/
/
Enter sales orders right the first time
For sales and order entry teams who want Dynamics GP orders checked for holds, stock, price and credit before entry, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
The problem
Orders entered, then stuck on holds, stock or price
Keying a sales order into Dynamics GP while checking holds, stock, price and the credit limit means jumping between screens. Miss one check and the order is entered, then stuck or shipped at the wrong price.
Without PopdockAI
- Check the customer for a hold or inactive flag
- Look up stock by site for every item
- Find the right price for this customer
- Work out whether the order breaks the credit limit
With PopdockAI
- Holds and inactive flags are checked first
- Stock by site and the customer's price are confirmed for each item
- Credit limit and duplicate PO warnings appear before you commit
- You confirm the full order, and the stored lines are read back
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Create a sales order for `{customer-name}` with lines `{order-lines}` (customer PO `{customer-po-number}`, if given), after checking credit, stock and price, and getting the user's confirmation.
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: Customer**
Call `dynamics-gp-get-rm-customer` with `customer-name.contains` (or `customer-id`). If several match, list them and stop. If `hold` is set or the customer is `inactive`, stop and say so.
**Step 2: Lines**
Parse `{order-lines}` into item and quantity pairs. For each item:
* `dynamics-gp-get-iv-item` by `item-number`: stop on an unknown item.
* `dynamics-gp-get-iv-item-quantity` by `item-number`: available = on hand minus allocated, by site; note shortfalls.
* `dynamics-gp-get-iv-item-price` by `item-number`: the price for the customer's price level if known, otherwise the list price.
**Step 3: Credit**
Order total = sum of quantity times price. If `credit-limit-amount` is above 0 and `customer-balance` plus the order total exceeds it, warn the user with both figures.
**Step 4: Confirm**
If the customer PO number is given, call `dynamics-gp-get-rm-sales-trx` by `customer-po-number` and warn if it is already on an order. Ask the user for the order number, the order document id (the SOP type id setup, such as STDORD), the batch number and the ship-from site. Show the user exactly what will be written, field by field, and ask for explicit confirmation. Do nothing further without a clear yes. Show customer, PO number, order number, each line (item, quantity, unit price, extended, available at the site), total and any warnings.
**Step 5: Write**
1. Call `dynamics-gp-rm-sales-trx-add` once with `sop-type` (order), `sop-number`, `document-id`, `customer-id`, `document-date` today, `batch-number`, `customer-po-number` and `location-code`.
2. Only if that succeeded, call `dynamics-gp-rm-sales-line-item-add` once per line with `sop-type`, `sop-number`, `customer-number`, `item-number`, `quantity`, `unit-price` and `site-id`.
If a line fails, stop and report which lines exist. Do not retry a failed write automatically. Report the error exactly as returned.
**Step 6: Verify**
Call `dynamics-gp-get-rm-sales-line-item` by `sop-number` and report the stored lines.
**Rules & Guidelines:**
* The only write tools this prompt may call are `dynamics-gp-rm-sales-trx-add` (once) and `dynamics-gp-rm-sales-line-item-add` (once per confirmed line), after Step 4.
* Never lower a price below the price list without the user saying so explicitly.
**Validation:**
* If `{order-lines}` cannot be parsed into items and quantities, ask the user to restate it.Who it's for
One answer, three teams that use it
Inside sales reps
Enter orders while on the phone
Stock, price and credit are checked as you take the order, so you can tell the customer what will ship.
Create a Dynamics GP order for Contoso: 25 CART-12 cartridges and 2 LP-10 printers, their PO is 55190.
Order desk
Catch duplicate POs before they ship twice
A warning appears if the customer PO is already on another order, so the same goods are not sent twice.
Enter Fabrikam PO 88231 in Dynamics GP for 6 SD-200 docks, but check it is not already on an order.
Credit controllers
See credit limit breaches before entry
Orders that would push a customer over their limit are flagged before the order exists, not after it is stuck.
Would a 9,000 order for Northwind Traders put them over their Dynamics GP credit limit? If not, create it.
How it works
What PopdockAI does when you ask
You give the customer and the items, and your AI assistant runs the Dynamics GP checks before anything is entered. The order is created only after you have seen it and approved it.
01
Ask
You give the customer and the items with quantities.
02
Check
It checks holds, stock by site, the customer's price and the credit limit.
03
Confirm
You see the full order with any warnings and approve it.
04
Create
It creates the order and lines and reads the lines back.
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-rm-customer
microsoft-dynamics-gp-get-iv-item
microsoft-dynamics-gp-get-iv-item-quantity
microsoft-dynamics-gp-get-iv-item-price
microsoft-dynamics-gp-get-rm-sales-trx
microsoft-dynamics-gp-rm-sales-trx-add
microsoft-dynamics-gp-rm-sales-line-item-add
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
Sales orders right the first time
Related use cases
More ways to put this data to work
Add Dynamics GP item buyers to a Constant Contact list
Ask your AI to add an item's buyers to a Constant Contact list and it totals each customer's purchases in Dynamics GP, checks them in Constant Contact and adds the missing ones after you confirm.
Learn More
Audit Dynamics GP item pricing and margins
Ask your AI to audit item pricing and it works out margins on Dynamics GP price lists and recent invoice lines, flagging items below cost, under target or heavily discounted.
Learn More
Profile a Dynamics GP item
Ask your AI to profile a Dynamics GP item and it brings setup, stock by site, prices, vendors, open orders, sales and adjustments into one page with observations.
Learn More
Create a Dynamics GP reorder purchase order
Ask your AI to build a reorder purchase order and it projects stock for every item a Dynamics GP vendor supplies, suggests quantities and creates the PO after you confirm.
Learn More
Compare Dynamics GP customer sales between periods
Ask your AI to compare customer sales between periods and it classes each Dynamics GP customer as new, lapsed, growing or shrinking, with context on the biggest lapses.
Learn More
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.