How can I configure the system to restrict users so they can only create purchase orders from sales order records (e.g., dropship), and prevent them from creating standalone purchase orders directly?

AI generated answer (using internal Slack threads):

To restrict users so they can only create purchase orders from sales order records (e.g., dropship), and prevent them from creating standalone purchase orders directly, you can use a workflow on purchase orders. Here are the steps to create such a workflow: 1. Navigate to Customization > Workflow > Workflows > New. 2. Select Purchase Order as the record type. 3. Set the trigger type to Before Record Submit. 4. Add a state and then add an action under this state. The action should be of type Return User Error. 5. In the condition for this action, check if the 'Created From' field is empty. If it is, this means the purchase order is being created standalone and not from a sales order. In this case, return a user error. This workflow will prevent users from creating standalone purchase orders as it will throw an error whenever a user tries to create a purchase order that is not linked to a sales order. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******