This is consistent with what I understand. The confusion, I think, is that some folks don’t know that “placed an order” means “placed an order with a dealer who has an allocation.” If I place an order in July 2021 with a dealer who doesn’t have a 2021 allocation, Ford won’t process the order until the dealer receives an allocation, which would almost certainly be for the following MY. In other words—at least as I understand it, having been burned by a dealer earlier this year—that hypothetical July 2021 order with a dealer who has no 2021 allocations would result in an order for a MY2022.
But as you suggested, if the dealer *does* have a 2021 allocation, that order will result in an order for a MY2021 even if the delivery is in December 2021.