Workflow

How to Create a Transportation Note

Verified end to end. Demo run transportation-note-gt-20260519T052242Z created transportation note GT 9999/89 / 999900089 and verified the saved row through the GT list plus stock recalculation.

Evidence Summary

Create route
/vendas/gt/create
List route
/vendas/gt
Final view
/vendas/gt/view/OTk5OTAwMDg5
Workflow run
transportation-note-gt-20260519T052242Z
Created document
999900089 / GT 9999/89
Evidence file
raw/playwright/workflows/latest-transportation-note-gt.json

Verified transportation note workflow

When to Use This

Use Transportation Note [GT] when you need a transport document for goods movement without creating an invoice, receipt, or customer current-account entry. In the verified demo, GT could be created even when physical stock for the line article was already 0, and it did not change stock.

Step-by-Step

  1. Open Sales / Shipping / Transportation Note [GT], then click Create Transportation Guide, or navigate directly to /vendas/gt/create.
  2. Select the customer. The verified run used customer 910, 100 Ouvidos Lda, VAT 509031862.
  3. Open the Delivery Method tab and confirm load and discharge information. The verified run used load location Leiria and discharge at the customer's Moura address.
  4. Confirm document series, employee, commercial, and payment term. The verified run used series 9999, employee Demo, commercial Comercial 1, and payment term PP.
  5. Optionally enter a Reference. The verified run used AI-GT-20260519T052242Z.
  6. Add the article line. The verified run inserted article AI-DEMO-20260519-021105, quantity 1, warehouse 1, unit price about 1.60, VAT 23%, and total 1.97.
  7. Click Save and Finish, then confirm the Are you sure? dialog if shown.
  8. OfficeGest posts saveDocument, redirects to the GT view, and creates an open transportation note. The verified save response was 999900089%OK&=&OKDOC&=&.
  9. Search the GT list for 999900089. The verified row showed status ABR / Open, total 1.97, paid 0.00, pending 1.97, and payment term Pronto Pagamento.
  10. Check stock if the document is expected to affect inventory. The verified GT left warehouse 1 stock unchanged at 0.

Verified Transportation Note Values

FieldValue
Internal number999900089
Visible document numberGT 9999/89
Customer[910] 100 Ouvidos Lda, VAT 509031862
Load locationLeiria, postal code 2400, country PRT
Discharge locationRua Engenheiro Armando Almeida Mansos 33 Moura, Moura, postal code 7860-004, country PRT
LineArticle AI-DEMO-20260519-021105, quantity 1, warehouse 1, VAT 23%.
StatusABR, visible as Open; validation N/D.
Total1.97; paid 0.00; pending 1.97.
Stock effectWarehouse 1 stock stayed 0; customer-order and supplier-order quantities stayed at 1.

Backend Calls Observed

Action or endpointPurpose
DT_List_Documentos&table=GTransLoads and verifies transportation notes with typesaft=GT, tipoop=GT, and actualizacc=F.
NameEntidadesLoads customer master data for customer 910.
listaTabDocumentoLoads document lines for the temporary document id before and after save.
loadArtigoReducido / insertLinhaTabDocLoads the article and inserts the GT line into the temporary document table. The article lookup used actualizastocks=F and returned stock 0.
create_document&option=calcular_totaisCalculates gross, VAT, retention, and total.
saveDocumentCreates the GT document. The verified response was {"return":"999900089%OK&=&OKDOC&=&","print_documents":[]}.
dt_list_recalc_stock_articles_lojasConfirms warehouse stock after final save. Warehouse 1 stayed 0.

Raw evidence: raw/playwright/workflows/transportation-note-gt-20260519T052242Z.json. Screenshots: assets/screenshots/transportation-note-gt-20260519T052242Z-01-create-page.png through assets/screenshots/transportation-note-gt-20260519T052242Z-04-gt-list.png.