copy controls within sd

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5 Added by Gerard Magorrian, last edited by Gerard Magorrian on Aug 21, 2012 (view change) show comment

ERP SD /…

/ ERP SD Customizing

Copy Controls within SD

Purpose

This document will provide a general overview of copy controls w ithin sales and distribution.

What Are Copy Controls?Copy Controls are short programs that are used when copying fromone document to another. They consist of programs known as routines that informthe systemhow the data is to be copied from

the source document to the target document.

The standard systemalready contains a number of these routines. However, it is possible to generate additional routines to fulfil business requirements not reached within the standard delivered

system.

You can use an existing SD document as the basis for creating a subsequent document; for example, when creating a sales order with reference to a quotation. In this case the systemcan copy

all the data or only certain data fromthe quotation into the sales order. Which fields are to be copied fromthe source document (quotation) depends on how the copy controls have been configured.

Where are they found?

The Copy Controls are configured w ithin the IMG. They can be located through the following menu paths:

Sales and Distribution -> Sales -> Maintain copy control for sales documents, or

Sales and Distribution -> Shipping -> Specify copy control for deliveries, or

Sales and Distribution -> Billing -> Billing Documents -> Maintain copy control for billing

Or alternatively, they can be accessed directly by using the following transaction codes:

VTAA - control for copying fromsales order to sales order

VTLA - control for copying fromsales order to delivery

VTAF - control for copying frombilling doc to sales order

VTFA - control for copying fromsales order to billing doc

VTFL - control for copying fromdelivery to billing docVTFF - control for copying frombilling doc to billing doc

How do they work?

Copy controls are setup at three levels of the sales order; Header level, Itemlevel and Schedule line level. The Schedule line level is only relevant when copying fromsales order to sales order or

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frombilling doc to sales order.

The Header Copy Routines are used to copy data fromthe Header of the Source document to the Header of the Target document. A number of copy routines are required; one for General Header

data, one for Partner data, etc.

It is possible to view the source code for each routine by using the F4 help function. Highlight the appropriate routine and press the ‘source text’ (F5) button to display the code through the ABAP

editor.

Copy controls for the itemlevel can be accessed by opening the ‘Item’ folder in the dialog structure and selecting an itemcategory fromthe’ Display View “Item”: Overview ’ screen. Again there are

several routines used here for the itemlevel copy controls. F1 help can be utilised to get a better understanding on how each routine is employed.

It is worth noting, if there is a proposed itemcategory on the target sales doc type, then this will be the itemcategory in the target sales document. However, if the field is left blank, then the system

will use the customer defined configuration in transaction VOV4 to determine the appropriate itemcategory.

In addition to the copy routines there are a number of check box controls; for example ‘Complete reference’ at header level and ‘Copy quantity’ at Itemlevel. F1 can again be used here to add further

insight into the role of each of these fields.

At the lowest level, the Schedule Line copy control routines can be accessed by double clicking on the ‘Schedule Line’ folder in the dialog structure when the appropriate Itemcategory has been

selected. The schedule line routines work similar to the header and itemcategory routines detailed previously.

Reference Status

Documents that have been copied are assigned an updated reference status in the copied item.

An itemcan have the following status:

Not relevant – the itemis not relevant for copying

Not referenced - The itemhas not yet been copied.

Partially referenced - The entire itemquantity was not copied.

Fully referenced - The entire itemquantity has been copied or the entire itemquantity has not been copied, but the itemcannot be referenced further.

To display the reference status:

Selecting Header -> Status for the status of the entire document. (Field VBUK-RFSTK)


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Selecting Item-> Status for the status of the line item. (Field VBUP-RFSTA

What Fields are being copied?

Note that there are several copy routines at each level of the customising; header, itemand schedule line.

Finding out which fields are being copied can be achieved by examining the source code in the ABAPEditor - transaction code SE38.

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