Report

See the full relationship with a vendor on one page

For finance and purchasing teams who want a Dynamics GP vendor's spend, payment timing and open items in one review, by asking their AI assistant.

Review Dynamics GP vendor activity

Review our Dynamics GP activity with Fabrikam Supply over the last 12 months.

We spent 486,000 with Fabrikam Supply in the last 12 months. - Spend: 71 percent to 5000 Inventory, 18 percent to 6120 Freight - Payments: 41 on time, 6 late, 2,140 in discounts taken - Open: 3 invoices, 2 purchase orders and 1 unposted receipt - Balance check: open items agree with the vendor balance Want the payment timing detail?

Microsoft Dynamics GP

Sample figures. Your results come from your own account.

microsoft-dynamics-gp-get-pm-vendor

microsoft-dynamics-gp-get-pm-payables-dist

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

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

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

microsoft-dynamics-gp-get-pm-receivings-trx

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics GP

Run it on your own Microsoft Dynamics GP data.

Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.

The problem

A vendor's full picture lives in six windows

Knowing what you buy from a vendor and how well you pay them means opening several Dynamics GP windows for spend, payment timing, invoices, orders and receipts. Adding distributions the wrong way also double counts spend.

Without PopdockAI

Add up distributions for spend by account
Compare payment dates with due dates by hand
List open invoices, credits and purchase orders
Double count spend from offsetting entries

With PopdockAI

Spend is summed by GL account from purchase distributions only
Payments are counted early, on time and late, with discounts taken
Open invoices, credits, orders and unposted receipts follow
A gap between open items and balance is noted, with 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:** Review what the company bought from and paid to `{vendor-name}` between `{from-date}` (default 90 days ago) and `{to-date}` (default today), and what is still open with them.

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 vendor**

Call `dynamics-gp-get-pm-vendor` with `vendor-name.contains` set to `{vendor-name}`; if nothing matches, try `vendor-id` set to `{vendor-name}`. If more than one vendor matches, list id, name and city and stop. From the record note `current-balance`, `hold`, `vendor-status`, `payment-terms-id`, `vendor-class-id`, `vendor-contact`, `phone-number-1` and `primary-email-address`. Use the `vendor-id` for every later step.

**Step 2: Spend by account**

From `dynamics-gp-get-pm-payables-dist` filtered by `vendor-id`, `posting-date.from` and `posting-date.to`, sum the purchases distributions by `account-number`. Use only the purchases `type`: payables, cash and discount distributions offset each other and would double count if added in.

**Step 3: Payment behaviour**

Call `dynamics-gp-get-pm-payables-apply` filtered by `vendor-id` and the payment-date range. For each application compare `payment-date` with `apply-to-document-due-date`: report the count paid early, on time and late, the average days late, and the total `discount-taken-amount`.

**Step 4: What is still open**

* `dynamics-gp-get-pm-payables-trx` filtered by `vendor-id`: non-voided documents with `current-trx-amount` greater than 0. Split invoices from credits by `document-type` and show overdue ones (`due-date` before today) first.
* `dynamics-gp-get-pm-purchase-order` filtered by `vendor-id`: purchase orders whose `po-status` is still open, with `remaining-subtotal`, `required-date` and `promised-date`.
* `dynamics-gp-get-pm-receivings-trx` filtered by `vendor-id` and the receipt-date range: receipts whose `posting-status` is unposted.

**Step 5: Report**

* Header: vendor id, name, status, hold, terms, contact, current balance.
* Totals for the period: purchases, paid, discounts taken.
* Spend by account number, largest first.
* Payment timing summary.
* Open invoices (document number, due date, days overdue, remaining amount) and open credits.
* Open purchase orders, past required date first; unposted receipts.

**Rules & Guidelines:**

* Read-only. Do not call `dynamics-gp-pm-vendor-update`, `dynamics-gp-pm-vendor-note`, `dynamics-gp-pm-payables-trx-add`, `dynamics-gp-pm-purchase-order-add`, `dynamics-gp-pm-purchase-order-update`, `dynamics-gp-pm-receivings-trx-add` or any tool whose name does not contain `get`.
* If the sum of open `current-trx-amount` differs noticeably from `current-balance`, report both; do not pick one.

**Validation:**

* If the period has no distributions, report that and still show the open items.
* If the vendor is on hold or inactive, say so at the top.

Who it's for

One answer, three teams that use it

Procurement managers

Prepare for a vendor negotiation

Spend by account and payment record show your leverage before you sit down with the supplier.

Review our Dynamics GP spend and payment record with Contoso Components this year.

AP managers

See how well you pay a vendor

Early, on time and late payment counts, with discounts taken, show whether you are meeting terms.

Are we paying Northwind Freight on time in Dynamics GP? Show discounts taken.

Controllers

Resolve a vendor dispute with facts

Open invoices, credits, orders and receipts in one view help settle a disagreement about what is owed.

Fabrikam Supply says we owe them more. Show open items and orders in Dynamics GP.

How it works

What PopdockAI does when you ask

You name the vendor and a date range, and your AI assistant brings the whole Dynamics GP relationship onto one page. It only reads.

Ask

You name the vendor and a date range.

Your AI tool

Spend

It sums purchase distributions by GL account without double counting.

microsoft-dynamics-gp-get-pm-vendor

microsoft-dynamics-gp-get-pm-payables-dist

Payments

It counts payments early, on time and late, with discounts taken.

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

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

Report

You get open invoices, orders and receipts, with any balance gap noted.

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-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

microsoft-dynamics-gp-get-pm-payables-dist

Returns GL distributions of payables transactions from Dynamics GP Payables Management, with voucher, vendor, distribution type and debit and credit amounts. Filter by type, voucher number, document number, account number, document type, vendor name, debit amount and posting 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.

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-purchase-order

Returns purchase order headers from Dynamics GP Purchasing, including vendor, dates, status, buyer and order amounts. Filter by hold, vendor ID, remaining subtotal, document date, vendor name, PO status, PO number and buyer ID, and pick the company and the maximum number of records.

get-data

microsoft-dynamics-gp-get-pm-receivings-trx

Returns receivings transactions (purchase receipts) from Dynamics GP Payables/Purchasing, including vendor, receipt type, dates, status and amounts. Filter by vendor name, POP type, subtotal, vendor ID, batch number, receipt date, posting status and vendor document number, 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.

The outcome

The full vendor relationship on one page

Related use cases

More ways to put this data to work

Enter a Dynamics GP vendor invoice

Ask your AI to enter a Dynamics GP vendor invoice and it checks the vendor, refuses a duplicate invoice number, checks the amounts add up and enters it after you confirm.

Learn More

Check whether a bill was already paid in Dynamics GP

Ask your AI whether a vendor invoice was already paid and it searches Dynamics GP and Sage Intacct payables and payments, then gives one verdict with the evidence.

Learn More

Reconcile open Dynamics GP payables with Dynamics 365 Business Central

Ask your AI to reconcile open payables and it compares each vendor's Dynamics GP and Business Central balance, then traces differences to the documents behind them.

Learn More

Reconcile open Dynamics GP payables with Intacct at cutover

Ask your AI to reconcile open payables at cutover and it rebuilds what was open in Dynamics GP and matches each document to Sage Intacct bills.

Learn More

Plan Dynamics GP vendor payments

Ask your AI to plan a vendor payment run and it nets Dynamics GP credits, sets aside held vendors and checks the total against checkbook balances.

Learn More

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.