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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.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
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.
**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.
02
Read
It reads setup, stock by site, prices by level and vendors with lead times.
03
Movement
It adds open orders, sales with top customers, and adjustments.
04
Report
You get a one-page profile with up to three observations.
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-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
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
Everything about an item, answered in one go
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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