How to Set a Line Expected Date on a Sales Invoice in OfficeGest

Evidence Summary

Create route: /vendas/ft/create
Final view: /vendas/ft/view/OTk5OTAxNjk3
Created invoice: 999901697 / FT 9999/1697
Customer: [910] 100 Ouvidos Lda
Line date: 26/05/2026
Evidence file: raw/playwright/workflows/latest-sales-invoice-line-expected-date.json

Verified sales invoice line expected date workflow

When to Use This

Use a line expected date when a specific invoice line needs a planned delivery, fulfillment, or expected handling date different from the document date. This is a line-level scheduling field and does not change the invoice total.

Step-by-Step

Open Sales / Invoice [FT], then click New document, or navigate directly to /vendas/ft/create.
Select the customer and confirm the mandatory invoice fields. The verified run used customer 910, seller 1, and employee 1.
Add the article line. The verified run inserted article AI-DEMO-20260519-021105, quantity 1, warehouse 1.
In the document lines table, edit the expected/planned date column. The stored line field is DataPrevista.
Enter the date in DD/MM/YYYY format. The verified run entered 26/05/2026.
Wait for the line grid to reload and confirm the line now stores DataPrevista=2026-05-26 00:00:00.
Click Save and Finish, then confirm Are you sure?.
Verify the saved invoice view still shows the expected date on the line.

Verified Behavior

Check	Observed result
Before edit	The inserted line had `DataPrevista=2026-05-19 00:00:00`.
Date edit	`updateEditableTabDoc` returned `{"success":true,"msg":""}` for `campo=DataPrevista` and `value=26/05/2026`.
After grid reload	The line returned `DataPrevista=2026-05-26 00:00:00`.
Final view	The saved FT line retained `DataPrevista=2026-05-26 00:00:00` and `TotalCIVA=1.96677`.
List state	The FT list returned `FT 9999/1697` as `ABR` / Open with total and pending value `1.97`.

The editable date field validates DD/MM/YYYY and the datepicker start date was the document date in the verified run: 19/05/2026.

Backend Calls Observed

Action or endpoint	Purpose
`NameEntidades`	Loads customer billing data after customer selection.
`loadArtigoReducido` / `insertLinhaTabDoc`	Loads and inserts the invoice article line.
`updateEditableTabDoc`	Updates the line field `DataPrevista`.
`DT_TabDocumento`	Reloads the document-line grid after the expected-date edit.
`saveDocument`	Saves the final FT invoice after confirmation.
`DT_List_Documentos`	Verifies the invoice list row after save.

Raw evidence: raw/playwright/workflows/sales-invoice-line-expected-date-20260519T210214Z.json. Screenshots: assets/screenshots/sales-invoice-line-expected-date-20260519T210214Z-01-create-page.png through assets/screenshots/sales-invoice-line-expected-date-20260519T210214Z-04-final-view.png.