17. Copying Control (1hr 20min)

Question 1

1. What are the module objectives ? (1 item)

Answer 1

Modify copying control to meet special requirements.

Question 2

2. What are the module contents ? (1 item)

Answer 2

Copying control.

Question 3

3. Explain document flow as a map of the process (4 items):

Answer 3

1. Doc flow is updated at doc header level by default;
2. If the “Update Doc Flow” indicator is set in copying control the doc flow is updated for individual items too;
3. You can navigate to the documents display screen from the doc flow;
4. You can also display additional data about the status of a doc listed in the doc flow.

Question 4

4. Explain copy control tasks and process (3 items):

Answer 4

1. Copying control tables are an important element of Customizing and control many of the functions executed when you create a doc that references a preceding doc;
2. Before data is copied system can check whether certain requirements have been met such as: do the ref doc and copied doc have the same sold-to party?; was the item being copied rejected?; have the item being copied already been referenced?; has the validity period of the ref doc been exceeded?;
3. You can control which data should be copied when referencing, such as header data, partner data or conditions.

Question 5

5. Explain copying requirements (4 items):

Answer 5

1. Before data is copied from the ref doc to the target doc, the copying requirements must be met;
2. These requirements are ABAP routines assigned in the copying control tables using their ID number to each level of the sales doc (i.e. header, item, schedule line);
3. There are separate copying control tables for each level of sales docs, deliveries and billing docs;
4. You can use transaction VOFM to create customer-specific data transfer routines (path: SD / System Modifications / Routines / Define Copying Requirements).

Question 6

6. Explain copying control at header level (6 items):

Answer 6

1. In copying control at header level you define which source doc types may be copied into which target doc types;
2. You can maintain copying control in the details screen for a selected “Target doc type / Source doc type”;
3. You need to maintain copying requirements (e.g. copying only allowed for the same sold-to-party);
4. You need to maintain data transfer routines at each level (i.e. define the ABAP routines for controlling the fields transferred in the copying procedure);
5. Whether item numbers are copied to the target;
6. Whether complete reference is applicable (i.e. decides how many times you can create target doc with ref to source doc).

Question 7

7. Explain copying control at item level (7 items):

Answer 7

1. Item level controls are defined for each item category for every target / source doc type pairing;
2. The details screen for an item category contains copying requirements (e.g. Item reason for rejection);
3. Data transfer routines (e.g. Billing plan);
4. Quantity/value pos/neg: controls how the completed quantity in the item in the source doc is affected by the copying action;
5. Copy quantity: defines which quantities are transferred to target doc (e.g. Blank = open order quantity for sales doc type SP);
6. Pricing type: how pricing data is handled when copying;
7. Update doc flow: specifies whether system updates doc flow when a doc is copied.

Question 8

8. Explain the connection between copying control and item category determination (3 items):

Answer 8

1. Item cat determination rules also apply when you create sales docs with reference;
2. The system can find only one item cat (e.g. source doc “QT - quotation” has item cat “AGNN - free item”; target doc “OR - standard order” has item cat “TANN - free item”);
3. If you activate the default item cat field in the copying control at item level then the item cat determination will be done based on the default field when you create the doc with reference.

Question 9

9. Explain the control for the completion reference status of the reference document (2 items):

Answer 9

1. An item is complete as soon as referenced;

2. An item is complete as soon as the full quantity has been copied into a subsequent doc;