Copy item from Source transaction to Target (follow up) transaction
we are working on CRM 5.0 and ECC 6 as a backend system.
We have created sales transaction in ECC which is fully processed (delivery and invoiceing has done) and replicated in CRM.
In CRM with reference to that Sales transaction we want to create Returns transaction for that I have done the following copy control configuration.
<b>Copy Control Settings:</b>
1)Define Copy Control for Transaction types
Copy Item Number
Copy Price Agreement
2)Define Copy Control for Item Categories
Copy conditions-copy conditions, Redetermine taxes
3)Define Item category determination when Copying
Source Item category
Target transaction type
Target item category
when I am creating the follow up for the sales transaction which is replicated from ECC in CRM
I am not able to copy the item from Sales transaction to Returns transaction.
Can any body suggest me did I miss any configuration?
Thanks in advance,
Shalini Chauhan replied
When u are making a follow up from the sales transaction, do u get a check box to copy the items in the item selection tab page.
If not, check the Log icon in that tab. Also ensure that the org determination is same in both the transactions i.e. ur sales order and returns.
For checking purpose, create a sales order in CRM itself and make its follow up, see what errors come in the log.
Wish the information is useful.