How To Fix CRM_COPY017 - Follow up not possible due to differences between the documents selected

SAP Error Message - Details

• Message type: E = Error

• Message class: CRM_COPY - Error messages for copying control

• Message number: 017

• Message text: Follow up not possible due to differences between the documents selected

Self-Explanatory Message

Since SAP believes that this specific error message is 'self-explanatory,' no more information has been given.The majority of messages in the SAP system have a message text, however this is frequently insufficient to comprehend or resolve the problem.

To make things easier, more detailed information is frequently added to describe the issue, how to fix it, and the necessary steps or configuration modifications.

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Smart SAP Assistant

• What is the cause and solution for SAP error message CRM_COPY017 - Follow up not possible due to differences between the documents selected ?

  The SAP error message CRM_COPY017 indicates that a follow-up document cannot be created due to differences between the selected documents. This typically occurs in the context of creating follow-up documents (like quotations, orders, etc.) from existing documents (like leads, opportunities, etc.) in the SAP Customer Relationship Management (CRM) module.
  Causes:
  
  Inconsistent Data: The source document and the target document may have inconsistent data, such as different organizational units, currencies, or item categories.
  Missing Required Fields: Certain required fields in the follow-up document may not match or may be missing based on the configuration.
  Document Status: The status of the source document may not allow for a follow-up action (e.g., if the document is already completed or closed).
  Configuration Issues: Customization settings in the CRM system may restrict the creation of follow-up documents under certain conditions.
  Item-Level Differences: Differences in item details (like pricing, quantity, or product specifications) between the source and target documents can also trigger this error.
  
  Solutions:
  
  Check Document Details: Review the source document and ensure that all necessary fields are filled out correctly and consistently.
  Verify Status: Ensure that the source document is in a status that allows for follow-up actions.
  Review Configuration: Check the configuration settings in the CRM system to ensure that there are no restrictions preventing the creation of follow-up documents.
  Standardize Data: Make sure that the organizational units, currencies, and other relevant data match between the source and target documents.
  Consult Documentation: Refer to SAP documentation or help resources for specific details on the error and potential fixes.
  Use Transaction Codes: Utilize transaction codes like CRMD_ORDER to analyze the documents involved and identify discrepancies.
  
  Related Information:
  
  SAP Notes: Check for any relevant SAP Notes that may address this specific error or provide patches/updates.
  Transaction Logs: Review transaction logs for additional error messages or warnings that may provide more context.
  User Permissions: Ensure that the user has the necessary permissions to create follow-up documents.
  Testing in Sandbox: If possible, replicate the issue in a sandbox environment to test potential solutions without affecting production data.
  
  If the issue persists after trying the above solutions, it may be beneficial to consult with your SAP support team or a technical consultant who can provide deeper insights into the specific configuration and data setup in your SAP CRM system.