SAP SD - Copy Control Settings

SAP SD Types of Copy Control 1.

Sales Order to Sales Order

2.

Sales Order to Delivery Document

3.

Sales Order to Billing Document

4.

Delivery Document to Billing Document

5.

Billing Document to Sales Order

6.

Billing Document to Billing Document 1. Copying Control for Sales Document to Sales Document TCode VTAA Source: Sales Document Type

Quotation (QT)

Target: Sales Document Type

Sales Order (OR)

Features Header Level

Item Level

Schedule Line Level

Copy Requirement

Copy Requirement

Copy Requirement

Data Transfer Routine

Data Transfer Routine

Data Transfer Routine

Copy Item no

Copy Schedule line

Complete Reference

Update Document flow + / - Quantity Copy Quantity Price type Re-explode Structure / Free Goods

2. Copying Control for Sales Document to Delivery Document TCode VTLA Source: Sales Document Type

Sales Order (OR)

Target: Delivery Document Type

Delivery (LF)

Features Header Level

Item Level

Combination

Combination requirement

Copy item no

Update Document Flow

Header Level

Item Level

Data Transfer Routine

+ / - Qty Item data Business Data

3. Copying Control for Sales Document to Billing Document TCode VTFA Source: Sales Document Type

Sales Order (OR)

Target: Billing Document Type

Order related Billing (F1)

Features Header Level

Item Level

Copy Requirement

Copy Requirement

Determine export data

Data Transfer Routine

Allocation No

Billing Qty (which qty - order / delivery)

Reference no

+ / - Qty

Copy Item No

Pricing Type (which pricing type) Price Exchange Rate Type (at what exchange rate) Price Source (source of price - order / delivery)

4. Copying Control for Delivery Document to Billing Document TCode VTFL Source: Delivery Document Type

Delivery (LF)

Target: Billing Document Type

Delivery related Billing (F2)

Features Header Level

Item Level

Copy Requirement

Copy Requirement

Determine export data

Data Transfer Routine

Allocation No

Billing Qty

Reference no

+ / - Qty

Copy Item No

Pricing Type Price Exchange Rate Type Cumulative Cost Price Source

5. Copying Control for Billing Document to Sales Document

TCode

VTAF

Source: Billing Document Type

Delivery related Billing (F2)

Target: Sales Document Type

Invoice Correction Request(RK)

Features Header Level

Item Level

Schedule Line Level

Copy Requirement

Copy Requirement

Copy Requirement

Data Transfer Routine

Data Transfer Routine

Data Transfer Routine

Copy Item no

Copy Schedule line

Complete Reference Update Document flow + / - Quantity Copy Quantity Price type 2nd pricing type (only for invoice correction request) Campaign Deter. 6. Copying Control for Billing Document to Billing TCode VTFF Source: Billing Document Type

Delivery related Invoice (F2)

Target: Billing Document Type

Cancellation Invoice(S1)

Features Header Level

Item Level

Copy Requirement

Copy Requirement

Determine export data

Data Transfer Routine

Allocation No

Billing Qty

Reference no

+ / - Qty Price Exchange Rate Type Price Type Price Source

Copying Requirements In SAP Standard System Check copy control settings Copy Control is used Copy control is basically used to transfer information from one document to another. In other words it helps in connecting and sharing information between two documents in a cycle like from example between quotation and a sales order. The following controls available at copy control configuration: You can store copying requirements at every level in copying control. Copying requirements contain the specific requirements for each business process and can be stored at every level. The reference document can only be created if all these requirements have been met. Examples of copying requirements that have been included in SAP standard system are: a. Header level – copying requirement 001 checks, for instance, whether the sold to party in the source and the target document are the same. b. Item level – copying requirement 301 checks, for instance, whether the item that is to be used as a copy has a reason for rejection or completed status. c. Schedule line level – copying requirements 501 ensures that only schedule lines with an open quantity greater than zero are copied.

To control the copying procedure, at each level you create: a. Data transfer routines – these routines control how fields are copied from the preceding document. b. Copying requirements – you define requirements that are checked when you create a document with reference. If these requirements are not met in any particular case, the system issues a warning or error message and if necessary terminates processing.

c. Switches – there are switches for setting specific controls for each transaction. for example, you can activate or deactivate the transfer of item numbers from the preceding document at the header level for sales documents..

Possible scenarios: 1 - Sales document - sales doc - VTAA e.g.: inquiry - quotation inquiry - order quotation - order quantity contract - order 2 - Sales doc - delivery doc - VTLA e.g.: sales order - deliver ( OR- LF) returns order - return delivery 3 - Sales doc - billing doc - VTFA e.g.: Cash sales - cash sales billing credit memo req - credit memo 4 - Delivery - billing - VTLF e.g.: standard del - invoice ( LF- F2) 5 - Billing - sales - VTAF e.g.: standard invoice - credit memo req Invoice - Invoice correction req

6 - Billing - Billing - VTFF e.g.: Invoice - credit memo