copy control

[Former Member]

Dear All,

Could You pls tell me what is copy control and what are the basic things to understand before using it ?

[Former Member]

Dear Rishabh,

I will try to tell u the concept of the copy cotl in simple language.

You know that in normal sales cycle we go thru document flow like sales order (OR)-> delivery (LF)-> invoice(F2)

when we create a delivery wrt a sales order u knw that certain data regarding the material, its quantity, its price etc all get automically as soon as we create delivery. N similary when we create invoice wrt delivery, automatically all prices are thr, which you actually mentioned in sales order. SO this data was copied from sales order delivery first n then frm delivery to invoice.

So all this data is copied from OR to LF n from LF to F2 by this "COPY COTL". In copy control settings, we can customize which kind of data is to be copied from one document to other document.

This is the concept. you will know maintaining it from other answers given above.

Reward, if it helped.

Prashant

[Former Member]

Hi Rishib,

Copy Control is basically meant so that Data is copied from preceding Document to subsequent one. What subsequent Document is required is to some extent determined by Customer Requirements as well as Document Types. e.g. In general case of Standard Order, it will be Copy Control (Order to Delivery) from OR to LF

As we know there are three types of data in Sales Documents

1. Header Level Data

2. Item Level Data

3. Schedule line Data

And for Delivery and Billing Documents, it will be

1. Header Level Data

2. Item Level Data.

So, while creating any documents with reference to other documents, then these datas will be pulled to that new document, purely because of Copy Controls.

Unless we dont maintaine these copy controls we cant create a document with reference to other documents.

Main copy controls are

Sales Document to Sales document (VTAA)

for Inquiry to quotation, quotation to order etc

Sales Document to Delivery Document (VTLA)

for Sales Order to Delivery

Delivery Document to Billing Document (VTFL)

for Delivery to Billing

Sales Document to Billing Document (VTFA)

for order to billing (Intercompany, credit memo, debit memo)

Hope this gives you some idea.

REWARD IF HELPFUL.

Regards,

Praveen

[Former Member]

Dear Rishabh,

To create the documents with reference to proceeding documents “copy controls” must be defined.

The coping controls can be set for the following levels.

1)Copy controls for sales documents: -

SPRO

Sales and Distribution

Sales

Maintain Copy controls for sales document

a)Copy control sales document to sales document

Source  Target

QT  OR

Header  Header

QT  OR

Item Category  Item Category

AGN  TAN

AGNN  TANN

Schedule  Schedule

BN  CP/CK/PN

b)Copy Control – Billing document to sales document:

Same as above

2)Copy controls for delivery documents: -

SPRO

Logistics Execution

Shipping

Copying control

Specify copy control for deliveries

The coping control defined from sales document to delivery document

Coping must be done header-to-header and item-to-item

Here number schedule are available.

3)Copy controls for Billing documents: -

SPRO

Sales and Distribution

Billing

Billing documents

Maintain coping control for billing document

a)Sales document to billing document

b)Billing document to billing document

c)Delivery document to billing document

[Former Member]

Dear Rishabh,

<b>Basic things to understand before using it?</b>

You should determine what data you want to copy from master data, preceding documents and in what order of preference.

<b>Copy Control in SD</b>

You define control data for the document flow of sales documents.

You can specify for a particular sales document type, which document type is to be assigned to copied reference documents, and which item categories or schedule line categories are to be copied.

You must also make specifications for copying requirements and data transfer, as well as quantity and value updates in document flow. This must be done for each copying procedure at header, item and, if necessary, schedule line level on a detail screen.

Make sure to maintain copy control for the following areas:

• Sales documents

• Deliveries

• Billing documents

If you create a sales document with reference to a preceding document, the system copies nearly all the data from the preceding document. The data in the preceding document originally comes from the customer and material master records. Because the data is copied from the preceding documents into the sales document, any changes that have been made to the master data records since the preceding document was created are not included in the sales document. If, when you create with reference, you add another item to the document that was not in the preceding document, the system determines the data for it from the master records, such as the material master or info record.

You have created an inquiry and a quotation with reference to this inquiry. Before you created the quotation, you changed some data in the material and customer master records.

• You have changed the material description in the material master record. This description is stored in the sales document at item level.

• You have changed the terms of payment in the customer master record from ZB01 to ZB03. These are stored in the sales document at header level.

When you created the inquiry, the system copies the original material description to the item. If you enter another item in the quotation for the same material, the system displays the new material description for the new item.

However, the system continues to propose the original term of payment, that is, ZB01, for all items including the new one. This is because it is copied from the header of the preceding document into the header of the quotation, and the change in the customer master record has no affect on the quotation.

Regards,

Naveen.

[Former Member]

hi

Copy control can be associated with the transfer of data between the various sales documents from a Quotation to Cash. Thus, copy control forms part of the document flow process. Copy control uses data at the header and schedule line level. Copy control determines which data is to be transfered, a copy control can be set to ensure copying of data at predefined time intervals. Similarly, with copy control one can also specify when to stop the copying process. Copy control is important in another way since it helps in determing wether new prices are used or not.

http://help.sap.com/saphelp_crm40/helpdata/en/11/9a973915e69238e10000000a11402f/content.htm

Reward if Useful

Thanx & regards

Naren...

[jiteshmehta]

With copy control we can specify for a particular sales document type, which document type is to be assigned to copied reference documents, and which item categories or schedule line categories are to be copied.

You must also make specifications for copying requirements and data transfer, as well as quantity and value updates in document flow. This must be done for each copying procedure at header, item and, if necessary, schedule line level on a detail screen.

In SD make sure to maintain copy control for the following areas:

Sales documents

Deliveries

Billing documents

In sales, you can find copy controls for:

Sales document by sales document

Billing document by sales document

In deliveries, you can find copy controls for:

Sales document by delivery

In billing, you can find copy controls for:

Sales document by billing document

Delivery by billing document

Billing document by billing document

The transacation codes for copy controls are

VTLA order type to delivery type

VTAA order type to order type

VTFL delivery type to billing doc type

VTFA order type to billing doc type

VTFF billing doc type to billing doc type

VTAF billing doc type to order type (example would be Returns).

http://help.sap.com/saphelp_47x200/helpdata/en/dd/560ecf545a11d1a7020000e829fd11/frameset.htm

Regards

Jitesh

[Former Member]

Copy Control

Copy control is used by the system to determine what document types, item categories, and schedule line categories (the three tiers of the sales document type) can be copied into each other or referenced. This includes all three tiers of data allowed into and from delivery documents and/or billing documents.

Simple explaination would be,

it is used for copying the header and item level data from sales to delivery to billing documents or billing to sales order to delivery to invoice (in case of returns)