Sales & Receivables Setup
Centara eMessaging extends the standard Sales & Receivables Setup page in Business Central with settings that control how outbound e-invoices are built and sent, and how inbound electronic orders are received and processed.
To open it, search for Sales & Receivables Setup in Business Central and scroll to the Centara sections.
eInvoicing Settings
These settings appear within the existing eInvoicing Settings tab on the standard Sales & Receivables Setup page.
| Field | Description |
|---|---|
| Enable eInvoice Workflow | Master switch for the eInvoice/PEPPOL workflow. Must be enabled for any outbound or inbound PEPPOL processing to function. |
| Display more fields | When enabled, additional columns are shown on the Inbound Document Lines page — useful for complex setups that need more detail visible at a glance. |
| Update all Inbound Document Lines | When enabled, Inbound Document Lines are automatically re-evaluated and updated whenever Posting Setup changes are made. |
| EndpointID for Peppol Documents | Defines which identifier is used as the PEPPOL endpoint ID. Options: (blank), Registration No. |
| Use Registration Number as Customer No. | When enabled, the AccountSupplierParty element in the PEPPOL XML is set from the Customer No. field. Requires a manually configured No. Series. |
| Use eInvoice Description on Invoice | When enabled, the eInvoice Description field is used as the invoice description instead of the default. |
| Split Invoice Lines by Lot Number | When enabled, invoice lines in the outbound XML are split per lot number tracked on the shipment. |
Centara Sales Documents
Configuration for outbound sales document behaviour — invoices and credit memos.
| Field | Description |
|---|---|
| Auto-Populate Your Reference | When enabled, the Your Reference field on new sales documents is automatically populated with the sales document number. |
| Always Update Dimensions | When enabled, dimension values on sales document lines are always overwritten with dimensions from the document header. |
| Note Field | Selects which document field is mapped to the Note element in the eInvoice XML. Options: (blank), Customer No., Your Reference, External Document No., Responsibility Center, Reason Code, Work Description, Shortcut Dimension 1 Code, Shortcut Dimension 2 Code. |
| Replace Resource No. | When set, the Resource No. on lines is replaced with the configured value before sending. Options: (blank), Work. |
| Advanced Peppol Validation | When enabled, uses Centara’s own advanced PEPPOL validation instead of Microsoft’s standard validation before submission. Also enables per-currency bank account selection rather than always using Company Information bank details. |
| Information from Bill-To Customer | When enabled, buyer party information in the eInvoice is taken from the Bill-To Customer card rather than the bill-to fields on the sales document itself. |
| Accounting Cost Field | Selects which document field is mapped to the AccountingCost element in the eInvoice XML. Options: (blank), Customer No., Your Reference, External Document No., Responsibility Center, Reason Code, Work Description, Shortcut Dimension 1 Code, Shortcut Dimension 2 Code. |
| Add Order No. to | Selects which field the Sales Order number is written into on the eInvoice. Options: External Document No., Your Reference. |
| Don’t send zero amount Documents | When enabled, documents with a total amount of 0 are blocked from being sent to Centara. |
| Use Unit of Measure from Item References | When enabled, the Unit of Measure is sourced from the Item Reference record rather than the sales line when building Incoming Document Lines. |
| Decimal Places for Quantity | Controls the number of decimal places used for quantity values in outbound eInvoice XML. Options: 2 (default), 3, 4, 5. |
Centara Sales Orders
Configuration for inbound electronic orders processed into BC Sales Orders.
| Field | Description |
|---|---|
| Variance Amount | Maximum allowed monetary difference between the incoming e-document total and the resulting Sales Order total before automatic posting is blocked. |
| Use Sell-to Address from Purchase Order | When enabled, the sell-to address on the created Sales Order is taken from the originating Purchase Order rather than from the Customer card. |
| Convert to Base Unit of Measure | When enabled, Inbound Document Lines are converted to the item’s Base Unit of Measure before creating the Sales Order lines. |
| Use Unit of Measure Mapping | When enabled, a Unit of Measure Mapping table is used to translate UoM codes from the incoming document into the corresponding BC UoM codes. |
| Auto Process Order to Sales Order | When enabled, inbound e-documents are automatically processed and converted into Sales Orders without manual intervention. |
| Auto Post Sales Order | When enabled, Sales Orders created from inbound e-documents are automatically posted. |
| Always Auto Post | By default, auto-posting only occurs when the e-document total matches the Sales Order total. When this is enabled, auto-posting proceeds even when the totals differ. |
| Send Order Updates | When enabled, a status update is sent to Centara when a Sales Order is created and again when it is released. |
| Fullfillment | Controls when fulfillment notifications are sent to Centara. Only editable when Send Order Updates is enabled. Options: None, On Release, On Posting, Both Release and Posting. |
| Show PDF Factbox | When enabled, a PDF preview FactBox is shown on the Sales Order page. |
| Show Sales Order Tiles | When enabled, the Centara Document Cue only shows Sales Order tiles, hiding other document type tiles. |
| Show Ship-to Name Column | When enabled, a Ship-to Name column is displayed on the Inbound e-Documents list page. |
Centara Compare
Configuration for comparing eInvoice order data against BC Sales Document lines.
| Field | Description |
|---|---|
| Show Unit Price from eInvoice Order | When enabled, the unit price from the incoming eInvoice order is shown as an additional column on Sales Document lines for comparison. |
| Show Line Amount from eInvoice Order | When enabled, the line amount from the incoming eInvoice order is shown as an additional column on Sales Document lines for comparison. |
Actions
Quick PEPPOL
Found under Centara > Quick PEPPOL on the Sales & Receivables Setup page.
Prompts for confirmation, then ensures the Enable eInvoice Workflow flag is turned on. This is a convenience action for initial setup, avoiding the need to locate the field manually.