fix: validate over ordering of quotation

(cherry picked from commit 4cc306d2d8)

# Conflicts:
#	erpnext/controllers/status_updater.py
#	erpnext/patches.txt
#	erpnext/selling/doctype/quotation/quotation.py
#	erpnext/selling/doctype/quotation_item/quotation_item.json

erpnext/controllers/status_updater.py

@@ -341,10 +341,22 @@ class StatusUpdater(Document):
 		):
 			return
 
+<<<<<<< HEAD
 		if qty_or_amount == "qty":
 			action_msg = _(
 				'To allow over receipt / delivery, update "Over Receipt/Delivery Allowance" in Stock Settings or the Item.'
 			)
+=======
+		if args["source_dt"] != "Pick List Item" and args["target_dt"] != "Quotation Item":
+			if qty_or_amount == "qty":
+				action_msg = _(
+					'To allow over receipt / delivery, update "Over Receipt/Delivery Allowance" in Stock Settings or the Item.'
+				)
+			else:
+				action_msg = _(
+					'To allow over billing, update "Over Billing Allowance" in Accounts Settings or the Item.'
+				)
+>>>>>>> 4cc306d2d8 (fix: validate over ordering of quotation)
 		else:
 			action_msg = _(
 				'To allow over billing, update "Over Billing Allowance" in Accounts Settings or the Item.'

erpnext/patches.txt

@@ -428,3 +428,9 @@ execute:frappe.db.set_single_value("Accounts Settings", "show_party_balance", 1)
 execute:frappe.db.set_single_value("Accounts Settings", "show_account_balance", 1)
 erpnext.patches.v16_0.update_currency_exchange_settings_for_frankfurter #2025-12-11
 erpnext.patches.v15_0.create_accounting_dimensions_in_advance_taxes_and_charges
+<<<<<<< HEAD
+=======
+execute:frappe.delete_doc_if_exists("Workspace Sidebar", "Opening & Closing")
+erpnext.patches.v16_0.migrate_transaction_deletion_task_flags_to_status # 2
+erpnext.patches.v16_0.set_ordered_qty_in_quotation_item
+>>>>>>> 4cc306d2d8 (fix: validate over ordering of quotation)

erpnext/patches/v16_0/set_ordered_qty_in_quotation_item.py

@@ -0,0 +1,16 @@
+import frappe
+
+
+def execute():
+	data = frappe.get_all(
+		"Sales Order Item",
+		filters={"quotation_item": ["is", "set"], "docstatus": 1},
+		fields=["quotation_item", {"SUM": "stock_qty", "as": "ordered_qty"}],
+		group_by="quotation_item",
+	)
+	if data:
+		frappe.db.auto_commit_on_many_writes = 1
+		frappe.db.bulk_update(
+			"Quotation Item", {d.quotation_item: {"ordered_qty": d.ordered_qty} for d in data}
+		)
+		frappe.db.auto_commit_on_many_writes = 0

erpnext/selling/doctype/quotation/quotation.py

@@ -446,7 +446,10 @@ def _make_sales_order(source_name, target_doc=None, ignore_permissions=False, ar
 		"Quotation",
 		source_name,
 		{
-			"Quotation": {"doctype": "Sales Order", "validation": {"docstatus": ["=", 1]}},
+			"Quotation": {
+				"doctype": "Sales Order",
+				"validation": {"docstatus": ["=", 1]},
+			},
 			"Quotation Item": {
 				"doctype": "Sales Order Item",
 				"field_map": {"parent": "prevdoc_docname", "name": "quotation_item"},
@@ -549,6 +552,8 @@ def _make_customer(source_name, ignore_permissions=False):
 
 	if quotation.quotation_to == "Customer":
 		return frappe.get_doc("Customer", quotation.party_name)
+	elif quotation.quotation_to == "CRM Deal":
+		return frappe.get_doc("Customer", {"crm_deal": quotation.party_name})
 
 	# Check if a Customer already exists for the Lead or Prospect.
 	existing_customer = None
@@ -610,25 +615,16 @@ def handle_mandatory_error(e, customer, lead_name):
 
 
 def get_ordered_items(quotation: str):
-	"""
-	Returns a dict of ordered items with their total qty based on quotation row name.
-
-	In `Sales Order Item`, `quotation_item` is the row name of `Quotation Item`.
-
-	Example:
-	```
-	{
-	    "refsdjhd2": 10,
-	    "ygdhdshrt": 5,
-	}
-	```
-	"""
 	return frappe._dict(
 		frappe.get_all(
+<<<<<<< HEAD
 			"Sales Order Item",
 			filters={"prevdoc_docname": quotation, "docstatus": 1},
 			fields=["quotation_item", "sum(qty)"],
 			group_by="quotation_item",
 			as_list=1,
+=======
+			"Quotation Item", {"docstatus": 1, "parent": quotation}, ["name", "ordered_qty"], as_list=True
+>>>>>>> 4cc306d2d8 (fix: validate over ordering of quotation)
 		)
 	)

erpnext/selling/doctype/quotation_item/quotation_item.json

@@ -24,6 +24,7 @@
   "uom",
   "conversion_factor",
   "stock_qty",
+  "ordered_qty",
   "available_quantity_section",
   "actual_qty",
   "column_break_ylrv",
@@ -694,18 +695,34 @@
    "print_hide": 1,
    "read_only": 1,
    "report_hide": 1
+  },
+  {
+   "default": "0",
+   "fieldname": "ordered_qty",
+   "fieldtype": "Float",
+   "hidden": 1,
+   "label": "Ordered Qty",
+   "no_copy": 1,
+   "non_negative": 1,
+   "read_only": 1,
+   "reqd": 1
   }
  ],
  "idx": 1,
  "istable": 1,
  "links": [],
- "modified": "2025-08-26 20:31:47.775890",
+ "modified": "2026-01-30 12:56:08.320190",
  "modified_by": "Administrator",
  "module": "Selling",
  "name": "Quotation Item",
  "owner": "Administrator",
  "permissions": [],
+<<<<<<< HEAD
  "sort_field": "modified",
+=======
+ "row_format": "Dynamic",
+ "sort_field": "creation",
+>>>>>>> 4cc306d2d8 (fix: validate over ordering of quotation)
  "sort_order": "DESC",
  "states": [],
  "track_changes": 1

erpnext/selling/doctype/quotation_item/quotation_item.py

@@ -48,6 +48,7 @@ class QuotationItem(Document):
 		margin_type: DF.Literal["", "Percentage", "Amount"]
 		net_amount: DF.Currency
 		net_rate: DF.Currency
+		ordered_qty: DF.Float
 		page_break: DF.Check
 		parent: DF.Data
 		parentfield: DF.Data

erpnext/selling/doctype/sales_order/sales_order.py

@@ -185,6 +185,16 @@ class SalesOrder(SellingController):
 
 	def __init__(self, *args, **kwargs):
 		super().__init__(*args, **kwargs)
+		self.status_updater = [
+			{
+				"source_dt": "Sales Order Item",
+				"target_dt": "Quotation Item",
+				"join_field": "quotation_item",
+				"target_field": "ordered_qty",
+				"target_ref_field": "stock_qty",
+				"source_field": "stock_qty",
+			}
+		]
 
 	def onload(self) -> None:
 		super().onload()
@@ -419,6 +429,7 @@ class SalesOrder(SellingController):
 				frappe.throw(_("Row #{0}: Set Supplier for item {1}").format(d.idx, d.item_code))
 
 	def on_submit(self):
+		super().update_prevdoc_status()
 		self.check_credit_limit()
 		self.update_reserved_qty()