Vendor Posting Template

BC page: Posting Template (Card) · Search: “Posting Template” Source: RSMSTA VendorPostingTemplCard

A posting template defines how inbound e-documents from one or more vendors are turned into purchase documents in BC — which account or item the line lands on, which dimensions are stamped, which approvers see it, and whether the resulting invoice is posted automatically.

Each vendor card points to a template via its Posting Template field. For broader context — when to use templates, how they layer with global setup, and the difference between the default template and advanced rows — see the narrative Vendor Posting Templates doc.

General

Field	What it controls
Code	Unique identifier for the template. Vendor cards reference this code.
Description	Free-text description shown in lookups.
Receive E-Document To	Default purchase document type generated from an inbound e-document — None, Purchase Order, or Purchase Invoice. Corrective documents always become Credit Memos regardless of this setting.
Type	Default line type (G/L Account, Item, etc.) used when posting lines that come from this template.
No.	Default account or item number for that line type.
Deferral Code	Deferral template applied to expenses on lines created from this template. Defers the cost across the accounting periods defined by the deferral template. Hidden by default.
Automatically Process Invoice	When enabled, inbound invoices using this template are automatically run through to a purchase invoice without manual intervention.
Map Values Instead Post Setup	When enabled, value mappings on the Template References subpage override the values set on the template itself. Lets you map per-document-line values (e.g. a specific cost centre per PEPPOL line code) without creating one template per combination.
Overwrite Line Values	When enabled, the values on the resulting purchase line are overwritten by the template values — useful when the inbound document is unreliable on a particular field.
Job No. / Job Task No.	Project and project task that posted lines are charged to. When both are filled, a project ledger entry is created alongside the purchase entry.
Only if VAT is same	Applies this template only when the VAT on the inbound line matches the template’s VAT. Lets you have parallel templates for the same vendor split by VAT rate.
Approve Warning for all Lines	When enabled, accepting the validation warning on one line accepts it for every remaining line on the document. Useful when intentionally overriding VAT in bulk but you still want a single confirmation.
Posting Description	Additional posting description applied to the document. Appears on vendor and customer ledger entries after posting.

Dimensions

Defaults for the eight shortcut dimensions configured in General Ledger Setup. Each row is only visible when the corresponding shortcut dimension is enabled.

Field	What it controls
Shortcut Dimension 1–8 Code	Default dimension value applied to lines created from this template. The caption on dimensions 3–8 follows whatever is configured in General Ledger Setup.

Approvals

The Approvals group is wired to the Enable Approval User Group for Approvals flag on Purchases & Payables Setup — individual approver fields are enabled when the global setup uses individual approvers, and user-group fields are enabled when it uses user groups.

Field	What it controls
Workflow User Group Code	Approval user group that receives requests for documents using this template. Enabled when global setup uses user-group approvals.
Approval User	Specific user that receives requests for documents using this template. Enabled when global setup uses individual approvers.
Require Four Eyes	When enabled, documents using this template require a second approver.
4Eyes Workflow User Group Code	User group that provides the second approver. Enabled when global setup uses user-group approvals and four-eyes is on.
Four Eyes Approver	Specific user that acts as the second approver. Enabled when global setup uses individual approvers and four-eyes is on.
Four Eyes limit (LCY)	Minimum document amount that triggers four-eyes. When set to a non-zero value the second approver is only added when the document amount exceeds the limit; set to 0 to always require four eyes. Ignored when Require Four Eyes is off.
Use Approval User Manager	When enabled, the Manager field on the first approver’s Approval User Setup record is used as the fallback four-eyes approver. When the manager is empty, the Four Eyes Approver field is the fallback. When disabled, the Four Eyes Approver field is always used.

Automatic Approvals and Posting

Field	What it controls
Automatic Appr. Post of Inv.	When enabled, purchase invoices from vendors using this template are automatically approved and posted without manual review.
Allowed Var from Last Invoice	Allowed variance percentage between this invoice’s amount and the previous invoice from the same vendor before auto-posting is blocked. Enter 10 for 10%.
Accounting Cost	Accounting Cost code that auto-approval applies to. Only invoices that match this cost are auto-approved and posted.

Subpages

Part	What it shows
Vendor Template References	Value-to-template mappings used when Map Values Instead Post Setup is enabled. Editable and visible only when that flag is on.
Advanced Vendor Post Template	Rows of advanced posting templates that override the default values for specific inbound combinations. See Advanced Posting Template.

Factbox

Part	What it shows
Vendor Posting Template References	The references attached to the currently selected advanced posting template row. Read-only.

Actions

Action	What it does
Dimensions	Opens the dimension editor for this template. Equivalent to Alt+D.
Copy Posting Template	Prompts for a new code and creates a duplicate of this template with that code. Useful for cloning a working configuration to use as a starting point for a similar vendor.

Wise Approvals Connector additions

When the Centara eMessaging Connector for Wise Approvals is installed, the standard Receive E-Document To is hidden and replaced, and an extra field is added at the end of the General group:

Field	What it controls
Receive E-Document To (connector version)	Same as standard, but with an additional Approvals option — inbound documents using this template are routed directly to the Wise Approvals workflow instead of becoming a BC purchase document.
Percent Spread	Wise Approvals percent-spread code applied to documents using this template. Distributes the document amount across multiple approvers or cost centres according to the spread definition.

See also

• Vendor Posting Templates — narrative documentation
• Advanced Posting Template
• Vendor Card — Centara fields
• Purchases & Payables Setup — Centara fields