How to Cancel a Quotation in OfficeGest

Evidence Summary

Quotation route: /vendas/orc/view/OTk5OTAwMDk1
List route: /vendas/orc
Workflow run: cancel-quotation-orc-20260520T004120Z
Cancelled quotation: 999900095 / ORC 9999/95
Evidence file: raw/playwright/workflows/latest-cancel-quotation-orc.json

Verified quotation cancellation workflow

When to Use This

Use Cancel on a Quotation [ORC] when the proposal should no longer be active or convertible. In the verified run, OfficeGest kept the quotation searchable, changed it from ABR / Open to ANU / Canceled, and did not change physical stock or order quantities.

Cancellation is irreversible in the OfficeGest confirmation dialog. The verified ORC run did not show a cancellation-reason selector; the view script called btnDelete('Anular') and opened the irreversible confirmation directly.

Step-by-Step

Open Sales / Quotation [ORC] and open the quotation view. The verified run used ORC 9999/95.
Confirm the values before cancellation. Before cancellation, ORC 9999/95 was ABR / Open, total 1.97, ValorPago=0, pending value 1.97, and reference AI-ORC-20260520T004056Z.
Click the Cancel action in the quotation action area.
Confirm the warning dialog: Are you sure you want to cancel? This irreversible operation.
Search the ORC list for the quotation number. The verified row returned estado=ANU, visible state Canceled, total 1.97, ValorPago=0, and pending value 1.97.
Check stock/order quantities when the ORC includes article lines. Warehouse 1 stock stayed -41, qtd_enc_cliente stayed 5, and qtd_enc_forn stayed 2.

Verified Cancellation Values

Field	Value
Quotation internal number	`999900095`
Visible quotation number	`ORC 9999/95`
Customer	`[910] 100 Ouvidos Lda`, VAT `509031862`
Cancellation reason	No reason selector was used in the verified run; the serialized form posted `anulacao=` empty.
ORC before cancellation	`ABR` / Open, total `1.97`, `ValorPago=0`, pending value `1.97`.
ORC after cancellation	`ANU` / Canceled, total `1.97`, `ValorPago=0`, pending value `1.97`.
Stock/order effect	Warehouse `1` stock stayed `-41`; `qtd_enc_cliente` stayed `5`; `qtd_enc_forn` stayed `2`.

Backend Calls Observed

Action or endpoint	Purpose
`deleteDocument`	Submits the ORC cancellation with `num=999900095`, `tipoop=ORC`, serialized form data including empty `anulacao=`, and `tot_fin=1.97`.
`DT_List_Documentos&table=Orcamento`	Verifies the ORC list before and after cancellation.
`dt_list_recalc_stock_articles_lojas`	Verifies that stock and order quantities stayed unchanged after cancellation.

No podeAnularDoc permission check or Sel2_Select_v2&table=motivos_docs reason lookup was captured for the verified ORC cancellation.

Raw evidence: raw/playwright/workflows/cancel-quotation-orc-20260520T004120Z.json. Screenshots: assets/screenshots/cancel-quotation-orc-20260520T004120Z-01-orc-view-before-cancel.png through assets/screenshots/cancel-quotation-orc-20260520T004120Z-04-orc-list.png.