SD1014 - SD Copy Controls v 1.

India SAP CoE, Slide 1

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 2

SD Copy Controls
1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe
India SAP CoE, Slide 3
SD Copy Controls
1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe
India SAP CoE, Slide 4
Purpose
In 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 5

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 6

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 7

SD Copy Controls
1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe
India SAP CoE, Slide 8
Copy Control Overview
Copying Allowed source &
requirements target Documents

Data Transfer
Pricing Control Routines
Copy control Billing Docs

Copy control Delivery

Docs
Transfer
Schedule lines
Copy control Sales Docs
Quantity/ value
update
Influence on
Document
Update Status
document Flow

India SAP CoE, Slide 9

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 10

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 11

Points To Remember Before
Configuring Copying Rules (continued)
In copying control at header level, you define which source document types may
be 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 12

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 13

Points To Remember Before
Configuring Copying Rules (continued)
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)

India SAP CoE, Slide 14

SD Copy Controls
1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe
India SAP CoE, Slide 15
Copy Controls Customizing -
Sales Document

IMG Sales & Distribution Sales  Maintain Copy control for sales
documents

India SAP CoE, Slide 16

Sales Document – Header Level
The document types that can be
copied into one another e.g. OR to OR
or QT to OR. To create a sales
Click here to goto Document with reference to another
Details View sales document.

Copying Requirement
The data transfer routines are are rules that Identifies a
in control of copying header
data from
copying routine.
source documents to target
documents.

Controls the copying of

whole document.

India SAP CoE, Slide 17

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 18

Sales Document – Schedule
Line level

Schedule Line
Category

India SAP CoE, Slide 19

Copy Controls Customizing -
Delivery Document

IMG Sales & Distribution Delivery  Maintain Copy control for Delivery
documents

India SAP CoE, Slide 20

Delivery Document – Header
level

India SAP CoE, Slide 21

Delivery Document – Item level

Determine
pricing
exchange
rate

India SAP CoE, Slide 22

Copy Controls Customizing -
Billing Document

IMG Sales & Distribution Billing  Maintain Copy control for Billing
documents

India SAP CoE, Slide 23

Billing Document – Header level

India SAP CoE, Slide 24

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 25

SD Copy Controls
1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe
India SAP CoE, Slide 26
LetMe
Transactions
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 27

SD Copy Controls
1 PrepareMe

2 TellMe

3 ShowMe

4 LetMe

5 HelpMe
India SAP CoE, Slide 28
Tips and Tricks
Please 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.

India SAP CoE, Slide 29