It would be good to have the ability to define if Sales orders are added to the system with a default of "Exclude from Master Planning" = Yes, based on the customer information.

Reason: If a customer is a prepayment customer and you will not start to produce until the payment is received, you still want to register the order to create a proforma invoice but you are relying on human knowledge to mark a newly created sales order to "Exclude from master planning".

(You cannot add the order as a journal order as you cannot print a proforma invoice from a journal order)

This could be a toggle on the customer that flows down to the orders as a default

Or, alternatively defined on the customer payment terms. If the customer payment terms are Cash in Advance, the option should be to put all sales orders to exclude from master planning (until the payment is received and it is removed)

A tile on the Sales order processing and inquiries workspace could then show Sales orders that are not included in Master Planning