To Restrict Users from Creating a Stand Alone Sales Order using SuiteFlow
We can restrict users from creating directly from Transactions> Sales> Enter Sales Order if user follows the estimate to order process.
The unique identifier for Orders created from estimate and created directly was Created From. Users just need to use it as a condition.
However, this field is not available when Orders is not created from any estimate.
Below would be the settings of the Workflow that would restrict the order creation directly :
Workflow Summary
Basic Information
Name : Restrict SO
Record Type : Transaction
Sub Types : Sales Order
Execute as Admin : Checked
Release Status : Released
Enable Logging : Checked
Initiation
Event Based : Selected
Event Definition
On Create : Checked
Trigger Type : Before Record Load
Create Workflow Field
Name : Direct
Type : Free-Form Text
Store Value : Yes
State 1 : Set Workflow Field
New Action : Set Field Value
Trigger On : Before Record Load
Field : Direct (Workflow)
Value : Selected
From Field : Current Record
Record : Created From
State 2 : Error on Direct SO
New Action : Return User Error
Trigger On : Entry
Condition
Visual Builder :
Field = Direct (Workflow)
Compare Type = Is Empty
Text : Creating Orders Directly is Not Available
Transition from State 1 : Set Workflow Field
To : State 2 : Error on Direct SO
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