Sales agreement product schedules and schedule frequency
Key Takeaway
Schedule Frequency sets how long each schedule lasts. Schedule Count sets how many schedules there are. An agreement can have up to 72 schedules unless Salesforce support raises the limit, so the length of the term decides which frequencies fit.
A sales agreement splits a long-term customer commitment into time periods called schedules. You can then track planned, actual and forecasted numbers period by period. You choose the length of the periods with Schedule Frequency and the number of periods with Schedule Count. Each product or category in the agreement then gets its own set of schedules with its own metrics.
How to set up schedules on a sales agreement
You set the schedule fields when you create the sales agreement. A sales agreement is always created in Draft status.
- For "Start Date", select the date on which the sales agreement activates.
- For "Schedule Frequency", select how long each schedule lasts: One-Time, Weekly, Monthly, Quarterly or Yearly.
- For "Schedule Count", enter the number of schedules for which the sales agreement is active. The count decides how many weeks, months, quarters or years the agreement covers. Enter 1 if the frequency is One-Time.
- If the frequency is One-Time, enter the "End Date" on which the agreement expires. For any other frequency, the app calculates the end date when you save, from the start date, frequency and count, no matter what end date you entered.
- Save the agreement.
After the agreement is approved, it activates automatically when it reaches the start date.
Leo creates a Quarterly agreement with a Schedule Count of 8. He also types an end date five years after the start date. When he saves, the app ignores the date he typed and calculates the end date from the start date, Quarterly and 8. The agreement covers eight quarters, which is two years.