Opportunity → Quotation custom field mapping (editable after creation?)

ERPNext
1

Hi,

I’m using ERPNext v15 and have customized Opportunity with several custom fields.
I created the same fields (same fieldname and type) in Quotation.

When I create a Quotation from an Opportunity, the values are copied correctly.

My question is:

  • After the Quotation is created, should these mapped fields be editable by default?

  • In my case, some fields are read-only or get overwritten after saving.

What is the recommended way to:

  • Copy values only once from Opportunity to Quotation, and

  • Allow editing the fields freely in Quotation afterwards (no ongoing sync)?

Thanks!

2

From my understanding, if both doctypes have the same fieldname and compatible field types, the data is copied only once during document creation (for example, when creating a Quotation from an Opportunity).

There is no automatic synchronization after creation unless it has been explicitly customized.

Read-only behavior or value overriding occurs only when additional customizations are present, such as fetch_from, read-only field, client scripts (e.g., frm.add_fetch), or server scripts.