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Copying Condition Records
Using the Copy Function
In this example, you have an existing condition record that specifies a material discount for a particular customer. You want to offer the same discount to other customers by copying the data from the existing condition record into new records for each additional customer.
Steps:
To copy the existing condition record into the new records:
Choose Logistics ® Sales and Distribution ® Master data.
Choose Conditions ® Selection using condition type ® Change.
Enter the required condition type.
Enter the selection data to select the existing condition record.
The system displays the existing condition record(s) in the fast change screen.
Select the condition record that you want to copy and choose Copy. If you want to select from alternative copying rules, see Selecting From Alternative Copying Rules.
You reach the selection screen. In this example you choose from a list of customers, for whom you would like to copy reference condition record data.
Enter your selection data and choose Execute.
The system displays a list of the customers who meet your selection criteria.
Mark the customers for whom you want to create copies of the reference condition record and choose Continue.
The system displays the overview screen for condition records and lists the new condition records you have just created, as well as the existing condition record you used as a reference.
In the overview screen, you can change the data for individual condition records by branching to the various views (Validity periods, Condition rate, Terms of payment, and so on).
Save the condition records.
Displaying the Copy Log
After you have copied something, the system advises you if there are error messages in the copy log. You can see the log by going to Extras ® Copy log condition . The error messages in the copy log refer to the most recent copy transaction you carried out. With every new copy transaction, the log is automatically updated with only the current data.
Copying Condition Records
Use
The copying function allows you to create multiple condition records at one time. You can either copy one or more existing condition records into new records or you can create a new record and use it as the basis for copying additional records, all in one step. You can copy condition records even when the source and target records have different condition types, condition tables, or key field values. However, copying between different condition types or condition tables is subject to certain prerequisites and rules.
Prerequisites for Copying
The following general prerequisites apply to copying condition records:
If the condition tables differ between the source and target condition records, then:
Only one field may differ between the two condition tables
The condition tables must contain the same number of fields
If the condition types differ between the source and target condition records, then each condition type must have the same calculation rule, scale type, condition class, and plus/minus indicator.
Copying Rules
Copying rules determine which condition types and condition tables you can use for copying between source and target condition records. The rules are defined in Customizing for Sales and must meet the prerequisites listed above. The standard R/3 System contains standard copying rules. If required, your system administrator can modify the standard copying rules or add new ones to meet your requirements. During processing, you can select from alternative copying rules, depending on what you are trying to copy.
Examples of Different Copying Scenarios
The following three scenarios describe how you can copy condition records.
Scenario 1: Same condition types/same condition tables
You offer a special discount to a particular price group (a group of customers defined in the customer master record). You want to make this discount available to other price groups by copying pricing details from the existing record. In this type of copying, the condition types (K020) and the condition tables (table 20) are identical for both source and target condition records. The only thing that varies in this case is the value of one of the key fields (the Price group field).
Scenario 2: Same condition types/different condition tables
The access sequences for a particular condition type can be defined in Customizing for Sales so that it accesses more than one condition table. This means condition records with the same condition type can have different keys. You can also copy condition records where the condition type is the same but the condition tables are different. Say you offer a material-specific discount to a particular price group (condition type K032, condition table 32). You can copy this material discount and create a new condition record for a specific customer (condition type K032, condition table 5).
Scenario 3: Different condition types/different condition tables
You can also copy condition records even when both condition types and condition tables are different. Say you offer a special discount to a particular price group (condition type K020, condition table 20) as you did in the first scenario. Here, however, you want to copy this condition record not to another price group but to a new customer-specific discount (condition type K007, condition table 7). In this case, both condition types and condition tables are different.
Copying Process
You can call up the copy function from the Edit menu in any of the following condition record screens:
Creating
Creating with reference
Changing
Overview
There are several typical scenarios for using the copying function. You may want to copy an existing condition record into a number of new condition records. In this case, you use the change condition record function. Alternatively, you may want to create a new condition record and copy it to other records all in one step. In this case, you use the create condition record function. In both cases, you can change the copied data before you save the new condition records.
See also:
Copying Condition Records
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