Centara additions to Posted Purchase Invoice, Posted Purchase Credit Memo, Posted Purchase Receipt, and their line subforms — approver history, eInvoice totals, PDF factbox, and inbound-document actions.
Posted Purchase Documents — Centara fields
BC pages: Posted Purchase Invoice (Card + Subform), Posted Purchase Credit Memo (Card + Subform), Posted Purchase Receipt Standard BC documentation: Microsoft Learn — Posted Purchase Documents
This page documents only the Centara additions to the standard BC posted purchase pages. Standard BC fields (vendor, dates, amounts, lines) are owned by Microsoft Learn.
The Centara extensions preserve three kinds of information on posted documents:
- Approver history on posted invoice and credit memo cards and line subforms — who approved each document and line.
- eInvoice totals on the Posted Purchase Invoice, Posted Purchase Credit Memo, and Posted Purchase Receipt headers — for reconciliation against the original eInvoice that produced the document.
- A PDF factbox showing the original inbound eInvoice next to the posted document, plus actions to open the related inbound document or eInvoice attachment.
Posted invoice / credit memo line subforms
Added after the Quantity column on the Posted Purch. Invoice Subform and Posted Purch. Cr. Memo Subform when the Centara approval workflow is enabled. These fields are copied from the open purchase line at the time of posting and are read-only.
| Column | When visible | What it shows |
|---|---|---|
| Original Approval User | User-based approvals enabled | The user who approved this line. Preserved from the source purchase line at posting time. Read-only. |
| Workflow User Group | User-group approvals enabled | The workflow user group that approved this line. Read-only. |
If you no longer see these columns after posting, check that Purchase Lines Approvals is still enabled in Purchases & Payables Setup — the columns are gated on the same setup flags as the open-document subforms.
Posted Purchase Receipt header
Three eInvoice total fields are added to the General fast tab. They are populated when the receipt originates from a Centara inbound e-Document and let users reconcile the posted receipt against the totals stated on the original eInvoice.
| Field | What it shows |
|---|---|
| eInvoice VAT Total | Total VAT amount from the source eInvoice. Read-only. |
| eInvoice Total Amt | Total amount (excluding VAT) from the source eInvoice. Read-only. |
| eInvoice Line Amt Incl. VAT | Total of line amounts including VAT from the source eInvoice. Read-only. |
These are static, posting-time snapshots — they reflect the eInvoice as it was when the receipt posted, not any subsequent edits to the inbound document.
Posted Purchase Invoice / Posted Purchase Credit Memo card
The card pages add the same eInvoice totals and approver history as snapshots at posting time, and an inline PDF factbox showing the source eInvoice.
General fast tab fields
| Field | When visible | What it shows |
|---|---|---|
| eInvoice VAT Total | Always | Total VAT amount from the source eInvoice. Read-only. |
| eInvoice Total Amt | Always | Total amount (excluding VAT) from the source eInvoice. Read-only. |
| eInvoice Line Amt Incl. VAT | Always | Total of line amounts including VAT from the source eInvoice. Read-only. |
| Original Approval User | User-based approvals enabled | The first-stage approver from the source document. Read-only. |
| Second Approver | User-based approvals enabled | The four-eyes (second) approver from the source document. Read-only. |
| Workflow User Group | User-group approvals enabled | Workflow user group that handled the first-stage approval. Read-only. |
| 4 Eyes Workflow User Group | User-group approvals enabled | Workflow user group that handled the four-eyes approval. Read-only. |
PDF factbox
When Show PDF Factbox is enabled in Purchases & Payables Setup and the posted document originated from an inbound eInvoice, a side factbox renders the PDF next to the card. The factbox hides itself when the document has no linked eInvoice.
Actions
| Action | When visible | What it does |
|---|---|---|
| Open related WC document (Processing menu) | Document has a linked inbound e-document | Opens the source Centara Inbound Document the posted document was created from. |
| Open eInvoice Attachment (E-Document menu) | Document has a linked eInvoice PDF | Opens the original eInvoice PDF in a modal viewer. |
See also
- Purchase Documents — Centara fields — open-document equivalents
- Posted Purchase Documents list — list-page Centara additions
- Purchase Lines Approvals — line-level approval list
- Centara Inbound Documents — source of eInvoice totals