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.
