Exclude lines from a sales order allocation proposal

Sales order lines can be excluded from an allocation proposal for various reasons, for example:

if you accidentally inserted a sales order allocation line into the proposal and wish to remove it.
if you wish to remove, from the proposal, a line that is outside the planning time in order to add it to another proposal at a later date.

This does not delete the sales order line, it is only removed from a specific allocation. The sales order line can later be included in another allocation proposal. If you want to delete the sales order line see Delete a sales order line or entire sales order.

Select the Work with sales order allocation menu item.
On the initial panel, select a proposal and click Details.
You access Work with sales order allocation, All lines. Select the lines that you wish to remove from your proposal and click Exclude.
You access Work with sales order allocation, Deletion, where all of the records that were marked for exclusion appear listed. Click OK to confirm that you wish to remove these lines from your proposal. The panel is updated. The lines you have removed are no longer available in your proposal. Note: If you excluded a line that had been confirmed, this process will cancel its confirmation, i.e. if it is re-inserted into a new proposal it will no longer be confirmed.

You can now review the proposal’s remaining sales order lines. If you want to change the suggested quantity of the lines you can do so by following the instructions in Enter or change the allocated quantity on a sales order allocation proposal line. If you are satisfied with the quantities that were allocated then you are now ready to confirm the sales order allocation line and print the pick list. Follow the instructions in Confirm a manually created sales order allocation proposal.

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