` is empty, leave the company argument out so the connector's default company is used.
**Step 1: Find the item**
Call `business-central-get-item` with item-number set to `{item}`. If nothing comes back, call it again with description.contains set to `{item}`. If several match, list them (number, description, inventory) and stop.
**Step 2: Supply and demand**
From the item record read inventory, quantity-on-sales-order, quantity-on-purchase-order, reorder-point, blocked and base-unit-of-measure. Available now = inventory minus quantity-on-sales-order.
* Call `business-central-get-sales-transaction-line` with number set to the item number and document-type Order for committed lines and their shipment-date.
* Call `business-central-get-purchase-transaction-line` with number set to the item number and document-type Order for incoming lines and their expected-receipt-date.
**Step 3: Variants and sources**
Call `business-central-get-item-variant` with item-number. Call `business-central-get-vendor-item` with item-number for vendors that supply it and their lead-time-calculation. If there is no vendor, call `business-central-get-non-stock-item` with description.contains to find a catalogue alternative.
**Step 4: Report**
* Item, description, unit, blocked
* On hand, committed, available now, on order, reorder point
* A dated timeline merging order shipments (out) and expected receipts (in), with running available quantity; flag the first date it goes negative
* Variants
* Sources: vendor, vendor item number, lead time
**Rules & Guidelines:**
* This prompt is read-only. Do not call any tool named business-central-create-* or business-central-update-*.
* Availability is company-wide, not per location.
**Validation:**
* If the item is blocked, say so first.Who it's for
One answer, three teams that use it
Sales reps
Promise dates you can keep
Give a customer a real availability answer with dates while they are still on the call.
Can we ship 60 Camp Stoves to Contoso by the end of the month? Check Business Central.
Customer service
Answer stock questions without the warehouse
See on hand, committed and incoming stock in one reply, without asking anyone to check.
When will we have Wool Socks available again in Business Central?
Purchasing
See when stock goes short
The first date available stock goes negative, with supplying vendors and lead times, tells you when to reorder.
Show me the availability timeline for item 1960 in Business Central and when it runs short.
How it works
What PopdockAI does when you ask
You name the item and your AI assistant reads its stock, orders and receipts from Business Central. You get a dated availability answer, and nothing is changed.
01
Ask
You name the item.
02
Read
It finds the item, notes if blocked, and reads on hand, committed and on order.
03
Build
It merges shipments and receipts into a dated running available quantity.
04
Report
You get the timeline, variants and supplying vendors with lead times.
The outcome
A dated availability answer while the customer waits
Related use cases
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