Requirements for monitoring sales results

To create sales entries that contain note-based charges for new contracts, you must first activate the note-based charge and define the payment terms.

To use estimates, call-in estimates, or both, for monitoring sales results for a cycle, you must make multiple sales entries for the sales cycle. If you do not monitor sales results, then add the actual invoice sales entries for customer contracts.

In addition, to use estimates, you must wait until the second sales cycle after installation and setup before you can run your first estimates. This delay occurs because you must create manual sales entries in the first cycle to establish data on which to base estimates.

If the value of estimating sales results is greater than the labor cost of creating two or three types of sales entries, then use estimates and call-in estimates.