Skipping sales order from master planning temporarily

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Posted on by Rahul Shah

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We have requirement to skip the particular sales order from a master planning on a temporary basis.

One way is to link a warehouse, having manual coverage, to all the sales lines (or may be at sales order header) manually and then sales lines will be skipped from master planning but with this approach user need to make a note of storage dimensions for each sales line so that it can be restored once sales order to be included in the planning.

Another way is to change the sales order type to 'Journal' for time being but because of some other customization available in the system , we need refrain using this option.

Are there some other ways to achieve this?

Regards

-Rahul

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guk1964 10,884 on at

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RE: Skipping sales order from master planning temporarily

If you want to stop all orders then put the customer on hold or reduce the CR limit to 0 i.e. cash orders only.

For a specific order, you can change an order type at any time, except when it is an Item requirements order or when it has a Delivered status. When you set the order type to Journal, then it has no effect on stock quantities and does not generate item transactions. Order journal lines are not included in master scheduling. Attach a note to explain why, and another to say when changed again. Maybe kick-off a case to follow up.

Consider whether you want to stop purchase and manufacture, or only delivery, and whether only one order, or all orders for the customer.

A simple, approach otherwise is to redate the order to a future memorable date outside of all your mrp fences e.g. 2025. Filter or create a report to monitor such orders. However, it is likely the customer will remind you!
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Andrejs Opsis 20 on at

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RE: Skipping sales order from master planning temporarily

example:

class reqcalc in bold >

boolean checkProbability(InventTransOrigin _inventTransOrigin, smmQuotationProbabilityId _probabilityId)
{
    boolean                     ret = true;
    SalesQuotationTable         salesQuotationTable;
    smmOpportunityTable         smmOpportunityTable;
    smmQuotationProbabilityId   quotationProbabilityId;
    SalesTable                  SalesTable; //adp

    if (_inventTransOrigin.ReferenceCategory == InventTransType::SalesQuotation)
    {
        salesQuotationTable = InventTransOriginSalesQuotationLine::salesQuotationTable(_inventTransOrigin.RecId);
        if (salesQuotationTable && salesQuotationTable.OpportunityId)
        {
            smmOpportunityTable = salesQuotationTable.smmOpportunityTable();
            if (smmOpportunityTable)
            {
                quotationProbabilityId = smmOpportunityTable.ProbabilityId;
            }
        }
        if (quotationProbabilityId < _probabilityId)
        {
            ret = false;
        }
    }
    //adp>
    else
    if (_inventTransOrigin.ReferenceCategory == InventTransType::Sales)
    {
        select firstonly
        SalesType, SalesPoolid
        from SalesTable
        where SalesTable.salesid == _inventTransOrigin.ReferenceId;
        if (SalesTable.SalesType == SalesType::Journal || SalesTable.SalesPoolid == "PAS" )
        {
            ret = false;
        }
    }
    //adp<

    return ret;
}
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Rahul Shah 2,694 on at

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RE: Skipping sales order from master planning temporarily

Thank you for your message, Ram.

Do you suggest to use 'Selection' dialog box to write a query while running the master planning?

If so, customer may not find it to pick up the sales order number and specify them one by one as that seems tedious task but this may work if there are couple of orders to be skipped once in a while.

Agree?

One more possible solution is to set the delivery date to out of coverage time fence so that orders will be skipped.

I think we will customize it in order to provide proper solution to customer.

Regards

-Rahul
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RamK 2,580 on at

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RE: Skipping sales order from master planning temporarily

Another option is: Add Sales order (Order event) in the query, then add a condition to exclude the Sales order from MRP (Select Sales order=!XXXXX). I hope that this will work for you
Rahul Shah 2,694 on at

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RE: Skipping sales order from master planning temporarily

Hi Andre,

Thank you for your message.

I think setting delivery remainder will have few implications which i can think of as of now are :

- reservation if any will be removed because there are no transactions

- impact on delivery date when ATP or CTP is used as delivery date control

- Not sure if it has impact on price in case if price is being retrieved from trade agreement based on qty.

Payment is pending from the customer and we would not like to plan for the sales order(s) belongs to particular customer until payment is cleared.

Regards

-Rahul
André Arnaud de Cal... 295,155 Super User 2025 Season 1 on at

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RE: Skipping sales order from master planning temporarily

Hi Rahul,

I do understand it is for one sales order only? Then I would go for one of your two options. I guess the Journal type would be the best bet, but you have indeed check customizations.

You could also temporary set the remaining delivery to zero, but that could also lead to some other problems.

Can you also tell the reason why this order should not be part of the master planning?