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

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

• Accept the Terms of Use and Privacy Policy by clicking the checkbox and then Next. You can find both the privacy policy and the terms of use on the AppSource.

• At the next page click on 'Next' to download and import base data necessary for Golden EDI. The download will not take more than a few seconds to complete.

• Close the first assisted setup by clicking done.

Prerequisites

First you need to make sure that following prerequisites are fulfilled in order to install & setup the app:

• License type for your user is a Full User.

• Your permissions are set to 'SUPER' or equal.

• Make sure you have permission to install Apps to your Business Central environment.

• Set your Role Center to 'Business Manager'. So that you get the correct privileges to run the initialization of Golden EDI.

Install Golden EDI from AppSource

• Go to Golden EDI app on the Microsoft AppSource.

• Click 'FREE TRIAL' under the logo to install the app:

• You may be prompted to login to your Microsoft Office 365 account, do so if that option comes up.

• Fill out your contact information and accept terms, then click on Continue.

• Choose the environment where the app should be installed, most likely your production environment.

• Now it will install the app automatically in the background.

• In Business Central, if you go to page 'Extension Management' you can see the status. After a few minutes the Golden EDI app should say "Installed" when it's done.

• When it is installed you can move on to the next page

Introduction to Basic Invoice

Golden EDI - Basic Invoice adds powerful functionality that will make your invoicing process more streamlined.

Golden EDI - Basic Invoice allows you to setup the 'Customer Card', to automatically send out your invoices and credit memos electronically when 'Posting' them. This means you don’t have to manage them manually, which is ineffective and time consuming.

• Choose 'GEDI Profile' on 'Customer Card' to activate functionalities.

• In Posted Sales Invoices/Credit memos you’ll find an overview of 'GEDI Status' of the Invoice

• 'GEDI Message queue' gives traceability on all invoices and credit-memos that has been generated and allows reprocessing.

• 'Job Queue Entries' processes the messages separately in the background, as scheduled.

Basic Invoice - Product Information

• Available for Business Central Cloud via Microsoft AppSource

• Supports E-invoices to receivers in the Sweden, Denmark and Finland.

• Supports E-invoices using PEPPOL BIS Billing 3.0 using GLN as identifier.

• Each Business Central company requires a separate license with Golden EDI

• 3 Different Exchange types; EDI, PDF via E-mail or Paper Print

• PDF layout for e-mail or print via Basic Invoice is standard format.

• Invoice data sent according to GEDI standard template

• Not able to send invoice attachments with the e-invoice

• Doesn't require an extra user license in Business Central

When downloading the Golden EDI App from the appsource, it's also prepacked with some free functionalities, such as automatically send out PDF invoices via e-mail/SMTP. Please read more about our "Freemium" on the Appsource.

If you have already installed Basic Invoice, you can jump directly to the User Guide bellow.

This guide will help you how to initialize, setup and use Golden EDIs Basic Invoice functionality that will support you to automatize your invoice process.

Before you can start setting up basic invoice as per this guide, you need to register your company on our portal registration page to get your license.

After your have submitted your registration you will receive 2 e-mails from us:

• 'Golden EDI - Next Steps' - a short summery to guide your next steps and connection settings.

• 'Document to e-sign' - License agreement thru Scrive.

Read thru the license agreement and sign it on Scrive before proceeding this guide to install the App.

Before you go-live, you should have done these steps;

• Configures business Central according to the guide

• Made a test case to make sure you are connected to our cloud service

• Signed the license agreement in Scrive that we sent you a link to earlier

If all of above is done, and you are ready to go-live, login to our portal using the credentials we sent you earlier. Click the 'Ready to go Live' button in the left panel.

After this our support will follow up on your connection and turn off the test mode. Wait for our confirmation by e-mail that this is done.

Once you have our go-live confirmation, go back to 'Job Queue Entries' in Business Central, and restart the 'GEDIQUEUE' and 'GEDIDELETE' job queues to start processing queued messages in our app.

Follow up on your first invoices after this and make sure their GEDI status reaches 'EDI Posted', as described in the invoice process.

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

• Open up the customer card that you want to enable Basic Invoice for.

• Under the 'Invoicing' section you will find the GEDI fields, click 'show more' to the right, to make sure you see all fields.

GEDI Profile; should be set to either 'GEDI-BBAN', 'GEDI-BGIR' or 'GEDI-IBAN'. This will activate the customer to send out Basic Invoice, and will be inherited by all sales orders, invoice and credit notes created there after.

GEDI Doc. Exchange Type; here you can choose if the customer should receive invoice by other means than E-invoice. If it's empty and has the 'GEDI Profile', E-invoice is selected automatically.

• EDI (or empty): Sent as e-invoice, only customers with connections to the network can receive e-invoices. Before you select EDI type, it is important to check with the customer that they are connected to the network!

• PDF: E-invoice will be converted to a PDF standard layout on network side and sent out as an e-mail to customer email address Before you select PDF type, it is important that the customer card has a email address under Address & Contact!

• Paper: E-invoice will be converted to a PDF standard layout on network side, printed to paper, and sent to the customer address via postal mail. Before you select Paper type, it is important to check that the customer is located in a supported country that the network sends to & keep in mind the postal fee will be added!

If you have many customers to configure this way, we recommend you to use our batch update customers 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.

• 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.

If you have other requirements for your e-invoice that doesn't match our Basic Invoice standard template, it is possible to upgrade to an Advanced Invoice instead.

In the Advanced Invoice our Application Specialist will customize the e-invoice according to your business needs.

Here are some examples of added benefits of the Advanced Invoice:

• In Business Central, search and go to the page "Sales Invoices"

• Open the sales invoice that you want to run the test with.

• Under the "Invoice Details" section, you will find the field 'GEDI Profile'. Change this to any of the 3 profiles, in order to activate the functionality. (In the User Guide - Customers section we'll explain how to setup customers with this instead of each invoice).

• When 'Posting' a invoice with the profiles activated, the app now controls that all key fields needed to send a basic invoice is filled in. If any such field is empty a error will tell you what is missing and abort the 'Posting'.

• When you go back to the invoice, and add the missing key fields, you can now try to 'Post' it again.

• If you search and go to the page 'Posted Sales Invoice' you can find a column with 'GEDI Status' - this should now have status 'EDI Posting'

• Search and go to the page 'GEDI Message Queue'.

• Here you will find a row with your invoice number in 'Message ID' column and with the 'Message Code' = 'SI-12-RP', probably it's the last row in the list.

• Mark the row, and go to 'Process' tab and click 'Run Message' to manually trigger the invoice.

• When it's done, you should have a new row in the list with the invoice number in 'Message ID' and 'Message Code' = 'SI-13-EP' and a 'GEDI Message ID'.

• GEDI Message ID is the transaction id from the cloud service, if it succesfully responded

• When you registered your organization in our portal, you picked a 'E-mail for EDI issues'. This e-mail address should now have received a e-mail with the EDI file attached.

• If you go back to 'Posted Sales Invoices' you can see that the GEDI Status is now 'EDI Posted'

During this test you manually processed the message via our 'GEDI Message Queue', in the next step we will create and schedule 'Job Queue Entries' to handle this for us automatically in the background.

• In Business Central, search and go to the page 'GEDI Profiles'

• on the 3 profile rows 'BASIC-BBAN', 'BASIC-BGIR' and 'BASIC-IBAN', you need to fill in 'GEDI Connection Id' and 'GEDI API Key'. You should have received these in the 'Golden EDI - Next Steps' e-mail when you registered your company on our cloud. The same Connection ID and API key is used for all 3 profiles.

When both assisted setups are done, and the profile is configured you can move on to the next page to run a test case with your new functionalities in Basic Invoice, to make sure that it works correctly and a connection to the Cloud Service has been established.

After the test case is done, the final step will be to create the the Job Queue Entries to activate the automation.

There is also the possibility to use assisted setup for 'Golden EDI - Customer Setup' to batch update the customers with GEDI profiles.

In this section we will create 2 different Job Queue Entries, 'GEDIQUEUE' & 'GEDIDELETE'.

1. GEDIQUEUE: will be set on a 5min schedule, each workday between 07:00 & 20:00, and will process all new messages to the Cloud Service

2. GEDIDELETE: will be set once a day schedule, at 04:00, and will clean up old GEDI data no longer needed.

• In Business Central, search and go to the page 'Job Queue Entries'

GEDIQUEUE - Job Queue Entry Card

• Click new to create a new 'Job Queue Entry Card'

• To the right of the 'General' Section, click 'Show more' to make sure you see all needed fields.

• Fill in the 'Job Queue Entry Card' for 'GEDIQUEUE' as per screenshot or list bellow.

General Section:

Recurrence Section:

• The 'GEDIQUEUE' 'Job Queue Entry' is now setup to processing the EDI messages automatically every 5min, each workday between 07:00 and 20:00

• Close the Pop-up and don't restart the job queue yet.

GEDIDELETE - Job Queue Entry Car

• Click new to create a new 'Job Queue Entry Card'

• To the right of the 'General' Section, click 'Show more' to make sure you see all needed fields.

• Fill in the 'Job Queue Entry Card' for 'GEDIDELETE' as Screenshot or list bellow.

General Section:

Recurrence Section:

• The 'GEDIDELETE' 'Job Queue Entry' is now now setup to clean up old GEDI data no longer used once a day at 04:00.

• Close the Pop-up and don't restart the job queue yet.

The next step will be to update the relevant customers with the 'GEDI Profile' and the correct e-invoice configurations. More on how to do this under User Guide - Customers.

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

Now when the customer cards are configured correctly, we look at how the invoice process to send e-invoices works with the Golden EDI app.

When a sales order, invoice or credit note is created, it will inherit the 'GEDI profile' from the customer cards that we have configured. The GEDI profile will activate the basic invoice functions.

When you are trying to "post" a sales invoice or credit memo, the Golden EDI app will listen to this event and make a control on your sales invoice.

If the 'GEDI profile' on the sales invoice or credit note is either 'GEDI-BBAN', 'GEDI-BGIR' or 'GEDI-IBAN', the control will then check if mandatory fields for the basic invoice are empty or not. If it finds a empty mandatory field, it will give you an error letting you know which field is missing. It will also stop the "posting" process for that sales invoice or credit note.

If all mandatory fields contains values, the sales invoice will be posted. The posted sales invoice or credit note will then be added to the 'GEDI Message Queue' as an unprocessed message.

Every 5 minutes during normal business hours, a 'Job Queue Entry' is scheduled to process all unprocessed message in the 'GEDI Message Queue', at this point they will be uploaded to the Cloud Service.

The Cloud Service will then translate your data to a standard e-invoice format and forward it to a VAN network for e-invoices. If any problems is found in the message, our cloud service or the VAN company who found the problem will contact you via e-mail with a error message.

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.

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

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

• 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.