In SAP Customizing, you define the business processes required for the application. You use copying control to determine which document types can be copied to another document type.
Follow the explanation of Jim to learn what you can determine.
The video outlined what you can determine with copying control. You can imagine the sales process as sequence of individual process steps that are recorded as documents.
Process Flow and Document Flow List
The figure shows the usual document flow in SAP SAP S/4 Sales.
In UI5 technology-based apps such as Manages Sales Orders or Manages Sales Quotation, the business process chain is represented as process flow. In classic apps such as Change Sales Orders VA02, the business process chain is represented as document flow.
In the classic apps, you can branch directly from the lists to the display of the individual documents and then return back to the document flow. In each document in the document flow, the status overview can be displayed. There you can quickly find detailed information about the current status of the sales and distribution process.
Example:
- Order Delivery status
- Outbound delivery
- Picking status
- Billing status
- Billing document
- Posting status
Completion Rule and Reference Status
To ensure a proper process flow, you must consider the completion rule and the reference status of sales documents. When you Create with reference to preceding documents, you must frequently update the information about referred quantities or values. To do this, check the Document flow update field at item level in copy control.
The graphic illustrates an example how quantities and values are referred in preceding documents. What completion rule do you think is defined for the inquiry and the quotation in this example?
In the example, the following completion rules are defined:
- Completion rule A:An inquiry item is given "Completed" status as soon as it has been referred to in a quotation. This applies even if only part of the quantity in the quotation is referenced.
- Completion rule B:A quotation item is not given "Completed" status until the complete quantity has been copied to the subsequent order. If only some of the quantity is copied, the quotation item is given the status, "Partially referred". This allows you to continue creating orders from this item until the total quantity has been used up.
There are additional completion rules for items in contracts.
If you want to restrict the reference to an item, for example, only until the full quantity in the preceding document has been referenced, you must do the following: Set the appropriate Completion rule in the item category. The status of each item in the preceding document is updated separately, depending on the completion rule of the item category.
If you enter a reason for rejection, the item receives the "Completed" status.