How to Block Sales Document Type, Delivery, and Billing by Customer in SAP

When your organization needs to temporarily halt business operations with a specific customer in SAP, it's important to know how to restrict various parts of the sales process effectively. SAP provides tools to block new order creation while still allowing delivery or billing of open orders, based on business needs.

Here’s a breakdown of how to manage these blocks across sales order types, deliveries, and billing processes:

Step-by-Step: How to Block Customers in SAP

1. VD05 – Block/Unblock Customer (Sales Area Data)

Purpose: Block or unblock a customer for sales and billing processes.

Usage: Enter the customer number and sales area to apply or remove blocks.

Note: In S/4HANA, while VD05 is still available, SAP recommends using the Business Partner (BP) transaction for managing customer master data.

Sales Order Blocking

2. OVAS – Define Order Block Reasons

Purpose: Configure reasons for blocking sales orders.

Usage: Maintain entries in the VAST table to define various block reasons. 

3. OVAL – Assign Blocks to Sales Document Types

Purpose: Link block reasons to specific sales document types.

Usage: Assign predefined block reasons to sales document types in the VASP table.

Delivery Blocking

4. OVZ7 – Define Delivery Block Reasons

Purpose: Set up reasons for blocking deliveries.

Usage: Maintain entries in the TVLS table to define delivery block reasons.

Billing Blocking

5. OVV3 – Define Billing Block Reasons

Purpose: Configure reasons for blocking billing documents.

Usage: Maintain entries in the TVFS table to define billing block reasons.

6. SM30 – Maintain Table/View V_TVFSP

Purpose: Assign billing block reasons to billing types.

Usage: Use SM30 to access and maintain the V_TVFSP view, ensuring billing blocks are correctly linked to billing types.

Summary Table

T-Code Description Notes
VD05 Block/Unblock Customer Use BP transaction for comprehensive customer management in S/4HANA.
OVAS Define Order Block Reasons Maintain block reasons in VAST table.
OVAL Assign Blocks to Sales Document Types Link block reasons to document types in VASP table.
OVZ7 Define Delivery Block Reasons Set up delivery block reasons in TVLS table.
OVV3 Define Billing Block Reasons Configure billing block reasons in TVFS table.
SM30 Maintain Table/View V_TVFSP Assign billing block reasons to billing types.

These transaction codes are integral to managing customer-related blocks in sales, delivery, and billing within SAP S/4HANA. While some traditional T-codes like VD05 are still operational, SAP encourages the use of the Business Partner (BP) transaction for a unified approach to managing customer and vendor master data.

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