Universal Containers (UC) currently uses Sales Agreements to track its annual plans with customers but is working with a consultant to set up Advanced Account Forecasting.
UC stores shipped/invoiced order data in a child-custom object related to the standard Order object. UC has two primary requirements:
1) To see its forecast by Product Code and Product Category
2) To see actual order data broken out into three metrics: Quantity Ordered but still Open, Quantity Ordered but Shipped, and Quantity Invoiced
How should a consultant set up Advanced Account Forecasting to fulfill these requirements successfully?
Which three conditions need to be fulfilled so that an order is included in the Actuals calculation process on a Sales Agreement?
An administrator has completed the data migration from a client's legacy system to Manufacturing Cloud. The client wants to ensure all Advanced Account Forecast calculations are correct and the data has been properly migrated.
How should the administrator reassure the client that data has been accurately calculated7
An organization does not have Account Forecasting Model set up. Based on the analysis it has done, the organization has agreed to set up Account Forecasting from 1 Jan 2024 for a period of 18 months. The current period is Feb 2024.
Which values will need to be set up for the start period?