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You can use an existing sales document as the basis for a subsequent document. For example, if you want to submit a quotation on the basis of an inquiry, you can create the quotation with reference to the inquiry. In this case, all data is copied from the inquiry to the quotation.

Some of the possible combinations in the standard version of the SAP R/3 System for referring to preceding documents include:

Copying from...

To...

To...

Inquiry

Quotation

Sales orders

Sales orders

Sales orders

 

Sales orders

Subsequent free-of-charge delivery

 

Sales orders

Credit memo request

 

Sales orders

Returns

 

You can define which sales document types can be used as reference documents. You can also control which data you wish to be copied. For example:

How the System Checks Data

Before copying data from one document to another, the system can also check that certain requirements are met. The following are examples of typical copying requirements:

Your system administrator determines in Customizing for Sales and Distribution whether the system displays a warning message (further processing is possible) or an error message (further processing may not be possible) when copying requirements are not met.

 

 

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