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AX 4.0 - Document management and Word templates

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Hello everyone,

I've been asked to check on an existing Word template (.dot) and add 2 extra fields. 

The current fields are all from the PurchTable and PurchLines tables. Someone has asked me to add the fields "Warehouse" and "Batch number" to the template. These are from the inventDim table. Adding the bookmarks to the template was no problem. Though when I try and link the fields to the bookmark AX tells me there has to be a relation between the tables.

Is this relation something I can (or must?) set up for the template or is this just not possible? The purchase order form already shows the information so I figured there'd already be relations in place...

Thanks in advance for any/all help


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