Connectors

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Microsoft Dynamics GP

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Profile a Dynamics GP item
Report

Everything about an item on one page

For operations and sales teams who want a Dynamics GP item's stock, prices, suppliers and sales in one profile, by asking their AI assistant.

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Profile a Dynamics GP item
Give me a profile of item SD-200 in Dynamics GP for the last 6 months.
SD-200 sells well but relies on one supplier. - Stock: 46 at MAIN, 12 at WEST, last counted 2 September - Price: 160 list, average sold 151 against a cost of 118 - Supply: Fabrikam Supply only, 9-day lead time, 100 on order - Top customer: Contoso, 40 units Observation: single-source supply is a risk. Want the full profile?
Microsoft Dynamics GP
Sample figures. Your results come from your own account.
microsoft-dynamics-gp-get-iv-item
microsoft-dynamics-gp-get-iv-item-quantity
microsoft-dynamics-gp-get-iv-item-price
microsoft-dynamics-gp-get-iv-vendor-item
microsoft-dynamics-gp-get-pm-purchase-order-line
microsoft-dynamics-gp-get-rm-sales-line-item
microsoft-dynamics-gp-get-iv-inventory-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

One item question, a dozen screens

Answering a question about one Dynamics GP item can take a dozen screens: setup, stock by site, prices, vendors, open orders, sales and adjustments. By the time you have it all, the person who asked has moved on.

Without PopdockAI

  • Open item setup and cost
  • Check stock at each site and the last count date
  • Look up prices, vendors and open purchase orders
  • Pull sales and adjustments in separate reports

With PopdockAI

  • Setup, stock by site and prices by level are read together
  • Vendors come with lead times and last costs
  • Sales show top customers and average price against cost
  • A one-page profile ends with up to three observations

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Build a one-page profile of item `{item}` covering its setup, where the stock is, what it sells for, who supplies it, and how it moved in the last `{lookback-days}` days (default 90).

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: Resolve the item**

Call `dynamics-gp-get-iv-item` with `item-number` set to `{item}`; if nothing matches, use `item-description.contains`. If more than one item matches, list number, description and class and stop. Note `item-type`, `item-class-code`, `valuation-method`, `current-cost`, `standard-cost`, `abc-code`, `item-tracking-option`, units of measure.

**Step 2: Stock and price**

* `dynamics-gp-get-iv-item-quantity` by `item-number`: on hand, allocated, on order, back ordered, per site and in total (by `record-type`), with `last-count-date`.
* `dynamics-gp-get-iv-item-price` by `item-number`: price per `price-level` and unit of measure, with `list-price`.

**Step 3: Supply**

* `dynamics-gp-get-iv-vendor-item` by `item-number`: each vendor, vendor item number, last receipt cost and date, lead time, order quantities.
* `dynamics-gp-get-pm-purchase-order-line` by `item-number`: lines still open, with required dates.

**Step 4: Movement**

* `dynamics-gp-get-rm-sales-line-item` by `item-number` with `document-date.from` at the lookback: quantity and value sold, top five customers, average unit price against unit cost.
* `dynamics-gp-get-iv-inventory-transaction` by `item-number` with `document-date.from` at the lookback: adjustments, transfers and variances by `document-type`.

**Step 5: Report**

Sections: Setup, Stock by site, Prices, Vendors, Open purchase orders, Sales, Stock movements, then up to three observations (margin, cover, stale count, single-source supply).

**Rules & Guidelines:**

* This prompt is read-only. Do not call any tool whose name does not contain `get` (no add, update, note or email tools).

**Validation:**

* Skip a section with "none" when its read returns nothing.

Who it's for

One answer, three teams that use it

Inventory managers

See stock, supply and demand together

Stock by site, open orders and recent sales in one view tell you whether an item is under control.

Profile item CART-12 in Dynamics GP for the last 90 days.

Buyers

Check supply before reordering

Vendors with lead times and last costs, plus open purchase orders, are on the same page as demand.

What do we have on order for item LP-10 in Dynamics GP, and who supplies it?

Product managers

Know how an item is really selling

Top customers and average price against cost show who buys it and whether the margin holds.

Who are the top customers for item SD-200 this year in Dynamics GP, and what margin are we making?

How it works

What PopdockAI does when you ask

You name the item and a lookback window, and your AI assistant gathers everything Dynamics GP holds about it into one page. It only reads.

01

Ask

You name the item and a lookback window.

Your AI tool

02

Read

It reads setup, stock by site, prices by level and vendors with lead times.

microsoft-dynamics-gp-get-iv-item
microsoft-dynamics-gp-get-iv-item-quantity
microsoft-dynamics-gp-get-iv-item-price
microsoft-dynamics-gp-get-iv-vendor-item

03

Movement

It adds open orders, sales with top customers, and adjustments.

microsoft-dynamics-gp-get-pm-purchase-order-line
microsoft-dynamics-gp-get-rm-sales-line-item
microsoft-dynamics-gp-get-iv-inventory-transaction

04

Report

You get a one-page profile with up to three observations.

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-iv-item

Returns inventory item records from Dynamics GP Inventory, including item type, class, costs, units of measure and valuation settings. Filter by item class code, item description, current cost, item number, abc code, item short name, valuation method and item tracking option, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-iv-item-quantity

Returns item quantity records by site from Dynamics GP Inventory, including quantities on hand, allocated, on order and back ordered. Filter by quantity on hand, item description, location code from item master, item class code, item type, record type and item number, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-iv-item-price

Returns item price list records from Dynamics GP Inventory, including price level, unit of measure, quantity breaks and pricing method. Filter by price level, price method, unit of measure, item number, currency ID, item description and item type, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-iv-vendor-item

Returns vendor item records from Dynamics GP Inventory, linking items to the vendors who supply them with order quantities, lead times and last receipt details. Filter by vendor ID, last receipt date, vendor item description, quantity on order, vendor item number and item number, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-pm-purchase-order-line

Returns purchase order lines from Dynamics GP Purchasing, including the vendor, item, site, quantities, costs, line status and required dates. Filter by item description, document date, vendor name, PO line status, extended cost, PO number, item number and vendor ID, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-rm-sales-line-item

Returns sales document lines from Dynamics GP Sales Order Processing, with the customer, item, quantity, prices and costs of each line. Filter by location code, SOP type, item number, SOP number, customer name, customer ID, item description and extended price, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-iv-inventory-transaction

Returns inventory transaction lines from Dynamics GP Inventory, such as adjustments, variances and transfers, with item, location, quantity and cost. Filter by batch number, document status, item description, document number, document type, transaction location, document date and extended cost, and pick the company and the maximum number of records.
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

Everything about an item, answered in one go

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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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