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Copy control Opportunity to Quotation

Former Member
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Dear sir,

I want to know how to do copy control Opportunity to Quotation and also sales order , please any one help me .

Thanks

Amit

Accepted Solutions (0)

Answers (1)

Answers (1)

Former Member
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Hello amit9584,

You have to do cusomizing for copying a transaction type to another.

IMG -> Customer Relationship Management -> Transactions -> Basic Settings -> Copying Control for Business Transactions

(1) Define Copy Control for Transaction Types AND

(2) Define Copy Control for Item Types

Here you can define which source transaction type can be copied to an aim transaction type. In the second cusotomizing you can define the copy rules for item types. If you want to define a specific copy logic you have to implement the CRM_COPY_BADI with a specific filter. This filter can be set at the described customizing.

Greetings

Patrick Meurer