Workflow

How to Create a Deferred Receipt RP

Verified end to end. Demo run deferred-receipt-rp-20260519T065002Z created deferred receipt RP 9999/9 / 999900009 for customer [910] 100 Ouvidos Lda and settled source invoice FT 9999/1667.

Evidence Summary

Create route
/vendas/rp/create
List route
/vendas/rp
Workflow run
deferred-receipt-rp-20260519T065002Z
Created deferred receipt
999900009 / RP 9999/9
Evidence file
raw/playwright/workflows/latest-deferred-receipt-rp.json

Verified Deferred Receipt RP workflow

When to Use This

Use Deferred receipt [RP] when registering a deferred receipt against open customer documents. It uses the same pending-document and payment machinery as Receipt [R], but the resulting RP document stays open in the RP list while the selected source invoice is marked paid.

Step-by-Step

  1. Open Sales / Deferred receipt [RP], then click New deferred receipt, or navigate directly to /vendas/rp/create.
  2. Confirm the page title is OG - Deferred receipt [RP]. The create form includes Entity, Details, Recomendations, and Document.
  3. Select the customer. The verified run used customer 910, 100 Ouvidos Lda, VAT 509031862.
  4. Confirm the series and collaborator. The verified run used series 9999 and collaborator Demo.
  5. OfficeGest loads pending documents into Outstanding documents. The verified pending row was 999901667 / FT 9999/1667, total 1.97, paid value 0.00, pending value 1.97, due date 20/05/2026.
  6. Select the document to settle and click Liquidate. OfficeGest calls changeEstadoRecibo and moves the selected row from pending documents into Documents.
  7. Confirm Total and Value to Pay. The verified run showed 1.97.
  8. Add a payment line. The verified run used [NUM] Numerario, which created a payment line for 1.97 in cash box [0] Caixa 0.
  9. Click End.
  10. Confirm the Are you sure? dialog with OK.
  11. OfficeGest posts saveDocumentRecibo. The verified response was 999900009&=&OKDOC&=&&=&OKDOC&=&.
  12. Verify the RP list. The verified RP row showed ABR / Open, total 1.97, paid value 0.00, and pending value 1.97.
  13. Verify the source invoice. FT 9999/1667 changed from ABR / Open and unpaid to LIQ / Finished with ValorPago=1.97 and pending value 0.00.

Verified RP Values

FieldValue
RP internal number999900009
Visible RP numberRP 9999/9
Customer[910] 100 Ouvidos Lda, VAT 509031862
Route/list identity/vendas/rp, table DocumRP, typesaft=RG, tipoop=RP, oficinas=F, recibo=T, actualizacc=T.
RP statusABR, visible as Open; validation N/D.
Settled document999901667 / FT 9999/1667.
Payment[NUM] Numerario, inbox [0] Caixa 0, value 1.97.
RP totalTotal 1.97; paid 0.00; pending 1.97.
Source invoice resultInvoice changed to LIQ / Finished, ValorPago=1.97, pending value 0.00.

Backend Calls Observed

Action or endpointPurpose
DT_List_Documentos&table=DocumRPLoads and verifies deferred receipts with typesaft=RG, tipoop=RP, and recibo=T.
loadTabDocumentoReciboInitializes receipt/deferred receipt document data after selecting the customer.
listaTabDocumentoRecibo&estado=FLoads outstanding customer documents still pending payment.
changeEstadoReciboMoves the selected source invoice row from outstanding documents to documents to pay. The verified payload used temporary receipt table 47557 and selected FT 9999/1667.
listaTabDocumentoRecibo&estado=TLoads documents selected for settlement; the verified selected row was FT 9999/1667.
payment&option=addAdds the RP payment line. The verified request used modopagamento=NUM, modobase=N, total=1.97, and tipoop=RP.
payment&option=validateChecks payment coverage before final save.
saveDocumentReciboSaves the deferred receipt. The verified response returned 999900009 with OKDOC.
DT_List_Documentos&table=FactVerifies the source FT invoice was settled after RP save.

Raw evidence: raw/playwright/workflows/deferred-receipt-rp-20260519T065002Z.json. Probe evidence: raw/playwright/vendas-rp-create-probe.json. Screenshots: assets/screenshots/deferred-receipt-rp-20260519T065002Z-01-create-page.png through assets/screenshots/deferred-receipt-rp-20260519T065002Z-05-rp-list.png.

Validation Notes