Which conditions must be met for an order to be included in the Actuals calculation on a Sales Agreement?

Study for the Salesforce Manufacturing Cloud Exam. Utilize flashcards and multiple choice questions, each with hints and explanations. Prepare effectively for your certification!

For an order to be included in the Actuals calculation on a Sales Agreement, all specified conditions must be met to ensure the accuracy of the data being processed.

First, having the order status set as "Activated" indicates that the order is approved and officially recognized for fulfillment. This step is crucial, as only confirmed orders should contribute to actual sales figures to avoid discrepancies from provisional or pending orders.

The requirement that the Order Date should be in the past ensures that the calculation reflects completed transactions rather than future expectations. This temporal condition is essential for maintaining an accurate record of actual sales, as including future dates could misrepresent current performance metrics.

Lastly, the Sales Agreement field must be populated on the order to link each order to its corresponding sales agreement effectively. This connection is vital because it contextualizes the order within the broader sales arrangement, ensuring that the actuals are derived directly from agreements in place.

When all these criteria are met, the order can be correctly included in the Actuals calculation, thus providing a clear picture of sales performance relative to specific agreements.

Subscribe

Get the latest from Examzify

You can unsubscribe at any time. Read our privacy policy