Connectors

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Microsoft Dynamics GP

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Find Dynamics GP sales documents missing from Avalara AvaTax
Report
Cross-Connector

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.

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Find Dynamics GP sales documents missing from Avalara AvaTax
Find Dynamics GP sales documents for customer CONTOSO0001 from July to September that are missing from Avalara AvaTax.
3 of 41 documents need attention. - Missing from AvaTax: INV-30112 - Not committed: INV-30140 - Tax differs: INV-30155, 52.00 in GP against 48.75 in AvaTax - Set apart: 5 quotes and orders, not treated as errors Want the amounts for each of these?
Microsoft Dynamics GP
Sample figures. Your results come from your own account.
microsoft-dynamics-gp-get-rm-sales-trx
avalara-avatax-get-transaction

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

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.

Prompt
**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.

Your AI tool

02

List

It lists the customer's Dynamics GP sales documents.

microsoft-dynamics-gp-get-rm-sales-trx

03

Look up

It looks each one up in AvaTax and sets quotes and orders apart from invoices.

avalara-avatax-get-transaction

04

Report

You get documents that are missing, uncommitted or different in tax.

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-rm-sales-trx

Returns Sales Order Processing documents such as quotes, orders and invoices from Dynamics GP Sales, with the customer, dates, salesperson and document totals. Filter by batch number, customer ID, SOP type, SOP number, salesperson ID, document amount, customer name and document date, and pick the company and the maximum number of records.
get-data

avalara-avatax-get-transaction

Returns Avalara AvaTax sales tax transactions 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

Complete tax records before the auditor checks

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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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