Data Transfer Rules - SAP Documentation

Definition

Data transfer rules determine which values are transferred from the sample account and how. You specify a rule for each field that is to be transferred. The rules are grouped into rule types.

The following is true for data transfer rules:

You define rule types independent of the sample account.

You assign a rule type to a company code. Consequently, rule types are company code-specific.

You can define as many rule types as you require. Several company codes can use the same rule type.

The rules take effect when you create a master record and also when you change a master record in the corresponding company code.

Use

You use the rules to specify for each company code:

The fields to be included in the sample account

Whether transferred field data can be overwritten (default value)

Whether transferred field data is mandatory (required value)

The individual rules are grouped into rule types. You assign rule types to the company code to which they are to apply. Using rule types, you can specify separately for each company code how the data is transferred. You can transfer data in one company code as required values and in another company code as default values. If you do not want to apply the sample account specified in the chart of accounts to a particular company code, you simply do not enter a rule type for this company code.

Structure

The following table explains individual data transfer rules.

What do the data transfer rules mean?

Rule	Meaning
Value is transferred from sample account	The value from the sample account is transferred into the master record and can be overwritten.
Field cannot be changed, if set	If a value is contained in the field of the sample account, it can no longer be overwritten in the master record.
Field cannot be changed if contains its initial value	If no value is contained in the field of the sample account, nothing can be entered in the master record of the G/L account. A blank is also regarded as an initial value.

By selecting the rules, you determine which rule should be valid for a field. If no rule was marked for a field, the value from the sample account is not transferred.