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To save time when creating a new transaction, you can copy an existing transaction which contains data relevant to the new transaction.

Note Note

You can also copy templates.

End of the note.

Integration

When you create follow-on transactions, the existing and the new business transaction are linked, copies are not linked.

Prerequisites

You have made the Customizing settings for copying transactions. You specify valid combinations of source and target transactions, and the data to be copied:

Change Request Management:

  •   SAP Solution Manager   Capabilities   Change Control Management   Standard Configuration   Transaction Types   Define Copy Control for Transaction Types  

  •   SAP Solution Manager   Capabilities   Change Control Management   Standard Configuration   Transaction Types   Change Request Management Copy Control   Specify Copy Control Mapping Rules  

Incident, Problem and Request Management:

  SAP Solution Manager   Capabilities   IT Service Management   Create Follow-On Document   Specify Transaction Type Copy Control   and Specify Copy Control Mapping Rules.

Features

You can specify per transaction type, in Customizing, which data is to be copied from the source to the target transaction. You enter the additional data directly in the transaction.

Note Note

  • The category is always copied from the source to the target transaction. If the source and target transaction type categorization schema do not match, the system issues a warning.

  • Incident, Problem and Request Management: By default, the system copies the existing SAP data (e.g. System ID) and SAP Notes, into the target transaction.

End of the note.

Activities

  1. Choose Copy in an existing transaction.

  2. The system displays the new transaction. It has the same transaction type as the source transaction, and contains the data which you specified should be copied, in Customizing.

  3. Change and complete the transaction, and save it.

More Information

Follow-On Transactions