With sales agreements, sales teams can track the actual revenue and quantity values, or
actuals, from fulfilled orders. Sales teams can compare actuals with planned revenue and quantity
values to track customer compliance with sales agreements.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer
Editions
How Are Sales Agreement Actuals Calculated? A daily automated process derives and calculates sales agreement actuals from orders, from orders associated with contracts, or from quantities imported from external systems. Users can also manually recalculate the actuals of an activated sales agreement.
Create Orders to Calculate Sales Agreement Actuals If the actual quantities are automatically calculated from direct orders, create orders from the related list of a sales agreement record. A daily run automated process derives the product quantity fulfilled in each activated order, and then updates that quantity in the sales agreement.
Create Orders Associated with Contracts to Calculate Sales Agreement Actuals To derive sales agreement actual values from orders associated with contracts, create a sales agreement with the actuals calculation mode as Automatically from orders through contracts. Create orders and contracts that are related to the sales agreement. A daily automated process derives the product quantity fulfilled in each active order, and updates the actual quantity in the sales agreement.
Import Data to Update Sales Agreement Actuals Update the actuals of sales agreements by importing product quantity data in bulk from external systems. If your company stores order, contract, and proof-of-sale information in external systems, your admin can configure the sales agreement actuals to be calculated manually in the Sales Agreement settings in Setup.
Data Processing Engine Template for Calculating Actuals in Sales Agreements Use the data processing engine template for Sales Agreements to calculate the actual revenue and quantity for sales agreements based on the sales data that's stored in order records, transaction journal records, or custom object records. Clone and use the template as is, or customize it to suit your unique needs.
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