Executing Copy Control System Settings

Objective

After completing this lesson, you will be able to execute Copy Control system settings

Configuration Sequence

Steps to define customer-specific copying requirement and/or data transfer routines.

These steps allow you to define customer-specific copying requirement and/or data transfer routines:

  1. Create a data transfer routine using custom logic (Cloud BAdI).
  2. Create a copying requirement using custom logic (Cloud BAdI).
  3. Define data transfer and/or copying requirement routine using Self-Service Configuration UI.
  4. Set copying control: Sales document to sales document and/or billing document to sales document.

Data Transfer Routine

Screenshot of the Custom Fields tile in the SAP Fiori Launchpad

To use the Custom Fields app, the user requires a role containing the catalog for Extensibility, for example, the role SAP_BR_EXTENSIBILITY_SPEC (Extensibility Specialist).

In a standard S/4HANA Cloud system, the app Custom Fields is included in business catalog SAP_CORE_BC_EXT (Extensibility). In a standard S/4HANA Cloud system, this business catalog is included in business role template SAP_BR_EXTENSIBILITY_SPEC.

Screenshot of the app to define custom logic.

Create a new enhancement implementation for Cloud BAdI Define Data Transfer for Sales Document Header.

Note that there are more BAdI's available in the context Sales: Sales Document Item, for example Define Data Transfer for Sales Document Item.

Screenshot of the Custom Code Editor.

To code the custom logic:

  1. Add a filter value to identify your implementation.
  2. Code the relevant custom logic (in draft mode).
  3. Choose Save Draft.
  4. Choose Publish to activate the new custom logic.

Copying Requirement

Screenshot of the Custom Fields tile in the SAP Fiori Launchpad

To use the Custom Fields app, the user requires a role containing the catalog for Extensibility, for example, the role SAP_BR_EXTENSIBILITY_SPEC (Extensibility Specialist).

In a standard S/4HANA Cloud system, the app Custom Fields is included in business catalog SAP_CORE_BC_EXT (Extensibility). In a standard S/4HANA Cloud system, this business catalog is included in business role template SAP_BR_EXTENSIBILITY_SPEC.

Screenshot of custom logic definition.

Create a new enhancement implementation for Cloud BAdI Copying Requirements for Sales Documents (from Sales Documents).

Note that there are more BAdI's available in the context Sales: Sales Document Item, for example Copying Requirements for Sales Document Items (from Sales Documents).

Screenshot of the Custom Code Editor.

To code the custom logic use the following steps:

  1. Add a filter value to identify your implementation.
  2. Code the relevant custom logic (in draft mode).
  3. Choose Save Draft.
  4. Choose Publish to activate the new custom logic.

Access configuration UIs in SAP Central Business configuration

This case applies if your SAP S/4HANA Cloud tenant uses SAP Central Business Configuration.

Using your web browser, open your SAP Central Business Configuration system URL and log on.

Screenshot of the logon screen

Make sure your instance has reached Product-Specific Configuration phase. This is a requirement to access configuration in SAP S/4HANA Cloud.

Screenshot of the view displaying the phase.

Go to Business Processes Configuration to access the configuration activities.

Screenshot of the Display Process Configuration view.

Open the filter options. Use the available filters to reduce the number of configuration UIs appearing in the configuration tree.

Screenshot showing the filter control at the top right corner of the view.

Open your desired configuration activity by choosing their title to access the configuration in SAP S/4HANA Cloud.

Access Configuration UIs in the Manage Your Solution app

This case applies if your SAP S/4HANA Cloud tenant still uses the Manage Your Solution app for configuration, since it didn't migrate to SAP Central Business Configuration yet.

Access SAP S/4HANA Cloud and open the Manage Your Solution app in the SAP Fiori Launchpad (user requires business role SAP_BR_BPC_EXPERT).

Screenshot showing the Manage Your Solution tile in the SAP Fiori Launchpad.

You reach the Configuration User Interface by choosing Configure Your Solution.

Screenshot showing the Configure Your Solution option.

Limit the available configuration items by selecting `Sales' as Application Area.

Screenshot showing the way to limit the Application Area

Open the filter options. Use the available filters options to reduce the number of configuration UIs appearing in the configuration tree.

Screenshot showing the filter options

Access the configuration item by selecting the desired line.

Within the configuration item, switch to the tab for configuration steps and choose the desired configuration UI.

Screenshot showing the initial 5 configuration steps for Pricing.

Access Configuration UIs in the Implementation Activities app

This case applies if you are using the Implementation Activities app in an SAP S/4HANA Cloud 3-system landscape to make configuration settings in test and production tenants.

Access SAP S/4HANA Cloud and open the Implementation Activities app in the SAP Fiori Launchpad (for which the user requires business role SAP_BR_BPC_EXPERT).

Screenshot showing the Implementation Activities tile in the SAP Fiori Launchpad.

You reach the Configuration User Interface by choosing the Implementation Activities app.

Screenshot showing an overview of SAP S/4HANA Cloud, Public Edition Business Configuration options.

By navigating through the menu, you can select the configuration option that enables you to define a new data transfer routine. The menu path to choose is SalesSales Order Management and Processing. The option Define Data Transfer and Copying Rqmts for Sales Document is then visible.

Screenshot showing the location of the configuration option to define new data transfer routines and copying requirements.

You can access the required configuration option by clicking the clock icon at the start of the line.

Addition of Data Transfer Routine or Copying Requirement

Retrieve the correct configuration UI for your scenario:

If you are using SAP Central Business Configuration, search the Define Data Transfer and Copying Rqmts for Sales Document configuration UI.

If you are using the Implementation Activities app, retrieve the Sales Order Management and Processing configuration item, and then open the Define Data Transfer and Copying Rqmts for Sales Document step.

If you are using the Manage Your Solution app, retrieve the Copying Control for Sales Documents configuration item, and then open the 1. Define Data Transfer and Copying Rqmts for Sales Document step.

Screenshot of the screen to add copying requirements

Add two new entries, one for a copying requirement and the other for a data transfer routine as follows:.

  1. Select Process Enhancement Option SD_SLS_COPY_RQMT_HEAD_SLS (Copying Requirement - Sales to Sales (Header)).
  2. Enter a number in the Routine Number field between 3000000 and 3009999.
  3. Enter a meaningful Routine Description.
  4. Repeat the steps above for SD_SLS_DATA_TRANSFER_HEAD (Data Transfer for Sales Document (Header)).
Screenshots to assign Enhancement IDs

For each of the new entries, navigate to the second level Assign Enhancement IDs to a Routine Number and complete the following steps:

  1. Choose New Entries.
  2. Select the relevant process enhancement option (only one is available!).
  3. Enter the filter value you have created in the previous step and save the data.

Activation of Copying Control

Retrieve the correct configuration UI for your scenario:

If you are using SAP Central Business Configuration, search the Set Copying Control: Sales Document to Sales Document configuration UI.

If you are using the Implementation Activities app, retrieve the Sales Order Management and Processing configuration item, then open the Set Copying Control: Sales Document to Sales Document step.

If you are using the Manage Your Solution app, retrieve the Copying Control for Sales Documents configuration item, then open the 2. Set Copying Control: Sales Document to Sales Document step.

Screenshot showing the configuration screen to select the sales document types.

Select the Header level and then select the combination representing the applicable source and target document types.

Screenshot of the configuration UI to manage copy control options for two document types; in this case, the copy of an inquiry of type IN to a quotation of type QT.

Enter the routine numbers you have created in the Add Routines Step into the Data Transfer and/or Copying Requirement fields.

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