Batch update customers

After you have went thru the User Guide - Customers to understand how to correctly configure customer cards for e-invoicing, you can also use our assisted setup for batch updating the relevant customers much faster.

Customers
  • In Business Central, search and go to the page 'Assisted Setup'.

  • In 'Assisted Setup', click on 'Golden EDI - customer Setup'

Search on "Golden EDI" to find it easier
  • Select the Profile you want to add in the selection box above the list.

  • In the list of customers bellow, select the customer row that you want to add the profile to and click the button 'Set GEDI Profile'.

  • You should now see profile you selected in the GEDI Profile column.

  • If you want to use GLN as identification reference, input the customer's GLN into the GLN column.

  • Repeat for every customer that you want to configure.

  • Click 'Done' when you are finished with all customers you wanted to change.

'Invoice Report' & 'Credit Report' columns, as well as the 'Document layout' button is not used for Basic Invoice.

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