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Post approved Ramp bills to Dynamics GP payables safely
For accounts payable teams who want an approved Ramp bill entered in Dynamics GP by asking their AI assistant, with checks before anything is written.
On this page
Connector
Connect Ramp, pick your AI tool and paste the prompt.
The problem
Rekeying approved Ramp bills into GP payables invites errors
Once a bill is approved in Ramp, someone rekeys it into Dynamics GP payables, looking up the vendor and checking for duplicates first. A missed check gives a duplicate invoice, and a wrong figure or currency misvalues the payable.
Without PopdockAI
- Look up the GP vendor id for the Ramp vendor
- Search GP for the invoice number
- Copy amount, dates and batch details by hand
- Reverse a duplicate or misvalued invoice later
With PopdockAI
- Only approved Ramp bills accepted
- The GP vendor found and the invoice checked as new
- Missing vendors and currency mismatches stop the post
- One write after you confirm, read back, Ramp untouched
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 Dynamics GP payables invoice in company {company} (default company if blank) for the Ramp bill with invoice number {invoice-number}, into batch {batch-number}. Nothing is written until the user confirms.
**Step 1: Read the Ramp bill**
Call `ramp-get-bill` (Ramp server) and select the bill whose `invoice-number` matches {invoice-number}. If more than one matches, list them and stop. Keep `vendor-name`, `amount`, `currency-code`, `invoice-date`, `due-date` and `approval-status`. If `approval-status` is not approved, say so and stop.
**Step 2: Check Dynamics GP**
Call `dynamics-gp-get-pm-vendor` (Dynamics GP server) with the vendor name to get the GP `vendor-id`. If the vendor is missing, stop and suggest adding the vendor first. Call `dynamics-gp-get-pm-payables-trx` (Dynamics GP server) with that `vendor-id` and `document-number` {invoice-number}. If a transaction already exists, report it and stop.
**Step 3: Confirm**
Show the user the values to be sent: vendor-id, document-number, document-date, due-date, document-amount, purchases-amount, batch-number, and the voucher-number to use. If {batch-number} or a voucher number is blank, ask for them; use an existing GP invoice from the same vendor, if any, as a guide to the document-type value. Wait for an explicit yes.
**Step 4: Create and verify**
Only after the yes, call `dynamics-gp-pm-payables-trx-add` (Dynamics GP server) once. Then call `dynamics-gp-get-pm-payables-trx` with the `voucher-number` and report what was stored. Report any error verbatim.
**Rules & Guidelines:**
* `ramp-get-bill` is on the Ramp server; `dynamics-gp-get-pm-vendor`, `dynamics-gp-get-pm-payables-trx` and `dynamics-gp-pm-payables-trx-add` are on the Dynamics GP server.
* `dynamics-gp-pm-payables-trx-add` is the only write permitted, once, after confirmation. It writes to the live company database. Do NOT call any Ramp tool that adds, updates or deletes.
**Validation:**
* If the Ramp currency differs from the GP company currency, stop and ask before posting.
* If the user does not confirm, make no write call.Who it's for
One answer, three teams that use it
Accounts payable
Post approved bills without rekeying
Amounts and dates come straight from the approved Ramp bill into GP payables.
Post Ramp bill 77120 from Contoso Freight to GP payables in company TWO, batch AP-NOV.
AP managers
Stop duplicate invoices in GP
GP is checked for the invoice before anything is posted.
Has Ramp bill INV-4410 from Fabrikam already been posted to GP? If not, post it.
Controllers
Keep payables correctly valued
Currency mismatches stop the post, so the live company is never misvalued.
Post approved Ramp bill NW-1932 to Dynamics GP, but stop if the currency does not match the vendor.
How it works
What PopdockAI does when you ask
You give the invoice number and your AI assistant checks the vendor, duplicates and currency in Dynamics GP. Nothing is written until you have seen the document and said yes.
01
Ask
You give the invoice number, and optionally the GP company and batch.
02
Check
It reads the approved Ramp bill, finds the GP vendor and checks the invoice is not already there.
03
Confirm
You see the document number, dates, amounts, batch and voucher number and say yes.
04
Create
It adds the payables invoice once and reads it back to show what was stored.
What PopdockAI provides
The tools behind the answer
Ready made tools for Ramp and one secure connection to your AI tool. No code, no exports.
ramp-get-bill
microsoft-dynamics-gp-get-pm-vendor
microsoft-dynamics-gp-get-pm-payables-trx
microsoft-dynamics-gp-pm-payables-trx-add
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
Approved bills in GP payables once, at the right value
Related use cases
More ways to put this data to work
Review a vendor's Ramp bills and Dynamics GP payment position
Ask your AI for a vendor's Ramp bills and Dynamics GP balance, invoices and payment applications side by side, with disagreements flagged. Read only.
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Reconcile Ramp bills to Dynamics GP payables invoices
Ask your AI to match Ramp bills due in a date range to Dynamics GP payables invoices and it flags missing invoices and amount differences. Read only.
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Check Ramp GL accounts against the Dynamics GP chart of accounts
Ask your AI to compare Ramp GL accounts with the Dynamics GP chart of accounts and it lists missing, inactive and non-posting accounts. Read only.
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Match Ramp purchase orders to Dynamics GP
Ask your AI to compare Ramp purchase orders with Dynamics GP purchase orders and receipts and it flags missing POs, amount differences and receipt disagreements. Read only.
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Reconcile Ramp vendors with Dynamics GP vendors
Ask your AI to compare Ramp vendors with Dynamics GP vendors and it lists vendors on one side only and status disagreements. Read only.
Learn More
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