Workflow

How to Set the Classification on a Sales Invoice

Verified end to end. Demo run sales-invoice-classification-20260519T201417Z selected classification [CF] Cliente Final, saved FT 9999/1688, and verified the final FT view retained CodClassif=CF.

Evidence Summary

Create route
/vendas/ft/create
Final view
/vendas/ft/view/OTk5OTAxNjg4
Created invoice
999901688 / FT 9999/1688
Customer
[910] 100 Ouvidos Lda
Classification
CF / [CF] Cliente Final
Evidence file
raw/playwright/workflows/latest-sales-invoice-classification.json

Verified sales invoice classification workflow

When to Use This

Use classification when the invoice should be grouped for reporting, segmentation, or internal analysis. This is a document header field and does not change the article, warehouse, VAT, or payment behavior by itself in the verified run.

Step-by-Step

  1. Open Sales / Invoice [FT], then click New document, or navigate directly to /vendas/ft/create.
  2. Select the customer and confirm the mandatory invoice fields. The verified run used customer 910, seller 1, and employee 1.
  3. Open the invoice details area and locate the classification field #doc_CodClassif.
  4. Choose the classification. The verified run selected CF / Cliente Final.
  5. Add at least one document line. The verified run inserted article AI-DEMO-20260519-021105, quantity 1, warehouse 1.
  6. Click Save and Finish, then confirm the Are you sure? dialog.
  7. Verify the saved invoice view still shows the selected classification.

Observed Classification Options

CodeLabel
CFCliente Final
LJW1Loja Web 1
LJW2Loja Web 2
MIC001Escritórios até 10 funcionário
MOTP01Gabinetes de Contabilidade
MOTP02Particulares
MOTP03Micro-Empresas
MOTP04Serralharias
OFI001Oficinas até 5 colaboradores
OFI002Oficinas de 6 a 15 colaborador
OFI003Oficinas com mais de 16 colab.
PME001PME - Escritórios Advogados

Verified Behavior

CheckObserved result
Before saveThe create form held #doc_CodClassif=CF with label [CF] Cliente Final.
Final save payloadThe nested saveDocument form payload submitted CodClassif=CF.
Final viewThe saved FT view retained #doc_CodClassif=CF.
List stateThe FT list returned FT 9999/1688 as ABR / Open with total and pending value 1.97.

Backend Calls Observed

Action or endpointPurpose
NameEntidadesLoads customer billing data after customer selection.
loadArtigoReducido / insertLinhaTabDocLoads and inserts the invoice article line.
saveDocumentSaves the final FT invoice with CodClassif=CF.
DT_List_DocumentosVerifies the invoice list row after save.

Raw evidence: raw/playwright/workflows/sales-invoice-classification-20260519T201417Z.json. Screenshots: assets/screenshots/sales-invoice-classification-20260519T201417Z-01-create-page.png through assets/screenshots/sales-invoice-classification-20260519T201417Z-03-final-view.png.