Centara Setup

BC page: Centara Setup (Card) · Search: “Centara Setup” Source: RSMBASSetup.Page.al

The Centara Setup page is the connection card between Business Central and the CentaraIQ platform. It holds the web service URL, your eBC API credentials, and the automation toggles that decide whether documents flow on a schedule or only on demand. Most fields are populated by the Setup Wizard; this page is where you change them later.

General Setup

Field	What it controls
Id To Receive Document	Restricts the Receive job queue to documents tagged with this identifier. Leave empty to receive every document destined for this BC environment — the normal case for a single-company install. Use it when one CentaraIQ tenant feeds multiple BC companies and you need each one to pick up only its share.
Override Id For Sending Doc.	Forces outbound documents to be tagged with this id instead of the value that the extension would otherwise pick up. Leave empty to use the extension’s own logic.
Get Document Automatically	When on, the Receive job queue polls CentaraIQ on its schedule and pulls in new inbound documents. Turn off if you only want to receive manually via Receive Messages.
Send Document Automatically	When on, posted sales invoices/credit memos, released purchase orders, and posted warehouse shipments are queued for delivery without further user action. Turn off to force a manual Send Electronic Document step.
Use Background processing	Runs Receive Messages as a background session so the UI doesn’t block while documents are pulled. Recommended on; turn off only if you’re debugging a receive issue and need errors surfaced synchronously.

Integration Setup

Field	What it controls
Web Service URL	The CentaraIQ endpoint this environment talks to. Set by the wizard from your subscription. Don’t change unless directed by Centara support — there are separate URLs for production and sandbox.
Max retries of message sent	How many times a failed outbound message is retried by the Send job queue before it’s parked in Error. Default 3.
Inbound message handling	Switches the receive direction from pull (BC polls CentaraIQ) to push (CentaraIQ posts inbound messages into BC via web service). Push is faster but requires the BC web service endpoint to be reachable from CentaraIQ.
Delete messages after sending	Deletes successfully sent/received message entries from the Centara Messages table after processing. Reduces table size on high-volume environments; leave off if you want to keep the audit trail.

API Credentials

The credentials block is how this BC environment authenticates to the eBC API. Modern installs use Client ID + Client Secret (replacing the previous mTLS certificate). See Modern API security credentials for the migration story.

Field	What it controls
eBC Client Id	The Client ID issued for this environment. Copy from the Centara portal.
eBC Cred. Last Rotated	Read-only timestamp of when the credentials were last rotated or saved. Useful for compliance reviews.
Client Secret	Masked input for the Client Secret. The value is never displayed back; once you save credentials it is stored encrypted in BC’s Isolated Storage and the input is cleared.

Actions

Action	What it does
Save Credentials	Stores the Client ID and Client Secret you entered above as the active eBC API credentials. Prompts for confirmation and clears the secret input after saving.
Rotate Credentials	Asks the eBC API for a new credential pair using the current credentials. The previous pair stays valid for 10 days so a failed rotation can’t lock you out. Enabled only when credentials are already configured.
Delete Credentials	Removes the stored credentials. API calls fail until new ones are saved. Use this when retiring the environment.
About Centara Base App	Opens the about page with version and build information — handy when filing a support ticket.

eMessaging extension fields

The Centara eMessaging app extends this setup card with additional fields and actions. They appear inline on the same page alongside the base fields above.

General

Field	What it controls
PDF Viewer Zoom Level	Default zoom level used when the eInvoice PDF factbox opens.
Language for PDF Viewer	UI language for the PDF viewer toolbar. Independent of the BC user language.
Enable Attachments	Routes document attachments to external attachment storage instead of the standard BC Document Attachments table. Use this to keep BC tables small on high-volume environments.
Use Advanced Vendor Posting Template	Switches to the Advanced Posting Template engine. Enabling this deletes the legacy Additional Vendor Posting Setup table — make sure you’ve migrated any custom rows first.

Other setup

Field	What it controls
Force Currency	Forces outbound documents to carry a currency code even when the document currency equals the LCY. Some receiving systems require the currency to be explicit.
Default Country Code	Country/Region code applied to customers and vendors that have no country set. Used by the Set Default Country action below to backfill existing records.

Inventory

Field	What it controls
Lookup Item Code	Uses the SellerItemIdentification Code Id from inbound documents to look up Items by No. in BC. Only enable this if your Item Codes are expected to match the supplier’s.
Sync Inventory	Syncs Item Inventory levels to Centara on a schedule. Off by default.
Location Code	The Location whose inventory is synced to Centara when Sync Inventory is enabled.

Integration Setup additions

Field	What it controls
Service Portal URL	Centara service portal URL used when drilling into outbound document statuses from BC. Pre-filled by the wizard.
Records to Update	Batch size used by the RSMSTA Update E-Doc Status background job. Default 100; increase only if your job queue can comfortably process larger batches.

Actions

Action	When visible	What it does
Move all Document Attachments to External Storage	Always	Schedules a Job Queue Entry that uploads every existing Document Attachment to external attachment storage. Use once after enabling Enable Attachments to migrate historical data.
Delete all Document Attachments	Always	Schedules a Job Queue Entry that deletes Document Attachment records whose files have been moved to external storage. Run only after the upload job has completed successfully.
Set Default Country	Always	Prompts for a country and applies it to every Customer and Vendor with an empty Country/Region Code. Useful for backfilling country on legacy records before the first outbound send.
Change to Test URLs	Developer users only	Switches the Web Service URL to the Centara test endpoint. Used for sandbox testing — Centara support will tell you when this is needed.
Change to Default URLs	Developer users only	Switches the Web Service URL back to the Centara production endpoint.
About Centara eMessaging App	Always (Navigation)	Opens the about page for the eMessaging app showing version and build information.
Sales & Receivables Setup	Always (Navigation)	Opens the Sales & Receivables Setup card — quicker than searching for it.
Purchases & Payables Setup	Always (Navigation)	Opens the Purchases & Payables Setup card.

See also

• General Setup — the full setup walkthrough
• Setup Wizard — first-time configuration
• Automation — job queue and event-driven processing