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Microsoft Dynamics GP

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Check Dynamics GP item tax codes in Avalara AvaTax
Report
Cross-Connector

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.

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Check Dynamics GP item tax codes in Avalara AvaTax
Check the Dynamics GP items in class RETAIL against the Avalara AvaTax item catalog.
25 items were checked and 5 have a problem. - Missing from AvaTax: 2 items, for example A100-BLK - No tax code: 2 items - Inactive tax code: 1 item The cap is 25 items, so more may exist in class RETAIL. Want me to check the next 25?
Microsoft Dynamics GP
Sample figures. Your results come from your own account.
microsoft-dynamics-gp-get-iv-item
avalara-avatax-get-item
avalara-avatax-get-tax-code

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics GP

Microsoft Dynamics GP
Run it on your own Microsoft Dynamics GP data.

Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

List

It lists the items in that class.

microsoft-dynamics-gp-get-iv-item

03

Look up

It looks each item up in the AvaTax item catalog, up to a cap.

avalara-avatax-get-item
avalara-avatax-get-tax-code

04

Report

You get missing items and tax code problems.

Your AI tool

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.

get-data

microsoft-dynamics-gp-get-iv-item

Returns inventory item records from Dynamics GP Inventory, including item type, class, costs, units of measure and valuation settings. Filter by item class code, item description, current cost, item number, abc code, item short name, valuation method and item tracking option, and pick the company and the maximum number of records.
get-data

avalara-avatax-get-item

Returns Avalara AvaTax items with the filters the tool offers, for the selected AvaTax company. Read-only.
get-data

avalara-avatax-get-tax-code

Returns Avalara AvaTax tax codes with the filters the tool offers, for the selected AvaTax company. Read-only.
Read only.Nothing in Microsoft Dynamics GP Changes

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.

How Popdock AI secures your data

The outcome

Tax code gaps found before customers find them

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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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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