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Supply chain | Supply Chain Management, Commerce
Suggested answer

Excluding a sales order from Mater Planning

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Posted on by 10
"Hello!
 
So how do I do that?
 
I tried using the toggle button at the header "Exclude from master planning" but it doesn't seem to work.
 
Am I missing anything?
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  • Suggested answer
    Lennart Lauterbach Profile Picture
    105 on at
    Excluding a sales order from Mater Planning
    Hi,
     
    there are two prerequisites two use this feature:
     
    - Planning optimization has to be enabled
    - In the master plan setup, the "Exclude specific transactions" parameter has to be set to YES
     
    Please verify these two settings are enabled in your environment.
  • Suggested answer
    Zain Mehmood Profile Picture
    4,173 Most Valuable Professional on at
    Excluding a sales order from Mater Planning

    Hi,

    If the "Exclude from master planning" toggle at the sales order header isn't working as expected, that's because this setting only applies under certain configurations and doesn’t override line-level inclusion.

    Here’s what to check:

     

    Line-level setting takes precedence

    Go to each sales order line, then in the Line details > Sourcing tab, check the “Include in master planning” field.

    Set this to No for each line you want to exclude.

     

    Make sure the Master Plan being run includes only relevant demand types

    Some plans might still pick up excluded lines depending on the setup of your master plan parameters.

     

    Ensure planning is not pulling historic or firmed demand

    Even excluded lines can appear in certain views if they’ve already been included in past planning runs and not cleared. If it's still showing up in planned orders after the above checks, try re-generating the plan after setting the line exclusion — and let us know if you're using any customizations or ISV solutions that might override standard behavior.

    Warm Regards,

    Zain 

  • Suggested answer
    SoumitraforD365 Profile Picture
    65 on at
    Excluding a sales order from Mater Planning

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