Feeding ERP orders into sales agreement and account forecast actuals
Key Takeaway
The Actuals Calculation Mode on each sales agreement decides where its actuals come from. In the Automatically from direct orders mode, an ERP order created in Salesforce counts only when it is Activated, selects the sales agreement, and uses that agreement's account and price book. If the orders exist only in the ERP system, use the Manually using API upload mode.
Sales agreement actuals show how much a customer has really ordered against the plan in a sales agreement. Account forecasts use order data to predict future demand. When orders live in an ERP system, the order data reaches Agentforce Manufacturing in one of two ways. Either the orders become Salesforce orders that a daily process rolls up, or the quantities are imported from the external system. The actuals calculation mode on each sales agreement decides which path its actuals use.
Where actuals are stored
Actuals are stored per schedule in the Actual Quantity and Actual Amount fields on the Sales Agreement Product Schedule object. The Total Actual Quantity and Total Actual Amount fields on the Sales Agreement Product object add up those values across all schedules. All of these values appear in the table on the Agreement Terms tab.