Workflow

How to Handle the Sales Invoice Mandatory Fields Error

Verified end to end. Demo run sales-invoice-missing-customer-validation-20260519T184220Z added an article line to an FT without selecting a customer, clicked Save and Finish, captured Error There are mandatory fields unfilled, and confirmed no saveDocument request was submitted.

Evidence Summary

Route
/vendas/ft/create
Article line
AI-DEMO-20260519-021105, quantity 1
Missing data
Customer and VAT number empty
Visible result
Error There are mandatory fields unfilled
Evidence file
raw/playwright/workflows/latest-sales-invoice-missing-customer-validation.json

Verified invoice missing-customer validation flow

What It Means

OfficeGest blocks final save when required header fields are missing. In the verified run, the invoice had one valid article line, but customer and VAT fields were empty, so OfficeGest stayed on the create page and marked those fields with chosen-error.

How to Fix It

  1. Stay on the invoice create page after the error.
  2. Select the customer in the header. The customer selection should populate the VAT number and billing details.
  3. Check that the required customer and VAT fields are no longer highlighted.
  4. Keep the article line already inserted, or review it if the customer choice changes pricing or fiscal zone.
  5. Click Save and Finish again only after the required header fields are filled.

Verified Behavior

CheckObserved result
Before saveLine grid had one article line; customer and VAT number were empty.
After save attemptStill on /vendas/ft/create with title OG - Invoice [FT].
User messageVisible toast text was Error There are mandatory fields unfilled.
Field marking#doc_CodTerc and #doc_NContrib had chosen-error.
Final save requestNo saveDocument request was submitted.

Raw evidence: raw/playwright/workflows/sales-invoice-missing-customer-validation-20260519T184220Z.json. Screenshots: assets/screenshots/sales-invoice-missing-customer-validation-20260519T184220Z-01-line-without-customer-before-save.png and assets/screenshots/sales-invoice-missing-customer-validation-20260519T184220Z-02-mandatory-fields-error.png.