Setup for Centara eMessaging

BC page: Setup for Centara eMessaging (NavigatePage / Assisted Setup) · Search: “Setup for Centara eMessaging” or “Centara Wizard” Source: RSMSTASetupWizard.Page.al

This is the guided wizard that gets a fresh Business Central tenant ready to send and receive PEPPOL documents through Centara. It writes settings into Centara Setup, Sales & Receivables Setup, Purchases & Payables Setup, General Ledger Setup and the VAT Posting Setup, and stores your eBC API credentials.

You typically run it once, right after installing the Centara eMessaging extension. Open it from Assisted Setup (“Set up Centara eMessaging”) or by searching for Setup for Centara eMessaging. Before starting, make sure you have a formal agreement with Centara and the Client ID / Client Secret from the Centara portal.

Step 1 — Introduction

A short overview of what Centara is and a reminder that a Centara agreement is required before PEPPOL features can be used. No fields to fill in — just Next.

Step 2 — Core settings

Defaults the connector applies to Centara Setup, Sales & Receivables Setup and Purchases & Payables Setup.

Field	What it controls
Get Document Automatically	Centara fetches inbound documents from the provider every 5 minutes via a job queue.
Send Document Automatically	Centara sends outbound documents every 5 minutes.
Identifier to only Receive Documents	Restricts inbound documents to those addressed to this identifier. Leave empty to receive everything.
Enable External Attachments	Uses Centara’s external attachments storage instead of BC’s standard Document Attachments table.
Use Registration Number as Vendor No.	Sets AccountingSupplierParty as the Vendor No. on inbound documents. Requires a manual Vendor No. Series.
Use Registration Number as Customer No.	Same as above for Customers.
Auto-Populate Your Reference	Auto-fills the Your Reference field on sales documents with the document number.
Lookup Item Code	Tries to match the supplier’s item code against the BC Item No. field directly. Only enable if your item codes are known to match.
Default Country Code	Default country for new Customers and Vendors created from inbound documents.
Set Default Tax Category	Fills the Tax Category column on every VAT Posting Setup row that’s missing one — S for taxable, Z for zero. Required for PEPPOL compliance.
Update ISO Code and VAT Scheme	Populates ISO numeric code and PEPPOL VAT scheme on every country in the Countries/Regions list. Required before PEPPOL documents can be sent.
Rounding Line Account No.	G/L account used when a rounding line is added to reconcile small differences. Must allow direct posting.
References for Item	Where to look up items from inbound document lines — Item References, Vendor Item No. on the Item card, or both with Item References taking priority.

Step 3 — Sales & outbound

Defaults for what gets sent to Centara.

Field	What it controls
Process posted documents into PEPPOL by default	Sets the default Document Sending Profile to PEPPOL on posted sales documents.
Enable Job Queue for Charts of Accounts	Creates a job queue entry that periodically sends the Chart of Accounts to Centara.
Sync Inventory	Periodically syncs inventory levels to Centara.
Location Code	Which location’s inventory is synced. Only editable when Sync Inventory is on.
Enable Advanced Posting Template	Activates the Advanced Posting Template feature. Deletes any existing Additional Vendor Posting Setup records.

Step 4 — eBC API credentials

Only shown when credentials are not already stored.

Field	What it controls
Client ID	The eBC API client_id (UUID) issued by Centara.
Client Secret	The eBC API client_secret. Stored securely (masked input).
Use Test Environment	Connect to api.outskira.com instead of production api.centara.com. Use during onboarding/testing.

Clicking Next validates the credentials against the chosen environment. The wizard refuses to advance if the server rejects them.

Step 5 — Finish

Confirmation message. Clicking Finish:

1. Writes the chosen settings to Centara Setup, Sales & Receivables Setup, Purchases & Payables Setup and General Ledger Setup.
2. Stores the eBC API credentials (if provided).
3. Initialises the VAT Posting Setup Tax Categories and the Countries/Regions ISO/VAT scheme codes when those options were selected.
4. Enables the Send/Receive job queues. Delegated admin users see a warning that job queues must be manually set to Ready.
5. Marks the assisted setup as complete.

See also

• Centara Setup — the underlying setup card
• General Setup — narrative walkthrough
• Purchases & Payables Setup — Centara additions on the standard BC card
• Sales & Receivables Setup
• Approvals Wizard — run after this wizard if you need approvals