Purchases & Payables Setup

Centara eMessaging extends the standard Purchases & Payables Setup page in Business Central with settings that control how inbound e-documents are received, matched, processed, approved, and posted. These fields appear alongside the standard BC fields on the same setup page.

To open it, search for Purchases & Payables Setup in Business Central and scroll to the Centara sections.

Document receiving

These settings control what happens when an inbound e-document arrives.

Field	Description
Receive E-Document To	Determines which BC document type is created when an e-document is received — Purchase Invoice, Purchase Order, or none.
Use Vendor Setup for PI/PO	Uses vendor-specific configuration to decide whether an inbound document becomes a Purchase Invoice or Purchase Order.
Match Purchase Doc. against Inbound Doc.	Enables automatic matching of incoming e-documents against existing purchase orders or invoices.
Match on AccountCost Header	When matching inbound documents, takes the account/cost centre from the document header rather than individual lines.

Vendor & item matching

These settings control how vendors and items are identified from inbound documents.

Field	Description
Use Registration Number as Vendor No.	Looks up the vendor using their registration/CVR number from the inbound document instead of an internal vendor number.
Lookup Supplier No. before Payee No.	When identifying the vendor from an inbound document, tries the Supplier No. field before falling back to the Payee No.
References for Item	Controls which item reference type (e.g. vendor item no., barcode) is used when matching inbound document lines to BC items.
Use Unit of Measure from Item References	When matching items from inbound documents, uses the unit of measure defined on the item reference rather than the item’s base UoM.
Use Purch. Unit of Measure of Item	Uses the “Purch. Unit of Measure” from the item card when creating purchase lines, rather than defaulting to the base UoM.
Convert to Base Unit of Measure for Purchase orders	When creating purchase order lines from e-documents, converts quantities to the item’s base unit of measure.
Don’t use UOM for GL Account lines	Skips the Unit of Measure field when processing G/L account lines, useful when those lines don’t require a UoM.

Line processing

These settings control how purchase lines are created and populated from inbound documents.

Field	Description
Description for Line	Controls what text is populated in the Description field on purchase lines — item description, vendor item description, or text from the document.
Use Discount In Lines	Controls how discounts from inbound e-documents are applied — as a line discount %, invoice discount, or a separate discount line.
Split the Amount Only	When splitting invoice amounts across lines, distributes only the amount field rather than also splitting quantities or other fields.
Restore Values after No. is updated	Re-validates field values on a purchase line when the No. (item/G/L account) is changed. Shows a warning because it may alter posting groups and other values.
Remove Empty Lines on Update	Automatically removes blank lines from purchase documents when they are updated with inbound document data.
Don’t use Posting Setup and Template on Inbound Lines	Bypasses the posting setup and document template lookup when processing inbound lines, using the raw account/item from the document directly.
Create Posting Setup automatically	Automatically creates missing posting setup entries when processing inbound documents, avoiding manual configuration for new vendors/accounts.
Update Purchase Order Quantity	When a purchase invoice is received, automatically updates the quantity on the linked purchase order to match.
Custom Posting Description	Controls how the posting description is generated when posting purchase documents (e.g. from vendor name, document no., etc.).

Dimensions & accounts

Field	Description
Default Dimension 1 Code	Default global dimension 1 value applied to purchase lines created from inbound documents when no dimension is specified.
Default Dimension 2 Code	Default global dimension 2 value applied to purchase lines created from inbound documents when no dimension is specified.
Use Temporary Account	Routes posted amounts to a suspense/temporary G/L account first, pending further processing or approval.
Temporary Account No.	The G/L account used as the suspense account when “Use Temporary Account” is enabled.
Rounding Line Account No.	G/L account used when a rounding line is added to close small differences between the invoice total and the purchase document total.

Amount validation

Field	Description
Variance Percentage %	Allowed percentage difference between the received invoice amount and the expected amount before raising an alert or requiring additional approval.
Alert if Total amounts don’t match	Shows a warning when the total amount on the inbound e-document does not match the total on the created purchase document.
Alert if VAT Total amounts don’t match	Shows a warning when the VAT total on the inbound e-document does not match the VAT calculated on the purchase document.
Ask to Add Rounding Line	Prompts the user to add a rounding line when there is a small discrepancy between the invoice and purchase document totals.
Rounding Threshold	Maximum amount difference that will trigger the rounding line prompt. Works together with “Ask to Add Rounding Line”.

Approval workflow

These settings configure the Centara approval workflow. See Approval Setup for detailed workflow configuration.

Field	Description
Enable Centara Approval Workflow	Master switch for the four-eyes approval workflow. Enabling it creates the workflow; disabling checks for pending approvals first and also disables Purchase Lines Approvals.
Require Approval for everything	Forces every purchase document through approval regardless of amount or other criteria. Auto-enables the approval workflow if not already on.
Purchase Lines Approvals	Enables line-level approvals (separate from header-level). Requires the main approval workflow to be on first.
Don’t send Automatically to Approvals	Prevents documents from being automatically submitted to approval; users must trigger the approval process manually.
Allow to Modify Pending Document Line	Allows users to edit purchase document lines even when the document is in Pending Approval status.
Default Approver	Fallback approver user when no vendor-specific approver is configured. Mutually exclusive with Default Approval User Group.
Enable Approval User Group for Approvals	Switches the approval workflow from individual approvers to workflow user groups, enabling team-based approvals. Clears the Default Four Eyes Approver when toggled.
Default Approval User Group	Default workflow user group that receives approval requests when no specific group is configured. Mutually exclusive with Default Approver.
Four Eyes Approval Threshold	Minimum document amount that triggers the four-eyes (second approver) requirement.
Default Four Eyes Approver/Group	Default second approver (user or user group depending on “Enable Approval User Group”) for the four-eyes approval step.
Show Approvals in Role Center	Controls which approval cues/tiles are visible on the Role Center (e.g. pending, approved, rejected).

Auto-processing

Field	Description
Enable Auto-Process Invoices	Enables job queue entries that automatically process incoming e-documents and post approved invoices without user intervention. See Auto Processing for details.
Auto-Post Approved Invoices	Automatically posts invoices once they have passed the approval workflow, without requiring manual posting.
Auto Post to Receive	Controls when auto-processing posts the receipt for a linked Purchase Order. Options: Disabled (no automatic receipt posting), Orders (only on Purchase Orders), Invoices (only on Purchase Invoices), or Both. Replaces the previous all-or-nothing behaviour.

For per-document-type and per-vendor control over which documents are auto-processed, also configure the Centara Auto-Process Setup list page — see Auto Processing.

Outbound

Field	Description
Send Purchase Order Instantly	Automatically sends the purchase order to the vendor via e-document as soon as it is created/released, without manual sending.
Delete Purchase Order after Posting	Automatically deletes the purchase order after the invoice is posted via “Update Purchase Order line And Post”. Shows a confirmation dialog; cannot be used together with standard approvals.
Check if PO is Linked to Invoice	Validates that a purchase order is linked to an invoice before allowing certain actions, preventing unmatched POs from slipping through.

Display

Field	Description
Show PDF Factbox	Shows a PDF preview factbox on purchase documents so users can see the original e-document alongside the BC record.

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LS Central extension

The Centara eMessaging for LS Central connector adds one field to Purchases & Payables Setup:

Field	Description
Open LS Retail pages	When enabled, navigates to LS Retail-specific pages instead of standard BC pages for purchase-related lookups (e.g. items, vendors).

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Icelandic localization

The Centara eMessaging Icelandic Localization adds one field to Purchases & Payables Setup:

Field	Description
Use EINDAGI instead of Due Date	Uses the Icelandic EINDAGI date field (from the Icelandic e-invoicing standard) as the due date instead of the standard BC Due Date field.