Centara additions to the Posted Purchase Invoices and Posted Purchase Credit Memos lists — PDF factbox and the eInvoice attachment action.
Posted Purchase Documents — Centara list-page fields
BC pages: Posted Purchase Invoices (List), Posted Purchase Credit Memos (List) Standard BC documentation: Microsoft Learn — Posted Documents
This page documents only the Centara additions to the standard BC posted-document list pages. Standard BC columns (No., Vendor, Posting Date, etc.) are owned by Microsoft Learn.
The Centara extensions add a PDF preview factbox and a quick-access action for opening the original eInvoice attachment without having to open the document card first.
PDF factbox
When Show PDF Factbox is enabled in Purchases & Payables Setup and the selected document has an attached eInvoice PDF, a side factbox renders the original PDF next to the list. The factbox updates as you move between rows.
If the document has no attached PDF the factbox is cleared automatically.
Actions
Invoice / Credit Memo menu
| Action | What it does |
|---|---|
| Open eInvoice Attachment | Opens the original eInvoice PDF for the highlighted row in a modal viewer. Only works with a single row selected and requires the document to have an attached PDF. |
See also
- Posted Purchase Documents — Centara fields — Centara additions on the posted document cards and subforms
- Purchase Documents — Centara fields — open-document equivalents
- Purchases & Payables Setup — toggle for the PDF factbox