How to Create an Order to Supplier in OfficeGest

Evidence Summary

Create route: /compras/ef/create
List route: /compras/ef
Final view: /compras/ef/view/OTk5OTAwMTEx
Workflow run: supplier-order-ef-20260519T040050Z
Created order: 999900111 / EF 9999/111
Evidence file: raw/playwright/workflows/latest-supplier-order-ef.json

Verified supplier order workflow

When to Use This

Use Order to Supplier [EF] to place or register an order with a supplier before receiving/invoicing the goods. The verified path creates an open order; it does not require payment and it does not increase physical stock. Instead, OfficeGest increased the supplier-order quantity field for the article.

Step-by-Step

Open Purchases / Order to Supplier [EF], then click New, or navigate directly to /compras/ef/create.
Confirm the page title is OG - Order to Supplier [EF] and the action button is Save and Finish.
Select the Supplier. The verified run used supplier 100, AI Demo Supplier 20260519T030323Z, VAT 590303236.
Optionally enter Supplier's N.. The EF page ignores the required supplier-reference check, but the verified run entered AI-EF-20260519T040050Z for traceability.
Review dates and defaults. The verified run used emission date 19/05/2026, expected arrival date 19/05/2026, series 9999, employee Demo, payment condition PP, currency EUR, and warehouse 1.
Add the article line. The verified line used article AI-DEMO-20260519-021105, quantity 1, unit cost 1.23, VAT 23%, and total 1.51.
Click Save and Finish.
Confirm the Are you sure? dialog with OK.
OfficeGest posts saveDocument, redirects to the order view, and keeps the order in Open status. The verified save response was 999900111%&=&OKDOC&=&.
Search the EF list for 999900111 or the supplier reference. The verified list row had status ABR / Open, total 1.51, and paid value 0.

Verified Order Values

Field	Value
Internal number	`999900111`
Visible document number	`EF 9999/111`
Supplier reference	`AI-EF-20260519T040050Z`
Supplier	`[100] AI Demo Supplier 20260519T030323Z`, VAT `590303236`
Status	`ABR`, visible as Open
Payment	No payment line; `ValorPago=0`.
Total	`1.51`
Stock/order effect	Physical stock in warehouse `1` stayed `2`; supplier-order quantity `qtd_enc_forn` changed from `0` to `1`.

Backend Calls Observed

Action or endpoint	Purpose
`loadArtigoReducido&compras=T`	Loads article metadata for the supplier order line.
`insertLinhaTabDoc`	Inserts the article into temporary EF table `45549` with `id_tipoop=EF` and `isforn=T`.
`listaTabDocumento`	Loads order lines before save and in view mode after save.
`create_document&option=calcular_totais`	Calculates net, VAT, and total for the EF order.
`saveDocument`	Creates the finished/open supplier order. The verified payload used `TipoOp=EF`, `id=45549`, `isedit=F`, and `israsc=0`.
`DT_List_DocumentosF`	Verifies the order in the EF list using table `EncF`, `actualizacc=F`, and `tipoop=EF`.
`dt_list_recalc_stock_articles_lojas`	Verifies that physical stock did not change while supplier-order quantity increased.

Raw evidence: raw/playwright/workflows/supplier-order-ef-20260519T040050Z.json. Screenshots: assets/screenshots/supplier-order-ef-20260519T040050Z-01-create-page.png through assets/screenshots/supplier-order-ef-20260519T040050Z-04-ef-list.png.

Validation Notes

No payment modal: unlike CD finalization, EF Save and Finish did not require payment.
Supplier reference is optional in EF: the page code sets the duplicate/reference check to ignored, but entering a unique value makes the order easier to find later.
Open state: the verified order saved as ABR / Open, not LIQ / Finished. This matches an order that is waiting for later supplier fulfillment or conversion.
Stock distinction: EF reserved/recorded supplier-order quantity through qtd_enc_forn; it did not add available physical stock.