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Change vendor details safely, with a fraud check built in
For finance teams who want vendor blocks and contact changes made with the risks shown first, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Business Central, pick your AI tool and paste the prompt.
The problem
A changed vendor email is a known route for payment fraud
Blocking a vendor can hold up open invoices and orders, and a request to change an email, phone or address is a well known route for payment fraud. Doing it by hand means checking open documents and recent notes before you touch the card.
Without PopdockAI
- Edit the vendor card from an email request
- Block a vendor without seeing open documents
- Skip checking recent notes
- Send the next payment to a fraudster
With PopdockAI
- Open invoices and orders a block would hold are listed
- Recent vendor notes are shown for contact or address changes
- You are reminded to verify by a known phone number
- You see a before and after table, and only changed fields are sent
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Apply `{changes}` to the vendor `{vendor-name}`.
Pass `{company}` as the company argument on every call. If `{company}` is empty, leave the company argument out so the connector's default company is used.
**Step 1: Resolve the vendor**
Call `business-central-get-vendor` with name.contains set to `{vendor-name}`. If several match, list them and stop.
**Step 2: Before blocking**
If `{changes}` sets blocked, call `business-central-get-posted-purchase-invoice` with buy-from-vendor-number and closed false, and `business-central-get-purchase-transaction` with buy-from-vendor-number, and show what a block would hold up.
**Step 3: Bank or remittance changes**
If `{changes}` alters email, phone or address, call `business-central-get-vendor-comment` with vendor-number and show recent notes. Say in the preview that changes to payment details should be verified with the vendor by a known phone number, since changed remittance details are a common fraud route.
**Step 4: Contacts**
A change to a person goes to `business-central-update-contact`; find them with `business-central-get-contact` and company-name set to the vendor name.
**Step 5: Preview and confirm**
Show a before-and-after table and any held documents. Ask for confirmation.
**Step 6: Apply**
After confirmation call `business-central-update-vendor` once with number and only the changed fields, and `business-central-update-contact` once per contact changed. Re-read with `business-central-get-vendor` and show the new values.
**Rules & Guidelines:**
* Do not call any create or update tool until the user has confirmed the exact values shown in the preview.
**Validation:**
* If `{changes}` is unclear, ask first.Who it's for
One answer, three teams that use it
Accounts payable
Change remittance details safely
Every contact change comes with a reminder to verify with the vendor by phone first.
Update Contoso Supplies' remittance email in Business Central to ap@contososupplies.com.
AP managers
Block vendors knowing the impact
Open invoices and orders a block would hold are listed before you confirm.
Block Northwind Freight in Business Central for payment and show me what it holds up.
Vendor master data
Update addresses with an audit trail
A before and after table and recent notes help you check each change.
Change Fabrikam's address in Business Central to 500 Commerce Drive, Toronto.
How it works
What PopdockAI does when you ask
You name the vendor and the change and your AI assistant shows what the change affects in Business Central. Nothing is saved until you confirm, and the vendor is read back.
01
Ask
You name the vendor and describe the change.
02
Check
It lists documents a block would hold and recent notes for contact changes.
03
Confirm
You see a before and after table and a reminder to verify by phone.
04
Apply
It sends only the changed fields and reads the vendor back.
The outcome
Vendor details changed safely, with a fraud check
Related use cases
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One prompt template with infinite possibilities.
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