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Copying control Information

Copying control: Reference document type


The type of the sales document that you want to copy into another sales document, a delivery, or a billing
document.
Example
If you create a delivery from a sales order, the sales order is the source document and the delivery is the
target document.
Copying control: Target sales document type
The type of the sales document into which you want to copy another sales document.
Example
If you copy a quotation into a sales order, the quotation is the source document and the sales order is the
target document.
Copying requirements for data transfer VBAK (DatT_1)
Definition
Identifies a routine that checks that certain requirements are met during the transfer of data from sales
document header fields during copying.
Use
According to the routine you specify, the system checks that certain sales document header fields in the
source document meet the right conditions. If they do, the system copies them into the target document.
Copying requirements for transferring business data (DatT_2)
Definition
Identifies a routine that checks that certain requirements are met during the transfer of data from business
data fields during copying.
Use
According to the routine you specify, the system checks that certain business data fields in the source
document meet the right conditions.If they do, the system copies them into the target document.
Copying requirements for partner data VBPA (DatT_3)
Definition
Identifies a routine that checks that certain requirements are met during the transfer of data from partner
fields during copying.
Use
According to the routine you specify, the system checks that certain partner fields in the source document
meet the right conditions. If they do, the system copies them into the target document.
Copying requirements for data transfer FPLA (FPLA)
Specifies a routine that checkes whether certain requirements have been fulfilled when data is transferred
from the billing plan field.
Use
According to the specified routine, the system checks whether certain fields with the billing plan data
from the source document have filled the set requirements. If the requirements have been met, the system
copies the fields to the target document.

Copying requirements
Definition
Identifies a copying routine. The routine checks that certain requirements are met when one document is
copied into another.
Use
The standard version of Release 1.1 includes some standard routines for checking requirements during
copying. You can also define your own routines, according to the needs of your organization.
Example
For example, when you copy a quotation into a sales order, the system can check each item in the
quotation to make sure that it has not been rejected by the customer for some reason.
Copy item number from reference
Indicates whether the system copies the item numbers from the source document into the target
document.
Use
If you expand a document by copying in only partial item information from another document, the system
does not copy the item numbers. If thesystem does not copy the item numbers from the source document,
the item numbers in the target document are regenerated to avoid gaps in the
numbering. In this case, the higher-level item field and the alternative item field in the sales order entry
screens are also renumbered to keep their original relationship to other items intact.
Complete reference indicator
Indicates whether the system copies the source document completely.
Procedure
If you mark the field, the system copies the source document into the target document completely. The
system also copies the complete reference indicator. You cannot change the indicator in the target document.
Example
You mark a quotation for complete reference and you then copy the quotation into a sales order. Later, if
you try to change an order quantity or to delete an item, the system sends a message.
Schedule Line Category
Copying control: Reference document type
Copying control: Target sales document type
Reference schedule line category
The schedule line category in the source sales document.
Use
When you copy one sales document into another, the system checks the schedule line category in the
source document and automatically proposes the schedule line category for the target sales document.
Proposed schedule line category
The schedule line category that the system tries to copy into the respective schedule line in the target sales
document.
Use

If you leave the default schedule line category blank or if the value you enter is not allowed during
processing, then the system automatically determines the schedule line category (like it does when you
create a new schedule line).
Copying requirements for schedule line data
Definition
Identifies a routine that checks that certain requirements are met during the transfer of data from schedule
line fields during copying.
Use
According to the routine you specify, the system checks that certain schedule line fields in the source
document meet the right conditions. If they do, the system copies them into the target document.
Procedure
Depending on the type of document to be copied, the system proposes a routine for checking copying
requirements. If you want the system to use a different routine, you have the following choices:
o You can enter the identifying number of an alternative routine
o You can change the routine itself and check for specific conditions
(however, before you change a routine, you should find out where else the routine is used, so that you
avoid unwanted changes elsewhere)
o You can enter the identifying number for a new routine and then create the routine through table
maintenance.
Copying requirements
Definition
Identifies a copying routine. The routine checks that certain requirements are met when one document is
copied into another.
Use
The standard version of Release 1.1 includes some standard routines for checking requirements during
copying. You can also define your own routines, according to the needs of your organization.
Example
For example, when you copy a quotation into a sales order, the system can check each item in the
quotation to make sure that it has not been rejected by the customer for some reason.
Item Category
Copying control: Reference document type
Copying control: Target sales document type
DataT_1, DataT_2, DataT_3,FPLA
Reference item category
Identifies the item category of the item to be copied from the source
document into the target document.
Default item category
The item category that the system proposes, during copying, for the item
in the target document.
Use
Is used:
o When the system is not supposed to determine a new item category in the target document.
Example: When you copy a free-goods item from the quotation to the order, the free-goods item
category (TANN) should appear as a default. The system should not carry out item category
determination in the order.

o When the item category in the source document is not supposed to be valid for the target document.
Example: In billing, cost determination is not to take place for credit memos for third-party orders
(G2S). Therefore, the system should use item category TASG as a default since it does not determine
cost, rather than copying the source document's item category (TAS).
Copy schedule lines
Indicates whether the system automatically copies schedule lines from the source sales document into the
target sales document.
Procedure
If you want to copy schedule lines from the source into the target sales document, mark the field. If the
source document has no schedule lines (for example, in a contract), but you want to create schedule lines in
the target document, you should also mark the field.
Example
It makes sense, for example, to copy schedule lines from a quotation into a sales order. In the case of a
free of charge subsequent delivery, however, it would not make sense to copy schedule lines from a sales
order, since you would enter the quantity manually.
Update indicator for sales document document flow
Specifies whether the system creates document flow records when you create a sales document item with
reference, or an item in a subsequent document.
The system copies the indicator from copying control for the sales docuement item Customizing for Sales)
to the target document item.
Use
A document flow record contains information about the quantities and values that have been copied from
the source document to the target document. The system uses the document flow to determine the status of
the source document.
You can choose one of the following values for the indicator:
o ' ': Do not create document flow records
o 'X': Create document flow records
The system creates document flow records from the target sales document item to the source sales
document item and, if necessary, to the document items from the preceding documents (document items
referenced by the source document item). It can also create document flow records from the subsequent
document items (document items with reference to target document items) to the source document item and
its preceding document items.
Example:
Source document: customer quotation, Target document: sales order The sales order creates a document
flow record for the quotation.The delivery, goods issue and billing document for the sales order don't just
create a document flow record for the order itself, but also for the quotation.
o '2': Create document flow records except for delivery/goods issue/billing documents
The system creates document flow records from the target sales document item to the source document
item and, if necessary, to its preceding document items. It also creates document flow records from a
subsequent document item to the source document item and its preceding document items, if the subsequent
document is a sales document.
The system does not create any document flow records from a subsequent document item to source
document item and its preceding document items, if the subsequent document is a delivery, goods
issue or a billing document.
Example:
Source document: customer contract, target document: sales order:
The sales order creates a document flow record for the customer contract. The delivery, goods issue and
billing document for the sales order only create document flow records for the sales order itself but not for

the contract. This means that the document flow does not refer from the delivery to the contract directly but
in two steps: Delivery -> Order -> Contract.
Update indicator '2' is particularly useful for improving system performance when the source document is a
contract and the target document is a release order if the contract has several release
orders. This indicator reduces the document flow by 25% compared to that for the document flow with
update indicator 'X'.
The functions in the SAP standard system are not affected by changing the indicator from 'X' to '2',
including those for determining the status of documents and displaying the document
flow.
If you change the update indicator (for example, for contract release orders) in a system that is running from
'X' to '2', you can use program SDVBFA21 to change the now redundant document flow records for
deliveries, goods issue and billing documents. These were created for previous contract release orders by the
system.
Do not copy batch
Copy configuration
This field controls the copy logic for configuring an item.
Dependencies
This control should only be used for the item category that represents the end product, that is, for the item
category of the main item.
The following characteristics are available:
" " - No particular control
A - Copy configuration/ do not fix
B - Copy / fix configuration
C - Copy configuration /automatically fixed
When you copy the configuration, the target document simply uses the configuration in the source
document and nothing is actively configured for that item. The system does not run the dependencies and
the bill of material is not re-exploded. Once you have copied the configuration, if it is changed in the source
document, it will also change in the target document.
If a configuration is fixed in the target document, you cannot change the configuration. The document
cannot be "unfixed", that is, you will never be able to change the configuration.
If you do not specify a particular control, the system acts as it did in the standard system up to Release 4.5
(the configuration is copied for returns, and debit and credit memo requests).
Reexplode structure/free goods
Use in bills of material (BOMs)
This field controls the copy logic for main items with BOM explosion. BOM explosion in the sales
document is based either on fixed SD BOMS or results from a variant configuration.
You can request the system to reexplode a BOM according to a new date (determined from the required
delivery date or current date) and a new quantity (when you are copying partial quantities from a reference
document). Other components may also be determined in this way.
You should only use this control for item categories that represent the final product, that is, for the main
item category.
Example:
Item Material

Qty UoM

Item category

10
20
30

BOM-MAT
COMP1
COMP2

2
2
4

PC TAQ
PC TAE
PC TAE

For Releases up to 3.0D if references are made to this order, you must define entries in the copy control for
item categories TAQ and TAE. If you don't do this, the items will not be copied because the context for the
item may get lost, or because the system works with the same BOM
explosion as in the reference document. However, because the new order has a much a later date, the bill of
material for that date will look different and the result of the explosion will be different.
From 3.0E you can specify that only the main item is copied and therefore that the relevant bill of material
with a new date and quantity is reexploded.
The sub-items are not copied at the same time and are no longer subject to the copy control. The table
entries for copying item category TAE to TAE are no longer necessary and are ignored if they still exist. The
system does not consider any manual changes to the reference document
because the components are no longer copied but re-determined.
Quantity is calculated positively, negatively or not at all
Indicates whether, during copying, the quantity or value in the target document has a negative effect,
positive effect, or no effect at all on the quantity still to be completed in the source document.
Use
The system uses this indicator to determine how the quantity in the source document is affected. For
example, if you
o Create a quotation item for 100 pieces,
o Copy the quotation into a sales order, and
o Create a sales order item for 80 pieces,
the copying has a positive effect on the quotation. In effect, you have added 80 pieces to the quotation
quantity that is now considered complete. 20 pieces in the quotation remain to be completed.
If you do not make an entry in this field, or set indicator 0, the source document is not blocked, which
allows you to create several target documents at once (for example, when using EDI and frequent contract
releases).
While the source document (such as quotation or quantity contract) is being processed, it is blocked. For
instance, if you are working on a quantity contract, no one can create a release order for that contract).
Example
In sales documents, for example, you can expect the following results:
o Quotation -> Sales order: positive
o Contract -> Return: negative
o Sales order -> Sales order: no effect
In billing documents, for example, you can expect the following results:
o Delivery -> Invoice: positive
o Delivery -> Cancellation: negative
o Delivery -> Pro-forma invoice: no effect
Copy quantity
Defines the quantity that is copied to the target document.
Dependencies

If you leave this blank, the system tries to copy the best possible quantity depending on the situation. For
example, the system would copy the open quotation quantity if you were copying from a quotation to an
order, and if you were creating a credit memo, it would copy the billed
quantity.
When choosing any other values, the system always uses the quantity related to that value.
Pricing type
Specifies how the system treats pricing data when copying documents. At the time of billing, the
following pricing types are possible:
A: Copy pricing elements and update according to scale. The system
o does not determine any new condition types
o redetermines the scale prices for changed delivery quantities
B: Carry out completely new pricing. The system
o carries out a completely new pricing (manually entered pricing
elements are not copied from the reference document)
o redetermines the taxes
C: Copy manual pricing elements and carry out a new pricingfor the others. The system
o carries out a new pricing
o copies the manually entered pricing elements
o redetermines the taxes
Note: You must ensure that all the condition types which can be changed manually are marked
with "C" in the "Manual entries" field in the "Changes which can be made screen section.
Otherwise, the conditions (both the automatically and the the manually entered
ones) could be duplicated and both be active simultaneously.
D: Copy pricing elements unchanged. The system
o copies the pricing elements unchanged with automatically determined or manually entered
surcharges and discounts from the reference document (scales are not read again). This means that the value
remains unchanged even if the billing quantity is different to the order quantity
o does not redetermine the taxes
Copy pricing elements and values unchanged. The system
o copies the pricing elements and values and automatically determined or manually entered
surcharges and discounts from the reference document without changing them (scales are not read again).
This means that the value remains unchanged even if the billing quantity is different to the order quantity.
o does not redetermine the taxes
F: Only used within the program
G: Copy pricing elements unchanged and redetermine taxes. The system
o redetermines the following condition types:
- taxes (condition class D)
- Rebate (condition class C)
- Intercompany billing conditions (condition category I)
- Invoice list conditions (condition category R)
- Condition types with condition category L
- Cost conditions (condition category G)
- Cash discount conditions (condition category E)
o all other condition types are treated as for pricing type D
H: Copy pricing elements and redetermine freight. The system

o redetermines the following condition types:


- Freight conditions (condition categories B, F)
- Condition types with condition category L
o all other condition types are treated as for pricing type A
Copy mode for material in value contract item
This indicator specifies how the material in a value contract item may be copied.This only has an effect if
the value contract item should be selected for copying into a new document.
There are 3 ways of controlling this:
o ' ': no restrictions
o 'A': the material from the value contract item may not be copied.
Here, releases may only activated for other materials.
o 'B': only the material from the value contract item may be copied
and only this material may be released.
Copy result of product selection
Specifies whether the system automatically copies the results of product selection from a source sales
document to a target sales document.
Procedure
If you want to copy the results of a product selection from a source document to a target document, mark
this field.
If you want to rerun product selection in a target document, do not mark this field.
Example
1. Copy order ==> Order
In this case, do not mark the field as product selection is carried out again in the newly created
sales order to take into account the new availability situation of alternative materials.
2. Copy quotation ==> Sales order
In this case, select attribute 'A'. The results of product selection are copied from the quotation. If a
change is made to the sales order, such as a change in required delivery quantity or required delivery
date, product selection is carried out again.
3. Copy order ==> Returns
In this case, select attribute 'B'. The product selection is copied from the order and is not carried out again
even if quantities are changed.
Dependencies
If you want to copy the results of product selection (attribute 'A' or 'B'), you must first make the
appropriate settings in SD Customizing for the relevant item categories.