Centara Role Center

BC pages: Centara Role Center (RoleCenter) · Business Manager Role Center (PageExt) · Order Processor Role Center (PageExt) Source: RSMBASRoleCenter.Page.al, RSMSTABusinessManagerRoleC.PageExt.al, RSMSTAOrderProcessorRoleCentr.PageExt.al

This page documents the Centara additions to the role centers shipped by BC. Standard BC role center contents (cues for sales orders, customer balances, etc.) are documented on Microsoft Learn — this page covers only the cues, tiles and actions added by the Centara eMessaging extension.

Three role centers expose Centara content. Switch role centers from My Settings → Role in BC.

Centara Role Center

The dedicated Centara role center, shipped by the Centara Base extension. Choose this role when a user works primarily with Centara documents and doesn’t need the full Business Manager dashboard.

Centara Base navigation group

Action	What it opens
Setup	The Centara Setup card — credentials, web service URL, automation toggles.
Messages	The Centara Messages list — outbound message log for documents Centara has sent (or attempted to send).

Business Manager Role Center — Centara additions

When the Centara eMessaging extension is installed, the standard Business Manager Role Center gets the additions below. The standard BC EDocument Activities cue is hidden because the Centara cue replaces it.

Centara Documents cue

A new cue group titled Centara Documents appears on the activities pane. It surfaces the RSMSTA Document Cue, with these tiles:

Purchase Inbound

Tile	What it shows
Inbound — Ready	Inbound documents that have been parsed and are ready to be turned into a BC purchase document.
Inbound — OCR	Inbound documents that came in via OCR rather than structured PEPPOL.
Inbound — In Matching	Inbound documents being matched against existing purchase orders.
Inbound — Ready for Posting	Inbound documents whose matched purchase document is ready to post (shown in green).
Inbound — On Hold	Documents flagged to skip auto-processing.
Inbound — Error	Documents that hit an error during processing (shown in red).

Purchase Documents

Tile	What it shows
Purchase Orders — Open	Open purchase orders, scoped to the Centara worksheet view.
Purchase Invoices — Open	Open purchase invoices.
Purchase Credit Memos — Open	Open purchase credit memos.
Purchase Invoices — Released	Released purchase documents pending posting.
Not Matching Documents	Purchase documents whose amount does not match the eInvoice total (shown in red).
Purchase Invoices — Pending	Purchase documents in Pending Approval status.
Purchase Invoices — My	Purchase documents where the current user is the original approver or second (four-eyes) approver.

Sales Inbound and Sales Orders tiles also appear in this cue when Sales & Receivables Setup → Show Sales Order Tiles is enabled — Sales Inbound Ready / In Progress, Sales Orders Open / Released.

Centara Documents navigation group

Action	What it opens
Centara Inbound e-Documents	The Inbound e-Documents list — the work queue for incoming PEPPOL documents.
E-Documents	The standard BC E-Documents page.

Centara Setup navigation group

Action	What it opens
Centara Setup	Centara Setup card.
Sales & Receivables Setup	The standard BC Sales & Receivables Setup card (the Centara extension adds extra fields).
Purchases & Payables Setup	The standard BC Purchases & Payables Setup card (the Centara extension adds extra fields).

Order Processor Role Center — Centara additions

The Order Processor role center gets a single addition: the Centara Sales Document Cue part. It’s visible only when Sales & Receivables Setup → Show Sales Order Tiles is enabled (otherwise sales-order users would see an empty cue group).

Tile group	Tiles
Sales Inbound	Sales Inbound — Ready, Sales Inbound — In progress — Centara-routed inbound documents intended for sales (i.e. inbound PEPPOL Orders).
Sales Orders	Sales Orders — Open, Sales Orders — Released — sales orders, filtered to the Centara worksheet view.

See also

• Inbound e-Documents — the destination of most of the cue drill-downs
• Centara Setup
• Sales & Receivables Setup — toggle for the Sales tiles
• Setup Wizard