Workflow

How to Prepare a Duplicate Sales Invoice

Verified up to the save boundary. Demo run sales-invoice-prepare-duplicate-20260519T215925Z opened saved invoice FT 9999/1699, clicked Duplicate, verified the copied editable FT form, and confirmed no save request was submitted.

Evidence Summary

Source invoice
999901699 / FT 9999/1699
Customer
910 / 100 Ouvidos Lda
Duplicate route
/vendas/ft/dupl/OTk5OTAxNjk5
Evidence file
raw/playwright/workflows/latest-sales-invoice-prepare-duplicate.json

Verified sales invoice duplicate preparation workflow

When to Use This

Use this when you want to create a new invoice from an existing invoice's customer, line, and totals. The duplicate page is an editable new-document form; it does not issue a new invoice until you choose Save Draft, Save and Print, or Save and Finish.

Step-by-Step

  1. Open the saved sales invoice view. The verified run used /vendas/ft/view/OTk5OTAxNjk5.
  2. Click Duplicate in the invoice action bar.
  3. Confirm OfficeGest opens /vendas/ft/dupl/{encoded-source-number}.
  4. Review the copied customer. The verified duplicate retained customer 910 / 100 Ouvidos Lda.
  5. Review the copied lines. The verified duplicate copied article AI-DEMO-20260519-021105, quantity 1, unit price 3, VAT 23, and total with VAT 3.69.
  6. If an Advances modal opens, review available customer advances before applying or cancelling that modal.
  7. Only after review, choose the appropriate save action: Save Draft to keep an editable draft, or Save and Finish to issue the new invoice.

Verified Behavior

CheckObserved result
Action linkThe saved FT view exposed Duplicate pointing to /vendas/ft/dupl/OTk5OTAxNjk5.
Duplicate formThe page title became OG - Invoice [FT] and the body showed SalesInvoice New document.
Copied customerThe duplicate form retained doc_CodTerc=910.
Copied linelistaTabDocumento returned one line with CodArtigo=AI-DEMO-20260519-021105, Qtd=1, PrecoUni=3, PVP=3.69, IVA=23, TotalSIVA=3, and TotalCIVA=3.69.
Totalscreate_document&option=calcular_totais returned net 3, VAT 0.69, and total 3.69.
Save boundaryNo saveDocument, payment, print, communication, or stock request was submitted in the verified run.

Backend Calls Observed

Action or endpointPurpose
GET /vendas/ft/dupl/{encoded-source-number}Opens the duplicate FT form from the saved source invoice.
listaTabDocumentoLoads the duplicated temporary line grid.
DT_Select_AdiantamentosClientesLoads available customer advances and can trigger the Advances modal.
create_document&option=calcular_totaisRecalculates the duplicate form totals.
checkProfitMarginsChecks line/document profit margin while loading the duplicate form.

Raw evidence: raw/playwright/workflows/sales-invoice-prepare-duplicate-20260519T215925Z.json. Screenshots: assets/screenshots/sales-invoice-prepare-duplicate-20260519T215925Z-01-saved-invoice-view.png and assets/screenshots/sales-invoice-prepare-duplicate-20260519T215925Z-02-duplicate-form.png.