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Find Dynamics GP invoices that are missing from AvaTax
For controllers who want to know which of a customer's Dynamics GP sales documents have no Avalara AvaTax transaction, just by asking.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
The problem
Invoices missing from AvaTax go unnoticed until audit
Checking tax completeness means exporting a customer's Dynamics GP invoices and searching Avalara AvaTax for each one by hand. Missing or uncommitted transactions go unnoticed until an audit.
Without PopdockAI
- Export the customer's sales documents from Dynamics GP
- Search AvaTax for each document code
- Compare tax amounts one by one
- Mistake quotes and orders for missing invoices
With PopdockAI
- The customer's sales documents are listed for the range
- Each one is looked up in Avalara AvaTax
- Missing, uncommitted and different tax documents are reported
- Quotes and orders are set apart and nothing is created
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For Dynamics GP customer `{customer-id}`, find sales documents dated from `{from-date}` to `{to-date}` that have no Avalara AvaTax transaction with the same code. If `{to-date}` is empty, use today.
**Step 1: List the GP documents**
Call `dynamics-gp-get-rm-sales-trx` with `customer-id` set to `{customer-id}`, `document-date.from` set to `{from-date}` and `document-date.to` set to `{to-date}`. If nothing comes back, say so and stop. If the result hits the record limit, say it may be truncated and narrow the date range. Keep `sop-number`, `sop-type`, `document-date`, `tax-amount` and `document-amount`.
**Step 2: Look each one up in Avalara AvaTax**
For each GP document, call `avalara-avatax-get-transaction` with `code` set to its `sop-number` and `customer-code` set to `{customer-id}`. Record the match as found, not found, or several, with the AvaTax `status` and `total-tax`. If `customer-code` finds nothing at all, retry once for the first document without `customer-code` before concluding that the customer code differs between systems.
**Step 3: Report**
Give a table of `sop-number`, type, date, GP `tax-amount`, AvaTax `total-tax`, AvaTax `status` and verdict (matched, missing from AvaTax, tax differs, not committed). Put the missing and differing ones first and give counts 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:**
* Quotes and orders may legitimately have no AvaTax transaction; say that rather than calling them errors, and group them separately from invoices.
* If the customer has no documents in the range, say so and stop.Who it's for
One answer, three teams that use it
Controllers
Prove tax completeness for a customer
Every sales document for the customer is checked, so you can show that tax was calculated and committed.
Are any of Fabrikam's Dynamics GP invoices from Q2 missing from Avalara AvaTax?
Tax accountants
Find uncommitted transactions before filing
Documents whose AvaTax transaction is not committed are flagged, so they are fixed before the return is filed.
Which Dynamics GP invoices for NORTHWIND01 in September are uncommitted in AvaTax?
Audit liaisons
Answer a sample request quickly
When an auditor picks a customer, you can show which documents match AvaTax and which do not.
Check customer CONTOSO0001's Dynamics GP sales documents for this year against AvaTax and show any tax differences.
How it works
What PopdockAI does when you ask
You name a customer and a date range, and your AI assistant checks each Dynamics GP sales document against Avalara AvaTax. It warns if results may be truncated, and never creates or commits a transaction.
01
Ask
You name the customer and a date range.
02
List
It lists the customer's Dynamics GP sales documents.
03
Look up
It looks each one up in AvaTax and sets quotes and orders apart from invoices.
04
Report
You get documents that are missing, uncommitted or different in tax.
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-sales-trx
avalara-avatax-get-transaction
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
Complete tax records before the auditor checks
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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