How to Convert a Quotation to a Sales Order Draft in OfficeGest

Evidence Summary

Source view: /vendas/orc/view/OTk5OTAwMDkx
Target draft: /vendas/enc/rasc/NDYy
Workflow run: quotation-to-sales-order-draft-20260519T163135Z
Source quotation: 999900091 / ORC 9999/91
Created draft: 462, order type ENC
Evidence file: raw/playwright/workflows/latest-quotation-to-sales-order-draft.json

Verified quotation to sales order draft conversion workflow

When to Use This

Use this workflow after a customer accepts a quotation but the next operational step is an order, not an invoice. The conversion creates an Internal Doc [ENC] sales order draft from the quotation lines. It does not finalize the order or invoice the customer.

In the verified run, the source quotation remained ABR / Open after draft creation. Treat the generated ENC as a draft that still needs review and final save.

Step-by-Step

Open the quotation that should become a sales order. The verified source was ORC 9999/91.
Confirm the quotation is the correct customer and line set. The verified quotation was for customer 910, 100 Ouvidos Lda, with article AI-DEMO-20260519-021105, quantity 1, and total 1.97.
In the bottom action bar, open To convert.
Choose Internal Doc. This maps to facturar('enc').
Confirm the Are you sure? dialog.
OfficeGest calls facturardoc with source tipoop=ORC, source number 999900091, and target tipoopdest=enc.
OfficeGest returns the draft identifier. The verified response was "OK:462:vendas".
OfficeGest opens the ENC draft route /vendas/enc/rasc/NDYy.
Review the copied sales order draft before saving. The verified draft kept reference AI-ORC-ENC-20260519T163135Z, type ENC, and copied the source line from ORC 9999/91.
When the order is ready, continue with the normal Create a Sales Order save/finalization checks.

Conversion Options Observed

Menu item	Observed handler	Meaning
Invoice	`facturar('ft')`	Creates an FT draft from the quotation.
Invoice / Receipt	`facturar('fr')`	Creates an FR draft from the quotation.
Internal Doc	`facturar('enc')`	Creates an ENC draft from the quotation. This is the verified path in this guide.
Order of Service	`criarOS()`	Posts the quotation context to the workshops order-of-service route; not verified here.

Verified Values

Field	Value
Source quotation	`999900091 / ORC 9999/91`
Source state after conversion	`ABR` / Open, total `1.97`, paid `0`.
Created ENC draft	`462`, opened at `/vendas/enc/rasc/NDYy`.
Draft reference	`AI-ORC-ENC-20260519T163135Z`
Draft line source	`ndocori=999900091`, `tipodocori=ORC`, `linhandocori=1`.
Draft line	Article `AI-DEMO-20260519-021105`, quantity `1`, unit price about `1.599`, VAT `23%`.

Backend Calls Observed

Action or endpoint	Purpose
`saveDocument`	Created the source ORC quotation. The verified source save returned `999900091%OK&=&OKDOC&=&`.
`facturardoc`	Converted the source ORC into an ENC draft. Payload included `tipoopdest=enc`, `tipoop=ORC`, and `num=999900091`. Response: `"OK:462:vendas"`.
`listaTabDocumento`	Loaded the generated ENC draft lines after opening `/vendas/enc/rasc/NDYy`.
`dt_list_drafts`	Queried sales drafts for `TipoOp=ENC` after conversion.
`DT_List_Documentos`	Checked the source ORC list after conversion and confirmed the quotation row still appeared as open.

Raw evidence: raw/playwright/workflows/quotation-to-sales-order-draft-20260519T163135Z.json. Screenshots: assets/screenshots/quotation-to-sales-order-draft-20260519T163135Z-01-orc-filled.png through assets/screenshots/quotation-to-sales-order-draft-20260519T163135Z-04-enc-list.png.

Validation Notes

This workflow stops at draft: no final ENC was saved in the verified run.
The copied line keeps source metadata: the ENC draft line records the original ORC number and line.
It is not an invoice: use this path when the customer accepted the quote but the business still needs an order step before invoicing.
Source state: the ORC row was still open immediately after draft creation; do not treat it as closed or invoiced until the target order and later invoice are finalized as needed.