How to Create a C. Interno CI in OfficeGest

Evidence Summary

Create route: /vendas/ci/create
List route: /vendas/ci
Final view: /vendas/ci/view/OTk5OTAwMDA5
Workflow run: internal-invoice-ci-20260519T060951Z
Created document: 999900009 / CI 9999/9
Evidence file: raw/playwright/workflows/latest-internal-invoice-ci.json

Verified C. Interno CI workflow

When to Use This

Use C. Interno [CI] for a sales-side internal invoice workflow that uses customer, delivery, vehicle, accounting, and article-line controls. In the verified demo, CI behaved as an open customer document, reduced physical stock in the selected warehouse, and did not create a receipt automatically.

Step-by-Step

Open Sales / C. Interno [CI], then click New, or navigate directly to /vendas/ci/create.
Confirm the page title is OG - C. Interno [CI]. The primary save actions are Save Draft, Save and Print, and Save and Finish.
Select the customer. The verified run used customer 910, 100 Ouvidos Lda, VAT 509031862.
Review Vehicle & Entity. Vehicle fields were visible and Print vehicle data was checked, but the verified direct article-line CI saved with license plate, brand, model, and mileage fields empty.
Review Delivery Method. The verified run used load address Leiria, postal code 2400, country PRT, and discharge address from the customer master record in Moura.
Confirm document series, employee, commercial, payment term, and currency. The verified run used series 9999, employee Demo, commercial Comercial 1, payment term PP, and currency EUR.
Optionally enter a reference. The verified run used AI-CI-20260519T060951Z.
Add the article line. The verified run inserted article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price 1.60, VAT 23%, and total 1.97.
Click Save and Finish. OfficeGest showed the confirmation Are you sure?; confirm it to create the CI.
OfficeGest posts saveDocument, redirects to the CI view, and creates an open internal invoice. The verified save response was 999900009%OK&=&OKDOC&=&.
Search the CI list for 999900009. The verified row showed status ABR / Open, total 1.97, paid 0.00, pending 1.97, and payment term Pronto Pagamento.
Check stock after saving. Warehouse 1 physical stock changed from 1 to 0; warehouse 2 stayed 0; customer-order and supplier-order quantities stayed unchanged.

Verified CI Values

Field	Value
Internal number	`999900009`
Visible document number	`CI 9999/9`
Customer	`[910] 100 Ouvidos Lda`, VAT `509031862`
Route/list identity	`/vendas/ci`, table `DocumCI`, `typesaft=FT`, `tipoop=CI`, `oficinas=T`, `recibo=F`, `actualizacc=T`.
Vehicle fields	`doc_CodEquipExt`, `doc_Viatura`, `doc_Marca`, and `doc_Modelo` were present but blank in the verified direct-line save; `imprimirviatura` was checked.
Line	Article `AI-DEMO-20260519-021105`, quantity `1`, warehouse `1`, VAT `23%`.
Status	`ABR`, visible as Open; validation `N/D`.
Total	`1.97`; paid `0.00`; pending `1.97`.
Stock effect	Warehouse `1` physical stock changed from `1` to `0`; warehouse `2` stayed `0`; `qtd_enc_cliente` stayed `2`; `qtd_enc_forn` stayed `1`.

Backend Calls Observed

Action or endpoint	Purpose
`DT_List_Documentos&table=DocumCI`	Loads and verifies CI documents with `oficinas=T`, `recibo=F`, `actualizacc=T`, `typesaft=FT`, and `tipoop=CI`.
`NameEntidades&tabla=Cliente`	Loads customer master data for customer `910`, including VAT, address, seller, and employee context.
`findDocsPendentes`	Checks pending customer documents for customer `910` during entity selection.
`loadArtigoReducido` / `insertLinhaTabDoc`	Loads the warehouse article and inserts the CI line. The insert used temporary table `47273`, article `AI-DEMO-20260519-021105`, customer `910`, warehouse `1`, quantity `1`, payment term `PP`, and currency `EUR`.
`create_document&option=calcular_totais`	Calculates gross, VAT, retention, and total. Verified totals were net `1.60`, VAT `0.37`, retention `0.00`, and total `1.97`.
`checkProfitMargins`	Validates profit margin rules for temporary table `47273` before saving.
`saveDocument`	Creates the CI document. The verified response was `{"return":"999900009%OK&=&OKDOC&=&","print_documents":[]}`.
`dt_list_recalc_stock_articles_lojas`	Confirms stock/order quantities after final save. Warehouse `1` physical stock changed from `1` to `0`.

Raw evidence: raw/playwright/workflows/internal-invoice-ci-20260519T060951Z.json. Probe evidence: raw/playwright/vendas-ci-create-probe.json. Screenshots: assets/screenshots/internal-invoice-ci-20260519T060951Z-01-create-page.png through assets/screenshots/internal-invoice-ci-20260519T060951Z-04-ci-list.png.