How to force user for creating sales order only if it converts it form quotation
The following method is hacky, but should do the job:
- Go to Customize form
- Select Sales Order Item in form type. This is the SO item child table.
- Make the field Quotation mandatory
- Save the form
This will make the quotation field mandatory for creating a Sales Order. This field is already read_only and the value is set either when user creates SO from an existing quote or uses the Get Items from > Quotation option to pull items.
If this field is left empty, it will throw up an error that quotation is necessary for the SO.