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Trace an item and its lots in one answer
For warehouse and inventory teams who want site, lot, serial and movement data together by asking their AI assistant.
On this page
Connector
Connect PowerGP Online, pick your AI tool and paste the prompt.
The problem
Tracing an item or lot means four inquiries when time matters
Tracing an item or running a recall means checking site, lot and serial quantities and then transaction history, one inquiry at a time. It is slow when speed matters, and easy to run a lot check on an item not tracked that way.
Without PopdockAI
- Check site and bin quantities for the item
- Open lot quantities and expiry dates
- Look up serial numbers separately
- Read the movement history one screen at a time
With PopdockAI
- The item confirmed, with candidates listed if it is unclear
- On hand by site and bin read first
- Lots and serials read only where the item is tracked that way
- Expiring lots and the last ten movements, nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Trace item `{item-number}` in `{company}` (default company if empty): where it is, which lots or serials hold it, and recent movements, flagging lots expiring within `{expiry-days}` days (default 90).
**Step 1: Confirm the item**
Call `powergp-online-get-items` with `item-number` equal to `{item-number}`. If nothing matches, retry with `item-description.contains`, list the candidates and stop.
**Step 2: Quantities**
Call `powergp-online-get-itemsitequantities` with the item number. Then call `powergp-online-get-itemlotquantities` and `powergp-online-get-itemserialquantities` with the same item number. Only the ones that return rows apply to this item.
**Step 3: Movements**
Call `powergp-online-get-itemtransactions` with the item number and `max-records` 100, and order the results newest first by `transaction-date`.
**Step 4: Report**
Give on-hand by site and bin, lots with `expiration-date` and `quantity-available` (flag those inside the expiry window), serials on hand, and the last 10 movements. Point out a mismatch between movements and `quantity-on-hand` only when the numbers clearly disagree.
**Rules & Guidelines:**
* This prompt is read-only. Only the get tools on this server exist; never try to change, post, approve, release or delete anything in Dynamics GP.
* Do not call sales or payables tools.
**Validation:**
* If the item is not lot or serial tracked, say so and skip those sections.Who it's for
One answer, three teams that use it
Warehouse managers
Find stock by site and bin fast
See where an item sits and its latest movements without opening four inquiries.
Where is item PART-5510 on hand, and what were its last ten movements?
Quality managers
Act fast on a recall
Lots and serials on hand are listed in one trace, so a recall starts with the facts.
Trace item SAUCE-110 and list every lot on hand with its expiry date.
Inventory controllers
Catch lots close to expiry
Lots expiring inside your window are flagged before they become write offs.
Which lots of item FOOD-3300 expire in the next 30 days?
How it works
What PopdockAI does when you ask
You give an item number and your AI assistant traces it through PowerGP Online. It calls out a mismatch between movements and on hand only when the numbers clearly disagree.
01
Ask
You give an item number and an optional expiry window.
02
Confirm
It checks the item and stops if it cannot find it.
03
Read
It reads site quantities, plus lots and serials where they apply.
04
Report
It shows where the item is, expiring lots and the last ten movements.
What PopdockAI provides
The tools behind the answer
Ready made tools for PowerGP Online and one secure connection to your AI tool. No code, no exports.
powergp-online-get-items
powergp-online-get-itemsitequantities
powergp-online-get-itemlotquantities
powergp-online-get-itemserialquantities
powergp-online-get-itemtransactions
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
Where an item is and which lots expire soon
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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