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Spot Shopify B2B buyers on hold or over limit in Dynamics GP
For credit and finance teams who want Shopify B2B companies checked against their Dynamics GP balance, limit and holds, by asking their AI assistant.
On this page
Connector
Connect Shopify, pick your AI tool and paste the prompt.
The problem
B2B buyers on hold in GP can still order online
Shopify B2B buyers can keep placing orders while their Dynamics GP account is on hold, over its limit or overdue. Checking each company means finding its linked GP customer and reading balance, limit and open invoices one by one.
Without PopdockAI
- Find each company's linked GP customer ID
- Read balance, limit, hold and terms in GP
- Search open invoices past due
- Repeat for every B2B company
With PopdockAI
- Each company's linked GP customer is read
- Balance, limit, hold and inactive flags and terms are checked
- Available credit and overdue amounts are worked out per company
- Unlinked or broken links are listed too, 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:** Review credit exposure for the Shopify B2B company `{company-name}` (default: every company, up to 100), using the Dynamics GP customer each one is linked to, and flag companies that are over their limit, on hold, or not linked at all.
**Step 1: Read the Shopify companies**
Call `shopify-get-company` (Shopify server) with `name.contains` = `{company-name}` when it is given, otherwise with `max-records` = 100. The company's `external-id` holds the Dynamics GP `customer-id`. Put companies with an empty `external-id` aside as unlinked.
**Step 2: Read the Dynamics GP customer**
For each linked company call `dynamics-gp-get-rm-customer` (Dynamics GP server) with `customer-id` = the `external-id`, passing `company` = `{gp-company}` when it is given. Read `customer-balance`, `credit-limit-amount`, `hold`, `inactive` and `payment-terms-id`. Then call `dynamics-gp-get-rm-trx` (Dynamics GP server) with the same `customer-id` to find open documents, and note any invoice whose `due-date` has passed while `current-transaction-amount` is above zero.
If GP returns no customer, report the company as linked to a GP customer that does not exist, and continue.
**Step 3: Report**
A table: Shopify company, GP customer ID, GP balance, credit limit, available credit (limit minus balance), overdue amount, hold, inactive, Shopify `total-spent`. Flag a row when it is on hold, inactive, over its limit, or has overdue invoices. Then list the unlinked companies and those linked to a missing GP customer.
**Rules & Guidelines:**
* `shopify-get-company` is on the Shopify server; `dynamics-gp-get-rm-customer` and `dynamics-gp-get-rm-trx` are on the Dynamics GP server.
* This is read-only. Do NOT call `shopify-update-company`, `dynamics-gp-rm-customer-update` or `dynamics-gp-rm-customer-add`. To link a company, the user can run the link-b2b-company-to-gp prompt.
**Validation:**
* A credit limit of zero in GP usually means no limit is set; show it as none rather than flagging every such customer as over the limit.
* If `{company-name}` matches no Shopify company, say so and stop.Who it's for
One answer, three teams that use it
Credit controllers
Catch over-limit buyers early
Companies over limit, on hold or overdue are flagged, so you can hold orders before they ship.
Which Shopify B2B companies are over their credit limit or on hold in Dynamics GP?
B2B account managers
Know a buyer's credit before you sell
Available credit and overdue amounts tell you what a customer can order today.
How much credit does Contoso Ltd have available in Dynamics GP, and is anything overdue?
Integration admins
Find companies with broken GP links
Companies unlinked or linked to a missing GP customer are listed for fixing.
List Shopify B2B companies with no Dynamics GP link or a link to a customer that does not exist.
How it works
What PopdockAI does when you ask
You name a company or review them all, and your AI assistant checks each linked Dynamics GP customer. It only reads and treats a zero limit as no limit.
01
Ask
You name a Shopify B2B company, or review them all.
02
Read
It reads each company's linked Dynamics GP customer ID.
03
Check
It reads GP balance, limit, hold and inactive flags, terms and overdue invoices.
04
Report
You get available credit and overdue amounts with flags per company.
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-company
microsoft-dynamics-gp-get-rm-customer
microsoft-dynamics-gp-get-rm-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
Risky B2B buyers spotted before more orders ship
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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