Centara additions to the Purchase Invoices, Purchase Credit Memos, Purchase Orders, and Purchase Return Orders lists — inbound/outbound status columns, approval columns, PDF factbox, and quick actions.
Purchase Documents — Centara list-page fields
BC pages: Purchase Invoices (List), Purchase Credit Memos (List), Purchase Order List, Purchase Return Order List Standard BC documentation: Microsoft Learn — Record Purchases
This page documents only the Centara additions to the standard BC purchase-document list pages. Standard BC columns (No., Vendor, Date, Amount, etc.) are owned by Microsoft Learn.
The Centara extensions add inbound/outbound tracking columns, approval columns, a PDF preview factbox, and quick actions for replacing an approver or opening the eInvoice attachment. The Purchase Order List and Purchase Return Order List share the same set of Centara columns and PDF factbox, plus extra E-Document actions covered in the Actions section below.
Inbound / outbound status columns
Added at the end of the main repeater. These columns let users triage open documents based on their Centara status without opening each one.
| Column | What it shows |
|---|---|
| Inbound Document Status | Processing status of the related Centara Inbound Document. Blank when the document was not created from an inbound. |
| E-Document Status | Status of the related Centara Outbound Document. Click to drill through to the document in the Centara service portal. Read-only. |
| Identifier in Centara | The Centara/WiseCourier identifier for the outbound document. Read-only. |
| Sent to Centara On | Timestamp of when the document was last sent to Centara. Read-only. |
| From Inbound e-Document | Whether the document was created from an inbound e-document. Read-only. |
| Is OCR Generated | Whether the source inbound document came in via OCR. Hidden by default. |
| Approved | Whether the document has cleared approval. Read-only. |
Approval columns
Added after Assigned User ID. Visibility depends on which approval mode is active in Purchases & Payables Setup.
| Column | When visible | What it shows |
|---|---|---|
| Original Approval User | User-based approvals | The first-stage approver. Styled to reflect current approval state. |
| Second Approver | User-based approvals | The four-eyes (second) approver. |
| 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 approval. |
| Autoprocessed | Always | Whether the document was created by the auto-processing pipeline. Read-only. |
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 PDF next to the list. The factbox updates as you move between rows.
Actions
Invoice / Credit Memo menu
| Action | When enabled | What it does |
|---|---|---|
| Open eInvoice Attachment | Document has an attached PDF (single row selected) | Opens the original eInvoice PDF in a modal viewer. |
Processing menu
| Action | When visible | What it does |
|---|---|---|
| Replace Approver | Approval workflow enabled | Lets the current approver hand the document over to another user as the approver. Operates on every selected row, so it can be used to bulk-reassign a batch of documents. |
| Update E-Document Status | Purchase Order List | Refreshes the Centara E-Document Status field on the selected purchase orders by polling Centara for the latest outbound status. |
E-Document menu (Purchase Order List, Purchase Return Order List)
The Purchase Order List exposes the E-Document action group, and the Purchase Return Order List exposes the Return Order action group. Both share the same Centara entries.
| Action | When enabled | What it does |
|---|---|---|
| Send eDocument / Send RETANN message | Always | Creates or refreshes the outbound E-Document for the selected purchase orders / return orders and sends them to Centara. Loops over every selected row. |
| Open | Always | Opens the linked E-Document card for the current row. |
| Open eInvoice Attachment | Single row with attached eInvoice PDF | Opens the original inbound eInvoice PDF (when the order originated from an inbound document) in the PDF viewer. |
See also
- Purchase Documents — Centara fields — Centara additions on the document card
- Posted Purchase Documents — Centara list-page fields — equivalent for posted documents
- Purchase Header Approvals — header-level approval list
- Purchases & Payables Setup — toggles for the PDF factbox and approval columns