Centara additions to Purchase Invoice, Purchase Order, Purchase Credit Memo, and Purchase Return Order cards — inbound document link, outbound status, approvers, and actions.
Purchase Documents — Centara fields
BC pages: Purchase Invoice, Purchase Order, Purchase Credit Memo, Purchase Return Order (Cards) Standard BC documentation: Microsoft Learn — Record Purchases
This page documents only the Centara additions to the standard BC purchase document cards. Standard BC fields (vendor, dates, currency, lines, etc.) are owned by Microsoft Learn — start there for anything not listed below.
The Centara extensions add three things on every purchase document card:
- An inbound link so users can see the status of the originating Centara Inbound Document.
- Outbound tracking if the document has been sent to Centara (e.g. a Purchase Order sent as a PEPPOL eOrder).
- Approval workflow fields (original approver, second approver, user-group variants) when the Centara approval workflow is enabled.
Most additions are identical across the four document types. Differences are noted inline.
Centara Inbound Document group
Visible when the document originated from a Centara Inbound e-Document (or to developers).
| Field | What it shows |
|---|---|
| Inbound Document Status | The processing status of the Centara Inbound Document that produced this purchase document. Click to drill down to the Centara Inbound Document. |
| Rejection Code | Set when the document was rejected during approval. Only visible when an approval workflow is enabled. Read-only. |
| From Inbound e-Document | Indicates whether this purchase document was created from an inbound e-document. Read-only for normal users. |
| Is OCR Generated | Indicates whether the source inbound document came in via OCR rather than a structured e-invoice. Hidden by default. |
Centara Outbound Document group
Visible when the document has been sent to Centara (i.e. an outbound identifier is assigned). Applies to Purchase Order (eOrder), Purchase Return Order (RETANN), and outbound Invoices/Credit Memos where supported.
| Field | What it shows |
|---|---|
| E-Document Status | Status of the outbound document in Centara — Sent, Delivered, etc. Click the field to drill through to the document in the Centara service portal. |
| Identifier in Centara | The Centara/WiseCourier identifier assigned to the outbound document. Read-only. |
| Sent to Centara On | Timestamp of when the document was last sent. Read-only. |
Approval fields
Visible when Enable Centara Approval Workflow is on in Purchases & Payables Setup. The individual fields swap between the user-based variants and the user-group variants depending on Enable Approval User Group for Approvals.
| Field | When visible | What it controls |
|---|---|---|
| Original Approval User | User-based approvals | The user who should approve the document first. Styled to indicate the current approval state. Editable while the document is Open. |
| Second Approver | User-based approvals | The four-eyes (second) approver, used when the amount exceeds the Four Eyes Approval Threshold. Editable while Open. |
| Workflow User Group | User-group approvals | The workflow user group responsible for the first-stage approval. |
| 4 Eyes Workflow User Group | User-group approvals | The workflow user group responsible for the four-eyes (second) approval. |
| Autoprocessed | Always | Indicates whether the document was created and posted by the auto-processing pipeline. Read-only for normal users. |
The standard Assigned User ID field is modified to only be editable while the document is Open.
PDF factbox
When Show PDF Factbox is enabled in Purchases & Payables Setup and the document has an attached e-invoice PDF, a side factbox renders the original PDF next to the BC document. The factbox automatically refreshes as you move between records.
Actions
E-Document menu (Purchase Invoice / Credit Memo)
| Action | What it does |
|---|---|
| Open eInvoice Attachment | Opens the original eInvoice PDF in a modal window. Enabled when the document has an attached PDF. |
E-Document menu (Purchase Order)
| Action | What it does |
|---|---|
| Send eDocument | Sends the purchase order to the vendor as a Centara e-document (PEPPOL eOrder or equivalent). |
| Open | Opens the related outbound E-Document card so you can inspect the payload, transport status, and history. |
| Open eInvoice Attachment | Opens the original eInvoice PDF if one is attached. |
Return Order menu (Purchase Return Order)
| Action | What it does |
|---|---|
| Send RETANN message | Sends a RETANN (Return Announcement) message to the vendor as a Centara e-document. Promoted to the action ribbon. |
| Open | Opens the related outbound E-Document card. |
| Open eInvoice Attachment | Opens the original eInvoice PDF if attached. |
Processing menu (Purchase Invoice)
| Action | What it does |
|---|---|
| Percent Spreading | Deletes all existing lines and recreates them using the percent-spreading logic — distributing the invoice amount proportionally across the configured target lines. Useful when an invoice needs to be reposted with a different breakdown. |
Comments
The standard Comments action is only visible when an approval workflow is active. Approval comments are kept alongside the document for audit purposes.
See also
- Purchases & Payables Setup — controls which Centara fields appear here
- Purchase Line Subform — Centara line-level fields and actions
- Centara Inbound Documents — source documents for inbound-created purchase documents
- Purchase Header Approvals — header-level approval list view
- Auto Processing — how the Autoprocessed flag is set
- Microsoft Learn — Record Purchases — standard BC documentation