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Assign Sales Documents and Delivery Documents in SAP

In this SAP SD Tutorial, you will learn how assign sales documents and delivery documents in SAP using navigation menu path and transaction code OVAK & OVAD.

Purpose of Configuration

After defining credit groups in SAP, you need to assign sales documents and delivery documents to a particular credit groups for checking the customer credit limits.

How to Assign Sales Documents and Delivery documents in SAP?

The link between sales document type and credit group is established through through the assignment of sales document to credit group, link between delivery documents and credit group is established through assigning delivery documents to credit groups in SAP.

Navigation

SAP R/3 Role MenuAssign sales documents & Delivery documents
Transaction CodeOVAK, OVAD
SAP IMG PathSPRO => 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.

 

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

SAP Reference IMG Tcode

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

Execute project - sap reference IMG

Step 3 :  – From display IMG screen, follow the navigation menu path and choose img activity SD -Basic functions -credit management and “Assign sales documents and delivery documents.

Assign sales documents and delivery documents SAP path

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

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

Credit limit check for order types and delivery types SAP

Assign Sales Documents

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.

Assign sales documents SAP

Click on save button to save the details.

Assign Delivery Documents

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.

Assign Delivery Documents in SAP

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