SAP SD Copy Control can be maintained for the following areas:

Sales Documents

Sales to Sales Document: Inquiry to Quotation to Contract to Sales Order and Returns Order with reference to Sales Order

Billing to Sales Document: Referring Billing Document to create Credit or Debit Memo Request(s)

Deliveries

Sales to Delivery Document: Sales Order to Delivery Document

Billing Documents

Sales to Billing Document: In case of Cash Sales or Services and Order Related Billing

Billing to Billing Document: Cancelling Billing Document, Invoice List, Credit Memo List

Delivery to Billing Document: In case of Delivery Related Billing

How to Configure SAP SD Copy Control?

To configure or maintain SAP SD Copy Control at the backend in the SAP system, you can either type SPRO in the transaction bar or navigate through SAP Easy Access menu to this path:

Tools > Customization > IMG > SPRO – Execute Project

Next, you should navigate to the following menu node in SPRO and start this activity:

SPRO > Sales & Distribution > Sales > Maintain Copy Control

button in the toolbar. To view settings of SAP SD Copy Control at the header level for a particular sales document type, select the relevant line and double click on it or pressbutton in the toolbar.

Here you can see the header copy control where the target document is sales order type ZDEM and the source is quotation type QT. This means that the sales order type ZDEM can be created by referring to quotation type QT.

The Copy section of the configuration screen contains copying requirement which are routines (programs) provided in the standard SAP system. These routines can be customized for any special business scenario with the help of an ABAP developer.

The copying routines selected the left-side fields are related to business data transfer. For example, general header data, business data and partner data. These identifies a routine that checks whether certain requirements are met during the transfer of data from these fields to target document during copying.

On the right side, copying requirement allows to perform certain checks. The routine checks that certain requirements are met when one document is copied into another. For instance, if any of the line items is rejected in the source document, this document should not be copied into the target document.

Now, let’s have a look at SAP SD copy control at the item level. To do it, click on Item icon in the left sidebar. The SAP system will show you the list of tem categories maintained for target and source sales document types.

button on the toolbar. Select the item category for which you want to maintain settings and double click on it or pressbutton on the toolbar.

Here at the item level you can see routines that will work during copying of items data. There are many standard routines provided by SAP but if there is any specific business requirement not covered by the standard routines, a customized routine can be developed with the help of an ABAP programmer.

Similar to the settings for the header level of copy control, you can set a number of different routines for performing checks and transferring data during copy of one sales document to another. In addition to routines, there are also several indicators.

Copy schedule lines: this check shows whether the schedule lines from the source document are copied to the target document.

Update document flow: defines if the system will create new entries in the document flow when new target documents are created with a reference to the source document.

Do not copy batch: this checkbox enables you to control copying of batch number(s) from the source to the target document.

Pos./neg. quantity: this indicator defines whether during copying the quantity in the target document has a negative, positive or no effect at all on the quantity still to be completed in the source document.

Copy quantity: The quantity that is copied in the target document. The system can either determine it automatically or copy order quantity or copy target quantity.

Pricing type: This option defines whether the pricing to be re-calculated every time when the target document is created with a reference to the source document or if re-pricing should not run and it should be copied from the source document to the target document as it is. There are also additional rules which are provided in the standard system.

Transaction Codes for SAP SD Copy Control

When you work with configuring copy control it can be tiresome to navigate using SPRO menu. Luckily, there are direct transaction codes for starting the configuration of SAP SD copy control for different areas. For your reference, they are listed below.

Sales

Sales Document to Sales Document: transaction VTAA

Billing Document to Sales Document: transaction VTAF

Delivery

Sales Document to Delivery Documents: transaction VTLA

Billing

Sales Document to Billing Document: transaction VTFA

Billing Document to Billing Document: transaction VTFF

Delivery Document to Billing Document: transaction VTFL



