Workflow

How to Set Currency on a Sales Invoice

Verified end to end. Demo run sales-invoice-currency-20260519T201838Z changed an FT from [EUR] Euros to [DOL] DOLLAR T, set exchange rate 1.1, saved FT 9999/1689, and verified the final FT view retained the currency and exchange rate.

Evidence Summary

Create route
/vendas/ft/create
Final view
/vendas/ft/view/OTk5OTAxNjg5
Created invoice
999901689 / FT 9999/1689
Customer
[910] 100 Ouvidos Lda
Currency
CodMoeda=DOL, Cambio=1.1
Evidence file
raw/playwright/workflows/latest-sales-invoice-currency.json

Verified sales invoice currency workflow

When to Use This

Use currency and exchange rate when the invoice needs a non-default currency context. In the verified demo, the selected currency and exchange rate persisted, while the visible totals and FT list total still displayed in euros.

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 Currency #doc_CodMoeda and Exchange #doc_Cambio.
  4. Choose the currency. The verified run selected DOL / DOLLAR T.
  5. Enter the exchange rate. The verified run used 1.1.
  6. Add at least one document line. The verified run inserted article AI-DEMO-20260519-021105, quantity 1, warehouse 1.
  7. Click Save and Finish, then confirm the Are you sure? dialog.
  8. Verify the saved invoice view still shows the selected currency and exchange rate.

Observed Currency Options

CodeLabel
DOLDOLLAR T
EGPEgipto
EUREuros
KZKwanza
MTMeticais
PesPeso Mexicano
USDDollar

Verified Behavior

CheckObserved result
DefaultThe create form started with CodMoeda=EUR and Cambio=1.
Before saveThe form held #doc_CodMoeda=DOL, label [DOL] DOLLAR T, and #doc_Cambio=1.1.
Final save payloadThe nested saveDocument form payload submitted CodMoeda=DOL and Cambio=1.1.
Final viewThe saved FT view retained DOL and exchange 1.1.
Visible totals nuanceThe final view and FT list still displayed total 1.97 with euro formatting in the verified demo run.
List stateThe FT list returned FT 9999/1689 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 CodMoeda=DOL and Cambio=1.1.
DT_List_DocumentosVerifies the invoice list row after save.

Raw evidence: raw/playwright/workflows/sales-invoice-currency-20260519T201838Z.json. Screenshots: assets/screenshots/sales-invoice-currency-20260519T201838Z-01-create-page.png through assets/screenshots/sales-invoice-currency-20260519T201838Z-03-final-view.png.