Business Value

Document inheritance ensures continuity and automation by allowing attachments to flow automatically from one document to another. This minimizes manual handling, reduces errors, and ensures users have access to relevant attachments throughout the document lifecycle.

Feature Overview

The Document inheritance feature allows attachments—such as files, notes, and documents—to be automatically copied from a source table (e.g., customer or item) to a target table (e.g., sales quotation or sales order). This is controlled per Document type, giving fine-grained control over what is inherited and when.

It also supports different Notification types, including info messages, warnings, errors, and pop-up displays.

Feature Details

• Inheritance is configured per Document type, and supports multiple rules per relationship (e.g., different notes for the same customer inherited as different types).
• Notes can be inherited with or without notification.
• Supports integration with Text blocks and Pop-up notes.

Validation is included to prevent activation of inheritance when the source or target table is not configured for document handling.

Setup

Organization administration > Document management > Document inheritance
Organization administration > Document management > Document type > Document inheritance

Field	Description
Document type	The Document type where the Document inheritance should be applied for. Document type is standard Microsoft functionality, for more information, see Microsoft learn website.

Source table

The table where the attachment should be inherited from.

Target table

The table where the attachment should be inherited to.

Target key field

The field where the relation between the Source table and Target table is based on.

Active

Specify if the concerning record is active. If the check box Active is checked, a validation of the record will be executed at the moment of saving the record.

Notification type

Specify if the system shall show the note as a message when it is inherited. None: No notification Info: An info message is shown, with information where and of which Document type the attachment is inherited from Warning: A warning is shown, with information where and of which Document type the attachment is inherited from Error: An error message is shown, with information where and of which Document type the attachment is inherited from Pop-up: A pop-up screen is shown with the actual note of the concerning Attachment. Only applicable for Document type with class “Simple note” and only possible with Transfer mode “Synchronous”.

Copy

The Copy button makes it possible to copy the record. This can be handy to create the exact same line for another Document type. This is why this option is only available from the Document inheritance form without a filter, so it is not available if Document inheritance is opened via the Document type menu item.

Advanced query

Shows the relations between the source and target table including the concerning key fields. It also shows the SQL query.

E.g. Query object 9ee55550: SELECT * FROM CustTable(CustTable_1) EXISTS JOIN * FROM SalesTable(SalesTable_1) WHERE CustTable.AccountNum = SalesTable.CustAccount

Log

For the selected record the log shows, when the inheritance of the attachment has been taken place. It shows what the source table is and which specific key field value is. In case of Customer table (Custtable) it shows from which customer it has been inherited, or in case of an item, from which item is the attachment inherited.