Documents pending approval — approve, reject, delegate, or send back.
Purchase Documents Approvals
BC page: Purchase Documents Approvals (List) · Search: “Purchase Documents Approvals” or “Centara Purchase Documents Approvals” Source:
RSMSTAPurchaseDocApprovals.Page.al
The approval queue — every purchase document (Invoice, Order, Credit Memo) in Pending Approval status. Filtered to focus on what you (or the user-group you belong to) needs to act on. The sub-pages below the header show the purchase lines and a live approval-comments thread, so you can approve in context without opening the document card.
Columns (key ones)
The page exposes both standard BC purchase header fields and Centara approval fields. Standard fields like Document Date, Currency Code, and dimensions are present but hidden by default — add them through personalization.
| Column | What it shows |
|---|---|
| Document Type / No. | Document type and BC document number |
| Buy-from Vendor No. / Name | The supplier |
| Vendor Invoice No. | The supplier’s own invoice number |
| Location Code | Where items would be received |
| Status | The approval state, styled by colour |
| Original Approval User | First approver. Visible when individual approvals are enabled. Styled by approval status |
| Second Approver | Four-eyes approver. Visible/styled as above |
| Workflow User Group | Approval group. Visible when user-group approvals are enabled |
| Four-Eyes Workflow User Group | Four-eyes approval group. Visible as above |
| Autoprocessed | Whether the document was auto-processed (read-only) |
| Amount / Amount Including VAT | Totals |
Sub-pages
- Purchase Document Lines — the lines of the focused header, with line-level approval status when line approvals are enabled
- Approval Comments — the comment thread, linked to either the document or the specific line that’s currently focused
Actions
| Action | What it does |
|---|---|
| Approve | Approves the selected documents — clears them from this list once all approvals are recorded |
| Reject | Rejects the selected document. Use the Approval Rejection Codes for structured reasons |
| Delegate | Reassigns the approval to a substitute |
| Comments | View or add comments — visible to all approvers |
| Cancel Approval Request | Cancels a pending approval — only available when you have permission |
| Reset Approval Status | Approval Administrator-only: clears the document’s approval status back to Open. Use sparingly |
| Send Approval Request | Re-submits the document for approval — visible when there’s no open approval entry |
| Open document | Opens the purchase document card for full editing |
See also
- Approvals — the workflow explained
- Purchase Header Approvals — header-only filtered view (typically used by individual approvers)
- Purchase Lines Approvals — line-level approval queue
- Approval Setup Reference