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The unified inbox for every incoming electronic document — PEPPOL, EDI, email/PDF, and scanned paper.

Centara Inbound e-Documents

BC page: Centara Inbound e-Documents · Search: “Centara Inbound e-Documents” Source: RSMSTAInboundDocuments.Page.al

The Centara Inbound e-Documents page is the unified inbox for everything that arrives electronically — PEPPOL, EDI, email/PDF, scans, e-commerce orders. Every channel funnels into the same list, with the same status flow.

For a full tour of the page including channel routing, document lifecycle, and the keyboard shortcuts, see the Inbound e-Documents feature documentation.

Document status

Status	What it means	Typical next step
New	Just arrived, no purchase document yet	Auto-process, link to PO, or post manually
On Hold	Paused by a user with a reason	Resolve the hold reason and change back to New
In Matching	Linked to a PO that isn’t pending approval	Validate or wait for the matching job queue
In Approval	Linked to a PO that’s currently in approval	Wait — flips automatically when the PO is approved
Ready for Posting	Validation passed	Post (F9) or wait for auto-post
Processed	Successfully posted to BC	Done
Error	Processing or posting failed	Inspect the error, fix, reimport
Rejected	User rejected the document (terminal)	Re-import from source if needed
Deleted	Soft-deleted — kept for audit, hidden from default view	Use Show Deleted Documents to view

Key fields (header)

The list has many columns; the ones below are the ones with non-obvious behaviour. Standard fields like Due Date and Currency follow BC conventions.

Field	What it shows / what it does
Vendor/Customer No.	The matched vendor/customer in BC. Red when no match is found — posting is blocked until resolved (use Create Vendor or change Document Sending Profile).
Supplier Name	Supplier or customer name from the document. Red when the counterparty isn’t found.
Posting Template	The Vendor Posting Template assigned, which controls how lines are posted. Editable while the document is in New status.
Accounting Cost	Header-level accounting cost from the document. Drives Vendor Posting Template lookup when the line itself has no cost.
Linked to Purchase Order	The Purchase Order number this document has been matched to, if any.
Receive E-Document To	Whether the system creates a Purchase Invoice or Purchase Order for this document. Credit memos always create a Credit Memo. Defaults from Purchases & Payables Setup; overrideable per document.
Payment Method	Payment method code from the document. Yellow when the method does not exist in BC.
Original Approval User	The first approver — visible only when approvals are enabled. Editable in New status.
Workflow User Group	The approval group, when user-group approvals are active.
Ship-to Address	The ship-to name from the document. Visible when Show Ship-to Column is enabled in Sales & Receivables Setup.
On Hold Reason	Free text explaining why the document is on hold.
Document No.	The BC document number assigned after posting. Empty until Processed.
Last Auto Post Error	The error from the most recent auto-process failure. Add via personalization to diagnose Error documents without opening each one.

For the full column reference (and which columns become visible when which feature is enabled), see Inbound e-Documents — Column reference.

Colour coding

Colour	Meaning
Red (Vendor/Customer or Supplier Name)	No match found in BC. Posting is blocked.
Red (PO comparison fields)	PO vs invoice mismatch.
Yellow (VAT)	Line’s VAT category resolves to 0% on the assigned G/L account.
Red (VAT)	The G/L account’s VAT% does not match the document line VAT%.
Yellow (Payment Method)	Payment method code from the document does not exist in BC.

Actions

Processing

Action	Available when	What it does
Validate PO Document	New, In Matching	Runs validation — checks amounts, lines, and PO match
Auto Process Document	New, In Matching	Runs the full auto-process pipeline (validate, match, route, post if configured)
Post (F9)	New	Creates the purchase/sales document and posts it to BC
Reimport Inbound e-Document	New, Ready for Posting, Error, In Matching	Resets to New — deletes and recreates from the original source. Shows a progress dialog.

Document management

Action	Available when	What it does
Create Vendor/Customer	Always	Creates a new vendor or customer card from the PEPPOL data
Connect Template	Vendor + Accounting Cost filled	Links the Vendor+Accounting Cost combination to a Vendor Posting Template
Change to On Hold	New	Pauses processing — requires a reason
Change to New	On Hold	Resumes processing — clears the hold reason
Show Deleted Documents	Always	Toggles visibility of soft-deleted documents
Dimensions (Alt+D)	Always	Open the dimension editor
Find entries… (Ctrl+Alt+Q)	Document No. or linked PO exists	Navigate to related entries

Approval actions

Action	What it does
Send to Approval	Submit to the approval workflow
Cancel Approval	Cancel a pending approval request
Approve / Reject / Delegate	Act on an approval request from the list
Add Comments	Add approval comments visible to all approvers

PDF preview

The right-hand factbox shows the source PDF alongside the list. Enable via Purchases & Payables Setup → Show PDF Factbox. Click the download icon in the preview to save the original PDF with a filename based on the supplier and document number (e.g. Acme Suppliers Ltd_INV-2026-0341.pdf).

Keyboard shortcuts

Shortcut	Action
F9	Post the selected document
Alt+D	Open dimensions
Alt+F2	Toggle the PDF preview panel
Ctrl+Alt+Q	Find related entries
Shift+F3	Toggle the filter pane