SAP SD | Sales | Customization of a Sales Document | SAP Sales & Distribution Module | Part 3

Summary

This video provides a comprehensive guide on configuring copy control for sales documents in SAP. It covers the essential steps of setting up copy control for various sales document types, including defining source and target documents, and configuring data transfer routines at the header, item, and scheduling levels. The tutorial explains the use of key fields such as copy requirements, data transfer routines, and checkboxes to ensure accurate and automated data transfer between documents. By following these steps, users can streamline the sales process, reduce errors, and enhance document visibility in SAP.

Takeaways

• 😀 Copy control in SAP SD helps automate the sales process, reducing data entry time and minimizing errors by transferring data between documents.
• 😀 By using copy control, users can trace the document flow, enabling easy visibility between related sales documents such as sales orders, deliveries, and accounting documents.
• 😀 Copy control can be set up for different scenarios, including copying from a sales document to another sales document or from a billing document to a sales document.
• 😀 Sales documents in SAP SD are structured at three levels: header data, item data, and scheduling data, all of which require configuration in copy control.
• 😀 Customizing copy control involves defining source and target document relationships, which can be configured for various document types like inquiries and orders.
• 😀 The copy control settings include various elements like data transfer routines, copy requirements, and checkboxes to manage the copying of data.
• 😀 Data transfer routines determine what data is copied from the source document to the target document, with specific routines for business data, party data, and more.
• 😀 The copy requirement field controls when data should be copied, ensuring data from source and target documents match in conditions like customer details.
• 😀 The 'item number' checkbox ensures the item numbers remain the same when copying between source and target documents, ensuring consistency.
• 😀 The 'complete reference' checkbox ensures that the source document status is updated once it is fully referenced, preventing it from being copied again.
• 😀 Item-level customization includes defining how items, schedules, quantities, and pricing should be copied, with options to adjust fields like quantity, pricing type, and product selection.

Q & A

What is the purpose of copy control in SAP sales documents?

Copy control in SAP automates the transfer of data between different sales documents, reducing manual data entry, minimizing errors, and ensuring smooth document flow between related sales documents.

How does copy control help with document visibility?

Copy control ensures that related documents are traceable. For example, you can track the delivery document by the sales order number or trace the entire flow back from an accounting document to the original sales document.

What types of documents are typically involved in copy control setups?

Copy control setups usually involve sales documents such as inquiries, quotations, orders, and billing documents, with data being copied from one document to another, such as from a quotation to an order or from a billing document to a sales document.

What are the three levels of data involved in copy control customization?

The three levels of data involved in copy control customization are the header level, item level, and schedule line level.

What is the significance of the 'data transfer routine' in copy control?

The 'data transfer routine' defines how data is copied from the source document to the target document, specifying which fields (e.g., header data, business data) are transferred between the documents.

What does the 'copy requirement' field control in copy control customization?

The 'copy requirement' field determines when data should be copied from the source to the target document. It ensures that copying only occurs under specific conditions, such as when customer data matches between documents.

What does the 'complete reference' checkbox do in copy control?

The 'complete reference' checkbox ensures that once the source document is referenced, it is marked as complete. This prevents further copying of the source document to other target documents.

How does the 'item number' checkbox affect copy control?

The 'item number' checkbox ensures that the item numbers in the source document are copied to the target document, maintaining consistency in item data across documents.

What customization is possible at the item level in copy control?

At the item level, you can customize the transfer of item-specific data, such as quantities, pricing, product selections, and handling rejected items. You can also control how items from the source document are transferred to the target document.

What is the role of the 'schedule line' in copy control, and how is it configured?

The schedule line in copy control defines when scheduling data (like delivery dates) is copied from the source document to the target document. This setting can be customized to ensure the correct scheduling information is transferred during the copy process.