Universal Containers (UC) wants to adhere to implementation best practices. What is a recommended way for UC to establish clarity between new business and run-rate business?
To establish clarity between new business and run-rate business, Universal Containers should adopt a differentiated approach where new businesses use Opportunities and Collaborative Forecasting, while run-rate business utilizes Sales Agreements and Account-Based Forecasting. This strategy leverages the strengths of Salesforce Manufacturing Cloud's forecasting and agreement features to align with the distinct nature of new and run-rate business, ensuring accurate forecasting and effective management of business operations.
Before setting up Manufacturing Cloud, Universal Containers must complete certain prerequisites. One of the prerequisites is to set up Objects for Manufacturing.
Which objects must be set up for sales agreements?
During the discovery phase, sales leadership at Universal Containers says that their run rate business is hard to forecast because their customer constantly orders more or fewer engine control units than contractually agreed upon. Which Manufacturing Cloud capability should a consultant recommend for managers to discuss these variances with sales reps and for sales reps to monitor their customers?
Universal Containers just went live with Manufacturing Cloud. The administrator has been tasked with uploading sales agreement data into the system.
In which order does the administrator need to approach this task for a complete and accurate representation of sales transactions?
To upload sales agreement data into Manufacturing Cloud, the administrator needs to follow a specific order of operations to ensure data integrity and avoid errors. The order of operations is based on the dependencies and relationships among the objects involved in sales agreements. The objects are:
Sales Agreement: This object represents the negotiated business transaction between an account and a manufacturer. It contains information such as the account, the product level, the actuals calculation mode, the start and end dates, the status, and the approval process.
Sales Agreement Product: This object represents the product that is part of the sales agreement. It contains information such as the product, the quantity, the revenue, and the metrics.
Sales Agreement Product Schedule: This object represents the planned quantity and revenue for each product in each period of the sales agreement. It contains information such as the product, the period, the quantity, the revenue, and the metrics.
An organization would like to show its account managers specific data points for Sales Agreements terms based on business needs.
What is the first step in providing these insights to the account reps?
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