Assign Sales Documents and Delivery Documents in SAP

In this SAP SD Tutorial, you will learn how to assign sales documents and delivery documents in SAP for credit limit checks using the IMG menu path and transaction codes OVAK and OVAD.

This configuration links SD document types to credit groups. The assignment tells SAP at which business document stage the customer credit exposure should be checked, such as during sales order processing, delivery creation, or goods issue.

Assign Sales Documents and Delivery Documents to Credit Groups in SAP SD

After defining credit groups in SAP, you assign the relevant sales document types and delivery types to those credit groups. Without this assignment, the credit group may exist in customizing but the required document type will not trigger the intended credit limit check.

The link between a sales document type and a credit group is maintained in the order type assignment. The link between a delivery type and a credit group is maintained in the delivery type assignment. In a typical configuration, the order type credit group controls the check at sales order level, while delivery-related credit groups can control checks at delivery and goods issue level.

When OVAK and OVAD Credit Group Assignment Is Required

Use this setting when your SAP SD process needs credit management control for specific order types or delivery types. For example, a standard sales order may need a credit check, while a free-of-charge or returns process may follow a different rule depending on the business design.

• OVAK is used to assign a credit group to sales document types.
• OVAD is used to assign credit groups to delivery document types.
• The assigned credit group should match the credit control design agreed for the sales process.
• Use the credit group key maintained in your system; the key shown in the screenshots is only an example.

SAP IMG Path and Transaction Codes for Assigning Sales and Delivery Documents

The same configuration can be reached from the SAP Reference IMG or directly with the transaction codes listed below.

SAP R/3 Role Menu	Assign sales documents & Delivery documents
Transaction Code	OVAK, OVAD
SAP IMG Path	SPRO => IMG => Sales and distribution => Basic functions => Credit management and risk management => Credit management =>Assign sales documents and delivery documents => Credit limit check for order types/delivery types.

Note: Menu labels can vary slightly by SAP release and system configuration. In SAP S/4HANA landscapes, confirm whether your project uses classic SD credit management settings, SAP Credit Management, or a hybrid design before changing productive customizing.

Prerequisites Before Assigning Credit Groups to SD Document Types

Before maintaining OVAK or OVAD, check the following configuration and master data points. This avoids a situation where the document type is assigned correctly but the credit check still does not behave as expected.

• Credit groups are already defined in SAP.
• The sales document types and delivery types are available in the client.
• The credit control area and customer credit master data are maintained according to the project design.
• The credit limit check rule has been discussed with the SD and FI/credit management team.
• You have customizing authorization and a transport request is available if the system requires one.

Step-by-Step SAP IMG Navigation for OVAK and OVAD

Step 1 : – Execute Tcode “SPRO” from SAP easy access screen.

Step 2 : – Choose display SAP reference IMG (F5).

Step 3 :  – From the display IMG screen, follow the navigation menu path and choose the IMG activity under SD – Basic Functions – Credit Management: “Assign sales documents and delivery documents.”

Step 4 : – A choose activity dialog box appears with the following activities.

• Credit limit check for order types
• Credit limit check for delivery types.

Assign Credit Group to Sales Document Types in SAP OVAK

Step 5: – Double click on credit limit check for order types for assigning a credit group to the sales document type which is sales order type.

On change view sales document types – credit limit check overview screen, select the required sales document types and assign credit group key T1.

Click on save button to save the details.

In real projects, do not copy the sample key blindly. Select the credit group that represents the credit check stage required for that sales document type. For example, a sales order type used for standard sales may require an order-level credit check, while another order type may be excluded or assigned differently based on business rules.

Assign Credit Groups to Delivery Document Types in SAP OVAD

Press F3 or click on back option, from choose activity screen, double click on credit limit check for delivery types.

Select the required delivery type and assign the corresponding credit groups respectively to block the delivery and goods issue.

After assigning document types for credit limit check, click on save button and save the configured assignment details in SAP Systems.

How OVAK and OVAD Settings Affect SAP SD Credit Checks

OVAK and OVAD do not define the complete credit management process by themselves. They are assignment points that connect document types with credit groups. The actual credit check result also depends on other configuration and customer credit data.

Configuration area	What it controls	What to verify
Credit group	Defines the business stage for credit checking.	The key assigned in OVAK or OVAD should match the intended check stage.
Sales document type	Controls the sales order process and order-level credit check assignment.	The required order type is maintained in OVAK.
Delivery type	Controls the delivery process and delivery or goods issue credit check assignment.	The required delivery type is maintained in OVAD.
Customer credit data	Stores credit limits and credit-related customer settings.	The customer is set up for the relevant credit process.

OVAK and OVAD Troubleshooting for Sales and Delivery Document Assignment

If the credit check is not triggered after the assignment, review the full credit management setup instead of checking only the document type line. Common causes include missing customer credit data, an incorrect credit group key, inactive credit check settings, or a process that uses a different document type than the one maintained in customizing.

• Check whether the sales order uses the same sales document type maintained in OVAK.
• Check whether the outbound delivery uses the same delivery type maintained in OVAD.
• Confirm that the customer has the required credit data for the credit control design.
• Verify that the credit group assigned in OVAK or OVAD is the correct one for the check point.
• Test the process in a quality or sandbox client before transporting changes to production.

Related SAP SD T-Codes: OVAK, OVAD, VOV7, and VOV6

Searchers often compare OVAK and OVAD with nearby SD customizing transactions. These T-codes are related to SD document control, but they do not all perform the same task.

T-code	Main use in SAP SD	How it relates to this topic
OVAK	Assign credit groups to sales document types.	Used for credit limit check for order types.
OVAD	Assign credit groups to delivery types.	Used for credit limit check for delivery types.
VOV7	Configure item categories.	Relevant when checking whether an item is delivery-relevant, billing-relevant, or controlled differently in the sales process.
VOV6	Configure schedule line categories.	Relevant for delivery scheduling and movement-related controls, depending on the process.

Editorial QA Checklist for SAP SD Credit Group Assignment

• Confirm the article explains both OVAK sales document assignment and OVAD delivery type assignment.
• Check that the credit group example is not presented as a mandatory value for every SAP system.
• Verify that each screenshot is placed next to the matching configuration step.
• Confirm that the troubleshooting section covers document type mismatch and customer credit data checks.
• Ensure the FAQ answers stay specific to SAP SD credit group assignment and related T-codes.

FAQs on Assigning Sales Documents and Delivery Documents in SAP