Workflow

How to Add Vehicle Details to a Sales Invoice

Verified end to end. Demo run sales-invoice-vehicle-20260519T193202Z selected vehicle 75-XU-14 for customer 910, saved FT 9999/1680, confirmed the vehicle values were submitted in saveDocument, and verified they persisted on the final invoice view.

Evidence Summary

Create route
/vendas/ft/create
Final view
/vendas/ft/view/OTk5OTAxNjgw
Created invoice
999901680 / FT 9999/1680
Customer
[910] 100 Ouvidos Lda
Vehicle
75-XU-14, Honda Vision 2018
Evidence file
raw/playwright/workflows/latest-sales-invoice-vehicle.json

Verified sales invoice vehicle workflow

When to Use This

Use the vehicle area when the invoice should be associated with a customer vehicle, such as workshop, repair, maintenance, or vehicle-related sales. The verified route used an existing vehicle already linked to customer 910.

Step-by-Step

  1. Open Sales / Invoice [FT], then click New document, or navigate directly to /vendas/ft/create.
  2. In Vehicle & Entity, keep Print vehicle data checked if the vehicle data should print on the document. Clear it when the vehicle should remain internal or should not appear on the printout; see How to Hide Vehicle Details from a Sales Invoice Printout.
  3. Select the billing customer. The verified run selected [910] 100 Ouvidos Lda.
  4. Open the License Plate selector and choose the vehicle. OfficeGest filters vehicle choices by the selected customer. The verified option was [75-XU-14] Honda Vision - 2018.
  5. After selecting the plate, confirm OfficeGest fills the vehicle fields. The verified run filled Brand Honda, Version 2018, and Previous kms 3111111.
  6. Enter Current Km if needed. The verified run entered 3111222.
  7. Complete the invoice header, including seller, employee, payment term, and reference.
  8. Add at least one document line. The verified run inserted article AI-DEMO-20260519-021105, quantity 1, warehouse 1.
  9. Click Save and Finish, then confirm the Are you sure? dialog.
  10. After OfficeGest opens the invoice view, confirm the vehicle area still shows the license plate and km values.

Verified Behavior

CheckObserved result
Vehicle selector#doc_CodEquipExt uses Sel2_viaturas and filters by selected customer owner or billing customer.
Selected vehicle75-XU-14, Honda, Vision, version 2018.
KilometersPrevious km loaded as 3111111; current km was saved as 3111222.
Print flagimprimirviatura was checked and submitted as on.
Final save payloadThe nested form payload submitted CodEquipExt, Marca, Modelo, Versao, ContKmAnt, ContKmAct, and imprimirviatura.
List stateThe FT list showed FT 9999/1680 as ABR / Open and included codequipext_c: 75-XU-14.

Backend Calls Observed

Action or endpointPurpose
Sel2_viaturasLoads active vehicles for the selected customer. For customer 910, it returned 75-XU-14 and a No registration clean option.
NameEntidadesLoads customer billing data after customer selection.
loadArtigoReducido / insertLinhaTabDocLoads and inserts the invoice article line.
saveDocumentSaves the final FT invoice with the selected vehicle fields.
DT_List_DocumentosVerifies the invoice list row after save, including the vehicle column value.

Raw evidence: raw/playwright/workflows/sales-invoice-vehicle-20260519T193202Z.json. Screenshots: assets/screenshots/sales-invoice-vehicle-20260519T193202Z-01-create-page.png through assets/screenshots/sales-invoice-vehicle-20260519T193202Z-04-final-view.png.