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            Create Orders to Calculate Sales Agreement Actuals

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            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To create orders: Activate Orders
            To create orders: Read and Edit access on Orders
            Tip
            Tip For a category-based sales agreement, if you want the 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.

            For an order to be considered in the actuals for a sales agreement, in that order record, select that sales agreement’s record and select the same account and price book as selected in the sales agreement record.

            1. Create an order associated with a sales agreement.
              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. 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.
              5. In Status, select Draft.
              6. Enter the other details, and save your changes.
            2. 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.
            3. Change the status of the order to Activated.
              You can edit product quantities after the order is activated.

            The daily run automated process selects all activated orders a day after their start date. For a product or category present in both the activated order and the activated sales agreement, the order quantity is added to the actual quantity in the sales agreement. If there’s any active reduction order, the order quantity is deducted from the actual quantity in the sales agreement.

            See Also

             
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