/
/
Create each vendor once, with remit-to details ready
For payables teams who want a new Dynamics GP vendor set up without paying the same supplier under two IDs, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
The problem
One supplier, two vendor IDs, double payments
Adding a vendor to Dynamics GP without checking first is how the same supplier ends up under two IDs. A proper setup also needs a remit-to address, an email and an ID that fits your scheme.
Without PopdockAI
- Search vendors by name and city, missing inactive ones
- Make up an ID that fits your scheme
- Key the vendor, remit-to address and email separately
- Pay the same supplier under two records
With PopdockAI
- Vendors are searched by name and city, including inactive ones
- An unused ID in your house style is proposed
- Every field is shown before anything is written
- Vendor, remit-to and email are created in order and 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:** Set up `{vendor-name}` as a new vendor with id `{vendor-id}` (default proposed) from `{details}`, without creating a duplicate, after the user confirms.
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: Duplicate check**
Call `dynamics-gp-get-pm-vendor` with `vendor-name.contains` using the most distinctive word of `{vendor-name}`, and again by city if given. Show likely matches and stop if one looks like the same business, including inactive ones (reactivating is better than duplicating).
**Step 2: Id**
If `{vendor-id}` is empty, propose one in the style of existing ids and check it is unused with `dynamics-gp-get-pm-vendor` by `vendor-id`.
**Step 3: Confirm**
Show the user exactly what will be written, field by field, and ask for explicit confirmation. Do nothing further without a clear yes. Show id, name, class, status, address, city, state, zip, country, phone, contact, terms, email, and any separate remit-to address.
**Step 4: Write**
1. Call `dynamics-gp-pm-vendor-add` once with the confirmed vendor fields.
2. If a separate remit-to address was given, call `dynamics-gp-pm-vendor-address-add` once with `vendor-id`, `address-code` and its fields.
3. If an email was given, call `dynamics-gp-pm-vendor-address-email` once with `vendor-id`, `address-code` and `email-address`.
Run each step only if the one before succeeded. If a later step fails, say which parts were created. Do not retry a failed write automatically. Report the error exactly as returned.
**Step 5: Verify**
Call `dynamics-gp-get-pm-vendor` by `vendor-id` and report the stored record.
**Rules & Guidelines:**
* The only write tools this prompt may call are `dynamics-gp-pm-vendor-add`, `dynamics-gp-pm-vendor-address-add` and `dynamics-gp-pm-vendor-address-email`, once each, after Step 3.
* Do not record bank or tax id details; these tools do not take them, and they should not pass through chat.
**Validation:**
* If the proposed vendor id is taken, propose another and confirm again.Who it's for
One answer, three teams that use it
Accounts payable
Set up vendors without duplicates
Inactive vendors are found too, so you reactivate an old record instead of creating a second one.
Add Northwind Freight in Dallas as a Dynamics GP vendor, email ap@northwindfreight.com.
Purchasing
Get a new supplier ready for orders
The vendor, remit-to and email are created in one go, so the first purchase order can go out.
Set up Fabrikam Components in Portland as a new vendor in Dynamics GP, remit to PO Box 410.
Vendor master data teams
Keep vendor IDs consistent
IDs are proposed in your house style, so the vendor list stays easy to search and report on.
Create a Dynamics GP vendor for Contoso Logistics in Miami using our usual ID format.
How it works
What PopdockAI does when you ask
You give the vendor's name and details, and your AI assistant checks Dynamics GP for an existing or inactive match. The vendor is created only after you confirm, and bank and tax details stay out of the chat.
01
Ask
You give the vendor's name and details.
02
Check
It searches vendors by name and city, including inactive ones.
03
Confirm
You see every field and the proposed ID in your house style.
04
Create
It creates the vendor, remit-to address and email in order and reads it 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-pm-vendor
microsoft-dynamics-gp-pm-vendor-add
microsoft-dynamics-gp-pm-vendor-address-add
microsoft-dynamics-gp-pm-vendor-address-email
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
One vendor record, ready to pay
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
Add missing Dynamics GP customers to a Constant Contact list
Ask your AI to add missing Dynamics GP customers to a Constant Contact list and it checks every email, then creates only the missing contacts after you confirm.
Learn More
Add missing Dynamics GP customers to a Mailchimp audience
Ask your AI to add missing Dynamics GP customers to a Mailchimp audience and it proposes only people not in the audience at all, adding them as pending after you confirm.
Learn More
Analyze Dynamics GP customer returns
Ask your AI to analyze customer returns and it totals Dynamics GP RMAs by reason, item and customer, works out return rates and lists open RMAs that are stalling.
Learn More
Audit Dynamics GP employee expenses
Ask your AI to audit employee expenses and it screens Dynamics GP expense lines for likely duplicates, weekend and round claims, outliers and unbilled billable costs.
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.