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.

Similar Messages

Maintain Copy Control for Document Types.

Hi Gurus,
My Client has two customized documents both are order Types and wants to maintain Copy control between them.
If i see VTAA i can find either New Entries option or copy option.
When i go for new entries option it asks me Requirements and Routines which needs to be set for this copy control and i am not aware of those.
The Other option is Copy as but since it's customized document types so i am not getting which document should i take as refernce for copying.
Please suggest me how to proceed.
Thanks in Advance!!!!

Hi
Ideally we don't gamble with standard settings. Not only in copy control but for all other settings related to document types, conditions, movement types etc etc. If standard settings or configuration has been deleted by human error then we should restore standard settings first. May be BASIS guy can do it and if it is not possible then open some other server where these settings are there and you should do all settings manually by copying the standard ones.
Why we recommend to always copy standard settings and make necessary changes is that standard settings are done by SAP and they have tested it thoroughly and they have hundreds of consultants who have worked on these settings. Standard settings are reliable and we can copy them without any fear of mistake. Whereas if you copy some Z settings or create new one then there are more chances of some wrong or missing settings. Logically may be it sounds not that important or useful but technically it is really fruitful to do this.
In standard settings system copies all subsequent settings and you don't need to do those settings again and you are already aware of this fact.
One more benefit is that you only need to change document names and in create new entry you'll have to enter all the fields one by one and you don't know which value is more appropriate for this field. It also saves time efforts and people like me always prefer to save efforts
Thank$

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 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 EEWB fields not working

Hi Experts,
I have added one custom field to CRMD_ORDERAM_H using EEWB, now i want this field to be copied from Quotation to Sales order. I have tried with the following options:
1. Created new implementation Ztest for the Badi CRM_COPY_BADI with new filter value.
2. Assigned the implementataion in Copy control for transaction types.
3. Badi is getting triggered, but I am not able to copy the value to the sales order.
I have written the following code in ORDERADM_H method:
METHOD if_ex_crm_copy_badi~orderadm_h.
constants
INCLUDE crm_object_kinds_con.
INCLUDE crm_object_names_con.
INCLUDE crm_appointment_types_con.
local data
DATA:
    ls_orderadm_h_com    TYPE crmt_orderadm_h_com,
    lv_allowed           TYPE crmt_boolean,
    lv_ref_kind          TYPE crmt_object_kind,
    ls_input_field_names TYPE crmt_input_field_names,
    lt_input_field_names TYPE crmt_input_field_names_tab.
IF cs_orderadm_h is not INITIAL.
    lv_ref_kind = gc_object_ref_kind-orderadm_h.
    CALL FUNCTION 'CRM_ORDERADM_H_OBJ_ALLOWED_OW'
      EXPORTING
        iv_ref_guid            = cs_orderadm_h-guid
        iv_objectname          = gc_object_name-orderadm_h
      IMPORTING
        ev_allowed             = lv_allowed
      EXCEPTIONS
        admin_header_not_found = 1
        OTHERS                 = 2.
    IF sy-subrc <> 0 OR lv_allowed <> 'X'.
nothing to do
      RETURN.
    ENDIF.
    CLEAR ls_input_field_names.
    CLEAR lt_input_field_names[].
    ls_input_field_names-fieldname = 'ZZDEP2PVNDPGM'.
    INSERT ls_input_field_names INTO TABLE lt_input_field_names.
ls_orderadm_h_com-guid = cs_orderadm_h-guid.
ls_orderadm_h_com-ZZDEP2PVNDPGM = is_ref_orderadm_h-ZZDEP2PVNDPGM.
    CALL FUNCTION 'CRM_ORDERADM_H_MAINTAIN_OW'
      EXPORTING
        is_orderadm_h_com             = ls_orderadm_h_com
   IV_EXTERNAL_CALL              = FALSE
IMPORTING
   EV_GUID                       = cs_orderadm_h-guid
      CHANGING
        ct_input_field_names       = lt_input_field_names
   CT_DOC_LINKS                  =
   CT_DOC_FLOW_FIELD_NAMES       =
EXCEPTIONS
   HEADER_CREATE_ERROR           = 1
   HEADER_CHANGE_ERROR           = 2
   PARAMETER_ERROR               = 3
   PROCESS_TYPE_ERROR            = 4
   DELETION_NOT_ALLOWED          = 5
   NO_AUTHORITY                  = 6
   OTHERS                        = 7
    IF sy-subrc <> 0.
       MESSAGE ID SY-MSGID TYPE SY-MSGTY NUMBER SY-MSGNO
          WITH SY-MSGV1 SY-MSGV2 SY-MSGV3 SY-MSGV4.
    ENDIF.
ENDIF.
ENDMETHOD.
able to get the values to ls_orderadm_h_com and lt_input_field_names, but the value is not getting copied.
Any idea on this?
Thanks in advance.
Regards,
S Reddy

Hi Reddy,
You don't need to call functions like 'CRM_ORDERADM_H_MAINTAIN_OW' to update that attributes.
All you have to do is to fill changing structure CS_ORDERADM_H that belongs to your target document, with the values you desire (the value for ZZDEP2PVNDPGM field for example). Then fill changing structure CT_INPUT_FIELD_NAMES with the field names that you want to update ('ZZDEP2PVNDPGM' for example).
Kind regards,
Garcia

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

Pricing type in copy control for billing documents

Hi Experts,
In copy control for billing documents, there is a pricing type M - copy pricing elements, turn value?
What is the effect of this pricing type?
thanks

Pricing type 'M' is used in copying control - billing document to sales document and in particular for sales document type 'RK' - Invoice correct request.
Pricing type 'M' is used as 2nd pricing type to correct the field VBRP-WAVWR with +/- sign.
So in short, for pricing type M, no prices are re-determined, but values are corrected with +/- sign.

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 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 Individual Purchase Order

Hi, experts,
can you explain to me concretly how to customize the copy control for individual purchase order? We have of course the item category TAB (billing relevance: delivery-related billing) and Sales Order (delivery related billing type: F2). How will the copy control customized with tranc.VTFL? Please give me hints at both header level and item level. I appreciate your help.
Best regards,
Fan.
Edited by: Fan Mou on Jul 22, 2009 11:49 AM

Hi Fan Hou,
The individual Purchase order scenario is as:
Sales order >Purchase Requisition>Purchase order-->Good receipt --> Delivery and PGI --> Billing(wrt Delivery)
The creation of purchase requisition and thereby purchase order is controlled by the schedule line(in std CB). The goods are received with ref. to PO.
As far as copy control is concern it will be as
1)OR-->LF and item category will be TAB
2)LF-->F2 at header level .( can refer the std, )
at item level it will have item category TAB.and will be as
Copying requirements 004
Data BARK/BURP 001
Billing quantity B(Delivery quantity less invoiced quantity)
Pos./meg. quantity +
Pricing type G
For further reading /reference you can go through the:
http://help.sap.com/saphelp_erp60_sp/helpdata/en/70/a7853478616434e10000009b38f83b/frameset.htm
Hope this will help you.
Revert us in case of any issue.
Regards,
Atul

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

Hi all , problem in copy control from billing type f2 to debit and credit

hi all,
i have a problem in copy control from billing type f2 to debit and credit memos,
could any body advise me the procedure for this issue ,
thanks ,
sre

Hi sre,
It is better to copy f2 to DR or Credit memo request
for that you have to maintain copy requirement 21
                                           Billing doc.header 52
                                           Bill.bus.header data 103
                                           Bill.header partner 3
and for item you maintain copy requirement 303
from dr. or credit memo request you can able to do Document type G2 and L2
i think this may give some idea
regards
bvdv

Copy controls for Consignment

Hi ,
I have been working on all the consignment types,i have tried to copy the standard document types i.e. cf,ci,cp,cr to zcf,zci,zcp,zcr but what happens is i am able to process the order by in delivery i get an error saying that tables have not been copied ,i went to "maintain copy controls for sales document" and checked if all the tables have been copied or not in the item and schedule line ,and i found out that it was not , so i am trying to create a new copy control for zcf ,zcp....etc ,i have checked my cp ,ci they are all blank so if any body could send me some details across for the same or suggest any other alternatives it would be great so that i could key in the details in the respective category
Thank you,
sneha

Hi,
If you are getting the Table name in which the Entry is missing, Goto -> SM31, Enter the Table name -> Select Customizing -> Continue without Specifying Project.
System will take you to the desired node in which the entry needs to be maintained.
Please check with this and confirm.
Reward Points if it Helps !!!!!
Harsh

Copy control for inbound delivery

Hi All,
I need some help for copy control for inbound delivery. Can any one let me know where is the customization for this?
Is it t.code VTLA.
Path in IMG:Logistics Exectuion-->Shipping>copy control--
>specify copy control for delivery
But I am not sure if the above is the correct customization path.
The reason....
for target document type EL(Inbound delivery) the source document type is DL (order type schduling agreement). Ideally for inbound delivery the source document type should be purchase order. But I can't find the purchase order document types in F4 option.
All documents which are showing are sales order.
Awiting your reply.
Regards,
Sushanta

Specify Copy Control for Deliveries
In this menu option, you define control data for the document flow of deliveries.
You can specify for a particular delivery type, which document type is to be assigned to copied reference documents, and which item categories are to be copied.
You must also make specifications for copying requirements and data transfer, as well as quantity and value updates in document flow. This must be done for each copying procedure at header and item level on a detail screen.
Note
If you define new sales document types, item categories or schedule line categories by copying existing ones, the SAP system automatically copies all specifications for the document flow. You may want to check the copy controls for newly created sales document types, item categories or schedule line categories.
Actions
1. Check the document flow defined in the standard SAP R/3 System.
2. Define to what extent you have to modify its specifications to meet your requirements.
3. Define the document flow for deliveries with reference to sales document types.
Note
Make sure to maintain copy control for the following areas:
Sales documents
Deliveries
Billing documents
If you cannot find an entry, check the copy controls in other chapters.
Complete overview of copy control:
In the chapter on sales, you can find copy controls for:
Sales documment by sales document
Billing document by sales document
In the chapter on deliveries, you can find copy controls for:
Sales document by delivery
In the chapter on billing, you can find copy controls for:
Sales document by billing document
Delivery by billing document
Billing document by billing document

Copy Control for Transaction Types

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