Header-level approval queue — your documents, your approvals.

Purchase Header Approvals

BC page: Purchase Header Approvals (List) · Search: “Purchase Header Approvals” or “Centara Purchase Header Approvals” Source: RSMSTAPurchaseHeaderApprovals.Page.al

Header-focused approval workspace. Where Purchase Documents Approvals is the broad queue, Purchase Header Approvals is filtered to documents where this user is the assigned approver — either as Original Approval User, Second Approver, or a member of the assigned approval group. Use it when you only want to see the documents waiting on you.

The list is read-only — view actions modify the underlying document, not the displayed record (which is a temporary table). The PDF Factbox on the right shows the source document when Show PDF Factbox is enabled.

View modes

The page can be opened in three modes from related parts of the UI:

  • My documents — Pending Approval documents where I’m the approver (default)
  • Rejected — Documents I’ve previously rejected
  • Approved — Documents I’ve previously approved (read-only review)

Columns (key ones)

Same standard BC purchase header fields as Purchase Documents Approvals, plus the Centara approval fields. All editing is disabled in this view; use Open document to make changes.

ColumnWhat it shows
Document Type / No.Type and BC document number
Buy-from Vendor No. / NameThe supplier
Vendor Invoice No.The supplier’s invoice number
Posting DescriptionDescription that will go onto ledger entries
Location CodeReceipt location
StatusApproval state, colour-coded
Original Approval User / Second Approver / Workflow User Group / 4-Eyes GroupApprover fields, visible based on whether user-group approvals are on
AutoprocessedWhether the document came in via auto-process
Due DateWhen the invoice is due
Amount / Amount Including VATTotals

Sub-pages

  • Purchase Header Approval lines — line-level approval status for the focused document
  • Approval Comments — the comment thread

Actions

ActionWhat it does
ApproveApproves the focused document(s)
RejectRejects with optional rejection code
DelegateReassigns to a substitute approver
CommentsView/add comments — disabled in the Approved view
Cancel Approval RequestCancels the pending request
Send Approval RequestResubmits — visible when no open approval exists
Open documentOpens the full purchase document card
AttachmentsOpen the standard BC Document Attachments dialog for the document

See also