Sample Request of Setting Up an Invoice Discount for EDI 810 Invoices

To fulfill UNFI's request, you need to set up a 2.5% bottom-of-invoice allowance for all UNFI USA 810 invoices under the code H000. This discount should be calculated based on the total value of the invoice. For example, if an invoice totals $1,000, a $25 discount should be applied under code H000, bringing the final amount to $975.

Steps to Set Up the Invoice Discount

1. Create a Service Item for the Discount:

   • Set up a new service item to represent the invoice discount.

2. Configure the Accounting Posting Group:

   • Make sure to set up the appropriate accounting posting group for the service item.

3. Assign the Service Item in Company Setup:

   • Go to Company Setup and assign the newly created service item to the Invoice Discount field.

4. Apply the Invoice Discount:

   • When preparing a Sales Invoice, use the Calculate Invoice Discount button to apply the discount.

Requirements for the Discount Calculation

• Sales Invoice Origin:

  • The Sales Invoice must be generated from a Sales Order.

• Date Consideration:

  • The Order Date, not the Invoice Date, will be used to search for applicable invoice discounts.

• Invoice Content:

  • The Sales Invoice must include inventory lines. The discount will be based on the total value of the inventory items.

Adding the Discount to the Invoice

• GoldFinch will automatically insert a new Sales Invoice Line to account for the invoice discount.

Mapping the Discount to EDI

• Coordinate with your EDI provider to map the new service item to the appropriate EDI code H000.