Single-pane workspace for tracking purchase documents end-to-end — status, approver, vendor, amounts.
Purchase Documents Worksheet
BC page: Purchase Documents Worksheet (List) · Search: “Purchase Documents Worksheet” or “Centara Purchase Documents Worksheet” Source:
RSMSTAPurchaseDocuWorksheet.Page.al
A unified worksheet across Purchase Orders, Invoices, Credit Memos, and Return Orders — designed for AP supervisors who need to see every active purchase document with its status, approver, and amounts in one place. The PDF preview factbox shows the original inbound document where available.
This is the page to open when investigating “where is invoice X?” without having to flip between separate document lists.
Columns (key ones)
Standard BC purchase header fields appear in addition to the Centara-specific columns below.
| Column | What it shows |
|---|---|
| Document Type | Order / Invoice / Credit Memo / Return Order |
| No. | The BC document number |
| Vendor No. / Vendor Name | The supplier (red if not matched) |
| Due Date / Posting Date | Standard BC dates |
| Status | Open / Pending Approval / Released / etc. — styled by approval state |
| Original Approval User | The first approver. Visible when individual-user approvals are enabled. Editable while Status = Open |
| Second Approver | Four-eyes approver. Visible/editable 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 came in via auto-process (read-only) |
| Vendor Invoice No. / Vendor Cr. Memo No. | The supplier’s own document number from the inbound XML |
| Amount / Amount Including VAT | Document totals |
Many BC standard fields (Posting Description, Currency Code, Payment Terms, Shipment Method, etc.) are present but hidden by default — add them through personalization if your workflow needs them.
PDF Factbox
When Show PDF Factbox is on in Purchases & Payables Setup, the factbox on the right shows the source PDF, filename based on Buy-from Vendor Name + Vendor Invoice No., and hides prices when the active user is restricted from seeing financial data.
See also
- Inbound e-Documents — pre-posting workspace
- Purchase Documents Approvals — approval-focused view
- Documents to Review — error queue