Transaction VTFL - Setting reference number copy control

Dear Gurus, Are there any disadvantages or negative impacts to the system if I set the Reference Number field in copy control for delivery --> billing document, from blank to 'B' for sales order. The only thing that I see that it does is replace the billing document with the sales order number in the reference field in the header of the billing document.

Hi
There are no disadvantages in the system if you set the reference feild to B (sales order).If you keep the reference number as A
i.e., the sales order then you can see the reference sales order number in the FI Document also which will be helpful to fetch the data for FI Consultants also.
Regards
Srinath

Similar Messages

Copy Control : Sales document to Sales document

Dear Experts,
We have a requirement relating to copy control between sales document to sales document i.e Creating a contract with reference to an already existing data.
Please consider the following example:
Contract A
Valid from: 01-01-2010
Valid to: 31-12-2010
Material Code: X1
Material Pricing Group: Y1
To enable the users to create a contract with reference to this existing one i set up the copy control between the document types:
Source document type: ZM05
Target document type: ZM05
In VA41 transaction i chose "Create with Reference" and chose the contract tab and entered Contract "A" number.
In the overview screen the system populates the valid from date as : 01.01.2011 - At item level validity dates is copied same as of contract A.
Second observation is certain material specific data such as material pricing group does not get copied. Client wants such details also to get copied over into the new contract.
Could you please provide your valuable inputs on where we can make the settings to copy the data exactly as it was maintained in the existing contract ?
Thank you
Regards
Siddharth Sridhar

Hi,
Go to tcode: VTAA and set the the pricing type as 'G' Copy pricing elements unchanged and redetermine taxes and you can try again.
If you still dont understand, you can send message to me and I will show you some printscreen as I cant show you the print screen here.
Thanks.

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 ?

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$

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

Exchange rate-Copy control

Hi Gurus,
ours is a order related billing, till now i maintained pricing exchange rate type as blank in VTFA.
Now i want mantain it as 'C'( exchange rate determibnation according to pricing date).
my question is will it effect anything for old invoices.
Cheers,
Sumith

Hi sumith
It doesn't effect the old invoices which are already billed if you set C in copy control VTFA for the exchange rate
Regards
Srinath

Sales Order Type Configaration Correction : Impact on Copy controls and Oth

Dear All,
I wanted to know the impact of correcting a sales order type configuration on the dependent configurations.
we have configured a new sales order documents in V0V8 with a certain billing type (by coping standard order), however after few days when tested in QA box, we realized that Billing type should be not F2 but something else.
I wanted to know, if I can simple change the billing type to zf2 in V0V8 or something else has to be done .. Please suggest.
I wanted to know if by changing the billing type all the table entries created earlier (copy controls) automatically get modifed .
Please suggest.
Anitha

Hi,
Even for your newly created document type(Sales order),the billing type F2 will definitely work if you do some configurations.
The configurations are:
Goto the T.Code "VOV8".Select your order type.Details.
Goto the Billing tab.
If your scenario is "Order-related" billing,maintain the "Order-rel. bill. type" as "F2".
Save.
Goto the T.Code "VTFA" and maintain the copy control for your order and billing and also maintain the settings for your item category.
If your scenario is "Delivery-related" billing,maintain the "Delivery-rel. bill. type" as "F2".
Save.
Goto the T.Code "VTFL" and maintain the copy control for your delivery and billing and also maintain the settings for your item category.
If you want to create a new billing document type,then it should be created by using the T.Code "VOFA" not by "VOV8".
Select the billing document type as "F2" and click on Copy as.Change the name to "ZF2".
Save.
Maintain the relevant configuration changes.
Regards,
Krishna.

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

VTFL copy control settings not visible

hi
i am facing some problem in copy control settings - vtfl - delivery to billing type copy control
when i am doing the required settings i.e copying ZLLZ delivery to ZFD billing type and saving the settings, a transport request is being generated and also it says tht data has been saved,but when i see the list i cannot see the new copy control tht i did.
i can see these entries in the table TVCPF. but these entries shows billing type ZFD n delivery type ZLLZ
along with additional entry in sales doc column as "ED"
i am not able to understand from where this entry is being picked...
an why i cant see the entries at VTFL
can anyone help.

Hi friend,
Please try to check you documents in transaction code VTFL by giving the Billing document (first) and the delivery document.
Definitely you can find the combination
And for your another question , In the table TVCPF you can see the sales document type ED which would have maintained in the VTAF copy controls from the Sales document to Billing documents
Please let me know if you have further queries.
santosh

Pricing Exchange Rate Type in Copy Control VTFL

Hello,
We have Pricing Exchange Rate type in the Copy control from Delivery To billing ( VTFL) at item level.
This Exchange rate type is used for price determination in the billing document. there are several options available for this field.
A     Copy from sales order
B     Price exchange rate = Accouting rate
C     Exchange rate determination according to billing date
D     Exchange rate determination according to pricing date
E     Exchange rate determination according to current date
F     Exch.rate determination accord.to date of services rendered
Normally the Exchange Rate in the accounting document is determined based on the rate available in the system on the billing date.
now what is the difference between "B" and "C".
I could not find any change in the way it processed when i put B or when i put C .
Does any one know what is the impact on the system if we select B or C. In what scenarios we use "B" and in what scenarios we use "C"
Your answers are much appreciated.

Hi,
what is the difference between "B" and "C".
B Price exchange rate = Accouting rate
This value is used to determine the EXCHANGE RATE based on the Rate maintain in the ACCOUNTING DOCUMENT TYPES in OBA7 Transaction code irrespective of what determined in the ORDER
C Exchange rate determination according to billing date
This value determines the EXCHANGE rate based on the Rates maintained in the Transaction code OB08 and get the values from the table TCURR based on the BILLING DOCUMENT DATE.
regards,
santosh

Number range for copying controls

hi
when i tried to create a proforma invoice, while saving the invoice it is throwing a error message that NRIV number range has not been maintained when i checked NRIV i have found that for my sales org and billing document it has not been maintained .
can you help me in as where we maintain the number range for these copy control documents.
early answers!!!! higly appreciated!!!!!!
regards
kiran

hi
NRIV is a field where you can find all the number ranges. i have seen that number ranges for sales documents and invoice documents has already been maintained.
you will find a field 'no range int. assgt.' enter the number assignment of your number range here or select from the drop down menu. save.
the above setting has already been made.
i think this is a setting some thing where we need to maintain internally inthe table NRIV
Thanks
kiran

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.

For creation of follow up transactions automatically through Actions do we require copy control?

Hi All,
I have to create folow up transactions automatically when quotation gets approved. My question is when we create a follow up transaction automatically through Action Profile is it required to have copy control settings or not?
Thanks,
Rao

the idea of using copy control would be to copy the data as needed from the base transaction so that your follow up transaction data is consistent. You need to check your requirement and find attributes that needs to be copied over before you determine this.
I hope this helps.
Thanks,
Aparna

COPY CONTROL: SALES ORDER WITH REFERENCE TO QUOTATION

Hi.
We are creating a sales orders with reference to a quotation. When copying, we'd like to be able to include another new position type in the sales orders.
For example:
QUOTATION:
POSITION 10: TYPE ZTAB
SALES ORDERS:
POSITION 10: TYPE ZTAB
POSITION 20: TYPE IRSS.
Where could we place this change?. We suppose when saving the sales orders. Does anybody know how could we make this change?.
Thank you very much!.
Raú

What do you mean by position type?
Please use the language used by SAP so that it could be easily understood.
What is ZTAB & IRSS. Are they materials?
Regarding copying, this is a brief theory
In copy control, you define control data for the document flow of sales documents.
You can specify for a particular sales document type, which document type is to be assigned to copied reference documents, and which item categories or schedule line 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.
In precise, you are telling the system what data to copy from QT to sales order. It copies data from Quotation order type to Standard order type basing on settings you indicated in copying control.
System won't do anything more than copying from preceding documents and it would transfer data based on copying rules in copy control.

External Reference number not copied in Service Confirmation

Hi,
We are on CRM 5.0 SP11. We have Mobile Service 5.0 SP11.
In Mobile Service in the Service Order creation screen we have a window to input External reference number. When we create a Service Confirmation as a followup document of Service Order, SAP by default only allows to copy Reference Object,Subject and notes (both header and item level) to the Confirmation.
Does anyone have idea how we can copy the External Reference number to Confirmation when we do followup to Service Orders on mobile.
This functionality works fine on Enterprise.
Thanks,
Yatin

Hello,
             The external number won't be copied by standard as Wolhfard said they are different documents.
You need to code this to make this copy from service order to Service confirmation.
Open your Mobile Application Studio and make following changes.
Open the BusinessObject "BOMSVHelper" and view the code. Go to the Method "CopySrvTransHeader" write the following code in it.
Find the code
UserName = _unwind(BusinessRootObject.UserDataDictionary.GetData("USERNAME"))
and paste the following code below it.
        Dim servconfobj As BusinessObject = bocopysrvtrans.SalesInfo
        Dim servtransobj As BusinessObject = orderheaderobj.SalesInfo
        servconfobj.SetAttribute("PoNumberSold", servtransobj.GetAttribute("PoNumberSold"))
        servconfobj.SetAttribute("PoDateSold", servtransobj.GetAttribute("PoDateSold"))

Transaction VTFL - Setting reference number copy control

Similar Messages

Maybe you are looking for