Workflow

How to Finalize a Converted Quotation Invoice Draft

Verified end to end. Demo run finalize-converted-quotation-invoice-draft-20260519T165348Z created quotation ORC 9999/92, converted it to FT draft 463, then saved that draft as final invoice FT 9999/1669 / 999901669.

Evidence Summary

Source quotation
999900092 / ORC 9999/92
Draft route
/vendas/ft/rasc/NDYz
Final view
/vendas/ft/view/OTk5OTAxNjY5
Workflow run
finalize-converted-quotation-invoice-draft-20260519T165348Z
Created invoice
999901669 / FT 9999/1669
Evidence file
raw/playwright/workflows/latest-finalize-converted-quotation-invoice-draft.json

Verified converted quotation invoice draft finalization workflow

When to Use This

Use this workflow after an accepted Quotation [ORC] has already been converted into an Invoice [FT] draft and the invoice is ready to issue. This final save turns the FT draft into a real FT invoice. It does not record payment; the verified final FT stayed open and unpaid.

This guide starts at a converted FT draft. To create that draft first, use Convert a Quotation to an Invoice Draft.

Step-by-Step

  1. Open the converted FT draft. The verified draft was /vendas/ft/rasc/NDYz, draft number 463.
  2. Confirm the draft is the correct customer, reference, and source quotation. The verified draft reference was AI-ORC-FT-FIN-20260519T165348Z.
  3. Review the copied line. The verified line used article AI-DEMO-20260519-021105, quantity 1, and VAT 23%.
  4. Check that the draft line still points back to the quotation: ndocori=999900092, tipodocori=ORC, and linhandocori=1.
  5. Click Save and Finish.
  6. Confirm the Are you sure? dialog.
  7. OfficeGest posts saveDocument from draft mode and returns the final FT number. The verified response was {"return":"999901669%OK&=&OKDOC&=&","print_documents":[]}.
  8. OfficeGest opens the final invoice view /vendas/ft/view/OTk5OTAxNjY5, with title OG - FT 9999/1669.
  9. Search the FT list for 999901669 and confirm the invoice row exists.

Verified Values

FieldValue
Source quotation999900092 / ORC 9999/92
Converted FT draft463, opened at /vendas/ft/rasc/NDYz.
Final invoice999901669 / FT 9999/1669, opened at /vendas/ft/view/OTk5OTAxNjY5.
Final invoice stateABR / Open, total 1.97, paid 0.
Source quotation state after conversionABR / Open, total 1.97, paid 0.
Draft line sourcendocori=999900092, tipodocori=ORC, linhandocori=1.

Backend Calls Observed

Action or endpointPurpose
facturardocCreated FT draft 463 from source ORC 9999/92.
listaTabDocumentoLoaded the FT draft line before finalization.
saveDocumentFinalized the draft into invoice 999901669 / FT 9999/1669.
DT_List_DocumentosVerified the final FT invoice row in the document list.

Raw evidence: raw/playwright/workflows/finalize-converted-quotation-invoice-draft-20260519T165348Z.json. Screenshots: assets/screenshots/finalize-converted-quotation-invoice-draft-20260519T165348Z-01-orc-filled.png through assets/screenshots/finalize-converted-quotation-invoice-draft-20260519T165348Z-05-ft-list.png.

Validation Notes