Basic Invoice

Configure Basic Invoice via a assisted setup

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

  • In 'Assisted Setup', click on 'Golden EDI - Basic Invoice Setup'.

  • Read thru the information in the popup and click 'next', to start download and import Basic Invoice necessary files. The download will not take more than a few seconds to complete.

  • When it's done you will be taken to the next screen where you can fill in the conversion between your invoice units and standardized units for EDI.

  • The page will automatically find 'Units of Measure' defined in your Business Central. In the column 'Standard Code' you should fill in the corresponding EDI code for units used in invoicing, see list bellow.

EDI Code

Description

Piece

Piece, the most common unit used.

Undefined

Undefined

Kilogram

Kilogram (KG)

Litre

Litre (L)

Milligram

Milligram (MG)

Millilitre

Millilitre (ML)

Millimetre

Millimetre (MM)

Metre

Metre (M)

SquareMetre

Square Metre (M^2)

QubicMetre

Qubic Metre (M^3)

MetricTon

Metric Ton

Bundle

Bundle

Box

Box / Number of Packs

Gram

Gram (g)

Centimetre

Centimetre (CM)

Kilometre

Kilometre (KM)

Day

Day

Hour

Hour

Month

Month

Pallet

Pallet

PalletEur6

EUR 6 Pallet (800 X 600 mm). Also known as ISO 0 Pallet, 1/2 EUR Pallet.

PalletEur

EUR Pallet (800 X 1200 mm). ISO 6780 ISO 1 Pallet.

Bottle

Bottle, Non-Protected, Cylindrical

Bucket

Bucket

Pot

Pot

Bag

XBG

Roll

Roll

Tray

Tray

Pair

Pair

Gigabyte

Gigabyte (GB)

ServiceUnit

Service Unit

  • Click next when you are done.

  • Next step is to fill the conversion between your currency codes and standardized currency codes.

  • Usually in Business Central everything is pre-configured with the correct standard currency codes, but if it's not, you have here a chance to convert it to correct codes in EDI. Double check the currencies that you can invoice in, column 'Standard Code' is used for EDI.

  • Click next when you are done.

  • Read thru the information in the popup and click Finish.

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