Connectors

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Shopify

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Review Shopify B2B credit exposure in Dynamics GP
Report
Cross-Connector

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.

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Review Shopify B2B credit exposure in Dynamics GP
Review credit exposure in Dynamics GP for all our Shopify B2B companies.
42 B2B companies checked, and 7 are flagged. - On hold: Contoso Ltd, still ordering in Shopify - Over limit: Fabrikam Inc, 3,200.00 over - Overdue: 4 companies, 18,450.00 in total - Unlinked: 5 companies have no GP customer Want the full table by company?
Shopify
Sample figures. Your results come from your own account.
shopify-get-company
microsoft-dynamics-gp-get-rm-customer
microsoft-dynamics-gp-get-rm-trx

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Shopify

Shopify
Run it on your own Shopify data.

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

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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.

Prompt
**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.

Your AI tool

02

Read

It reads each company's linked Dynamics GP customer ID.

shopify-get-company

03

Check

It reads GP balance, limit, hold and inactive flags, terms and overdue invoices.

microsoft-dynamics-gp-get-rm-customer
microsoft-dynamics-gp-get-rm-trx

04

Report

You get available credit and overdue amounts with flags per company.

Your AI tool

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.

get-data

shopify-get-company

Returns Shopify B2B companies with their order count and total spent. Filter by name, company id, external id, customer since date, order count and total spent.
get-data

microsoft-dynamics-gp-get-rm-customer

Returns customer records from Dynamics GP Receivables Management, including contact details, class, terms and balances. Filter by salesperson ID, hold, customer name, state, zip, customer balance, customer class and city, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-rm-trx

Returns receivables transactions such as invoices, payments and credit memos from Dynamics GP Receivables Management, including customer, dates, amounts and outstanding balances. Filter by customer ID, document type, customer name, document date, document amount, document number, batch number and void status, and pick the company and the maximum number of records.
Read only.Nothing in Shopify 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.

How Popdock AI secures your data

The outcome

Risky B2B buyers spotted before more orders ship

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Related use cases

More ways to put this data to work

All Ramp use cases

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.

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