How to Convert a Sales Order to an Invoice Draft in OfficeGest

Evidence Summary

Source view: /vendas/enc/view/OTk5OTAwMTA0
Target draft: /vendas/ft/rasc/NDU5
Workflow run: sales-order-to-invoice-draft-20260519T161456Z
Source order: 999900104 / ENC 9999/104
Created draft: 459, invoice type FT
Evidence file: raw/playwright/workflows/latest-sales-order-to-invoice-draft.json

Verified sales order to invoice draft conversion workflow

When to Use This

Use this workflow when a customer order has been accepted and the next step is to prepare a normal customer invoice. The conversion creates an Invoice [FT] draft from the sales order lines. It does not finalize the invoice, post the final invoice state, or collect payment.

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

Step-by-Step

Open the sales order that should be invoiced. The verified source was ENC 9999/104.
Confirm the order is the correct customer and backlog line. The verified order 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 Invoice.
Choose Invoice. This maps to facturar('ft').
Confirm the Are you sure? dialog.
OfficeGest calls facturardoc with source tipoop=ENC, source number 999900104, and target tipoopdest=ft.
OfficeGest returns the draft identifier. The verified response was "OK:459:vendas".
OfficeGest opens the FT draft route /vendas/ft/rasc/NDU5.
Review the copied invoice draft before saving. The verified draft kept reference AI-ENC-FT-20260519T161456Z, type FT, and copied the source line from ENC 9999/104.
When the invoice is ready, continue with the normal Create a Sales Invoice save/finalization checks.

Conversion Options Observed

Menu item	Observed handler	Meaning
Invoice	`facturar('ft')`	Creates an FT draft from the order. This is the verified path.
Invoice / Receipt	`facturar('fr')`	Creates an FR draft path from the order. The final payment step was not run in this workflow.
Internal Doc	`facturar('enc')`	Creates an ENC/internal document path from the order.

Verified Values

Field	Value
Source sales order	`999900104 / ENC 9999/104`
Source state after conversion	`ABR` / Open, total `1.97`, paid `0`.
Created FT draft	`459`, opened at `/vendas/ft/rasc/NDU5`.
Draft reference	`AI-ENC-FT-20260519T161456Z`
Draft line source	`ndocori=999900104`, `tipodocori=ENC`, `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 ENC sales order. The verified source save returned `999900104%&=&OKDOC&=&`.
`facturardoc`	Converted the source ENC into an FT draft. Payload included `tipoopdest=ft`, `tipoop=ENC`, and `num=999900104`. Response: `"OK:459:vendas"`.
`listaTabDocumento`	Loaded the generated FT draft lines after opening `/vendas/ft/rasc/NDU5`.
`dt_list_drafts`	Queried sales drafts for `TipoOp=FT` after conversion.
`DT_List_Documentos`	Checked the source ENC list after conversion and confirmed the order row still appeared as open.

Raw evidence: raw/playwright/workflows/sales-order-to-invoice-draft-20260519T161456Z.json. Screenshots: assets/screenshots/sales-order-to-invoice-draft-20260519T161456Z-01-enc-filled.png through assets/screenshots/sales-order-to-invoice-draft-20260519T161456Z-04-ft-list.png.

Validation Notes

This workflow stops at draft: no final FT was saved in the verified run.
The copied line keeps source metadata: the FT draft line records the original ENC number and line, which is useful for audit and support.
Review before final save: confirm customer, dates, tax zone, stock warning, backlog impact, and totals before using Save and Finish on the FT draft.
Source state: the ENC row was still open immediately after draft creation; do not assume an order is invoiced until the target document is finalized and list state is verified.