Setting Copy Control
Prerequisite
This section details copy control values relevant for product selection only. However, you should select copy routines based on your assessment of the entire order processing cycle. For general information on standard copying functions, see the Customizing activities for the relevant sales documents.
Procedures
Copy Control for Sales Document Item Categories
Copy control tables for sales documents specify the values to be transferred from sales document to sales document in the sales order cycle. The copy routines in these tables contain instructions for fields in all levels of the sales document. There is also an additional field for instructions specific to product selection.
To configure copy control for sales documents, perform the Customizing activity Sales ® Maintain copy control for sales document ® Copying Control: Sales Document to Sales Document (transaction VTAA). Choose Item in the Navigation section, select an item, choose Detail and enter one of the following values in the Copy product select. field.
The main and sub-item categories should be copied into all documents in order for product selection to function properly. To ensure consistency, all schedule lines should be copied even if there are zero quantities.
Note that when you choose outcome A, the system uses the copy rules for the main item only. When you choose outcome B, it uses the copy rules for both the main and sub-items.
Copy Control for Delivery Item Categories
Copy control tables for deliveries specify the values to be transferred from sales document to delivery document in the sales order cycle. The copy routines in these tables contain instructions for fields in all levels of the delivery document. There are no entries here that are unique to the product selection functions.
To configure copy control for deliveries, perform the Customizing activity Logistics Execution ® Shipping ® Copying Control ® Specify copy control for deliveries (transaction VTLA).
Note that copy routine 110 is only supported when you use outcome A and usage PSEL for deliveries.
Copy Control from Delivery to Billing Document
Copy control tables for deliveries specify the values to be transferred from delivery document to billing document in the sales order cycle. The copy routines in these tables contain instructions for fields in all levels of the delivery document. There are no entries here that are unique to the product selection functions.
To configure copy control for billing documents, perform the Customizing activity Sales and Distribution ® Billing ® Billing Documents ® Maintain copying control for billing document ® Copying Control: Delivery to Billing Document (transaction VTFL).
Here are two examples of how to maintain the item category and copy rules for main items, and sub-items, that are relevant for pricing and billing:
Main item is relevant
If the main item in the sales order is to be priced in the order and billing document, set the sales document main item category to be relevant for pricing and billing. Copy rules from delivery to billing document should be set in such a way that billing quantities are cumulated to the main item, and sub-items contain zero quantities. The pricing condition record can then be determined based on the main item, while the quantities are still representative of the amount of the sub-items that were actually delivered.
Sub-item is relevant
If the sub-item in the sales order is to be priced in the order and billing document, set the sales document sub-item category to be relevant for pricing and billing. Copy rules from delivery to billing document should be set in such a way that quantities are summarized to the sub-items. The main item should contain zero quantity.