E-Document - Add link action.

src/Apps/W1/EDocument/App/src/Extensions/EDocPurchaseHeader.TableExt.al

@@ -1,4 +1,11 @@
-#pragma warning disable AA0247
+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+namespace Microsoft.Purchases.Document;
+
+using Microsoft.eServices.EDocument;
+
 tableextension 6169 "E-Doc. Purchase Header" extends "Purchase Header"
 {
 

src/Apps/W1/EDocument/App/src/Processing/EDocumentProcessing.Codeunit.al

@@ -5,6 +5,7 @@
 namespace Microsoft.eServices.EDocument;
 
 using Microsoft.eServices.EDocument.Processing.Import;
+using Microsoft.eServices.EDocument.Processing.Import.Purchase;
 using Microsoft.Finance.GeneralLedger.Journal;
 using Microsoft.Finance.GeneralLedger.Ledger;
 using Microsoft.Foundation.Reporting;
@@ -687,6 +688,55 @@ codeunit 6108 "E-Document Processing"
         exit(RecCaption);
     end;
 
+    internal procedure ErrorIfNotAllowedToLinkToExistingDoc(EDocument: Record "E-Document"; EDocumentPurchaseHeader: Record "E-Document Purchase Header")
+    var
+        Vendor: Record Vendor;
+        NoVendorErr: Label 'Cannot link e-document to existing purchase document because vendor number is missing in e-document purchase header.';
+    begin
+        if EDocumentPurchaseHeader."[BC] Vendor No." = '' then
+            Error(NoVendorErr);
+        if Vendor.Get(EDocumentPurchaseHeader."[BC] Vendor No.") then
+            Vendor.TestField("IC Partner Code");
+    end;
+
+    procedure OpenPurchaseDocumentList(EDocumentType: Enum "E-Document Type"; var PurchaseHeader: Record "Purchase Header"): Boolean
+    var
+        PurchaseInvoices: Page "Purchase Invoices";
+        PurchaseOrders: Page "Purchase Orders";
+        PurchaseCreditMemos: Page "Purchase Credit Memos";
+    begin
+        case EDocumentType of
+            EDocumentType::"Purchase Invoice":
+                begin
+                    PurchaseInvoices.SetTableView(PurchaseHeader);
+                    PurchaseInvoices.LookupMode := true;
+                    if PurchaseInvoices.RunModal() = Action::LookupOK then begin
+                        PurchaseInvoices.GetRecord(PurchaseHeader);
+                        exit(true);
+                    end;
+                end;
+            EDocumentType::"Purchase Credit Memo":
+                begin
+                    PurchaseCreditMemos.SetTableView(PurchaseHeader);
+                    PurchaseCreditMemos.LookupMode := true;
+                    if PurchaseCreditMemos.RunModal() = Action::LookupOK then begin
+                        PurchaseCreditMemos.GetRecord(PurchaseHeader);
+                        exit(true);
+                    end;
+                end;
+            EDocumentType::"Purchase Order":
+                begin
+                    PurchaseOrders.SetTableView(PurchaseHeader);
+                    PurchaseOrders.LookupMode := true;
+                    if PurchaseOrders.RunModal() = Action::LookupOK then begin
+                        PurchaseOrders.GetRecord(PurchaseHeader);
+                        exit(true);
+                    end;
+                end;
+        end;
+        exit(false);
+    end;
+
     [IntegrationEvent(false, false)]
     local procedure OnAfterGetTypeFromSourceDocument(RecordVariant: Variant; var EDocumentType: Enum "E-Document Type")
     begin

src/Apps/W1/EDocument/App/src/Processing/EDocumentSubscribers.Codeunit.al

@@ -394,6 +394,8 @@ codeunit 6103 "E-Document Subscribers"
         EDocImportParameters."Step to Run / Desired Status" := EDocImportParameters."Step to Run / Desired Status"::"Desired E-Document Status";
         EDocImportParameters."Desired E-Document Status" := "Import E-Doc. Proc. Status"::"Draft Ready";
         EDocImport.ProcessIncomingEDocument(EDocument, EDocImportParameters);
+
+        PurchaseHeader.Get(PurchaseHeader."Document Type", PurchaseHeader."No.");
     end;
 
     [EventSubscriber(ObjectType::Codeunit, Codeunit::"Data Classification Eval. Data", 'OnCreateEvaluationDataOnAfterClassifyTablesToNormal', '', false, false)]

src/Apps/W1/EDocument/App/src/Processing/Import/EDocImportParameters.Table.al

@@ -57,5 +57,13 @@ table 6106 "E-Doc. Import Parameters"
         {
         }
         #endregion
+
+        /// <summary>
+        /// Specifies an existing purchase document to link to instead of creating a new one.
+        /// When set, the ApplyDraftToBC step will link the e-document to this existing document rather than creating a new purchase invoice.
+        /// </summary>
+        field(10; "Existing Doc. RecordId"; RecordId)
+        {
+        }
     }
 }

src/Apps/W1/EDocument/App/src/Processing/Import/FinishDraft/EDocCreatePurchaseInvoice.Codeunit.al

@@ -38,6 +38,7 @@ codeunit 6117 "E-Doc. Create Purchase Invoice" implements IEDocumentFinishDraft,
         TempPOMatchWarnings: Record "E-Doc PO Match Warning" temporary;
         EDocPOMatching: Codeunit "E-Doc. PO Matching";
         DocumentAttachmentMgt: Codeunit "Document Attachment Mgmt";
+        EmptyRecordId: RecordId;
         IEDocumentFinishPurchaseDraft: Interface IEDocumentCreatePurchaseInvoice;
         YourMatchedLinesAreNotValidErr: Label 'The purchase invoice cannot be created because one or more of its matched lines are not valid matches. Review if your configuration allows for receiving at invoice.';
         SomeLinesNotYetReceivedErr: Label 'Some of the matched purchase order lines have not yet been received, you need to either receive the lines or remove the matches.';
@@ -54,14 +55,17 @@ codeunit 6117 "E-Doc. Create Purchase Invoice" implements IEDocumentFinishDraft,
             Error(SomeLinesNotYetReceivedErr);
 
         IEDocumentFinishPurchaseDraft := EDocImportParameters."Processing Customizations";
-        PurchaseHeader := IEDocumentFinishPurchaseDraft.CreatePurchaseInvoice(EDocument);
+        if EDocImportParameters."Existing Doc. RecordId" <> EmptyRecordId then begin
+            EDocImpSessionTelemetry.SetBool('LinkedToExisting', true);
+            PurchaseHeader.Get(EDocImportParameters."Existing Doc. RecordId");
+        end else
+            PurchaseHeader := IEDocumentFinishPurchaseDraft.CreatePurchaseInvoice(EDocument);
 
         EDocPOMatching.TransferPOMatchesFromEDocumentToInvoice(EDocument);
         PurchaseHeader.SetRecFilter();
         PurchaseHeader.FindFirst();
         PurchaseHeader."Doc. Amount Incl. VAT" := EDocumentPurchaseHeader.Total;
         PurchaseHeader."Doc. Amount VAT" := EDocumentPurchaseHeader."Total VAT";
-        PurchaseHeader.TestField("Document Type", "Purchase Document Type"::Invoice);
         PurchaseHeader.TestField("No.");
         PurchaseHeader."E-Document Link" := EDocument.SystemId;
         PurchaseHeader.Modify();
@@ -85,12 +89,14 @@ codeunit 6117 "E-Doc. Create Purchase Invoice" implements IEDocumentFinishDraft,
         PurchaseHeader.SetRange("E-Document Link", EDocument.SystemId);
         if not PurchaseHeader.FindFirst() then
             exit;
+
         EDocPOMatching.TransferPOMatchesFromInvoiceToEDocument(PurchaseHeader);
         DocumentAttachmentMgt.CopyAttachments(PurchaseHeader, EDocument);
         DocumentAttachmentMgt.DeleteAttachedDocuments(PurchaseHeader);
+
         PurchaseHeader.TestField("Document Type", "Purchase Document Type"::Invoice);
         Clear(PurchaseHeader."E-Document Link");
-        PurchaseHeader.Delete(true);
+        PurchaseHeader.Modify();
     end;
 
     procedure CreatePurchaseInvoice(EDocument: Record "E-Document"): Record "Purchase Header"
@@ -264,5 +270,4 @@ codeunit 6117 "E-Doc. Create Purchase Invoice" implements IEDocumentFinishDraft,
         if PurchaseLine.FindLast() then
             exit(PurchaseLine."Line No.");
     end;
-
 }

src/Apps/W1/EDocument/App/src/Processing/Import/Purchase/EDocumentPurchaseDraft.Page.al

@@ -7,6 +7,7 @@ namespace Microsoft.eServices.EDocument.Processing.Import.Purchase;
 using Microsoft.eServices.EDocument;
 using Microsoft.eServices.EDocument.Processing.Import;
 using Microsoft.Foundation.Attachment;
+using Microsoft.Purchases.Document;
 using Microsoft.Purchases.Vendor;
 using System.Feedback;
 using System.Telemetry;
@@ -282,8 +283,11 @@ page 6181 "E-Document Purchase Draft"
                     Visible = ShowFinalizeDraftAction;
 
                     trigger OnAction()
+                    var
+                        EDocImportParameters: Record "E-Doc. Import Parameters";
                     begin
-                        FinalizeEDocument();
+                        Session.LogMessage('0000PCO', FinalizeDraftInvokedTxt, Verbosity::Normal, DataClassification::SystemMetadata, TelemetryScope::All, 'Category', EDocumentPurchaseHeader.FeatureName());
+                        FinalizeEDocument(EDocImportParameters);
                     end;
                 }
                 action(ResetDraftDocument)
@@ -311,6 +315,19 @@ page 6181 "E-Document Purchase Draft"
                         AnalyzeEDocument();
                     end;
                 }
+                action(LinkToExistingDocument)
+                {
+                    ApplicationArea = Basic, Suite;
+                    Caption = 'Link to existing document';
+                    ToolTip = 'Link this electronic document to an existing purchase document in Business Central. Use this when you have already created the document manually and want to attach the e-document to it.';
+                    Image = Links;
+                    Visible = false;
+
+                    trigger OnAction()
+                    begin
+                        DoLinkToExistingDocument();
+                    end;
+                }
             }
             group(ViewDocument)
             {
@@ -570,18 +587,15 @@ page 6181 "E-Document Purchase Draft"
         CurrPage.ErrorMessagesFactBox.Page.Update(false);
     end;
 
-    local procedure FinalizeEDocument()
+    local procedure FinalizeEDocument(EDocImportParameters: Record "E-Doc. Import Parameters")
     var
         TempErrorMessage: Record "Error Message" temporary;
         ErrorMessage: Record "Error Message";
-        EDocImportParameters: Record "E-Doc. Import Parameters";
         EDocImport: Codeunit "E-Doc. Import";
         EDocImpSessionTelemetry: Codeunit "E-Doc. Imp. Session Telemetry";
         Telemetry: Codeunit Telemetry;
         CustomDimensions: Dictionary of [Text, Text];
     begin
-        Session.LogMessage('0000PCO', FinalizeDraftInvokedTxt, Verbosity::Normal, DataClassification::SystemMetadata, TelemetryScope::All, 'Category', EDocumentPurchaseHeader.FeatureName());
-
         if not GlobalEDocumentHelper.EnsureInboundEDocumentHasService(Rec) then
             exit;
 
@@ -695,6 +709,29 @@ page 6181 "E-Document Purchase Draft"
         end;
     end;
 
+    local procedure DoLinkToExistingDocument()
+    var
+        PurchaseHeader: Record "Purchase Header";
+        EDocImportParameters: Record "E-Doc. Import Parameters";
+        ConfirmDialogMgt: Codeunit "Confirm Management";
+        LinkToExistingDocumentQst: Label 'Do you want to link this e-document to %1 %2?', Comment = '%1 = Document Type, %2 = Document No.';
+        RelinkToExistingDocumentQst: Label 'This e-document is already linked to a document. Linking to %1 %2 will unlink the currently linked document. You will need to manually clean up that document. Do you want to continue?', Comment = '%1 = Document Type, %2 = Document No.';
+        ConfirmQst: Text;
+    begin
+        EDocumentProcessing.ErrorIfNotAllowedToLinkToExistingDoc(Rec, EDocumentPurchaseHeader);
+        PurchaseHeader.SetRange("Buy-from Vendor No.", EDocumentPurchaseHeader."[BC] Vendor No.");
+        PurchaseHeader.SetRange("Doc. Amount Incl. VAT", EDocumentPurchaseHeader.Total);
+        if not EDocumentProcessing.OpenPurchaseDocumentList(Rec."Document Type", PurchaseHeader) then
+            exit;
+
+        ConfirmQst := StrSubstNo(Rec.Status = Rec.Status::Processed ? RelinkToExistingDocumentQst : LinkToExistingDocumentQst, PurchaseHeader."Document Type", PurchaseHeader."No.");
+        if not ConfirmDialogMgt.GetResponseOrDefault(ConfirmQst, Rec.Status <> Rec.Status::Processed) then
+            exit;
+
+        EDocImportParameters."Existing Doc. RecordId" := PurchaseHeader.RecordId();
+        FinalizeEDocument(EDocImportParameters);
+    end;
+
     var
         EDocumentPurchaseHeader: Record "E-Document Purchase Header";
         EDocumentServiceStatus: Record "E-Document Service Status";

src/Apps/W1/EDocument/Test/src/LibraryEDocument.Codeunit.al

@@ -253,6 +253,8 @@ codeunit 139629 "Library - E-Document"
         else
             EntryNo := EDocument."Entry No";
         EDocument."Entry No" := EntryNo;
+        EDocument.Direction := EDocument.Direction::Incoming;
+        EDocument.Service := EDocService.Code;
         EDocument.Insert();
         EDocumentServiceStatus."E-Document Entry No" := EntryNo;
         EDocumentServiceStatus."E-Document Service Code" := EDocService.Code;