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Check Dynamics GP items against AvaTax tax codes
For ERP administrators who want to know which Dynamics GP items are missing or mis-coded in Avalara AvaTax, just by asking.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
The problem
Items with no tax code are taxed at the wrong rate
Comparing Dynamics GP inventory items with the Avalara AvaTax item catalog is done by hand, if at all. Items with no tax code are taxed at the wrong rate, and the gap is found only when a customer queries an invoice.
Without PopdockAI
- Export the item class from Dynamics GP
- Search the AvaTax item catalog for each item
- Check each tax code is present and active
- Find the gap when a customer queries an invoice
With PopdockAI
- Items in the class are listed from Dynamics GP
- Each one is looked up in the AvaTax catalog, up to a cap
- Missing items, empty tax codes and inactive codes are reported
- A mismatched code scheme is not read as everything missing
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Check the Dynamics GP items in item class `{item-class-code}` against the Avalara AvaTax item catalog and report items missing from AvaTax or lacking a tax code. If `{max-items}` is empty, check up to 50 items.
**Step 1: List the GP items**
Call `dynamics-gp-get-iv-item` with `item-class-code` set to `{item-class-code}` and `max-records` set to `{max-items}` (50 if empty). If nothing comes back, say so and stop. Keep `item-number`, `item-description` and `item-type`.
**Step 2: Look each item up in Avalara AvaTax**
For each GP item call `avalara-avatax-get-item` with `item-code` set to its `item-number`. Keep `tax-code`, `item-group`, `category` and `modified-date`. If a tax code is present, call `avalara-avatax-get-tax-code` with `tax-code` set to it once per distinct code, and keep `description` and `active`.
**Step 3: Report**
Give counts of items matched, missing from AvaTax, present without a `tax-code`, and mapped to an inactive tax code. List each problem item with its `item-number` and description. Group items sharing the same tax code at the end.
**Rules & Guidelines:**
* Tools whose names start with avalara-avatax- are on the avalara-avatax MCP server; tools whose names start with dynamics-gp- are on the dynamics-gp MCP server. Both servers must be connected.
* This prompt is read-only. Never call any create, update, delete, add, void, commit, adjust, post or other action tool on either server.
* Report what the two systems show. Do not present results as tax advice or as a filed return.
**Validation:**
* If AvaTax returns nothing for every item, say the item codes may use a different scheme than the GP item numbers and show two examples side by side; do not conclude all items are missing.
* Where a GP item description and the AvaTax item description differ, show both and do not choose.Who it's for
One answer, three teams that use it
ERP administrators
Check new items have a tax code
After setting up an item class, confirm every item is in AvaTax with an active code before it is invoiced.
Check the Dynamics GP items in class NEWPROD against the Avalara AvaTax item catalog.
Tax analysts
Find inactive tax codes in use
Items mapped to inactive tax codes are listed, so you can update the mapping before the wrong rate is charged.
Which Dynamics GP items in class SERVICES map to an inactive tax code in Avalara AvaTax?
Billing teams
Trace a tax query to the item
When an invoice shows the wrong tax, see whether the item is missing from AvaTax or has no tax code.
Are any Dynamics GP items in class SOFTWARE missing a tax code in Avalara AvaTax?
How it works
What PopdockAI does when you ask
You name an item class, and your AI assistant checks its Dynamics GP items against the Avalara AvaTax catalog. It reports the gaps and changes nothing in either system.
01
Ask
You name the Dynamics GP item class.
02
List
It lists the items in that class.
03
Look up
It looks each item up in the AvaTax item catalog, up to a cap.
04
Report
You get missing items and tax code problems.
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-iv-item
avalara-avatax-get-item
avalara-avatax-get-tax-code
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
Tax code gaps found before customers find them
Related use cases
More ways to put this data to work
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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