delivery type assignment in sap

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SAP SD Sales Documents
SAP SD - Define order reasons
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SAP SD - Define item categories
SAP SD - Assign item categories
SAP SD - Define item category groups
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SAP SD - Assign schedule line categories
SAP SD - Define sales document type
SAP SD - Credit and Risk Management
SAP SD - Maintain credit control area
SAP SD - Assign credit control area to company code
SAP SD - Define risk categories
SAP SD - Define credit groups
SAP SD - Assign sales documents & delivery documents
SAP SD - Credit limit for customers
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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.

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

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

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.

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.

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

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Definitions
General Knowledge

Setting up Deliveries

After completing this lesson, you will be able to configure delivery types and item categories

Relevancy of this Unit

The configuration tasks described in this unit are not specific to a particular solution process, but are generally applicable to all processes that involve deliveries.

Introduction to the Delivery Document

Watch the following video for an overview of what a delivery document is in the shipping process.

Now that you are familiar with the delivery document, it is time to have a look at the configuration options that are available.

Delivery Types Setup

Delivery types: meaning and configuration options.

Watch the following video to learn more about Delivery Types . You will also learn how to access the configuration activity to maintain them.

The previous video explained the significance of delivery types. It also showed you how to access the configuration activity to maintain them.

Delivery Type Determination at Delivery Creation

Deliveries are usually created with reference to an order: purchase order for inbound delivery, sales order for outbound delivery, stock transport order for replenishment delivery, purchase order for vendor return delivery, and so on. In these cases, the delivery type is derived from the reference order. The delivery type is determined automatically in the background and cannot be changed. The determination rules themselves are fixed and cannot be adjusted in SAP S/4HANA Cloud Public Edition .

You can also create outbound deliveries without reference to a sales order. In this case, you must specify the delivery type manually by selecting the desired delivery type from a limited list of possible choices.

Item Categories Setup

Item categories: meaning and configuration options.

Watch the following video to learn more about Item Categories . You will also learn how to access the configuration activity to maintain them.

The previous video explained the significance of item categories. It also showed you how to access the configuration activity to maintain them.

The following describes how the system determines the item category for a delivery item and how you can configure that determination.

Item Category Determination at Delivery Creation

When you create a delivery document with reference to a sales order, the system copies the item category of the order item to the delivery item .

Of course, it is not possible to copy the item category from a sales order for items in a delivery that do not reference a sales order item (for example, packaging material), for deliveries without reference to an order, or for inbound deliveries (for example, delivery type EL for a purchase order). For these delivery items, the system determines the item category during delivery item creation .

The item category determination can be configured according to the following parameters:

The delivery type of the delivery document

The item category group of the material specified in the delivery item

The item category group is maintained in the material master record. Examples of item category groups include standard (NORM), third-party item (BANS), service (SERV), make-to-order (CB04), and so on.

The item category usage

The item category usage is defined internally and is used to identify very specific functions and scenarios, such as:

PACK for packaging item
CHSP for batch split
V for inbound deliveries for purchase orders and for deliveries in stock transfer processes

The item category usage is set by the internal programming logic of SAP S/4HANA Cloud when such specific scenarios are detected. This means that the system may determine a different item category for delivery items resulting from processes that use these specific functions.

The item category of the higher-level item

If the delivery item is a sub-item, the system has already determined the item category for the higher-level item. This is then used to influence the determination of the item category for the sub-item.

The item category determination for delivery items without reference to sales order items is predefined and meets all requirements in most cases.

However, if you need to adjust it, in our configuration environment, locate and select the Define Item Category Determination in Deliveries configuration activity.