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Choose How Sales Agreement Actuals Are Calculated By Default

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Choose How Sales Agreement Actuals Are Calculated By Default

Define how actuals are calculated and updated by default in all sales agreements in your Salesforce org. Sales agreements actuals can be derived from orders, from orders associated with contracts, or from data imported from external systems. You can also give users the permission to change how the actuals of specific sales agreements are calculated. Users can also manually update the actual quantities of products for every schedule when a sales agreement is active.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To choose the actuals calculation mode for all sales agreements in an org: Customize Application
To edit actual quantities for past schedules: Edit Actual Quantity of Sales Agreements Products
  1. In Setup, in the Quick Find box, enter Sales Agreements, and then select Sales Agreements.
  2. In the Default Actuals Calculation Mode section, select one of these options.
    Manually using API upload If you use an external system to manage your orders and contracts, you can upload the updated quantities in bulk at regular intervals by using an integration method. The application picks up these updates when the daily scheduled job runs in your Salesforce org. This job updates the relevant information in sales agreements.
    Automatically from direct orders If active orders are associated with sales agreements, the actual quantities of products are automatically derived and updated. The updates are based on the orders that apply to a specific schedule. Select this option if there are no orders associated with contracts.
    Automatically from orders through contracts If active orders are associated with sales agreements, the actual quantities of products are automatically derived and updated. The updates are based on the orders that apply to a specific schedule. Select this option if there are orders associated with contracts.
    Using a Data Processing Engine Definition

    Select this option to calculate actuals by modifying the data processing engine to suit your business needs.

    If active orders are associated with sales agreements, the actual quantities of products are derived and updated using a flow.
    Use Orders when linked Salesforce orders are the source of actuals. Use Manual when an external system, such as an ERP, supplies the actual quantities and amounts, or when you need custom calculation logic.
    All sales agreements inherit the actuals calculation option at the time of their creation. If you change the actuals calculation option, the change applies only to the sales agreements created after that point.

To help users change the actuals calculation mode for individual sales agreements, give them Edit permission to the Actuals Calculation field on the Sales Agreement object.

See Also

 
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