Configuring Copying Control for Business Transactions

When you are creating a service document as a follow-up transaction to another service document (for example a service order created based on a service order quotation or a service contract), data is copied from the first to the second document.

The following characteristics apply to such a process:

• The transaction type of the follow-up document can be chosen, based on available combinations of transaction types as maintained in copying control.
• Header data is copied from the source to the target document.
• Items can be copied over from the source to the target document. These items can be changed in the target document and it is also possible to add new items to the target document.
• The transaction history is updated.

Instead of creating a service document as a follow-up transaction to a previous service document, it is also possible to copy a service document.

The following characteristics apply to such a process:

• The transaction type of the target document is the same as the one used for the source document.
• Header and item data are copied from the source to the target document.
• The transaction history is not updated. After copying, there is no relationship anymore between the two documents involved.

Copying control settings need to be maintained on multiple levels.

For copying control settings on transaction type level, in Customizing, navigate to SAP Customizing Implementation Guide → Service → Transactions → Basic Settings → Copying Control for Business Transactions → Define Copying Control for Transaction Types.

Examples of settings include:

• Should the system copy the item numbers from the source transaction to the target transaction?
• Should the source transaction be copied completely to the target transaction? If this flag is selected, the target transaction is marked as incorrect if only some of the items in the source transaction are copied.
• If customers have particular requirements for copying control, they can enhance the standard conditions according to their wishes by using a copying routine, which is then assigned in copying control to a combination of a source and a target transaction type.

For copying control settings on item category level, in Customizing, navigate to SAP Customizing Implementation Guide → Service → Transactions → Basic Settings → Copying Control for Business Transactions → Define Copying Control for Item Categories.

Examples of settings include the following:

• If customers have particular requirements for copying control, they can enhance the standard conditions according to their wishes by using a copying routine, which is then assigned in copying control to a combination of a source and a target item category.
• Should pricing conditions be copied from the source item into the target item? Conditions which are not copied are regenerated.

Another important setting concerns item category determination when copying. In Customizing, navigate to SAP Customizing Implementation Guide → Service → Transactions → Basic Settings → Copying Control for Business Transactions → Define Item Category Determination when Copying.

In this setting, specific item category determination logic is defined, which is used during copying. The item category of the source document is used to find the target item category for the transaction type of the target transaction.

If the system cannot find a specific entry for the combination used when copying, the item category for the target document is determined using the standard item category determination logic.

If using copying routines is required, in Customizing, see also SAP Customizing Implementation Guide → Service → Transactions → Basic Settings → Copying Control for Business Transactions → BAdI: Enhancements for Copying Control.