Require sales allocation without auto allocating at order entry

Hello @jcox43  and @Dana Moffat 

We have struggled with the same thing on a couple of implementations. Even given Dana’s approach to allocating via Manage Sales Allocations (which is a great approach) is that when you create a shipment (either manually from the sales order, or from Process Orders/Create Shipments), since the order type is not requiring allocation, the shipment then will just grab any unallocated stock randomly. Clients who want to fully control allocations do not want shipments to randomly grab unallocated product, which to me is the reason for the Require Allocation function. We would love to see a way to turn off the auto-allocation during sales order entry but still require only allocated product to be added to shipments.

We have no visibility/documentation of what the various Order Plan Types and Shipment Plan Types are on the Template tab of Order Types. Perhaps there is a combination in those settings that would turn off auto-allocation during order line entry, but still require allocations for shipping?

-Greg