Workflow

How to Create a Separation Guide

Verified end to end. Demo run separation-guide-gsa-20260519T055811Z created separation guide GSA 9999/1 / 999900001, verified it through the GSA list, and checked warehouse stock before and after save.

Evidence Summary

Create route
/vendas/gsa/create
List route
/vendas/gsa
Final view
/vendas/gsa/view/OTk5OTAwMDAx
Workflow run
separation-guide-gsa-20260519T055811Z
Created document
999900001 / GSA 9999/1
Evidence file
raw/playwright/workflows/latest-separation-guide-gsa.json

Verified separation guide workflow

When to Use This

Use Separation guide [GSA] to prepare material for shipment between internal warehouses. The create page describes it as a Material preparation document for shipment between internal warehouses. In the verified demo, GSA recorded source and destination warehouses and stayed open, but did not change stock in dt_list_recalc_stock_articles_lojas. The saved view exposed a Convert to GA action for turning the preparation guide into an asset movement guide.

Step-by-Step

  1. Open Sales / Shipping / Separation guide [GSA], then click Separation guide, or navigate directly to /vendas/gsa/create.
  2. Confirm the page description: Material preparation document for shipment between internal warehouses.
  3. Select the entity. The page defaulted to inactive customer 1; the verified run changed it to customer 910, 100 Ouvidos Lda, VAT 509031862.
  4. Open Delivery Method and set the source/load warehouse. The verified run used warehouse 1, Armazem de Entradas.
  5. Set the discharge location and Warehouse Destination. The verified run used warehouse 2, Armazem de Monos, in both select_MoradaDescarga and CodLojaEntrada.
  6. Confirm document series, employee, commercial, and payment term. The verified run used series 9999, employee Demo, commercial Comercial 1, and payment term PP.
  7. Optionally enter a Reference. The verified run used AI-GSA-20260519T055811Z.
  8. 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.
  9. Click Save and Finish. OfficeGest showed the confirmation Are you sure?; confirm it to create the GSA.
  10. OfficeGest posts saveDocument, redirects to the GSA view, and creates an open separation guide. The verified save response was 999900001%OK&=&OKDOC&=&.
  11. Search the GSA list for 999900001. The verified row showed status ABR / Open, origin Armazem de Entradas, destination Armazem de Monos, total 1.97, paid 0.00, and pending 1.97.
  12. Check stock after saving. Warehouse 1 stayed 1 and warehouse 2 stayed 0; use Convert to GA when the prepared separation should become a stock-moving asset movement guide.

Verified GSA Values

FieldValue
Internal number999900001
Visible document numberGSA 9999/1
Customer[910] 100 Ouvidos Lda, VAT 509031862
OriginArmazem de Entradas, warehouse 1.
DestinationArmazem de Monos, warehouse 2; saved list field codlojaentrada=2.
LineArticle AI-DEMO-20260519-021105, quantity 1, source warehouse 1, VAT 23%.
StatusABR, visible as Open; validation N/D.
Total1.97; paid 0.00; pending 1.97.
Stock effectNo stock change observed: warehouse 1 stayed 1; warehouse 2 stayed 0.

Backend Calls Observed

Action or endpointPurpose
DT_List_Documentos&table=documgsaLoads and verifies separation guides with typesaft=GA, tipoop=GSA, and actualizacc=F.
NameEntidades&tabla=ClienteLoads customer master data for customer 910.
CodLojaEntradaSets destination warehouse. The verified list row returned codlojaentrada=2.
loadArtigoReducido / insertLinhaTabDocLoads the source-warehouse article and inserts the GSA line. The article line stored source stock 1 and source warehouse 1.
create_document&option=calcular_totaisCalculates gross, VAT, and total. Verified totals were net 1.60, VAT 0.37, and total 1.97.
saveDocumentCreates the GSA document. The verified response was {"return":"999900001%OK&=&OKDOC&=&","print_documents":[]}.
dt_list_recalc_stock_articles_lojasConfirms stock after final save. Warehouse 1 stayed 1; warehouse 2 stayed 0.

Raw evidence: raw/playwright/workflows/separation-guide-gsa-20260519T055811Z.json. Probe evidence: raw/playwright/vendas-gsa-create-probe.json. Screenshots: assets/screenshots/separation-guide-gsa-20260519T055811Z-01-create-page.png through assets/screenshots/separation-guide-gsa-20260519T055811Z-04-gsa-list.png.