Understanding Copying Control in SAP SD

8/9/2019 Understanding Copying Control in SAP SD

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Copying control Information

Copying control: Reference document type

The type of the sales document that you want to copy into another sales document, a delivery, or a billing

document.

ExampleIf you create a delivery from a sales order, the sales order is the source document and the delivery is the

target document.

Copying control: Target sales document type

The type of the sales document into which you want to copy another sales document.

Example

If you copy a quotation into a sales order, the quotation is the source document and the sales order is thetarget document.

Copying requirements for data transfer VBAK (DatT_1)

Definition

Identifies a routine that checks that certain requirements are met during the transfer of data from sales

document header fields during copying.se

!ccording to the routine you specify, the system checks that certain sales document header fields in the

source document meet the right conditions. If they do, the system copies them into the target document.

Copying requirements for transferring business data (DatT_2)

Definition

Identifies a routine that checks that certain requirements are met during the transfer of data from business

data fields during copying.

se!ccording to the routine you specify, the system checks that certain business data fields in the sourcedocument meet the right conditions.If they do, the system copies them into the target document.

Copying requirements for partner data VBPA (DatT_3)

Definition

Identifies a routine that checks that certain requirements are met during the transfer of data from partner

fields during copying.

se

!ccording to the routine you specify, the system checks that certain partner fields in the source documentmeet the right conditions. If they do, the system copies them into the target document.

Copying requirements for data transfer FPLA (FPLA)

"pecifies a routine that checkes whether certain requirements have been fulfilled when data is transferred

from the billing plan field.

se

!ccording to the specified routine, the system checks whether certain fields with the billing plan data

from the source document have filled the set requirements. If the requirements have been met, the systemcopies the fields to the target document.


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Copying requirements

DefinitionIdentifies a copying routine. The routine checks that certain requirements are met when one document is

copied into another.

seThe standard version of #elease $.$ includes some standard routines for checking requirements during

copying. %ou can also define your own routines, according to the needs of your organi&ation.

Example

'or example, when you copy a quotation into a sales order, the system can check each item in thequotation to make sure that it has not been re(ected by the customer for some reason.

Copy item number from reference

Indicates whether the system copies the item numbers from the source document into the target

document.

se

If you expand a document by copying in only partial item information from another document, the systemdoes not copy the item numbers. If thesystem does not copy the item numbers from the source document,

the item numbers in the target document are regenerated to avoid gaps in the

numbering. In this case, the higher)level item field and the alternative item field in the sales order entry

screens are also renumbered to keep their original relationship to other items intact.

Complete reference indicator

Indicates whether the system copies the source document completely.

*rocedureIf you mark the field, the system copies the source document into the target document completely. The

system also copies the complete reference indicator. %ou cannot change the indicator in the target document.Example

%ou mark a quotation for complete reference and you then copy the quotation into a sales order. +ater, ifyou try to change an order quantity or to delete an item, the system sends a message.

Sche!le Line Category



Reference scedule line category

The schedule line category in the source sales document.

se

hen you copy one sales document into another, the system checks the schedule line category in the

source document and automatically proposes the schedule line category for the target sales document.

Proposed scedule line category

The schedule line category that the system tries to copy into the respective schedule line in the target sales

document.

se


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If you leave the default schedule line category blank or if the value you enter is not allowed duringprocessing, then the system automatically determines the schedule line category -like it does when you

create a new schedule line.

Copying requirements for scedule line data

Definition

Identifies a routine that checks that certain requirements are met during the transfer of data from scheduleline fields during copying.

se

!ccording to the routine you specify, the system checks that certain schedule line fields in the source

document meet the right conditions. If they do, the system copies them into the target document.*rocedure

Depending on the type of document to be copied, the system proposes a routine for checking copying

requirements. If you want the system to use a different routine, you have the following choices/o %ou can enter the identifying number of an alternative routine

o %ou can change the routine itself and check for specific conditions

-however, before you change a routine, you should find out where else the routine is used, so that youavoid unwanted changes elsewhere

o %ou can enter the identifying number for a new routine and then create the routine through table

maintenance.

Copying requirements

Definition

Identifies a copying routine. The routine checks that certain requirements are met when one document iscopied into another.

seThe standard version of #elease $.$ includes some standard routines for checking requirements during

copying. %ou can also define your own routines, according to the needs of your organi&ation.

Example

'or example, when you copy a quotation into a sales order, the system can check each item in thequotation to make sure that it has not been re(ected by the customer for some reason.

Item Category



!ataT"#$ !ataT"%$ !ataT"&$FPLA

Reference item category

Identifies the item category of the item to be copied from the source

document into the target document.

!efault item category

The item category that the system proposes, during copying, for the item

in the target document.se

Is used/

o hen the system is not supposed to determine a new item category in the target document.Example/ hen you copy a free)goods item from the quotation to the order, the free)goods item

category -T!00 should appear as a default. The system should not carry out item category

determination in the order.


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o hen the item category in the source document is not supposed to be valid for the target document.Example/ In billing, cost determination is not to take place for credit memos for third)party orders

-12". Therefore, the system should use item category T!"1 as a default since it does not determine

cost, rather than copying the source document3s item category -T!".

Copy scedule lines

Indicates whether the system automatically copies schedule lines from the source sales document into thetarget sales document.

*rocedure

If you want to copy schedule lines from the source into the target sales document, mark the field. If the

source document has no schedule lines -for example, in a contract, but you want to create schedule lines inthe target document, you should also mark the field.

Example

It makes sense, for example, to copy schedule lines from a quotation into a sales order. In the case of afree of charge subsequent delivery, however, it would not make sense to copy schedule lines from a sales

order, since you would enter the quantity manually.

'pdate indicator for sales document document flo(

"pecifies whether the system creates document flow records when you create a sales document item withreference, or an item in a subsequent document.

The system copies the indicator from copying control for the sales docuement item 4ustomi&ing for "ales

to the target document item.

se! document flow record contains information about the quantities and values that have been copied from

the source document to the target document. The system uses the document flow to determine the status of

the source document.%ou can choose one of the following values for the indicator/

o 3 3/ Do not create document flow records

o 353/ 4reate document flow recordsThe system creates document flow records from the target sales document item to the source sales

document item and, if necessary, to the document items from the preceding documents -document itemsreferenced by the source document item. It can also create document flow records from the subsequent

document items -document items with reference to target document items to the source document item andits preceding document items.

Example/

"ource document/ customer quotation, Target document/ sales order The sales order creates a documentflow record for the quotation.The delivery, goods issue and billing document for the sales order don3t (ust

create a document flow record for the order itself, but also for the quotation.

o 323/ 4reate document flow records except for delivery6goods issue6billing documents

The system creates document flow records from the target sales document item to the source document

item and, if necessary, to its preceding document items. It also creates document flow records from asubsequent document item to the source document item and its preceding document items, if the subsequent

document is a sales document.

The system does not create any document flow records from a subsequent document item to source

document item and its preceding document items, if the subsequent document is a delivery, goodsissue or a billing document.

Example/"ource document/ customer contract, target document/ sales order/

The sales order creates a document flow record for the customer contract. The delivery, goods issue and

billing document for the sales order only create document flow records for the sales order itself but not for


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the contract. This means that the document flow does not refer from the delivery to the contract directly butin two steps/ Delivery )7 8rder )7 4ontract.

pdate indicator 323 is particularly useful for improving system performance when the source document is acontract and the target document is a release order if the contract has several release

orders. This indicator reduces the document flow by 29: compared to that for the document flow with

update indicator 353.The functions in the "!* standard system are not affected by changing the indicator from 353 to 323,

including those for determining the status of documents and displaying the document

flow.

If you change the update indicator -for example, for contract release orders in a system that is running from353 to 323, you can use program "D;


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$A *4 T!E

'or #eleases up to B.AD if references are made to this order, you must define entries in the copy control for

item categories T!@ and T!E. If you don3t do this, the items will not be copied because the context for the

item may get lost, or because the system works with the same


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If you leave this blank, the system tries to copy the best possible quantity depending on the situation. 'orexample, the system would copy the open quotation quantity if you were copying from a quotation to an

order, and if you were creating a credit memo, it would copy the billed

quantity.hen choosing any other values, the system always uses the quantity related to that value.

Pricing type

"pecifies how the system treats pricing data when copying documents. !t the time of billing, the

following pricing types are possible/

!/ 4opy pricing elements and update according to scale. The system

o does not determine any new condition types

o redetermines the scale prices for changed delivery quantities


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o redetermines the following condition types/) 'reight conditions -condition categories

Understanding Copying Control in SAP SD

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