Workflow

How to Add Portes to a Sales Invoice

Verified up to the save boundary. Demo run sales-invoice-portes-20260520T021905Z added shipping/portes to an FT create form, verified a temporary PORTES001 line, and confirmed no final invoice save, draft save, payment, or print request was submitted.

Evidence Summary

Create route
/vendas/ft/create
Portes control
#btn_Portes opens #modalPortes
Input
#valPortes / Valor Total (S/ IVA)
Verified value
5.00 before VAT
Created temporary line
PORTES001 / PORTES, VAT 23, total with VAT 6.15
Evidence file
raw/playwright/workflows/latest-sales-invoice-portes.json

When to Use This

Use Portes when shipping or freight must be charged as a document line. OfficeGest adds it to the same document-line grid as products and services, so it is included in VAT and totals before the invoice is saved.

Step-by-Step

  1. Open Sales / Invoice [FT], then click New document, or navigate directly to /vendas/ft/create.
  2. Select the customer and complete the mandatory document header fields.
  3. Add the normal product or service lines first. The verified run inserted one article line for customer 910.
  4. In Doc. Lines / Options, click Portes.
  5. In the Portes modal, enter the shipping value before VAT in Valor Total (S/ IVA). The verified run entered 5.00.
  6. Click Guardar in the modal.
  7. Review the new document line. The verified run added article PORTES001 with description PORTES, net value 5.00, VAT 23%, and total with VAT 6.15.
  8. Only after confirming the lines and totals, choose Save Draft, Save and Print, or Save and Finish.

Verified Behavior

CheckObserved result
Modal#btn_Portes opened #modalPortes with one numeric field, #valPortes, labelled Valor Total (S/ IVA).
Line countThe temporary grid changed from 1 base line to 2 lines after saving Portes.
Portes lineThe added line used CodArtigo=PORTES001, DesignacaoOri=PORTES, TotalSIVA=5, IVA=23, and TotalCIVA=6.15.
Save boundaryNo saveDocument, saveRascunho, print, payment, or delete request was submitted during the verified run.

Backend Calls Observed

Action or endpointPurpose
loadArtigoReducido / insertLinhaTabDocLoads and inserts the base invoice article line before adding Portes.
lancar_novo_portes / insertLinhaTabDocAdds the shipping value as the configured Portes article line in the temporary FT grid.
listaTabDocumentoReloads the document-line grid so the new PORTES001 row appears.
create_document&option=calcular_totaisRecalculates totals after the added shipping line.

Raw evidence: raw/playwright/workflows/sales-invoice-portes-20260520T021905Z.json. Screenshots: assets/screenshots/sales-invoice-portes-20260520T021905Z-01-create-page.png through assets/screenshots/sales-invoice-portes-20260520T021905Z-03-portes-line-added.png.