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Microsoft Dynamics GP

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Review slow-moving Dynamics GP inventory
Report

Find the cash tied up in stock that is not selling

For operations and finance teams who want Dynamics GP stock with no recent sales valued and ranked, by asking their AI assistant.

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Review slow-moving Dynamics GP inventory
What Dynamics GP stock has not sold in 180 days, and how much is it worth?
68,400 is tied up in items with no sales in 180 days. - Largest: LP-5 printer, 22 units, 9,900, last moved in March - Still on order: 2 items, the first purchases to stop - Allocated: 1 item has stock allocated to an open order Want the ranked table?
Microsoft Dynamics GP
Sample figures. Your results come from your own account.
microsoft-dynamics-gp-get-iv-item-quantity
microsoft-dynamics-gp-get-rm-sales-line-item
microsoft-dynamics-gp-get-iv-inventory-transaction

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics GP

Microsoft Dynamics GP
Run it on your own Microsoft Dynamics GP data.

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

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The problem

Cash tied up in stock that never sells

Stock that has not sold in months ties up cash in Dynamics GP but rarely shows on any report. Finding it means comparing on hand with recent sales item by item, and noticing which of those items you are still buying.

Without PopdockAI

  • Export on hand quantities and value them
  • Compare with recent sales item by item
  • Look up the last movement for each slow item
  • Miss items you are still buying

With PopdockAI

  • Items with stock are valued at current cost
  • Any item invoiced in the window is dropped
  • The top 25 by value show last movement, on order and allocated
  • Items still on order are called out first, reading only

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** List items in class `{item-class-code}` (default all) that have stock on hand but no sales in `{no-sales-days}` days (default 180), ranked by the value tied up in 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: Stock on hand**

Call `dynamics-gp-get-iv-item-quantity` with `item-class-code` when given and `quantity-on-hand.min` of 1. Use the item-level rows (by `record-type`). Value = quantity on hand times `current-cost`.

**Step 2: Recent sales**

Call `dynamics-gp-get-rm-sales-line-item` with `document-date.from` at the threshold. Any item with an invoice line there is not slow moving; drop it.

**Step 3: Last movement**

For the 25 highest-value remaining items, call `dynamics-gp-get-iv-inventory-transaction` by `item-number` for the latest movement of any kind, and note `quantity-on-order` and `quantity-allocated` from Step 1 (stock still being bought or already promised is a different problem).

**Step 4: Report**

Total value in slow-moving stock, then a table: item, description, class, on hand, value, on order, allocated, last movement date and type, last count date. Call out items still on order as the first to stop buying.

**Rules & Guidelines:**

* This prompt is read-only. Do not call any tool whose name does not contain `get` (no add, update, note or email tools).

**Validation:**

* If nothing qualifies, say so and stop.

Who it's for

One answer, three teams that use it

Inventory managers

Find stock that is not moving

A ranked table of slow items by value shows what to clear first.

What Dynamics GP stock in the ACCESSORIES class has not sold in 120 days?

Buyers

Stop buying what does not sell

Slow items still on order are called out, so you can cancel or delay those purchases.

Are we still ordering any items in Dynamics GP that have not sold in six months?

Finance controllers

Put a value on slow stock

The total value tied up gives you a figure for provisions and cash planning.

How much cash is tied up in Dynamics GP inventory with no sales in the last year?

How it works

What PopdockAI does when you ask

You choose an item class and a no-sales window, and your AI assistant finds and values slow stock in Dynamics GP. It only reads.

01

Ask

You choose an item class and a no-sales window.

Your AI tool

02

Value

It values items with stock on hand and drops any sold in the window.

microsoft-dynamics-gp-get-iv-item-quantity
microsoft-dynamics-gp-get-rm-sales-line-item

03

Check

For the top 25 it finds the last movement and quantities on order.

microsoft-dynamics-gp-get-iv-inventory-transaction

04

Report

You get the value tied up, a ranked table and purchases to stop.

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-iv-item-quantity

Returns item quantity records by site from Dynamics GP Inventory, including quantities on hand, allocated, on order and back ordered. Filter by quantity on hand, item description, location code from item master, item class code, item type, record type and item number, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-rm-sales-line-item

Returns sales document lines from Dynamics GP Sales Order Processing, with the customer, item, quantity, prices and costs of each line. Filter by location code, SOP type, item number, SOP number, customer name, customer ID, item description and extended price, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-iv-inventory-transaction

Returns inventory transaction lines from Dynamics GP Inventory, such as adjustments, variances and transfers, with item, location, quantity and cost. Filter by batch number, document status, item description, document number, document type, transaction location, document date and extended cost, 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.

How Popdock AI secures your data

The outcome

See the cash in slow stock and what to stop buying

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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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