SAP Knowledge Base Article - Public

2754670 - Copied Document Does Not Have Related Document Information from Source

Symptom

You have a Sales Quote for example that contains Business Transactional Document, however, while creating a new Sales Quote using the Action "Copy". The system does not carry the existing Business Transactional Document into the newly created quote.

Environment

SAP Cloud for Customer

Reproducing the Issue

Lets use a Sales Quote for example creating the reference from an Opportunity.

  1. Go to the Sales work center.
  2. Go to the Opportunities view.
  3. Click on New.
  4. Fill the mandatory fields.
  5. Save and Open.
  6. Go to the facet Sales Documents.
  7. Click on New in the Sales Quote pane.
  8. Fill the mandatory fields.
  9. Save and Open.
  10. Go to the Document Flow of the newly created quote.
  11. Result: you have link established from the previous Opportunity.
  12. Using the same Sales Quote, click on Actions.
  13. Click in Copy.
  14. Fill the mandatory fields.
  15. Save and Open.
  16. Go to the Document Flow facet.
  17. Result: No reference is maintained from the previous source.

Cause

When creating a document using the Action Copy, Cloud for Customer considers as a new document without keeping any reference.

Resolution

This is expected system behavior. If you need the functionality to keep the predecessors document in a copy Action urgently you may contact your implementation manager to help with such request or approach directly the SAP Cloud Service Center.

You can find more details about the services offered by Cloud Service Center. You can contact Cloud Service Center as follows:
1. If you are a partner: please use cloudsolutionpartner@sap.com or the Partnerfinder.
2. If you are a customer: please use the little blue box “Contact Us” shown on the very right hand side of SAP Application Development Site, choose “Contact Us”, choose “Services”, choose “SAP Custom Development” and complete the page.

Note: The services of the SAP Cloud Service Center will be charged as packaged services based on fixed prices.
An alternative option may be to check the SAP Customer Influencer Site to submit an idea.

Keywords

Copy ; Document Flow ; Sales Quote ; Opportunity ; Leads , KBA , LOD-LE-CQP , Customer Quote Processing , LOD-CRM-LM , Lead Management , LOD-CRM-OPP , Opportunity Management , LOD-LE-CQP-CO , Lean Sales Orders , How To

Product

SAP Cloud for Customer add-ins all versions