How to Change a Line VAT Rate on a Sales Invoice in OfficeGest

Evidence Summary

Create route: /vendas/ft/create
Final view: /vendas/ft/view/OTk5OTAxNjkz
Created invoice: 999901693 / FT 9999/1693
Customer: [910] 100 Ouvidos Lda
VAT change: 23 to 13
Evidence file: raw/playwright/workflows/latest-sales-invoice-line-vat.json

Verified sales invoice line VAT workflow

When to Use This

Use a line VAT change when a specific product or service line needs a tax rate different from the article's default. This is a line-level edit; review the fiscal zone and customer tax context before saving because the VAT rate directly recalculates 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 VAT column for the line. The stored line field is IVA.
Select the target VAT rate. The verified run selected 13, available as Reduzida 1 and Taxa 13% in the VAT lookup.
Wait for the document-line grid to reload and confirm the line now holds IVA=13.
Check the recalculated line total. In the verified run the total with VAT changed from 1.96677 to 1.80687.
Click Save and Finish, then confirm Are you sure?.
Verify the saved invoice view still shows IVA=13 on the document line.
Verify the FT list total. The verified invoice list row displayed total and pending value 1.81.

Observed VAT Lookup

Lookup value	Label	Rate
`13`	Reduzida 1	`13`
`13`	Taxa 13%	`13`

The lookup used Sel2_Select_v2 against table ivas with columns codiva, designacao, tipotaxa, and iva. Other rates may appear depending on fiscal configuration and search term.

Verified Behavior

Check	Observed result
Before edit	The inserted line had `IVA=23` and `TotalCIVA=1.96677`.
VAT edit	`updateEditableTabDoc` returned `{"success":true,"msg":""}` for `campo=IVA` and `value=13`.
After grid reload	The line returned `IVA=13` and `TotalCIVA=1.80687`.
Final view	The saved FT line retained `IVA=13`, `ValorIVA=0.20787`, and `TotalCIVA=1.80687`.
List state	The FT list returned `FT 9999/1693` as `ABR` / Open with total and pending value `1.81`.

Backend Calls Observed

Action or endpoint	Purpose
`Sel2_Select_v2`	Looks up VAT rates from table `ivas`.
`NameEntidades`	Loads customer billing data after customer selection.
`loadArtigoReducido` / `insertLinhaTabDoc`	Loads and inserts the invoice article line.
`updateEditableTabDoc`	Updates the line field `IVA`.
`DT_TabDocumento`	Reloads the document-line grid after the VAT 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-20260519T204152Z.json. Screenshots: assets/screenshots/sales-invoice-line-vat-20260519T204152Z-01-create-page.png through assets/screenshots/sales-invoice-line-vat-20260519T204152Z-04-final-view.png.