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            Create Orders Associated with Contracts to Calculate Sales Agreement Actuals

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            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To create orders:

            Create permission on Orders

            AND Activate Orders user permission
            To create contracts:

            Create permission on Contracts

            AND Activate Contracts user permission
            Tip
            Tip For a category-based sales agreement, if you want orders for a product in a category to be considered for actuals calculation, you must select that category as the primary category for the product.
            1. Create a contract associated with a sales agreement.
              1. Open a sales agreement’s record.
              2. On the Related tab, in the Contracts related list, click New.
              3. Search for and select the account associated with the sales agreement.
              4. Enter a contract start date that’s on or after the start date of the associated sales agreement, and before the end date of the sales agreement.
              5. Enter the contract term.
                Ensure that the contract end date is on or before the end date of the associated sales agreement.
              6. In Status, select Draft.
              7. Enter the other details, and save your changes.
            2. Create an order associated with the sales agreement and the contract.
              1. Open an activated sales agreement’s record.
              2. On the Related tab, in the Orders related list, click New.
              3. Search for and select the account associated with the sales agreement.
              4. In Contract Number, search for and select the contact to be associated with the orders.
              5. Enter an order start date that’s on or after the start date of the sales agreement and before the end date of the sales agreement.
                The start date of the order must be after the contract’s start date. The start date of the order serves as the primary condition based on which actual quantities are picked up for calculation. All actuals are computed based on the start date.
              6. In Status, select Draft.
              7. Enter the other details, and save your changes.
            3. Add order products to the order.
              1. On the Related tab of the order, in the Order Products related list, click Add Products.
              2. Select the products to be added to the order, and click Next.
                You can add products only when the status of an order is Draft. We recommend that you add only those products that are also part of the associated sales agreement. There may be inconsistencies in the actuals calculations if you add products that aren’t part of the sales agreement. When an order is complete and is ready to be shipped or provisioned, activate the order.
              3. Specify the quantities and unit prices of the products.
                You can specify positive or negative values for quantities and unit prices for order products. Negative quantities for order products represent order recalls or returns. To create order products with negative quantities, ensure that your admin enabled negative quantities in Setup. See Enable Negative Quantities for Order Products .
              4. Save your changes.
            4. Change the status of the order to Activated.
              You can edit product quantities after the order is activated.
            Note
            Note You can associate sales agreements with contracts irrespective of the way the actuals of the sales agreements are updated. In other words, you can also associate contracts with sales agreements with actuals calculations mode as Automatically from direct orders and Manually using API upload. If you associate contracts with sales agreements with these actuals calculations modes, the daily automated process doesn’t derive the actuals from the orders and contracts. You must build custom data and transfer methods to update the actuals.

            See Also

             
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