The following steps describe how to finalize a sales order and create an invoice in SAP and in Tax Determination.

1. Verify if a sales order has delivery documents and invoices.
   1. Enter the T-Code /nVA02.
   2. Enter the order number and click Search.

      • If the sales order already has delivery documents and invoices, you will see a pop-up with the following message: Consider the subsequent documents. Click the check mark icon to continue.

      • If there is no pop-up, follow the instructions in step 2 to create delivery documents for the sales order and invoice the order.

   3. Click the Details icon to go to the Document Flow screen.
   4. Verify that the sales order has been delivered and invoiced.

      • A delivered and invoiced document has a Completed status.

      • If the sales order doesn't have delivery documents or invoices, first convert it to a delivery and then into an invoice by following the instructions in steps 2 and 3.

2. Convert a sales order to a delivery.
   1. Enter the T-Code /nVA02.
   2. Enter the order number, then click Search.
   3. Confirm and record the delivery date.
   4. In the menu, click Document > Deliver.
      If you receive a warning No schedule lines due for delivery up to the selected date, click the Back icon, which will take you to the Create Output Delivery with Order Reference screen.
   5. Modify the Selection Date to match the date recorded in sub-step c.
   6. Click Enter.
   7. On the Delivery Create: Overview screen, for each line item, scroll to the right to find the Picked Qty field.
   8. Enter a value less than or equal to the value in the Open Qty field. Repeat for each line item.
   9. Click Post Goods Issue.
3. Convert a delivery to a sales invoice.
   1. Enter the T-Code /nVA02.
   2. Enter the order number and click Search.
      Dismiss any warnings.
   3. Click the Details icon to go to the Document Flow screen.
   4. In the menu, click Sales Document > Billing.
   5. Save the order by clicking the Save icon.
      This will take you to the Create Billing Document screen. No action is required on this screen.
   6. Repeat sub-steps a-d to verify that the order was invoiced.
      The invoice number shown will be included in Tax Determination reports.
4. Optional: Review accounting documents if your internal policies require it.
   1. Enter the T-Code /nVA03.
   2. Enter the order number and click Search.
      Dismiss any warnings.
   3. Click the Details icon to go to the Document Flow screen.
      Record the newly created document number.
   4. Enter the T-Code /nVF03.
   5. Enter the Billing Document number.
   6. Click Enter.