Prerequisites for Using the Actuals Calculation Prebuilt App

Review these prerequisites before you deploy and use the Calculate Actuals Using Data Processing Engine prebuilt app.

Available in: Enterprise, Unlimited, and Developer Editions.

Enable the features Sales Agreements and Data Pipelines in your org where you deploy the prebuilt app packages.
Use the prebuilt app to only calculate actuals for sales agreements where the actual calculation mode is selected as Manually via API upload.
To customize the Data Processing Engine (DPE) definitions, you must be assigned the Data Pipelines Base User permission set.
To use any object other than Order as the data source for calculating actual revenue and quantity, customize the Data Processing Engine (DPE) definition.
To create and save changes to the Data Processing Engine definitions, you need the Customize Application and Modify All Data admin permissions.
Add the Calculate actuals based on DPE field to the Sales Agreement record page layout.
If you use the Recalculate Actuals quick action to calculate actuals for sales agreements after the Data Processing Engine has already updated the values, the values are overwritten for the future schedules.

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