How to Set a Line VAT Reason on a Sales Invoice in OfficeGest

Evidence Summary

Create route: /vendas/ft/create
Final view: /vendas/ft/view/OTk5OTAxNjk2
Created invoice: 999901696 / FT 9999/1696
Customer: [910] 100 Ouvidos Lda
VAT reason: 7 / [M07] Isento Artigo 9.º do CIVA
Evidence file: raw/playwright/workflows/latest-sales-invoice-line-vat-reason.json

Verified sales invoice line VAT reason workflow

When to Use This

Use the line VAT reason when a fiscal reason must be associated with a specific invoice line. This is stored in the line field RI. In the verified run, setting the reason did not change the VAT rate or totals by itself.

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 RI / VAT reason column for the line.
Select the required VAT reason. The verified run selected 7, displayed by the selector as [M07] Isento Artigo 9.º do CIVA.
Wait for the document-line grid to reload and confirm the line now holds RI=7.
Review VAT and totals. In the verified run the line stayed at IVA=23, ValorIVA=0.36777, and TotalCIVA=1.96677.
Click Save and Finish, then confirm Are you sure?.
Verify the saved invoice view still shows RI=7 on the document line.

Verified Behavior

Check	Observed result
Before edit	The inserted line had empty `RI`, `IVA=23`, and `TotalCIVA=1.96677`.
Reason edit	`updateEditableTabDoc` returned `{"success":{"success":true,"m13":false},"msg":""}` for `campo=RI` and `value=7`.
After grid reload	The line returned `RI=7`, while `IVA` and totals stayed unchanged.
Final view	The saved FT line retained `RI=7`, `IVA=23`, `ValorIVA=0.36777`, and `TotalCIVA=1.96677`.
List state	The FT list returned `FT 9999/1696` as `ABR` / Open with total and pending value `1.97`.

Treat this field as a fiscal classification for the line. If the invoice requires a reduced or exempt VAT rate, verify and set the VAT rate separately with the line VAT workflow.

Observed Reason Choices

The editor exposes a static selector containing Portuguese VAT reason entries. Observed examples include M01, M04, M07, M08, M10, M13, M19, M40, M44, M45, and M46.

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 `RI`.
`DT_TabDocumento`	Reloads the document-line grid after the VAT-reason 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-vat-reason-20260519T205716Z.json. Screenshots: assets/screenshots/sales-invoice-line-vat-reason-20260519T205716Z-01-create-page.png through assets/screenshots/sales-invoice-line-vat-reason-20260519T205716Z-04-final-view.png.