Workflow

How to Finalize a Converted Quotation Sales Order Draft

Verified end to end. Demo run finalize-converted-quotation-sales-order-draft-20260519T170312Z created quotation ORC 9999/94, converted it to ENC draft 463, then saved that draft as final sales order ENC 9999/108 / 999900108.

Evidence Summary

Source quotation
999900094 / ORC 9999/94
Draft route
/vendas/enc/rasc/NDYz
Final view
/vendas/enc/view/OTk5OTAwMTA4
Workflow run
finalize-converted-quotation-sales-order-draft-20260519T170312Z
Created sales order
999900108 / ENC 9999/108
Evidence file
raw/playwright/workflows/latest-finalize-converted-quotation-sales-order-draft.json

Verified converted quotation sales order draft finalization workflow

When to Use This

Use this workflow after an accepted Quotation [ORC] has already been converted into a Sales Order [ENC] draft and the customer order should be formally recorded before invoicing or fulfillment.

This guide starts at a converted ENC draft. To create that draft first, use Convert a Quotation to a Sales Order Draft.

Step-by-Step

  1. Open the converted ENC draft. The verified draft was /vendas/enc/rasc/NDYz, draft number 463.
  2. Confirm the draft is the correct customer, reference, and source quotation. The verified draft reference was AI-ORC-ENC-FIN-20260519T170312Z.
  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=999900094, 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 ENC number. The verified response was {"return":"999900108%&=&OKDOC&=&","print_documents":[]}.
  8. OfficeGest opens the final sales order view /vendas/enc/view/OTk5OTAwMTA4, with title OG - ENC 9999/108.
  9. Search the ENC list for 999900108 and confirm the order row exists.

Verified Values

FieldValue
Source quotation999900094 / ORC 9999/94
Converted ENC draft463, opened at /vendas/enc/rasc/NDYz.
Final sales order999900108 / ENC 9999/108, opened at /vendas/enc/view/OTk5OTAwMTA4.
Final order stateABR / Open, total 1.97, paid 0.
Source quotation state after conversionABR / Open, total 1.97, paid 0.
Draft line sourcendocori=999900094, tipodocori=ORC, linhandocori=1.

Backend Calls Observed

Action or endpointPurpose
facturardocCreated ENC draft 463 from source ORC 9999/94.
listaTabDocumentoLoaded the ENC draft line before finalization.
saveDocumentFinalized the draft into sales order 999900108 / ENC 9999/108.
DT_List_DocumentosVerified the final ENC sales order row in the document list.

Raw evidence: raw/playwright/workflows/finalize-converted-quotation-sales-order-draft-20260519T170312Z.json. Screenshots: assets/screenshots/finalize-converted-quotation-sales-order-draft-20260519T170312Z-01-orc-filled.png through assets/screenshots/finalize-converted-quotation-sales-order-draft-20260519T170312Z-05-enc-list.png.

Validation Notes