Download - SD1014 SD Copy Controls
India SAP CoE, Slide 1
SD1014 - SD Copy Controls v 1.0
India SAP CoE, Slide 2
Copy Controls …?
In essence, copy control is a built in mechanism which enables DATA TRANSFER from one document to another document
India SAP CoE, Slide 3
SD Copy Controls1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
India SAP CoE, Slide 4
SD Copy Controls1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
India SAP CoE, Slide 5
PurposeIn S&D following are some of the Common scenarios where we use copy control. Standard Order Scenario : Quotation, Sales Order, Delivery , Invoice. (Sales) (Sales) (Delivery) (Billing)
This will need the copying rules set up to enable a sales document type to be copied into another sales document type i.e. Quotation Sales Order , a sales document type is to be copied into a delivery i.e. Sales order Delivery and lastly a delivery to be copied into billing document i.e. Delivery Invoice.
Returns Process Scenario: Invoice, Return Sales Order, Return Delivery , Credit Notes. (Billing) (Sales) (Delivery) (Billing)
Credit Memo Process Scenario: Invoice, Credit memo request, Credit Memo. (Billing) (Sales) (Billing)
India SAP CoE, Slide 6
Use
Copying control technique is useful where the multiple entries of the same data is required at various stages of sales transactions
Where the same entries are required with unique changes in the maintenance of data (E.g.: condition records)
To ensure the data is consistent through out the document flow in the entire transaction.
To Reduce the risk of manual entries there by reducing the manual errors at the time of document processing
India SAP CoE, Slide 7
Challenges
• How to copy only relevant data to the subsequent documents
• How to ensure the copy of important business data such as, pricing, exchange rate, invoiced quantities etc with updates
India SAP CoE, Slide 8
SD Copy Controls1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
India SAP CoE, Slide 9
Copy Control Overview
Copy control Billing Docs
Copy control Delivery Docs
Copy control Sales Docs
Copying requirements
Update document Flow
Quantity/ value update
Pricing Control Data Transfer
Routines
Transfer Schedule lines
Influence on Document
Status
Allowed source & target Documents
India SAP CoE, Slide 10
Points To Remember Before Configuring Copying Rules• Copy Controls are maintained for SD documents at Header, Item,
Schedule lines (only for Sales documents) and for Condition Records
• You should first check whether the copying rules in the standard SAP R/3 system suit your requirements
• If you want to define new rules, the following requirements apply:
- If the condition tables differ from the source condition record and the target condition record then only one field may be different in the condition tables, The condition tables must have the same number of fields
- For different condition types of the source condition record and target condition record, the condition types must have the same calculation type, scale basis, condition class and plus/minus sign.
India SAP CoE, Slide 11
Points To Remember Before Configuring Copying Rules (continued)
• You define a new copying rule by assigning the allowed source condition tables and target condition tables to each other. In this way, you can assign several target condition tables to one source condition table
• You characterize one of them as an automatic default. You also decide whether the validity date of the source record is defaulted in the target records. Furthermore, you assign an appropriate selection report which allows you to create a large number of condition records according to certain selection criteria.
• Define the allowed source condition types and target condition types. The system uses this allocation to check whether you are allowed to copy the selected condition types.
India SAP CoE, Slide 12
Points To Remember Before Configuring Copying Rules (continued)
In copying control at header level, you define which source document types maybe copied into which target document types. The system will not allow you to create a sales document that references another sales document if the relevant Sales document types are not contained in copying control.
The details screen for a selected "Target document type / Source document type” will have following details:
• Copying requirements – It is a routine which checks whether certain requirements are met when one document is copied into another
• Data transfer routines - are in control of copying header data from source documents to target documents like Partner information.
• Information on whether item numbers are copied to be the target document.• “Complete reference" Indicator – This indicator allows the system to copy
only the whole source document into the target document, and issues system messages later if someone tries to change the order quantity or delete an item.
India SAP CoE, Slide 13
Points To Remember Before Configuring Copying Rules (continued)
Identifies the item category of the item to be copied from the source document into the target document.The details screen for a selected item category will have following info.
• Copying requirements• Data transfer routines • Controls how the completed quantity of the item in the source
document is affected by the copying action.• Controls whether the quantity value copied from source document to
target document may be lesser or more.• Update document flow: Specifies whether the system updates the
document flow when a document is copied.
India SAP CoE, Slide 14
The pricing type controls which condition types are redetermined or which are copied unchanged (however, the items are always revaluated). Using this field you can control copying of pricing condition from one source document to target document. Following are some of the Pricing type:
'A' (Copy price components and redetermine scales)'B' (Complete new pricing):
Exception: Condition types which are not determined via condition technique (for example, condition type 'VPRS' or condition types which are determined using formulas are not redetermined even if you do not change them manually.
'C' (Copy manual pricing elements and redetermine the others):'D' (Copy pricing elements unchanged): As in pricing type 'A' but the
prices are fixed (no scales are read). Condition base value and value are redetermined.
'E' (Adopt price components and fix values): As in pricing type 'D' but neither condition base value nor value are redetermined
'G' (Copy pricing elements unchanged and redetermine taxes)
Points To Remember Before Configuring Copying Rules (continued)
India SAP CoE, Slide 15
SD Copy Controls1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
India SAP CoE, Slide 16
IMG Sales & Distribution Sales Maintain Copy control for sales documents
Copy Controls Customizing - Sales Document
India SAP CoE, Slide 17
Sales Document – Header Level
The data transfer routines are in control of copying header data from source documents to target documents.
Copying Requirement are rules that Identifies a copying routine.
Controls the copying of whole document.
The document types that can be copied into one another e.g. OR to OR or QT to OR. To create a sales Document with reference to another sales document.
Click here to goto Details View
India SAP CoE, Slide 18
Sales Document – Item Level
The source item category TAN and Target Item
category as TAN.
Quantity Value
Pricing Type – controls pricing condition types
Controls document flow update
India SAP CoE, Slide 19
Sales Document – Schedule Line level
Schedule Line Category
India SAP CoE, Slide 20
IMG Sales & Distribution Delivery Maintain Copy control for Delivery documents
Copy Controls Customizing - Delivery Document
India SAP CoE, Slide 21
Delivery Document – Header level
India SAP CoE, Slide 22
Delivery Document – Item level
Determine pricing exchange rate
India SAP CoE, Slide 23
IMG Sales & Distribution Billing Maintain Copy control for Billing documents
Copy Controls Customizing - Billing Document
India SAP CoE, Slide 24
Billing Document – Header level
India SAP CoE, Slide 25
Billing Document – Item level
Specifies which quantity the system copies from the source document (a sales order, for example) into the target billing document (an invoice, for example).
India SAP CoE, Slide 26
SD Copy Controls1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
India SAP CoE, Slide 27
LetMeTransactions
VTAA Copy Control from Sales Document to Sales Document
VTLA Copy Control from Sales Document to Delivery Document
VTFA Copy Control from Sales Document to Billing Document
VTFL Copy Control from Delivery Document to Billing Document
VOFM To Define User defined routines
India SAP CoE, Slide 28
SD Copy Controls1 PrepareMe
2 TellMe
3 ShowMe
4 LetMe
5 HelpMe
India SAP CoE, Slide 29
Tips and TricksPlease refer Note 24832 - Pricing rules / TVCPF – It give additional information on configuring new pricing types using user exits.
In the table with delivery header data LIKP, there is the field ZUKRL. which can be filled with any values by using copying control. The contents of this field act as a splitting criterion during delivery creation.