E-Document - Add link action.

[Groenbech96]

Summary

Overview

The Link to Existing Document action allows users to associate an incoming e-document with a purchase document that already exists in Business Central, rather than creating a new document. This is useful when:

• The purchase document was created manually before the e-document arrived
• You want to attach the e-document as supporting documentation to an existing transaction
• You need to correct a previous linking by choosing a different document

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Prerequisites

Before you can use the Link to Existing Document action:

1. The e-document must have a vendor number assigned in the draft
2. The vendor must have an IC Partner Code configured on the vendor card

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How to link an e-document to an existing document

1. Open the E-Document Purchase Draft page
2. Ensure a vendor is assigned to the e-document
3. Select the Link to Existing Document action from the Process menu
4. A list of purchase documents opens, pre-filtered by:
   • The vendor from the e-document
   • The total amount (Amount Incl. VAT) from the e-document
5. Select the document you want to link to
6. Confirm the linking action when prompted

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What happens after linking

When you link an e-document to an existing purchase document:

Field | Value -- | -- E-Document Link (on Purchase Document) | Set to the e-document's system ID Doc. Amount Incl. VAT | Transferred from e-document total Doc. Amount VAT | Transferred from e-document VAT total Created from E-Document | Set to No (the document existed before linking) E-Document Status | Changed to Processed

Important: No new purchase document is created when linking to an existing document.

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Relinking to a different document

If the e-document is already processed (linked to a document) and you want to link it to a different document:

1. When you select Link to Existing Document, a warning message appears:

   "This e-document is already linked to a document. Linking to [Document Type] [Document No.] will unlink the currently linked document. If it was created from this e-document, it will be deleted. Do you want to continue?"

2. If you proceed:

   • If the previously linked document was created from this e-document: The document is deleted
   • If the previously linked document was NOT created from this e-document: The document is unlinked only (E-Document Link field is cleared, but the document remains)

3. The newly selected document becomes linked to the e-document

Work Item(s)

Fixes AB#608917

[Copilot]

Pull request overview

This PR adds functionality to link e-documents to existing purchase documents instead of always creating new ones. It introduces a "Link to existing document" action on the draft page and tracks whether documents were created from e-documents or linked to existing ones, preventing deletion of manually created documents.

Changes:

• Added "Link to existing document" action to the E-Document Purchase Draft page with filtering by vendor and amount
• Introduced "Created from E-Document" field to track document origin and conditionally delete only auto-created documents
• Extended E-Doc. Import Parameters with "Existing Doc. RecordId" field to support linking workflow

Reviewed changes

Copilot reviewed 8 out of 8 changed files in this pull request and generated 6 comments.

Show a summary per file

File	Description
EDocumentPurchaseDraft.Page.al	Added LinkToExistingDocument action and DoLinkToExistingDocument procedure to enable manual linking
EDocCreatePurchaseInvoice.Codeunit.al	Modified ApplyDraftToBC to support linking to existing documents; updated RevertDraftActions to preserve manually created documents
EDocImportParameters.Table.al	Added "Existing Doc. RecordId" field to pass selected document through processing pipeline
EDocumentProcessing.Codeunit.al	Added helper procedures: GetPurchaseDocTypeFilter, LinkToExistingPurchaseDocument, ErrorIfNotAllowedToLinkToExistingDoc, and OpenPurchaseDocumentList
EDocPurchaseHeader.TableExt.al	Added "Created from E-Document" boolean field with proper copyright header
EDocLinkToExistingTest.Codeunit.al	Comprehensive test coverage for linking functionality including validation, document selection, and post-link behavior scenarios
EDocProcessTest.Codeunit.al	Added test for GetPurchaseDocTypeFilter function
LibraryEDocument.Codeunit.al	Enhanced CreateInboundEDocument to set Direction and Service fields for proper test setup

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