Sales agreement actual quantity and revenue from orders
Key Takeaway
A daily 1:00 AM process adds matching activated orders to sales agreement actuals. It skips some changes, such as quantity edits to an order it already counted, so run "Recalculate Actuals" to include them.
Sales agreement actuals are the real quantities and revenue a customer buys under a sales agreement. Agentforce Manufacturing calculates them from orders, from orders linked to contracts, from data imported from external systems, or with a Data Processing Engine definition. Sales teams compare actuals with the planned quantities and revenue to see whether the customer is keeping to the agreement.
Where actuals are stored
Actuals are the actual revenue and quantity values from fulfilled orders. Agentforce Manufacturing stores them for each schedule and as totals across all schedules.
| Field | Object | What it stores |
|---|---|---|
| "Actual Quantity" | Sales Agreement Product Schedules | Actual quantity for one product or category in one schedule |
| "Actual Amount" | Sales Agreement Product Schedules | Actual amount for one product or category in one schedule |
| "Total Actual Quantity" | Sales Agreement Product | Actual Quantity added up across all schedules |
| "Total Actual Amount" | Sales Agreement Product | Actual Amount added up across all schedules |
All four fields show in the table on the "Agreement Terms" tab of the sales agreement.