Copy control in CRM

Hi
I have created an order in CRM. The item partner ship-to adress is different from the one in the header. At item level, there is a reference to a contract.
Now i try to copy this order to an other order. The ship to adress at item level is now changed to the one for the header, and the ref. to the contract on item level is gone.
I expect that to be able to get the the same values in the copied order/item (same ship to as the one copied from, and ref. to contract), some settings must be made in customizing, ind copycontrol item to item. But which copy rutine can be used ????
Regards
Anser

Tom,
Does the field exist in the ORDERADM_I segment or on another segment. If the field exists in another segment you would then need to use the CRM_<SEGMENT_NAME>_READ_OW function modules to retrieve the data. If you look at the documentation, you need to implement the method "COPY" in order to determine whether the item or not should be copied.
Good luck,
Stephen

Similar Messages

BADI implementation for Copying control in CRM

HI,
Can anybody help me for my requirment, i want to implement BADI for copying control in CRM how to implement, and i want to filed in qutation screen how .
Regards,
Sivakumar.

Check the BADI "ME_PROCESS_PO_CUST".
Regards
Vinod

How to restrict Copy Control in CRM

Hi,
I'm using copy control for a follow up activity.
When a condition on item level is not checked the item should not be copied.
When I implement IF_EX_CRM_COPY_BADI~ORDERADM_I I only can change the input_field_names, but I don't have access to the input_field table, so I can't prevent a item from being copied.
How can I implement such restrictions?
Tnx in advance,
Tom.

Tom,
Does the field exist in the ORDERADM_I segment or on another segment. If the field exists in another segment you would then need to use the CRM_<SEGMENT_NAME>_READ_OW function modules to retrieve the data. If you look at the documentation, you need to implement the method "COPY" in order to determine whether the item or not should be copied.
Good luck,
Stephen

Complaint wth ref. to invoice in CRM - Copy control not taken into account!

Hi all,
We are facing problems when replicating return orders (business object Complaint) with reference to invoices in ERP.
The copy control in ERP is not taken into account. Does anyone know if it is possible to check the copy control when replicating the complaint to ERP with reference to the invoice?
The return order is being replicated correctly and the link to the invoice is shown (so, the flow is correct).
But:
1.- The manual pricing conditions in the invoice in ERP are not being copied in the return order.
2.- Some data as the 'Incoterms' is being redetermined from the customer master data and is not being copied from the invoice.
3.- Data related to material is also being redetermined when the order is replicated
The copy control is not being taken into account and we can replicate return orders from CRM to ERP with reference to invoices for which the copy control is not maintained in ERP...
Please help...
Thanks in advance!
Yolanda

Try something like this, in place of ls_input_field_names-fieldname = 'ZZDEP2PVNDPGM'..
ls_input_field_names-objectname = 'ORDERADM_H'.
ls_input_field_names-ref_handle = '100'.
insert ls_input_field_names into table lt_input_field_names.
Edited by: Kevin Alcock on Aug 10, 2009 4:03 PM

CRM Copy control: CRM_COPY_BADI for document relationship

Hello!
I need CRM copy control from an opportunity to another opportunity. The implementation of badi CRM_COPY_BADI should include document relationships: target document should be related to the same documents linked in the source document.
I cannot find a method to do this.
Please, could anyone suggest me a solution?
Thank you.
Kind regards.
Elena

Hello Elena,
Please follow the steps below:
1) Go to transaction CRMV_EVENT
    Click on "Object Function/Callback" button
    Create a new entry with following values:
    Function Module: ZCRM_DOCFLOW_COPY_EC
    Object Function: CRM_DOC_FLOW
2) Go to IMG Path: Customer Relationship Management -> Transactions -> Basic Settings -> Edit Event Handler Table :
Here create a new entry with the following details
Trans. Category       BUS2000111     Opportunity
Execution Time        1                                Immediately
Priority                    99
Object Name            ORDERADM_I                       Administration item
Event                       AFTER_CREATE_WITH_REFERENCE
Attribute                   <*>
Function                  ZCRM_DOCFLOW_COPY_EC
Perform Function for Doc.Header = "Checked"
Perform Function for Document Item = "Checked"
Call Callback = space
3) Create function module ZCRM_DOCFLOW_COPY_EC with the following signature:
*" IMPORTING
*"     REFERENCE(IV_STRVAL_OLD) TYPE ANY OPTIONAL
*"     REFERENCE(IV_STRVAL_NEW) TYPE ANY OPTIONAL
**Code:
DATA:
FIELD-SYMBOLS:
          <ls_orderadm_i_wrk> TYPE crmt_orderadm_i_wrk,
          <lu_orderadm_i_wrk> TYPE crmt_orderadm_i_wrk.
ASSIGN iv_strval_new TO <ls_orderadm_i_wrk>.
ASSIGN iv_strval_old TO <lu_orderadm_i_wrk>.
4) Now in this function module you can read the docflow of old opportunity (<lu_orderadm_i_wrk>) using 'CRM_DOC_FLOW_READ_OB'
Build the new docflow entry for the new opportunity and call 'CRM_DOC_FLOW_MAINTAIN_OW'
Please let me know if any questions.
Thanks,
Sandeep

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 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.

Repricing the SAP contract generated from follow up doc in copy control

Hi,
I am facing issue with the conditions copy at item categories level at the time of follow up document in copy control.
The challenge is like this:
There is an option for the conditions copy for line item level upon which the corresponding pricing is generated.
D -- Copy all Conditions
C -- Copy manual conditions
The issue here is at config level they will maintain only Copy manual conditions depending upon whether it is a follow-up / Copy it should change the behavior as Copy all Conditions.
I tried to do this with crmv_event(After with reference::50) though but the problem is its triggering after the pricing got generated.
Welcome you ideas to resolve the issue.
Thanks & Regards,
Madhu J

Hello Ravikanth
With status management it's not possible to prevent the creation of follow-up documents in CRM.
You have to use the badi CRM_COPY_BADI. Here the exception DO_NOT_COPY must be raised. But it's not possible to gray out the path of the follow-up transactions e.g. for 'varian quote'.
I hope this could be helpful.
Best regards,
Maggie

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 from opportunity to task

Hello,
I want a task to be created with reference to the opportunity, i have maintained the copy control, but yet the account and the employee responsible dont get copied to the task....what can be the possible reason.

You can not use copy control rutines for partner determination. For that you have to use partner determination procedures under spro>crm>basic settings>partner processing. You have to define in your partner determination procedure for account and employee responsible the correct access sequence "1000 - Preceding Document". This is a standard access sequence that copies partner function from preceding document. You can use also some more complex access sequence if you want.
Regards.

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

Invoice To Service Order - Copy Control

Hi All,
I have a business requirement where in as soon as invoice is generated for sold product, a service order should be created for installation and demo. I am using copy control option and for target trnsaction type i have checked the option complete reference without any routine. To copy certain fields i believe i need to write a routine but With options 'Copy Item number' and 'Complet reference' do i get item level details without mentioning in routine program.
Kindly guide how to creae follow from invoice using copy control.
Many Thanks in Advance !!
Regards,
Abhishek Sandhir

Hi Abhishek
I have few queries just to understand the process you are following
1. You are creating your sales order/ invoice in CRM or ECC?
2. Do you want serial number / Component/Ibase information on the service order? If yes then do you have this information on your sales order.
Regards
Naresh

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 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 line item to sub item condtion gets removed

Hi All,
there is an problem happening when I create return order in CRM. when I try to create a sub line item from main item the sub item gets created with diffrent condition type. I check copy control setting all looks fine but while debugging I check that this is happening due to price zone field value in CRM which is coming as zero . When its get compare with ECC which is 008 at run time re-price happen when this condition gets fail.
I need to know how come I will be able to see the setting of prize zone and incase it needs to download from ECC with which object I can perform the load.
find my analysis below.
Price zone is there in CRMD_PRICING_I table
Setting define item category determination when copying defined
item cateogry mapped in Pricing option Assign copy type
Active pricing for item categories all seems correct except pricing indicator
Thanks

Hi,
Can you check few more things and tell me?
- In this exit, does XVBPA and XVBAP contains all the line items. ( main and sub items ).
- In Sales order creation time, do these table have VBELN populated when this exit triggers.
- If you modify XVBPA or XVBAP in this exit, do they get overwritten after that.
Try this code. See if it works. Let me know if you still have a problem.
DATA: wa_hvbpa LIKE vbpa,
      wa_xvbpa like vbpa.
CLEAR: wa_hvbpa, wa_xvbpa.
* check if HVBAP and VBAP line items are not same
IF vbap-posnr <> hvbap-posnr.
* read the ****-to partner from main-item
READ TABLE xvbpa INTO wa_hvbpa WITH KEY posnr = hvbap-posnr
                                          parvw = 'WE'.
IF sy-subrc = 0.
*   read the line item data for sub-item based on main item
    READ TABLE xvbap WITH KEY posnr = vbap-posnr
                              uepos = hvbap-posnr.
* See if current line is the child of that BoM parent
    IF sy-subrc = 0.
      MOVE wa_xvbpa-kunnr TO xvbpa-kunnr.
      MOVE xvbap-vbeln TO wa_xvbpa-vbeln.
      MOVE xvbap-posnr TO wa_xvbpa-posnr.
      MOVE 'WE' TO wa_xvbpa-parvw.
      MODIFY vbpa FROM wa_xvbpa.
    ENDIF.
ENDIF.
ENDIF.
Regards,
RS

Copy control in CRM

Similar Messages

Maybe you are looking for