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Review the asset register before audit or renewal
For finance teams who want Dynamics GP fixed assets and book values checked for exceptions, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
The problem
The asset register drifts until the auditor asks
The fixed asset register in Dynamics GP drifts: fully depreciated assets still in use, assets missing from a book, cost bases that no longer match. Reviewing it before an audit or renewal means scanning every asset and book row.
Without PopdockAI
- Export every asset and book row
- Total net book value and depreciation by class
- Look for assets missing a book row or in-service date
- Compare cost basis with acquisition cost by hand
With PopdockAI
- Assets and book values are read for the class and book
- Totals by class cover net book value, cost and depreciation
- Fully depreciated, incomplete and mismatched assets are listed
- Recent purchases are shown, 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 the fixed asset register for class `{asset-class-id}` (default all) in book `{book-id}` (default the corporate book) and surface the assets that need attention.
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: Assets**
Call `dynamics-gp-get-fa-asset` with `asset-class-id` when given. Note `asset-status`, `acquisition-date`, `acquisition-cost`, `location-id`, `custodian`.
**Step 2: Book values**
Call `dynamics-gp-get-fa-book` with `book-id` (and `asset-class-id` when given). If `{book-id}` is empty, read without it, list the distinct book ids, and use the one that looks like the corporate book, saying which you chose.
**Step 3: Findings**
* Net book value, cost basis and year-to-date depreciation by `asset-class-id`.
* Fully depreciated but still active: `net-book-value` at or below `salvage-value`, or `remaining-life-years` of 0, where the asset status is still active.
* Active assets with no row in the book, or no `place-in-service-date`.
* Assets with an `acquisition-cost` but a `cost-basis` that differs from it by more than 1 percent.
**Step 4: Recent acquisitions**
Call `dynamics-gp-get-fa-purchase` with `date.from` set to 90 days ago: asset, vendor, purchase order number, cost.
**Step 5: Report**
The class summary table, then each finding as its own table (asset id, suffix, description, class, key values), then recent acquisitions.
**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).
* Fully depreciated assets in use are normal; present them as a disposal and insurance review list, not as errors.
**Validation:**
* If no assets match, say so and stop.Who it's for
One answer, three teams that use it
Fixed asset accountants
Clean up the register before audit
Missing book rows, in-service dates and cost mismatches are listed, ready to fix.
Review the Dynamics GP fixed asset register in the corporate book for the VEHICLES class.
Controllers
See net book value by class
Totals by class give you the summary for the balance sheet and the audit file.
Show net book value and depreciation by asset class in Dynamics GP.
Insurance and risk teams
Check what you insure is still in use
Fully depreciated active assets are listed for review before the insurance renewal.
Which fully depreciated assets in Dynamics GP are still marked active?
How it works
What PopdockAI does when you ask
You choose an asset class and book, or use the corporate book, and your AI assistant reviews the Dynamics GP register. It says which book it used and changes nothing.
01
Ask
You choose an asset class and book, or use the corporate book.
02
Read
It reads assets and their book values.
03
Check
It finds fully depreciated active assets, missing rows and cost mismatches.
04
Report
You get totals by class, exceptions and recent acquisitions.
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.
microsoft-dynamics-gp-get-fa-asset
microsoft-dynamics-gp-get-fa-book
microsoft-dynamics-gp-get-fa-purchase
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
A reviewed register before audit or renewal
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One prompt template with infinite possibilities.
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