Workflow

How to Finalize a Converted Sales Order Invoice Draft

Verified end to end. Demo run finalize-converted-sales-order-invoice-draft-20260519T164146Z created sales order ENC 9999/106, converted it to FT draft 463, then saved that draft as final invoice FT 9999/1668 / 999901668.

Evidence Summary

Source order
999900106 / ENC 9999/106
Draft route
/vendas/ft/rasc/NDYz
Final view
/vendas/ft/view/OTk5OTAxNjY4
Workflow run
finalize-converted-sales-order-invoice-draft-20260519T164146Z
Created invoice
999901668 / FT 9999/1668
Evidence file
raw/playwright/workflows/latest-finalize-converted-sales-order-invoice-draft.json

Verified converted sales order invoice draft finalization workflow

When to Use This

Use this workflow after an accepted Sales Order [ENC] 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 Sales Order 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 order. The verified draft reference was AI-ENC-FT-FIN-20260519T164146Z.
  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 sales order: ndocori=999900106, tipodocori=ENC, 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":"999901668%OK&=&OKDOC&=&","print_documents":[]}.
  8. OfficeGest opens the final invoice view /vendas/ft/view/OTk5OTAxNjY4, with title OG - FT 9999/1668.
  9. Search the FT list for 999901668 and confirm the invoice row exists.

Verified Values

FieldValue
Source sales order999900106 / ENC 9999/106
Converted FT draft463, opened at /vendas/ft/rasc/NDYz.
Final invoice999901668 / FT 9999/1668, opened at /vendas/ft/view/OTk5OTAxNjY4.
Final invoice stateABR / Open, total 1.97, paid 0.
Source order state after conversionABR / Open, total 1.97, paid 0.
Draft line sourcendocori=999900106, tipodocori=ENC, linhandocori=1.

Backend Calls Observed

Action or endpointPurpose
facturardocCreated FT draft 463 from source ENC 9999/106.
listaTabDocumentoLoaded the FT draft line before finalization.
saveDocumentFinalized the draft into invoice 999901668 / FT 9999/1668.
DT_List_DocumentosVerified the final FT invoice row in the document list.

Raw evidence: raw/playwright/workflows/finalize-converted-sales-order-invoice-draft-20260519T164146Z.json. Screenshots: assets/screenshots/finalize-converted-sales-order-invoice-draft-20260519T164146Z-01-enc-filled.png through assets/screenshots/finalize-converted-sales-order-invoice-draft-20260519T164146Z-05-ft-list.png.

Validation Notes