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Find Shopify orders that never made it into Dynamics GP
For finance teams who want every Shopify order checked against a Dynamics GP sales document, by asking their AI assistant.
On this page
Connector
Connect Shopify, pick your AI tool and paste the prompt.
The problem
Orders that never reached GP go unbilled
Every Shopify order should end up as a sales document in Dynamics GP, but checking means looking up each order name in the customer PO field and comparing totals. Orders that never made it across go unbilled until a customer complains.
Without PopdockAI
- Export Shopify orders for the window
- Search GP by customer PO, in several formats
- Compare totals and tax by hand
- Find unbilled orders when a customer complains
With PopdockAI
- Shopify orders are read with canceled ones set aside
- Each is looked up by customer PO, retrying other formats
- The invoice is preferred when several documents match
- Missing orders and total or tax mismatches are listed, read-only
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For Shopify orders created in the last `{lookback-days}` days (default 7), find the matching Dynamics GP Sales Order Processing document and report orders that are missing from GP or whose totals disagree.
**Step 1: Read the Shopify orders**
Call `shopify-get-order` (Shopify server) with `created-at.from` = today minus `{lookback-days}` days and `max-records` = 250. Skip orders with a `cancelled-at` value and list them separately. Keep `name`, `order-number`, `email`, `total-price`, `total-tax`, `financial-status` and `created-at`.
**Step 2: Find each order in Dynamics GP**
The Shopify order `name` (for example #1001) is carried into GP as the `customer-po-number`. For each order call `dynamics-gp-get-rm-sales-trx` (Dynamics GP server) with `customer-po-number` = the order `name`, passing `company` = `{gp-company}` when it is given. If nothing comes back, retry once with the `name` without its leading # and once with the plain `order-number`, and note which form matched.
If several GP documents match (for example an order and the invoice it became), prefer the invoice, and list the others.
If none match, report the order as in Shopify and missing from GP, and continue.
**Step 3: Report**
1. Missing from GP: order name, date, customer email, total.
2. Total mismatches: order name, Shopify total, GP `document-amount`, Shopify tax, GP `tax-amount`, difference, GP `sop-number` and `sop-type`.
3. A one-line count of orders that matched cleanly, and the list of cancelled orders skipped.
**Rules & Guidelines:**
* `shopify-get-order` is on the Shopify server; `dynamics-gp-get-rm-sales-trx` is on the Dynamics GP server.
* This is read-only. Do NOT call `dynamics-gp-rm-sales-trx-add`, `dynamics-gp-rm-sales-line-item-add` or `shopify-update-order`. To post a missing order, the user can run the post-shopify-order-to-gp prompt.
**Validation:**
* If Shopify returns no orders, say so and stop.
* Treat a difference of less than 0.01 as a match.Who it's for
One answer, three teams that use it
Billing clerks
Bill every order that shipped
Orders missing from GP are listed so they can be entered and billed before anyone notices.
Which Shopify orders from the last 7 days are missing from Dynamics GP?
Operations managers
Check the order flow is complete
A count of clean matches beside the exceptions shows whether the integration is keeping up.
Reconcile last month's Shopify orders with Dynamics GP and give me the counts.
Accountants
Catch total and tax differences
Orders entered with a different total or tax are flagged, so the ledger matches what customers paid.
List Shopify orders from the last 30 days whose GP total or tax does not match.
How it works
What PopdockAI does when you ask
You set a lookback window, and your AI assistant looks up every Shopify order in Dynamics GP. It only reads and counts differences under one cent as a match.
01
Ask
You set a lookback window.
02
Read
It reads Shopify orders and sets canceled ones aside.
03
Match
It looks each one up in Dynamics GP by customer PO, retrying other formats.
04
Report
You get missing orders, total and tax mismatches and clean matches.
What PopdockAI provides
The tools behind the answer
Ready made tools for Shopify and one secure connection to your AI tool. No code, no exports.
shopify-get-order
microsoft-dynamics-gp-get-rm-sales-trx
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
No Shopify order left unbilled
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.
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