sd1014 sd copy controls

India SAP CoE, Slide 1

SD1014 - SD Copy Controls v 1.0


Copy Controls …?

In essence, copy control is a built in mechanism which enables DATA TRANSFER from one document to another document


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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)


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


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



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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


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.


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.



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.



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.


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)




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IMG Sales & Distribution Sales Maintain Copy control for sales documents

Copy Controls Customizing - Sales Document


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


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


Sales Document – Schedule Line level

Schedule Line Category


IMG Sales & Distribution Delivery Maintain Copy control for Delivery documents

Copy Controls Customizing - Delivery Document


Delivery Document – Header level


Delivery Document – Item level

Determine pricing exchange rate


IMG Sales & Distribution Billing Maintain Copy control for Billing documents

Copy Controls Customizing - Billing Document


Billing Document – Header level


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).



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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



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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.