Centara Auto-Process Setup

BC page: Centara Auto-Process Setup (List) · Search: “Centara Auto-Process Setup” Source: RSMSTAAutoprocessSetup.Page.al

The Auto-Process Setup page lets you say “for this document type (and optionally this vendor), do/don’t auto-process”. It tunes the behaviour of the Auto Processing job queues without forcing you to flip the global switch in Purchases & Payables Setup.

Typical use cases:

• Turn auto-process off for Purchase Return Orders globally while leaving it on for Invoices and Orders — returns always get a manual review step.
• Turn auto-process on for a single trusted vendor’s Purchase Invoices while keeping the rest of the inbox manual.

Fields

Field	What it controls
Receive E-Document To	The incoming document type the rule applies to. Allowed values: Purchase Order, Purchase Invoice, Purchase Credit Memo, Purchase Return Order. Mandatory.
Vendor No.	Optional — restricts the rule to a single vendor. Leave blank to apply to all vendors for the given document type.
Execute Auto-Process	When on, documents matching this rule are sent through the Auto-Process pipeline. When off, documents matching this rule are imported but kept in New status for manual handling. Mandatory.

Rule precedence

Rules are matched on Receive E-Document To first, then narrowed by Vendor No.:

1. A row with both a document type and a specific vendor wins for that exact pair.
2. A row with just the document type (Vendor No. blank) applies to all other vendors for that type.
3. If no row matches, the document type falls back to the global Enable Auto-Process Invoices setting on Purchases & Payables Setup.

See also

• Auto Processing — the full pipeline and the global switch
• Purchases & Payables Setup — Auto-processing — the master Enable Auto-Process Invoices and Auto Post to Receive settings