How to Check the Fiscal Zone on a Sales Invoice in OfficeGest

Evidence Summary

Create route: /vendas/ft/create
Final view: /vendas/ft/view/OTk5OTAxNjg0
Created invoice: 999901684 / FT 9999/1684
Customer: [910] 100 Ouvidos Lda
Fiscal zone field: #doc_zonafiscal / zonafiscal
Evidence file: raw/playwright/workflows/latest-sales-invoice-fiscal-zone.json

Verified sales invoice fiscal zone workflow

When to Use This

Use this check when tax treatment depends on geography, such as mainland Portugal, Madeira, or the Azores. In the demo, the fiscal-zone field can be changed before saving, but customer defaults may restore the saved document to the customer's configured fiscal zone.

Step-by-Step

Open Sales / Invoice [FT], then click New document, or navigate directly to /vendas/ft/create.
Select the customer. The verified run used [910] 100 Ouvidos Lda.
Open the invoice details area and locate the fiscal-zone selector. The field is #doc_zonafiscal.
Check the current value. The verified blank FT started with PT-MA, Madeira.
If needed, search and select a different fiscal zone. The verified lookup Sel2_Select_ZonasFiscais returned PT / Portugal.
Complete the invoice header, add at least one document line, and click Save and Finish.
Reopen or review the saved invoice view and confirm the final value. In the verified run, OfficeGest restored the saved FT view to PT-MA.

Fiscal Zones Observed

Code	Label
`PT`	Portugal
`PT-AC`	Açores
`PT-MA`	Madeira
`ES`	Espanha

Verified Behavior

Check	Observed result
Default on FT create	`#doc_zonafiscal=PT-MA`.
Lookup	`Sel2_Select_ZonasFiscais` with term `PT` returned `PT` / Portugal.
Before save	The form held `#doc_zonafiscal=PT`.
Final save payload	The nested `saveDocument` form payload submitted `zonafiscal=PT`.
Final view caveat	The saved FT view displayed `#doc_zonafiscal=PT-MA`, so this customer's fiscal zone appears to be restored after save.
List state	The FT list returned `FT 9999/1684` as `ABR` / Open, total `1.97`, pending `1.97`.

Backend Calls Observed

Action or endpoint	Purpose
`Sel2_Select_ZonasFiscais`	Searches fiscal-zone selector values such as `PT`, `PT-AC`, and `PT-MA`.
`NameEntidades`	Loads customer details after selecting the invoice billing entity.
`loadArtigoReducido` / `insertLinhaTabDoc`	Loads and inserts the invoice article line.
`saveDocument`	Saves the final FT invoice; the verified request sent `zonafiscal=PT`.
`DT_List_Documentos`	Verifies the invoice list row after save.

Raw evidence: raw/playwright/workflows/sales-invoice-fiscal-zone-20260519T195158Z.json. Screenshots: assets/screenshots/sales-invoice-fiscal-zone-20260519T195158Z-01-create-page.png through assets/screenshots/sales-invoice-fiscal-zone-20260519T195158Z-04-final-view.png.