Set Validation For Quotes On Conversion To Sales Orders

Set Validation For Quotes On Conversion To Sales Orders

I have a bit of a doozy here. We have 2 fields in our Quote module that aren't required for the quote to be saved (and can't be required fields) however they are required fields on the Sales Order once the quote is converted. Our challenge is that once the SO is created, the validation isn't triggered so despite them being required fields the CRM doesn't care and the SO and in the end the invoice can be created with empty required fields. 

I have been over this exhaustively with Zoho and despite their documentation saying that Validation Rules work for Conversions, they have fessed up that they actually don't. 

They are wanting me to set up workarounds with Tags and all sorts of drama that we don't want or need and that won't work so this is a last ditch effort to see if someone has any ideas.

In our Sales Order we need to know the promised ship date that has been negotiated during the quoting process with the client. We don't need that to supply the quote, its only when its been accepted and is converted to a Sales Order that this info is required. There is another field that is also required as a sales order and yes I've made both these fields required fields.

However, when we convert the Quote to a SO, those fields will either be blank (if staff forget to complete them) or possibly have data, but I can't enforce them as required fields on the quote because otherwise we would have to put in a fake promise date to enable the quote to save. That won't work because obviously then that date might be completely wrong and we would rather it have no date than go into our project process with the wrong date. That could be catastrophic for us. We have a function that creates a Zoho Project based on a template choice in the CRM invoice (once it gets to the invoice) but as it is now the required fields in the SO aren't validated on conversion to the invoice. So both the sales order and the invoice can be created without these fields being validated. 

I said its a good one!

We've added notes to our quoting process for our team to follow but regardless, staff don't always get it right so I'm trying to enforce it to avoid any dramas and to ensure that our system is solid.

In Summary:
  1. Quotes has 2 fields that ideally would be completed before conversion to a SO, but I can't enforce them as required fields here because we won't have that info at the early quoting stage.
  2. Sales Order has both these fields as required but on conversion that validation doesn't fire.
  3. Invoices also have both these fields and again, they aren't triggering any validation on conversion from SO to Invoice.

Does anyone have any idea how I might enforce this validation? Like is it possible to make my own Convert button that triggers the required fields be completed and hide the default button? Clutching at straws but I need to get this working so any help would be greatly appreciated. 

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