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Function documentationCopy Transactions

 

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-up 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:

  • Start of the navigation path SAP Solution Manager Next navigation step Capabilities Next navigation step Change Control Management Next navigation step Transactions Next navigation step Copy Control Next navigation step Define Copy Control for Transaction Types End of the navigation path

  • Start of the navigation path SAP Solution Manager Next navigation step Capabilities Next navigation step Change Control Management Next navigation step Change Request Management Framework Next navigation step Make Settings for Change Transaction Types Next navigation step Copy Control Rules End of the navigation path

IT Service Management:

Start of the navigation path SAP Solution Manager Next navigation step Capabilities Next navigation step IT Service Management Next navigation step Create Follow-Up Document Next navigation step Specify Transaction Type Copy Control End of the navigation path 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.

  • IT Service 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-Up Transactions