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Reconcile a Dynamics GP customer with AvaTax
For AR and tax analysts who want to see where a Dynamics GP customer and its Avalara AvaTax record disagree, just by asking.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
The problem
Customer address mismatches throw off tax
Comparing a Dynamics GP customer with its Avalara AvaTax customer record is done by hand. Mismatched addresses or emails go unnoticed until a tax calculation goes wrong.
Without PopdockAI
- Open the customer and its addresses in Dynamics GP
- Find the matching customer in Avalara AvaTax
- Compare each field by eye
- Chase formatting differences that do not matter
With PopdockAI
- The customer and addresses are read and the AvaTax customer found
- Fields are compared one by one
- Formatting differences are listed apart from real mismatches
- It never says which value is right, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Compare the Dynamics GP customer `{customer-id}` with its Avalara AvaTax customer record and report where the tax-relevant details disagree.
**Step 1: Read the customer in Dynamics GP**
Call `dynamics-gp-get-rm-customer` with `customer-id` set to `{customer-id}`. If nothing is returned, say so and stop. Keep `customer-name`, `main-email-address`, `address-1`, `city`, `state`, `zip`, `hold` and `inactive`. Then call `dynamics-gp-get-rm-customer-address` with the same `customer-id` and keep every `address-code`, `state`, `zip` and `country`.
**Step 2: Find the customer in Avalara AvaTax**
Call `avalara-avatax-get-customer` with `customer-code` set to the Dynamics GP `customer-id`. If it returns nothing, call it again with `email-address` set to the GP `main-email-address`, then with `name` set to the GP `customer-name`. If more than one record matches, list them and stop. If nothing matches, report the customer as present in Dynamics GP and absent from AvaTax, and stop.
**Step 3: Compare**
Compare these pairs: `customer-name` against `name`, `main-email-address` against `email-address`, `city` against `city`, `state` against `region`, `zip` against `postal-code`. Treat differences in case, spacing, ZIP+4 and country format (US against United States) as formatting, not as a mismatch. Also flag a GP customer that is on `hold` or `inactive` but still has an AvaTax record with a recent `last-transaction`.
**Step 4: Report**
Give a short table of field, Dynamics GP value, AvaTax value and verdict (match, formatting only, mismatch), then a one-line conclusion.
**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:**
* If either system returns nothing, say which and stop rather than guessing.
* If the two systems disagree on a value, show both values and do not decide which is right.Who it's for
One answer, three teams that use it
Tax analysts
Check a customer before a tax query grows
Real address differences are separated from formatting noise, so you fix what actually changes the tax.
Reconcile Dynamics GP customer FABRIKAM01 with its Avalara AvaTax customer.
Accounts receivable
Explain an unexpected tax charge
When a customer questions tax on an invoice, see whether their address differs between the systems.
Does Northwind Traders have the same address in Dynamics GP and AvaTax?
Customer master data teams
Keep customer records in step
Field by field differences show what to update so both systems hold the same customer.
What differs between customer CONTOSO0002 in Dynamics GP and in Avalara AvaTax?
How it works
What PopdockAI does when you ask
You name a customer, and your AI assistant compares the Dynamics GP record with Avalara AvaTax. It stops on no match or several, and leaves the decision to you.
01
Ask
You name the Dynamics GP customer.
02
Match
It reads the customer and addresses and finds the AvaTax customer, stopping on no match or several.
03
Compare
It compares the records field by field.
04
Report
You get real differences, with formatting differences listed apart.
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-rm-customer
microsoft-dynamics-gp-get-rm-customer-address
avalara-avatax-get-customer
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
Customer differences fixed before they affect tax
Related use cases
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