I need to create an automation so that no one can close an opportunity until and unless a quotation is made against it.
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Thank you, I think 2nd option suits us better. Can you guide how it can be done. Apologies I am new to Odoo
First, create a custom module that inherits from the crm.lead model and include the following code:
from odoo import models, fields, api, _
from odoo.exceptions import UserError
class CustomCrmLead(models.Model):
_inherit = 'crm.lead'
def action_set_won_rainbowman(self):
if not self.quotation_count:
raise UserError(_("This opportunity cannot be marked as 'Won' until a quotation has been created."))
return super(CustomCrmLead, self).action_set_won_rainbowman()
I think you want to ensure that a lead can only be moved to the "Won" stage if an order has been created from it.
Here are two possible approaches:
- Hide the "Won" button unless an order is associated with the lead.
- Display a user error when the "Won" button is clicked without an associated order, prompting the user to create an order first.
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