How to Cancel a Pro-Forma Invoice in OfficeGest

Evidence Summary

Pro-forma route: /vendas/fp/view/OTk5OTAwMDY2
List route: /vendas/fp
Workflow run: cancel-proforma-invoice-fp-20260520T002319Z
Cancelled pro-forma: 999900066 / FP 9999/66
Evidence file: raw/playwright/workflows/latest-cancel-proforma-invoice-fp.json

Verified pro-forma invoice cancellation workflow

When to Use This

Use Cancel on a pro-forma invoice when the non-fiscal FP document should be annulled instead of converted into an invoice, invoice / receipt, or sales order. In the verified run, OfficeGest kept the FP searchable, changed it from ABR / Open to ANU / Canceled, and did not move physical stock.

Cancellation is irreversible in the OfficeGest confirmation dialog. Because FP is not a final fiscal invoice in the verified flow, cancellation did not create a payment reversal or stock reversal; ValorPago stayed 0 and pending value stayed 1.97.

Step-by-Step

Open Sales / Pro-Forma Invoice [FP] and open the pro-forma view. The verified run used FP 9999/66.
Confirm the values before cancellation. Before cancellation, FP 9999/66 was ABR / Open, total 1.97, ValorPago=0, pending value 1.97, and reference AI-FP-20260520T002252Z.
Click the red Cancel action in the pro-forma action bar.
In Reason for Cancellation, select a cancellation reason. The verified run used reason id 1, visible as Erro de faturacao.
Click the red Cancel button inside the reason modal.
Confirm the warning dialog: Are you sure you want to cancel? This irreversible operation.
Search the FP list for the pro-forma number. The verified row returned estado=ANU, visible state Canceled, total 1.97, ValorPago=0, and pending value 1.97.
Check stock when the FP includes article lines. Warehouse 1 stayed at -41, matching the verified FP behavior that did not move physical stock.

Verified Cancellation Values

Field	Value
Pro-forma internal number	`999900066`
Visible pro-forma number	`FP 9999/66`
Customer	`[910] 100 Ouvidos Lda`, VAT `509031862`
Cancellation reason	`id_motivo_anulacao=1`, Erro de faturacao
FP before cancellation	`ABR` / Open, total `1.97`, `ValorPago=0`, pending value `1.97`.
FP after cancellation	`ANU` / Canceled, total `1.97`, `ValorPago=0`, pending value `1.97`.
Stock effect	Warehouse `1` stock for `AI-DEMO-20260519-021105` stayed `-41`.

Backend Calls Observed

Action or endpoint	Purpose
`podeAnularDoc`	Checks whether the FP can be cancelled. The verified call used `num=999900066`, `tipoop=FP`, and returned `succeeded:true`.
`Sel2_Select_v2&table=motivos_docs`	Loads active cancellation reasons with `where[is_anulacao]=1` and `where[activo]=1`.
`deleteDocument`	Submits the FP cancellation with `tipoop=FP`, `id_motivo_anulacao=1`, and `tot_fin=1.97`.
`DT_List_Documentos&table=FactP`	Verifies the FP list before and after cancellation.
`dt_list_recalc_stock_articles_lojas`	Verifies that article stock stayed unchanged after the cancellation.

Raw evidence: raw/playwright/workflows/cancel-proforma-invoice-fp-20260520T002319Z.json. Screenshots: assets/screenshots/cancel-proforma-invoice-fp-20260520T002319Z-01-fp-view-before-cancel.png through assets/screenshots/cancel-proforma-invoice-fp-20260520T002319Z-04-fp-list.png.