How to Create a Purchase / Expense Draft in OfficeGest

Evidence Summary

Route: /compras/cd/create
List route: /compras/cd
Page title: OG - Purchases / Expenses [CD]
Workflow run: purchase-expense-draft-20260519T034251Z
Created draft: 456
Temporary document table: 45236 before save, 45267 when reopened as draft
Evidence file: raw/playwright/workflows/latest-purchase-expense-draft.json

Verified purchase expense draft workflow

When to Use This

Use Purchases / Expenses [CD] to register supplier purchase or expense documents when the user is not ready to finish the purchase immediately. The verified draft path confirms supplier selection, supplier document number validation, article line insertion, totals calculation, and draft-list verification. When the draft is ready to become a finished supplier document, continue with Finalize a Purchase / Expense.

Step-by-Step

Open Purchases / Purchases / Expenses [CD], then choose the create action, or navigate directly to /compras/cd/create.
Confirm the page title is OG - Purchases / Expenses [CD].
Select the Supplier. The verified run used supplier 100, AI Demo Supplier 20260519T030323Z, VAT 590303236. OfficeGest resolved supplier data through NameEntidades&tabla=Forn.
Enter the required Supplier's N. value. The verified run used AI-CD-DRAFT-20260519T034251Z. OfficeGest checked duplicates with findNumNoForn against documcd.
Review document dates. The verified create page used emission date 19/05/2026 and account entry date 19/05/2026.
Review defaults: series 9999, employee 1 / Demo, payment condition PP, currency EUR, warehouse 1, movement stock flag 1, and expense type 1.
Search for an article in the document lines area and add the quantity. The verified line used article AI-DEMO-20260519-021105, quantity 1, warehouse 1.
Confirm the line appears in the table. The verified line had unit cost 1.23, VAT 23%, no discount, total without VAT 1.23, VAT value 0.2829, and total with VAT 1.5129.
Review totals. OfficeGest displayed 1,51 EUR payable and calculated total 1.51.
Click Save Draft. The verified save called saveRascunho and returned OK:456.
Return to /compras/cd and confirm the draft appears in the draft list. The verified row showed draft 456, supplier AI Demo Supplier 20260519T030323Z, VAT 590303236, employee Demo, series 9999, type CD, and total 1.51.

Fields and Tabs

Area	What the user should check
Supplier header	Supplier, VAT number, supplier document number, emission date, account entry date, series, employee, and warehouse.
Details	Expense type, commission type, observations, classification, payment condition, due date, currency, exchange rate, and billing address fields loaded from the supplier.
Document lines	Article search, supplier article code search, quantity, line table, duplicate line checks, VAT, totals, and stock movement flag.
Footer actions	Save Draft persists the draft through `saveRascunho`. End is the separate finalization path covered in Finalize a Purchase / Expense.

Verified Draft Values

Field	Value
Draft number	`456`
Document type	`CD`
Series	`9999`
Supplier	`100 / AI Demo Supplier 20260519T030323Z`
Supplier VAT	`590303236`
Supplier document number	`AI-CD-DRAFT-20260519T034251Z`
Employee	`1 / Demo`
Article line	`AI-DEMO-20260519-021105`, quantity `1`, warehouse `1`
Totals	`1.23` net, `0.2829` VAT, `1.51` rounded payable total

Backend Calls Observed

Action or endpoint	Purpose
`dt_list_drafts`	Loads draft CD documents. Before save the list had `recordsTotal: 213`; after save it returned `recordsTotal: 214` and row `456`.
`Sel2_Select&table=forn`	Resolves supplier selector values by supplier id and returns VAT metadata.
`NameEntidades&tabla=Forn`	Loads supplier master data, including address, VAT, email, phone, active flag, and accounting account `2211100100`.
`Sel2_Select&table=moradasf`	Loads supplier address options for the selected supplier.
`findNumNoForn`	Checks duplicate supplier document number for table `documcd`.
`loadArtigoReducido&compras=T`	Loads reduced purchase article metadata, including unit, VAT, cost, stock, active flag, lot/serial flags, and accounting classification.
`insertLinhaTabDoc`	Adds the article line into the temporary CD document table with `isforn=T`, supplier `100`, currency `EUR`, payment condition `PP`, and document type `CD`.
`listaTabDocumento`	Reloads line-table data before save and after reopening draft `456`.
`price_variation_article`	Compares the selected article price for supplier `100`; the verified response reported price `1.23` and no variation.
`create_document&option=calcular_totais`	Calculates net, VAT, rounded total, payable total, VAT table, and line totals.
`saveRascunho`	Saves the draft. The verified response was `OK:456`.
`DT_List_DocumentosF`	Loads finalized CD purchase/expense documents on the list page. This was observed on navigation, but the verified workflow only created a draft.

Raw evidence: raw/playwright/workflows/purchase-expense-draft-20260519T034251Z.json. Screenshots: assets/screenshots/purchase-expense-draft-20260519T034251Z-01-create-page.png through assets/screenshots/purchase-expense-draft-20260519T034251Z-04-verified-draft-list.png.

Validation Notes

Supplier document number is required: the create script fills NumNoForn before saving because the page validates it and checks duplicates through findNumNoForn.
Draft save does not finalize accounting: saveRascunho persisted the draft and reopened it in draft mode. Use Finalize a Purchase / Expense for the verified End, payment, finished-document, and stock-posting path.
Article price source: the purchase line used article cost 1.23 for PrecoUni, while the loaded article also exposed sale price 1.5991869918699.
Drafts do not prove final stock posting: the line had MovimentaStock=1 in the draft form, but the stock increase was only verified after finalization. The final CD run increased warehouse 1 stock from 1 to 2.