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Object connection transformation based on the Document Class


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Hi,

Is it possible transfer only a selected type of document attachments after creating an Object connection transformation record? 

Example - Customer needs to attach 2 types of documents to the purchase order page, Purchase order confirmation and the supplier invoice. If we create 2 document classes for above 2 categories, and then setup an object connection transformation to transfer attachments from purchase order to the manual supplier invoice page, is it possible to transfer only the supplier invoice attachments without transferring the Purchase order confirmation document? 

If possible, what are the configurations we need to use? 

Best regards,

Indika

4 replies

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  • Hero (Employee)
  • 75 replies
  • April 11, 2025

@HoiIndikW the object connection transformation rules are define between 2 LUs (logical units) and It doesnt depend on the document class.

Also if you setup a rule between the Purchase order and manual supplier invoice, it will transfer all documents. maybe you might need to investigate the possibility to customize this. In core application this is not supported.

Else you need 2 rules from Purchase order confirmation and the supplier invoice to manual supplier invoice page, instead from purchase order. But you need to evaluate and decide whether it suits your business flow.

Pls refer documentation for more details.

…/Documentation/en//DefineSystemBasics/AboutObjectConnectionTrans.htm


MikeCH
Hero (Employee)
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  • Hero (Employee)
  • 150 replies
  • April 11, 2025

...in addition to the answer from diwelk. To pass on only certain documents, you can also use an event action configuration. In this case, a further object link can be executed directly in the document revision under the desired condition. This increases flexibility.


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  • Author
  • Sidekick (Partner)
  • 39 replies
  • April 11, 2025

Thanks ​@diwelk and ​@MikeCH for your inputs. 

@MikeCH We also thought of creating a custom event/BPA to block transfers of Purchase order confirmation related document revisions from purchase order page to supplier invoice page. Could you please describe more about the event action configuration solution you have suggested? 

 

 


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2875 replies
  • April 13, 2025

@diwelk Another thing to add to the documentation perhaps?


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