How to use the copy control in transaction documents:

Suppose I want to follow up the transaction document, quotation to sales order

using copy control.

STEPS:
1. First we need to do copy control for "Transaction types".
2. Now we need to do copy control for "Item categories".
3. TEST

USAGE:
Copy control is used to link the follow up documents, copying the data from one
transaction to another transaction document and also copies the data from header
level data to header level and item level data to item level.

PROCEDURE:
1. To do copy control for transaction types,
Nav.path:

Now click on "Define copying control for transaction types",

Click on "New entries",
Enter,
source transaction=ZHQP
target transaction=ZHSP

Now save it.

2. To do copy control for "Item categories",

Nav.path:

Now click on "Define copying control for item categories", click on "new entries".
Now enter,
source item category=ZHQI
target item category=ZHSI

Now save it.

3. To test in web ui,

Nav.path:
Sales cycle->create->Quotation
Now select the "ZHQP"(HP Quotation),
Enter,
sold-to-party=03megastore

Now to check the follow up, click on "create follow up".

Now you can find the follow up document as "ZHSP"(HP sales order).