SAP R/3

Copy Control
 Copying Control

 Copying Control specifies procedures for

Definition
copying one document into another

Copying from... To... To...

Inquiry Quotation Sales orders
Sales orders Sales orders
Examples
Sales orders Delivery
Delivery Billing

 Based on the structure of the Sales

Documents copying can be setup for :
Copying
Header to Header [ QT → OR ]
levels
Item to Item [ AGN → TAN ]
Schedule line levels [ BN → CP ]

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 Controls for Copying

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 Copying Procedure

 Copying Procedures consists of :

Copying Copying Requirements
Procedure Data Transfer Routines
Switches and other Controls

 Routine checks for a condition before

copying a document into another
Copying document
Requirements Ex : 301 - In this requirement, all lines
that have a reason for rejection are not
copied into the target document

 Routines that specify which data is to be

Data copied from a document to document
Transfer Ex : 001 - This routine is used to transfer
Routines general header data from the reference
document to the target document

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 Requirements/Data Transfer Routines – 3 Levels

Examples of these requirements are:

 Whether reference document and copied document have the same sold-to
party?
 Was the item being copied rejected?
 Have the items being copied already been referenced?
 Has the validity period of the reference document been exceeded?

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 Copy Control
Sales Documents as Target Documents

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 Path when target Document is a Sales Document

 Logistics  IMG  SD  Sales 

Path Maintain Copy Control for Sales
Documents

 Tcode – VTAA
From Sales
Documents Source Document Target Document
Inquiry [IN] Quotation [QT]
 Examples -
Quotation [QT] Sales order [OR]
Sales order [OR] Sales order [OR]

 Tcode – VTAF
From Bill.
Documents Source Document Target Document
Invoice [F2] Returns [RE]
 Examples -
Invoice [F2] Cred. Memo Req
[G2]

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 Copy Control
Sales Documents to Sales Documents

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 Copying Header to Header - Example : QT to OR

Indicates whether the system copies

the item numbers from the source
document into the target Document

Indicates whether the system copies

the source document completely

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 Copying Item Categories from Order

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 Copying Item Categories - Example : from AGN

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 Other Controls for Copying Item Category

 Indicates whether the system automatically copies

Copy Sched Schedule Lines from the source sales document
Lines into the target sales document

Update  Specifies whether the system creates document

Document flow records when you create a sales document
Flow item with reference

Don not Copy  If activated Batch number will not be copied

Batch

Reexplode  Specifies that only the main item is copied and the
Structure/ relevant bill of material with a new date and
Free Good quantity is re-exploded.

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 Other Controls for Copying Item Category

 Controls how the completed quantity in the item in

Quantity/value the source document is affected by the copying
[ pos/neg ] action.

 Defines which quantities are transferred in the

target document
Copy quantity

Update  Specifies whether the system updates the item level

document document flow when a document is copied
flow

 Specifies how pricing data should be processed

when copying

Pricing type

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 Copying Schedule Line Categories

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 Copy Control
Billing to Sales Documents

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 Copying Header to Header - Example : F2 → G2

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 Copying Item Categories - Example : TAN → G2N

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 Copy Control
Target Documents as Delivery Documents

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 Path when target Document is a Delivery Document

 IMG  Logistics Execution  Shipping

Path  Copy Control  Specify Copy Control
for Deliveries

 Tcode – VTLA
From Sales
Documents Source Document Target Document
Sales Order [OR] Delivery Doc. [LF]
 Examples -
ReturnsOrder[RE] Returns Del. [LR]
Cash Sales [CS] Cash Sales [BV]

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 Copying Header to Header - Example : OR → LF

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 Copying Item Categories - Example : from AGN

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 Copy Control
Target Documents as Billing Documents

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 Copying Sales Document into Billing Document

 Logistics  IMG  SD  Sales 

Billing  Billing Documents  Maintain
Path
Copy Control for Billing Documents 
Sales Document to Billing Document

T-Code  VTFA

Source Document Target Document

Sales order [OR] Invoice [F2]
Cash Sales [CS] Cash Sales [BV]
Examples
Returns Order [RE] Credit for Returns [RE]
Credit Memo Request [G2] Credit Memo [G2]
Debit Memo Request [L2] Debit Memo [L2]
Invoice Correction Request [RK] Credit Memo [G2]

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 Copying Delivery Document into Billing Document

 Logistics  IMG  SD  Sales 

Billing  Billing Documents  Maintain
Path
Copy Control for Billing Documents 
Delivery Document to Billing Document

T-Code  VTFL

Source Document Target Document

Delivery [LF] Invoice [F2]
Delivery w/o Order [LO] Invoice [F2]
Examples Delivery [LF] Proforma Invoice [F8]
Delivery [LF] Internal Credit Memo [IG]
Delivery [LF] Inter Company Billing [IV]
Replenishment Delivery [NL] Inter Company Billing [IV]

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 Copying Header to Header - Example : LF → F2

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 Allocation and Reference Numbers

 Allocation Number is found under additional

information in the document line item of FI
Document [forwarded from SD]. The allocation
Number could be :
Allocation
/Assignment
Number

 The reference document number can contain the

document number of the customer [PO] However it
may contain a different value.
Reference
Number

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 Allocation Number –FI Document

Allocation Number
[Delivery Number as assigned
in Copy Control]

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 Copying Item Categories - Example : TAN to TAN

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 Copying Billing Document into Billing Document

 Logistics  IMG  SD  Sales 

Billing  Billing Documents  Maintain
Path
Copy Control for Billing Documents 
Billing Document to Billing Document

T-Code  VTFF

Source Document Target Document

Invoice [F2] Invoice Cancellation [S1]
Debit Memo [L2] Invoice Cancellation [S1]
Examples CreditMemo [G2] Cancel Credit Memo [S2]
Credit for Returns [RE] Cancel Credit Memo [S2]
Inter-Company Billing [IV] Cancel Inter Comp. Invoice
[ZIV]

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