Copying Control for Sales Documents

Use

The copying control settings incorporate the area of sales document and billing document control. There are different types of document control:

  • Document Flow for a Unit Price Contract

    • Without down payment processing

    • With down payment processing and, without billing plan

  • Document Flow for a Flat-Rate Price Contract

    • With billing plan

    • Without billing plan

Customizing settings for the copying control of sales documents with BOS are delivered with the SAP Discrete Industries (DI) system. You do not have to make your own Customizing settings.

Caution Caution

Customizing settings are not copied to the target clients for client copies. For that reason, you must copy these manually.

For more information, see SAP Note 217012.

End of the caution.

Features

Settings for Sales Document Control
What does the copying control define?

The copying control has been enhanced to allow you to copy a BOS from a source sales document to a target sales document. This means that you can decide whether BOS data and its conditions and costing items should also be copied.

You make these settings using the Copy services indicator. You can find this indicator on the item detail screen.

Indicator

Meaning

Space

No BOS data is copied when you create a new document.

X

The system copies the BOS data and its conditions from the preceding document when you create a new document. Costing is not copied.

C

The system copies the BOS and its costing items from the preceding document to the new document.

Caution Caution

Additions and deductions that have been entered during cost planning are not copied when costing is copied.

You cannot see the Copy services indicator if the target document is a debit memo request.

End of the caution.

Note Note

Up to Release DI 4.6C1, you can determine only whether BOS data should be copied.

End of the note.
Where is the copying control defined for sales documents with BOS ?

You can make settings in Customizing under Start of the navigation path Sales and Distribution Next navigation step Sales Next navigation step Sales Documents Next navigation step Maintain Copy Control for Sales Documents Next navigation step Copying Control: Sales Document to Sales Document. End of the navigation path

What is delivered?

  • Settings for a unit price contract

    Detail view for header

    IBOS to QBOS

    QBOS to OBOS

    OBOS to TBOS

    VBAK

    051

    051

    051

    VBKD

    101

    101

    101

    VBPA

    001

    001

    001

    Copying requirement

    001

    001

    008

    Copy item number

    select

    select

    select

    Complete reference

    do not select

    do not select

    do not select

    Detail view for item

    IBOS to QBOS

    QBOS to OBOS

    OBOS to TBOS

    VBAP

    151

    151

    151

    VBKD

    102

    102

    102

    VBPA

    002

    002

    002

    FPLA

    251

    251

    0

    Copying requirement

    301

    301

    331

    Pos./neg. quantity

    +

    +

    0

    Copy quantity

    A (copy order quantity)

    A (copy order quantity)

    A (copy order quantity)

    Pricing type

    B (carry out new pricing)

    D (copy pricing elements unchanged)

    B (carry out new pricing)

    - Value contract

    blank (no limit)

    blank (no limit)

    blank (no limit)

    Copy product select.

    blank (carry out new product selection)

    blank (carry out new product selection)

    blank (carry out new product selection)

    Copy schedule lines

    select

    select

    do not select

    Update document flow

    X

    X

    X

    Copy services

    X

    X

    Detail view for schedule line

    Start of the navigation path AT End of the navigation path BN

    Start of the navigation path BN Next navigation step CD End of the navigation path

    Copying requirement

    501

    501

    VBEP

    201

    201

  • Settings for a flat-rate price contract

    Detail view for header

    IBOS to QBLS

    QBLS to OBLS

    VBAK

    051

    051

    VBKD

    101

    101

    VBPA

    001

    001

    Copying requirement

    001

    001

    Copy item number

    select

    select

    Complete reference

    do not select

    do not select

    Detail view for item

    IBOS to QBLS

    QBOS to OBLS

    VBAP

    151

    151

    VBKD

    102

    102

    VBPA

    002

    002

    FPLA

    251

    251

    Copying requirement

    301

    301

    Pos./neg. quantity

    +

    +

    Copy quantity

    A (copy order quantity)

    A (copy order quantity)

    Pricing type

    B (carry out new pricing)

    B (carry out new pricing)

    - Value contract

    blank (no limit)

    blank (no limit)

    Copy product select.

    blank (carry out new product selection)

    blank (carry out new product selection)

    Copy schedule lines

    select

    select

    Update document flow

    X

    X

    Copy services

    X

    X

    Detail view for schedule line

    AT to BP

    BN to CD

    Copying requirement

    501

    501

    VBEP

    201

    201
Settings for Billing Document Control
Where do I define the copying control for billing?

You can make the settings in Customizing under Start of the navigation path Sales and Distribution Next navigation step Sales Next navigation step Sales Documents Next navigation step Maintain Copy Control for Sales Documents Next navigation step Copying Control: Billing Document to Sales Document. End of the navigation path

What is delivered?

  • Settings for a unit price contract

    Detail view for header

    TBOS to FAZS

    TBOS to L2

    Copying requirement

    001

    001

    Determ. export data

    blank (refer to export data in the delivery)

    blank (refer to export data in the delivery)

    Assignment number

    blank

    blank

    Reference number

    blank

    blank

    Copy item number

    do not select

    select

    Detail view for item

    TBOS

    TBOS

    Copying requirement

    002 (Item/order-related)

    080 (BOS-item/order-related)

    Data VBRK/VBRP

    002 (Credit-memo/order-related)

    002 (Credit-memo/order-related)

    Billing quantity

    C (order quantity)

    C (order quantity)

    Pos./neg. quantity

    +

    +

    Pricing type

    D (copy pricing elements unchanged)

    G (copy pricing elements unchanged and re-determine taxes)

    Pricing exch. rate type

    blank

    blank

    Price source

    blank (order)

    blank (order)

  • Settings for a flat-rate price contract

    Detail view for header

    OBLS to F1

    OBLS to FAZ

    OBLS to F2

    Copying requirement

    001

    001

    001

    Determ. export data

    blank (refer to export data in the delivery)

    blank (refer to export data in the delivery)

    blank (refer to export data in the delivery)

    Assignment number

    blank

    blank

    blank

    Reference number

    blank

    blank

    blank

    Copy item number

    select

    do not select

    select

    Detail view for item

    OBLS

    OBLS

    OBLS

    Copying requirement

    002 (Item/order-related)

    020 (Item/Down payment request)

    002 (Item/order-related)

    Data VBRK/VBRP

    001 (Inv. split (sample))

    000

    001 (Inv. split (sample))

    Billing quantity

    C (order quantity)

    C (order quantity)

    C (order quantity)

    Pos./neg. quantity

    +

    +

    +

    Pricing type

    G (copy pricing elements unchanged and re-determine taxes)

    G (copy pricing elements unchanged and re-determine taxes)

    G (copy pricing elements unchanged and re-determine taxes)

    Pricing exch. rate type

    blank

    blank

    blank

    Price source

    blank (order)

    blank (order)

    blank (order)