Copy control settings govern the automatic creation of follow-on documents (like deliveries from sales orders) in the document flow. If the delivery isn’t being created, the issue is typically that the copy control rule from the sales order to the delivery document type is not set to ‘Automatic’ or is missing. While schedule lines are important, they don’t directly control the creation of the subsequent document.

For recurring billing based on a contract (like a monthly service fee), the ‘Periodic Billing Document’ (F2) is the standard billing type designed for this purpose. For issuing a one-time credit, the ‘Credit Memo Request’ (L2) is the correct document category. An Invoice Cancellation is for completely reversing an invoice, not for issuing a partial credit.

The ‘Special procurement type’ in the MRP 2 view of the material master is crucial for made-to-order scenarios. Settings like ’50’ (Production Order) or ’52’ (Project) tell the system how to procure the material. If this is not set, the system will treat it as a standard material for stock, and no automatic production order or project will be triggered from the sales order.

For cross-border transactions, the ‘Departure country’ defined in the shipping point (and the associated loading group) is a key determinant for tax calculation, as it defines the point of origin for the goods. The system uses this, in combination with the ship-to country, to determine the correct tax procedure and codes (e.g., domestic vs. export). The sold-to party’s country is more relevant for customer-specific output and pricing.

To ensure no financial impact, the sales document type and its assigned item categories must be configured for ‘No billing relevance’. Furthermore, the item category must be set to not update value fields (‘No value update’ in schedule line category or item category determination). This prevents the order from contributing to revenue recognition or creating accounting documents. Blocks only prevent processing steps but don’t stop value flow at the configuration level.

The standard and correct method is to maintain a new condition record for the base price condition type (e.g., PR00) using the specific combination of Sold-To Party and Material. This record will have a higher priority than a generic material price and can have defined validity dates. Condition contracts are for more complex, quantity-based agreements. Creating new pricing procedures or using templates is not the standard or scalable approach for simple customer-material specific pricing.

Partner functions are crucial for billing. While the sold-to and ship-to parties are needed for order and delivery, the ‘Payer’ (PY) partner function is specifically mandatory for creating an accounting document (the invoice). If the Payer is not determined correctly—either missing, blocked, or not derived from the sold-to party—the system will raise an incompleteness error at the billing stage.

The key difference is one of purpose. ATP (Available-to-Promise) checks the actual and planned inventory (stock, receipts, issues) to confirm if an order can be fulfilled. Product Allocation (also known as Global Available-to-Promise) is a business rule-based check. It distributes a limited total quantity (a quota) among customers, regions, or sales channels based on a pre-defined allocation plan, preventing overselling of a scarce resource even if ATP shows available stock.

Automatic proposal of follow-on documents is controlled in the copy control configuration (transaction VTLA). For the returns process, you must configure the copy control rule from the return delivery document type (e.g., LR) to the desired billing document type (e.g., L2 for Credit Memo Request). Here, you can set the copying requirement to ‘Automatic’ or ‘Optional’, which makes the system propose the credit memo request during goods receipt for the return.

Copy control settings govern the automatic creation of follow-on documents (like deliveries from sales orders) in the document flow. If the delivery isn’t being created, the issue is typically that the copy control rule from the sales order to the delivery document type is not set to ‘Automatic’ or is missing. While schedule lines are important, they don’t directly control the creation of the subsequent document.0