Copy control for Questionnaire from Opportunity to activity

Hi All,
I have the Business Requirement to copy updated Questionnaire from Opportunity to follow up activity / Task.
Can anyone suggest if is it possible through Copy control BADI or any other Enhancement.
Thanks & Regards
Amit

Hi,
please implenet this BADI 'CRM_COPY_BADI' and put the break point and do debugging then u will get clear idea..
after that please let me know ur comments..
Regards,
Bixamaiah.

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Copy control for activity

Hi CRM gurus,
Can anyone advice where can setup the copy control for activities in the IMG. Since the system defaulted lots of transactions in the activity followup, we need to disable some of them from the list.
Thanks in advance.
Rgs. Michelle

As I wrote it in different thread...
1. Activate Copying Control of Activities
CRM - Transactions - Settings for Activities - Activate Copying Control of Activities
This will cause that only transactions defined in your Business Transaction Profile (which is assigned to your Business Role and defined in CRM - Interaction Center Webclient - Business Transaction - Define Business Transaction Profiles) are visible in dropdown list.
2. Define Copying Control of Transaction Types
CRM - Transactions - Basic Settings - Copying Control of Transaction Types - Define Copying Control of Transaction Types
Here select Source Transaction and choose Target Transaction.
Always follow CRM Best Practices documentation as all of the customizing steps are described there...
Link - http://help.sap.com/bp_crmv12007/CRM_DE/HTML/index.htm
Edited by: drabas on Apr 13, 2010 6:40 PM

Copy Control for Opportunity

Folks,
I have set up Copy Control for the 10 different Opportunity Types that I have, and have ensured that each oppty type is listed in as the Source and Target. When I click on the 'Copy' icon for an existing opportunity, I am not prompted to select the opportunity type. The new opportunity that is being created defaults to the same opportunity type as the opportunity being copied. I would like the users to be prompted to select the opportunity type. This should work the way that it's configured, but it's not. Any ideas as to what I should check?
Thanks!

Hi,
Copy Control for Transaction copies transaction data from source to target transation to use this you will have to use option Button Create Follow-Up NOT Button Copy.
Copy Button create only copy of same transaction with using same transation type which has no reference to source transaction but if u r creating follow-up from one transaction to another u will get option to select Transaction types which u have maintained in Copy control.
Revert for any queries
Regards,
Dipesh

Copy control for opportunity to Sales order not working

Guys,
I am working on CRM 2007. I set up the copy control for transaction types so that I can convert my Custom Opportunity type to a Sales order.
However when I am in my Opportunity and click on Follow of transactions, my order type is not availabel in the selection list.
I was able to set it up for Lead to Opportunity but opportunity to Sales order is not working.
Any help on this?
Ani

HI Anirudh,
I have a similar requirement such as Copying line item from Complaints to Returns application.
Procedure:
1. Firstly i create an complaint
2. create a follow up document as Returns
3. I enter an product in the complaints and when i click on Copy to returns the line item has to be copied.
Here is the requirement. The line item is copied, but here the problem is, .... The line item doesn't get copied unless and until the instance of the target is retrived.
Could u please help me on this ?

Copy Control for Transaction Types

Hi,
Was wondering if someone could help on following topic. We need to specify the possibility of copy control (follow-up) for certain transaction types in CRM 6.0. I've specified the source TT (ZAPP) and the target TT (ZCON) in customizing activity : Define Copying Control for Transaction Types.
ZAPP = Custom Appointment Activity
ZCON = Custom Opportunity
Now, when I want to create a follow-up for ZAPP in the WebUI (via dropdown 'More' and action 'Follow-Up'), I always get an extensive list of transaction types (about 30) rather than only the opportunity that I originally specified. Any ideas?
Thank you,
Sebastiaan.

Hi Kai,
Many thanks for your answer. Indeed, the COPY_DOCUMENT is a very good alternative as it also directs the flow for follow-up. However, I have a question in regards to using this method. I can see that there are parameters that need to be provided (like PROCESS_TYPE etc) but apart from that is it also possible to change fields in the copied document.
e.g. Currently the description of the copied document gathers the description of the action definition, but how can you pass the description of the previous document for instance? Is this also done via the actual parameters?
Thank you,
Sebastiaan.

Copy control for G2W or G2N in Inv.corr.request for TAX item in billingdoc.

Hi all,
There is a billing document for an item with item category TAX(non-stock item) of Item category group NLAG.
Can we use either G2W or G2N for invoice correction request that is created w.r.t. this billling document. Any side effects like determination of cost or etc.
Rgrds,
SKJain

Are you sure your configuration is correct? Here is what the documentation says about 'D' and 'E' and fits exactly to your requirement.
D: Copy pricing elements unchanged. The system
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
does not redetermine the taxes
E Copy pricing elements and values unchanged. The system
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.
does not redetermine the taxes
Check if your document types and item categories are correctly identified.
Also check if your billing document is created referring to a delivery document, not a sales order. In that case, this setting should be done in the 'Copying control: Delivery document to billing document' activity.
If nothing works, may be you can try using the copying requirements to control the taxes.
Srinivas

Copy 'Services for Objects' from Quote to Order

Can anyone tell me a way to copy 'Services for Object' from a Quote to an Order when the order is created via reference to the quote. For a simple case, lets say we have an excel sheet attached to the quote via/under Services for Objects. When we create a Sales Order with reference to that Quote I want the attached excel sheet to be visible under The 'Services for Object' of the Sales Order.
Thanks in advance.

Hi Mohanpreet,
Have you craeted a new field BA for lead and activity?
Is it also present in quotation and sales order?
If the coupy contol from lead to opportunity does pass on the field details, they must also get transfered from opportunity to quotation and sales order. Maintain the copy contro settings properly.
If the issue is still not resolved use BADI CRM_COPY_BADI for further enhancements.
Wish this is helpful.
Regards,
Shalini Chauhan

Follow-up transaction copy control for opportunities

Our CRM system is currently configured to permit follow-up opportunity creation. When follow-up transactions are created all product categories are copied to the new opportunity. We would like to stop this. All header and business partner data should be copied as present, however product information should not be copied. (i.e. follow-up transactions currently work, we only want to switch off product data copying)
I am not familiar with follow-up transaction customization, and not sure exactly where to start. Should I be modifying the current BAdI or is there a standard customizing option to switch off copying of product categories?

Hi Derek,
Just try this:-
Go to SPRO->IMG->CRM->Transactions->Basic Settings->Copying Control for Business Transactions->Define Copying Control for Transaction Types.
Search for entry Source=oppt and target=oppt.In this entry, uncheck the check box-Copy Item Number and see if it resolves your issue or not?
Thanks and Regards,
Rohit

Copy control for sale office in delivery

Hi,
In our delivery note the field sale office is blank... we need that this field will be filled by copy control or user exit from document sale (order sale)... always the deliveries are for the same sales office.
Any clues for achiving this?
Best Regards
Juan

Hi
As mentioned in the above answer, please follow the following steps.
1. Got VOFM - > Data Transfer -> Deliveries.
2. Copy Routine 1 to 601.
3. Go in the code of routine 601 and add the following line.
MOVE CVBAK-VKBUR TO LIKP-VKBUR.
4. Activate the routine.
5. Go to copy control for deliveries Tcode - VTLA.
6. Select the necessary combination of order type and delivery type.
7. change the assignment of routine for header data to 601 and save.
you shud be abe to achieve the desired result.
Regards
Yatin

Copy Control for F2-RE

Dear friends:
For Sales Returns, we would like to make a copy control from Billing document to Return Order (F2-RE)
In standard copy control for billing document - sales document, (F2-RE), item category REN is not available. Only TAN is available. How in the normal sales returns, the copy control is set?
With regards,
Seshappan Viji

Dear Sheshappan,
Use trnasaction code VTFA and select tgt document F2 and source doc as RE and go to Item Ctgry. select TAN and copy and maintain Intem ctgry REN.
I think this will solve your problem.
get back to me if eny error.
regards,
Srikanthraj

Mapping Copy Control for Business Partners in 7.1

Hi everybody,
while in 7.0 IMG activity "Define Mapping Rules for Copy Control" in "Copy Control for Change Management" offers 3 options (partners, texts and dates) it offers only texts and dates in 7.1. Can anyone tell me where I can define any kind of mapping to copy a partner for one document to it's successor in 7.1?
Thanks in advance!
Cheers,
Andy

Hi Andy,
sorry to say but Daniels way doesn't work. In 7.1 ChaRM and Incident the transaction type copy has changed in a way that we invoke the CRM standard Copy Control and have a BadI there only for specific things.
Partner copy runs via CRM standard partner copy. That means:
1.) You have assigned an access sequence in each partner Determination (area Partner Functions in Procedure) for the partner function:
2.) You have customized an access sequence is defined here:
So, please just customize the partner copy as you would in CRM standard.,
Best regards,
Michael

Copy control for invoice list cancellation

Hi Friends,
I wish to maintain the copy control for invoice list cancellation, as the case study as follows
My client maintain invoice list, but due to certain reasons ,one of the invoice from invoice list has to cancel , the error I am getting as "Sales document F2 cannot be invoiced with billing type LRS."
Also , explain as to what fields need to maintain in copy control for the same.
Kindly help me at the earlist
Thanks in advance
Shailesh

Hi
As far as I know, invoice cancellation or invoice list cancellation is not done by copy control. or...that is the one and the only document in SD which can be created without copy control.
I think it is only sufficient if you include the cancellation document type in the invoice list type in the configuration of Billing document types.
I think that alone should solve your problem.
Reward if this helps you.

Copy control for conditions

Hi Guys,
i am having one requirement.
My client is using one condition from so long time, they defined so many condition records for that condition type.
Now the case is, if i am using the other condition type with the resemblence of that condition type(exactly same with key combination) in another pricing procedure(because of some constraints we are not using same condition type). I want all condition records to be copied of that old condition type to this new condition type.
So, in this process i came to know, there is a configuration for copy control of condition. Plz share some config points in this regards.
Regards,
Rajesh.

Hi Raj In,
Jacqueline's solution is good for your requirement. The field RefConType is on Master data Box. Bear in mind, if you'll use this solution you should continue loading condition records for the old condition not by the new. If you don't want that, so you need to define condition copy rule for those condition in:
Sales and distribution --> Basic Functions --> Pricing --> Copy control for conditions
Then, to make the copy of the condition records use trx VK32.
Thanks in advance,
Mariano.

Combination requirement in copying control for delivery

Hello Gurus,
in copying control for delivery, there is a "combination requirement", these are just routine number, how can I check these routine to see which fields are used for combination ? or there is other approach I can use to get this information?
thanks very much!

Hi zhang
Just press F4 in the requirement tab and you will get plenty of routines
like 151,etc Just highlight that requirement and click on the source text you can find the sub routine written fro that number .In that source text you can see from which feilds routine has been written
Regards
Srinath

Copy control for texts

Hi experts,
I am trying to copy control for text objects between ZSMN (Copy of SLFN) & ZNSR(Copy of SLFN). In transation type "ZSMN", i have maintained text object "ZUZZ-Log", which copies all the text entries(Description, Internal Note & Query).
I have maintained the text object "ZCPY-Log of ZSMN " in the transaction type "ZNSR".
The requirement is:
All the texts which has been captured in "ZUZZ" in the transaction type "ZSMN" to be copied to "ZCPY" in the transaction type ZNSR.
I have made the copy control in the SPRO for these text objects. But still the texts are NOT getting copied from ZSMN to ZNSR.
Need your valuable inputs
Regards
Senthil

Hi Andy,
sorry to say but Daniels way doesn't work. In 7.1 ChaRM and Incident the transaction type copy has changed in a way that we invoke the CRM standard Copy Control and have a BadI there only for specific things.
Partner copy runs via CRM standard partner copy. That means:
1.) You have assigned an access sequence in each partner Determination (area Partner Functions in Procedure) for the partner function:
2.) You have customized an access sequence is defined here:
So, please just customize the partner copy as you would in CRM standard.,
Best regards,
Michael

Copy control for Questionnaire from Opportunity to activity

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