Set up Invoice Discount for EDI

Request

We would like to inquire about setting up this request from UNFI. We’ll need this set up for all UNFI USA 810 invoices. Essentially, we need 2.5% bottom of invoice allowance applied to all UNFI USA 810 invoices under the code H000. The 2.5% would be calculated off of the total value of the 810 invoices. For example, if an invoice is showing as $1,000 then we would need to add a -$25 to the invoice under H000. The total amount of the invoice would then be $975.

Steps:

Create a service item for the invoice discount.

Set up an Accounting Posting Group setup.

Assign the service item to the Invoice Discount field on the Company Setup.

Use the Calculate Invoice Discount button on the Sales Invoice to calculate the invoice discount.

1. The Sales Invoice must be created from a Sales Order.

2. Order Date instead of Invoice Date will be used to search for the invoice discount.

3. The Sales Invoice must have inventory lines.

4. The discount will be calculated based on the total amount for the inventory items.

5. GoldFinch will insert a new Sales Invoice Line for the invoice discount.

4. Work with your EDI provider to map the new service item to the proper EDI code.