Copy Controls for PO Number & Date

Hi SD Experts,
Is there a way to copy over PO number and date from Quotation to Sales Order? I cant seem to find where to configure to copy it over to Sales Order. Please advise. Thanks!
Regards,
LEE

Dear Lee,
Through developing new copying routine you can get this requirement with the help of ABAPer.
Please go to VTAA transaction select your Quotation and order document types then go in to the header detail here yiu can find standard copying routines
051 General header data
101 Business Data Header
001 Partner header
ask to ABAPer check the logic behind these routines after that you copy one of the sutable routine then add the coding according to your requirement in VOFM transaction.
After defining that assign that new routine in one of these places i.e from which routine you copied.
I hope this will help you,
Regards,
Murali.

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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 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 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 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 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

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 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 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 J1IIN.

Hi Gurus,
How the data is copied form billing document to J1IIN?
Is there any copy control for this?

hi,
Its done thru tax procedure, TaxINJ/TAX INN. you have maintained condition types jeccs, jecx in billing. that same data is copied ahead to accounting.
regards
swapnil

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.

In Windows 7 using Adobe Reader XI (11.0.07) was able to copy an item (name, number, date) and paste in another document. In Windows 8.1 using same version of Adobe Reader XI (11.0.07) not able to do this. Any solutions?

In Windows 7 using Adobe Reader XI (11.0.07) was able to copy an item (name, number, date) and paste in another document. In Windows 8.1 using same version of Adobe Reader XI (11.0.07) not able to do this. Any solutions?

With computer running Windows 7 using the curser can select an item, then right click and select copy. With computer running Windows 8 there is a hand instead of a curser therefore unable to select an item, therefore unable to copy. Is there a way to have a curser rather than the hand?
Eureka!!! Just found by right clicking on the hand can then select “Select Tool” and then copy. Hurray!!!

Change Message Control for Customer Master data

Hi Friends,
I have to choose/populate a message when the user is about to create an already existing customer.
In SPRO --> Financial Accounting --> Accounts Receivable and Accounts Payable --> Customer Accounts --> Master Data --> Preparations for creating customer master data --> "change message control for customer master data" ...
OK...
When u click this it goes into Change View "message control by User" Overview screen wherein u can insert new messages and texts and the type of message ....
Now .....
I want to display the 145th message (F4 help of the Message column) ..... it picks up the text "Customer found with same address;check"..... with Online mesasage type 'I' and batch type 'I' and with standard type '-' ..
I want to have the same message with message types 'E','E', and 'I' respectively.......
How is this possible (or) what should i do to meet my requirement :-|
Expecting ur answers
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Cheers,
R.Kripa.

Hey yes it is not possible (as of now
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R.Kripa.

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 Controls for PO Number & Date

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