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Cross-Connector

See a vendor's Ramp bills beside its Dynamics GP balance

For finance teams who want one answer on what is owed to a vendor across Ramp and Dynamics GP by asking their AI assistant.

Review a vendor's Ramp bills and Dynamics GP payment position

What do we owe Northwind Traders? Show the Ramp bills next to the Dynamics GP balance and payments for company TWO.

Dynamics GP shows an open balance of 7,300.00 for Northwind Traders, and Ramp has 3 bills, 1 of them marked paid. - Ramp vendor and GP vendor id NORTHWIND found, status active, no hold - INV-1042: Ramp shows paid, GP shows it still open - INV-1051: open in both systems - Last GP payment applied to INV-1037, 1,800.00 Want the full list of GP invoices for this vendor?

Ramp

Sample figures. Your results come from your own account.

ramp-get-vendor

microsoft-dynamics-gp-get-pm-vendor

ramp-get-bill

microsoft-dynamics-gp-get-pm-payables-trx

microsoft-dynamics-gp-get-pm-payables-apply

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Ramp

Run it on your own Ramp data.

Connect Ramp, pick your AI tool and paste the prompt.

The problem

What you owe a vendor depends on which system you open

Answering what we owe a vendor means opening Ramp for bills and payment status, then Dynamics GP for balance, invoices and applications, and lining them up by hand. An invoice paid in one place can still be open in the other.

Without PopdockAI

Look up the vendor's bills in Ramp
Find the same vendor in GP under a different name
Read balance, invoices and payment applications
Line up both sides in a spreadsheet

With PopdockAI

The vendor found in both systems, asking if a name is ambiguous
Ramp bills with approval and payment status read
GP balance, invoices and applied payments read
Paid in one system only flagged, nothing changed

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 one view of what is owed to and paid to vendor {vendor-name}, from Ramp and from Dynamics GP company {company} (default company if blank). Read only.

**Step 1: Identify the vendor on both sides**

Call `ramp-get-vendor` (Ramp server) with `name.contains` {vendor-name}, and `dynamics-gp-get-pm-vendor` (Dynamics GP server) with `vendor-name.contains` {vendor-name}. If either returns more than one vendor, list the candidates and stop to ask which one. If one side has no match, say so and continue with the other side only.

**Step 2: Read the activity**

Call `ramp-get-bill` (Ramp server) with `vendor-name` set to the Ramp vendor name. Call `dynamics-gp-get-pm-payables-trx` and `dynamics-gp-get-pm-payables-apply` (Dynamics GP server) with `vendor-id` set to the GP `vendor-id` from Step 1.

**Step 3: Report**

Sections: vendor identity on each side (Ramp id, GP vendor-id, status, hold); Ramp bills with invoice number, amount, approval-status and payment-status; GP open balance (`current-balance`), recent invoices and which payments were applied to which documents. Then list invoices that appear paid in one system and unpaid in the other, matching on invoice-number to document-number.

**Rules & Guidelines:**

* `ramp-get-vendor` and `ramp-get-bill` are on the Ramp server; `dynamics-gp-get-pm-vendor`, `dynamics-gp-get-pm-payables-trx` and `dynamics-gp-get-pm-payables-apply` are on the Dynamics GP server.
* Do NOT call `ramp-bill-add`, `ramp-bill-update`, `ramp-vendor-add`, `ramp-vendor-update`, `ramp-purchase-order-update` or any other Ramp tool that adds, updates or deletes Ramp records, or `dynamics-gp-pm-payables-trx-add`, `dynamics-gp-pm-vendor-add`, `dynamics-gp-pm-purchase-order-add` or any other Dynamics GP tool that adds or updates Dynamics GP records.

**Validation:**

* If amounts are in different currencies, show both and do not net them.
* Do not guess a match for an invoice number that appears on only one side; list it as unmatched.

Who it's for

One answer, three teams that use it

Accounts payable

Answer what we owe in one reply

Ramp bills and the GP balance appear together, with disagreements flagged.

What do we owe Contoso Supplies across Ramp and Dynamics GP company TWO?

Vendor relations

Settle a payment query with facts

Invoices that look paid in one system and open in the other are listed.

Fabrikam says invoice 2290 is unpaid. Check Ramp and Dynamics GP.

Controllers

Check a vendor before the payment run

See both sides of a key vendor before money goes out.

Show Ramp bills and GP payment applications for Northwind Freight before Friday's run.

How it works

What PopdockAI does when you ask

You name the vendor and your AI assistant puts Ramp and Dynamics GP side by side. Amounts in different currencies are shown separately and never netted.

Ask

You name the vendor, and optionally the GP company.

Your AI tool

Identify

It finds the vendor in Ramp and Dynamics GP and asks you to choose if a name is ambiguous.

ramp-get-vendor

microsoft-dynamics-gp-get-pm-vendor

Read

It reads the Ramp bills and the GP balance, invoices and payment applications.

ramp-get-bill

microsoft-dynamics-gp-get-pm-payables-trx

microsoft-dynamics-gp-get-pm-payables-apply

Report

You get both sides together and the invoices that look paid in one system only.

Your AI tool

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.

get-data

ramp-get-vendor

Returns Ramp vendors as read from the Ramp connector. Filters include: name contains, created at to, legal name contains, vendor owner id, maximum records.

get-data

microsoft-dynamics-gp-get-pm-vendor

Returns vendor records from Dynamics GP Payables Management, including contact details, payment terms, status and current balance. Filter by vendor name, hold, vendor class ID, vendor status, state, current balance, city and vendor ID, and pick the company and the maximum number of records.

get-data

ramp-get-bill

Returns Ramp bills as read from the Ramp connector. Filters include: vendor name, approval status, id, vendor name contains, due date to.

get-data

microsoft-dynamics-gp-get-pm-payables-trx

Returns payables transactions such as invoices, credit memos and payments from Dynamics GP Payables Management, with the vendor, dates, document and outstanding amounts. Filter by batch number, voucher number, vendor name, document amount, purchase order number, document number, document type and document date, and pick the company and the maximum number of records.

get-data

microsoft-dynamics-gp-get-pm-payables-apply

Returns payment applications from Dynamics GP Payables Management, showing which payments and credits were applied to which vendor documents and for how much. Filter by vendor ID, apply to document number, apply to voucher number, document number, vendor name, apply to document type, payment date and voucher number, and pick the company and the maximum number of records.

Read only.Nothing in Ramp 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.

The outcome

One view of what is owed and paid to a vendor

Related use cases

More ways to put this data to work

Post a Ramp bill to Dynamics GP payables

Ask your AI to post an approved Ramp bill to Dynamics GP payables and it checks the vendor, duplicates and currency, then saves only after you confirm.

Learn More

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.

Learn More

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

Add a Ramp vendor to Dynamics GP

Ask your AI to create a Ramp vendor in Dynamics GP and it checks for an existing vendor by name and id, shows what it will send, and saves only after you confirm.

Learn More

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.

Learn More

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.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.