To see the actual orders in sales agreements, what should a consultant automate?

To ensure that actual orders are reflected in sales agreements, selecting an option in the Actuals Calculation section on the Sales Agreement Setup page is the most effective method. This feature is designed to automate the calculation of actuals based on the configured parameters within the sales agreement. When this option is properly set, it streamlines the process of tracking and updating actual sales data, thereby reducing the need for manual intervention and ensuring consistent accuracy in reporting.

This method leverages built-in functionalities of the Salesforce Manufacturing Cloud, which is structured to handle data processing and calculations efficiently. Utilizing these automated features means that the sales agreements will automatically reflect updates in actual orders, enhancing the accuracy of forecasts and inventory planning.

In contrast, approaches such as importing quantities daily using an API or manually updating quantities can be labor-intensive and prone to errors, potentially introducing inconsistencies. Asking for support for automation assistance, while a valid approach for complex requirements, is not necessary when the existing tools are fully capable of handling this task on their own. Thus, automating through the sales agreement setup provides a streamlined, efficient solution to track actual order data effectively.