Guided three-step wizard that enables and configures the Centara approval workflow, default approver, four-eyes settings and rejection codes.
Setup for Centara Approvals
BC page: Setup for Centara Approvals (NavigatePage / Assisted Setup) · Search: “Setup for Centara Approvals” or “Centara Approval Wizard” Source:
RSMSTASetupApprovalsWizard.Page.al
The Centara approval workflow extends the standard BC approval system with four-eyes (dual) approval and line-level approval. This wizard turns the workflow on, sets the default approver(s), seeds the default rejection codes and configures overdue-approval reminders.
Run it after the Setup for Centara eMessaging wizard (if you need approvals) or any time you want to reconfigure approvals. Open from Assisted Setup or by searching for Setup for Centara Approvals.
Step 1 — Introduction
Short summary of what the Centara approval workflow adds on top of standard BC approvals. No fields — just Next.
Step 2 — Approval settings
Defaults written to Purchases & Payables Setup and (optionally) seeded into the Approval Rejection Codes table.
| Field | What it controls |
|---|---|
| Enabled Centara Approval Workflow | Master switch. Activates the Centara approval workflow so requests are created for the approval user and the four-eyes approver. |
| Purchase Lines Approvals | Adds line-level approvals on top of header-level. Requires the main workflow above to be on. |
| Require Approval for everything | Routes every purchase document through approval regardless of amount. |
| Don’t send Automatically to Approvals | Approval requests are not submitted automatically — a user has to click Send to Approval. |
| Default Approver User ID | Fallback approver when no vendor-specific approver is configured. Mutually exclusive with Default Approval User Group. |
| Default Approval User Group | Workflow user group that receives approval requests when no specific group is configured. Mutually exclusive with Default Approver. |
| Auto-Post Approved Invoices | Auto-posts purchase invoices once every approval is complete. |
| Generate Default Approval Rejection Codes | Seeds four rejection codes (Incorrect, Wrong Approver, Not recognized, Wrong Line No.) into the Approval Rejection Codes table. |
| Days before Due Date | Number of days before an approval’s due date when an overdue reminder is sent via Notification Setup. |
Step 3 — Finish
Confirmation message. Clicking Finish:
- Writes the approval settings to Purchases & Payables Setup.
- Inserts the default Approval Rejection Codes if Generate Default Approval Rejection Codes was selected.
- Updates the Overdue notification setup with the Days before Due Date value.
- Marks the assisted setup as complete.