Create Sales Order only From Quotation

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:

  1. Go to Customize form
  2. Select Sales Order Item in form type. This is the SO item child table.
  3. Make the field Quotation mandatory
  4. 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.