Workflow

How to Set Delivery Details on a Sales Invoice

Verified end to end. Demo run sales-invoice-delivery-method-20260519T200919Z set the delivery method to [NV] Nossa Viatura, entered vehicle, loading, and unloading details, saved FT 9999/1687, and verified the saved FT retained those delivery fields.

Evidence Summary

Create route
/vendas/ft/create
Final view
/vendas/ft/view/OTk5OTAxNjg3
Created invoice
999901687 / FT 9999/1687
Customer
[910] 100 Ouvidos Lda
Delivery method
CodModoExp=NV, vehicle AI-VAN-2026
Evidence file
raw/playwright/workflows/latest-sales-invoice-delivery-method.json

Verified sales invoice delivery method workflow

When to Use This

Use delivery details when the invoice should carry transport information such as the shipping method, vehicle, loading address, unloading address, dates, and times. This is separate from billing address and document-line warehouse selection.

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 Delivery Method area and choose the shipping method. The field is #doc_CodModoExp; the verified run selected NV / Nossa Viatura.
  4. Enter the vehicle in #doc_Viatura. The verified value was AI-VAN-2026.
  5. Fill the loading fields: #doc_CargaMorada, #doc_CargaLocalidade, #doc_CargaCodPostal, #doc_CargaCodPais, #doc_CargaData, and #doc_CargaTime.
  6. Fill the unloading fields: #doc_DescargaMorada, #doc_DescargaLocalidade, #doc_DescargaCodPostal, #doc_DescargaCodPais, #doc_DescargaData, and #doc_DescargaTime.
  7. Add at least one document line. The verified run inserted article AI-DEMO-20260519-021105, quantity 1, warehouse 1.
  8. Click Save and Finish, then confirm the Are you sure? dialog.
  9. Verify the saved invoice view still shows the delivery method, vehicle, loading address, and unloading address.

Delivery Methods Observed

CodeLabel
NVNossa Viatura
TRATransportadora
VVViatura do Cliente

Verified Behavior

CheckObserved result
DefaultThe create form started with no delivery method selected, blank vehicle, loading address Leiria, and blank unloading address.
Before saveThe form held CodModoExp=NV, vehicle AI-VAN-2026, loading address Armazem OfficeGest Leiria, and unloading address Rua Entrega OfficeGest 456.
Final save payloadThe nested saveDocument payload included CodModoExp=NV, Viatura=AI-VAN-2026, loading fields, and unloading fields.
Time nuanceThe loading time was typed as 10:30 before save, but the payload and final view used 21:14, the current form time in the verified run. The unloading time 15:45 persisted as entered.
Final viewThe saved FT view retained NV, AI-VAN-2026, loading address/locality/postal code/country/date, and unloading address/locality/postal code/country/date/time.
List stateThe FT list returned FT 9999/1687 as ABR / Open with total and pending value 1.97.

Backend Calls Observed

Action or endpointPurpose
NameEntidadesLoads customer billing and unloading defaults after customer selection.
loadArtigoReducido / insertLinhaTabDocLoads and inserts the invoice article line.
saveDocumentSaves the final FT invoice with delivery-method, loading, and unloading fields.
DT_List_DocumentosVerifies the invoice list row after save.

Raw evidence: raw/playwright/workflows/sales-invoice-delivery-method-20260519T200919Z.json. Screenshots: assets/screenshots/sales-invoice-delivery-method-20260519T200919Z-01-create-page.png through assets/screenshots/sales-invoice-delivery-method-20260519T200919Z-03-final-view.png.