Using the Copy Function
In this example, you have an existing condition record that specifies a material discount for a particular customer. You want to offer the same discount to other customers by copying the data from the existing condition record into new records for each additional customer.
Steps:
To copy the existing condition record into the new records:
- Choose Logistics ® Sales and Distribution ® Master data.
- Choose Pricing ® Discount/surcharges ® Customer/material ® Change.
- Enter the selection data to select the existing condition record.
- Select the condition record that you want to copy and choose Copy. If you want to select from alternative copying rules, see Selecting From Alternative Copying Rules.
- Enter your selection data and choose Execute.
- Mark the customers for whom you want to create copies of the reference condition record and choose Continue.
- In the overview screen, you can change the data for individual condition records by branching to the various views (Validity periods, Condition rate, Terms of payment, and so on).
- Save the condition records.
You reach the Sales Master Data screen.
The system displays the existing condition record(s) in the fast change screen.
You reach the selection screen. In this example you choose from a list of customers, for whom you would like to copy reference condition record data.
The system displays a list of the customers who meet your selection criteria.
The system displays the overview screen for condition records and lists the new condition records you have just created, as well as the existing condition record you used as a reference.
Displaying the Copy Log
After you have copied something, the system advises you if there are error messages in the copy log. You can see the log by going to Extras ® Copy log condition The error messages in the copy log refer to the most recent copy transaction you carried out. With every new copy transaction, the log is automatically updated with only the current data.
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