AgentVisit
Updated
An agent visit is the fact of a stop: check-in, GPS, and check-out. It writes no stock, debt, or tax.
| Kind | Document |
| Module | Sales |
| Menu | Sales → Field → Agent visits |
Fields#
| Field | Caption | Points at |
|---|---|---|
ID |
Number | number sequence |
Customer |
Customer | Customer |
Outlet |
Outlet | CustomerOutlet |
Route |
Visit route | VisitRoute |
StopSequence |
Stop | integer |
CheckedInAt |
Checked in at | date and time |
CheckedOutAt |
Checked out at | date and time |
Lat |
Latitude | decimal |
Lng |
Longitude | decimal |
Accuracy |
Accuracy, m | decimal |
GeoStatus |
Geo status | string |
SkipReason |
Skip reason | string |
Customer is required. Outlet is filtered by Customer. Route is stored as a guid that points at VisitRoute. GeoStatus is Ok or NoGeo. ID comes from AgentVisitSeq, which starts at 1000 and steps by 1.
This document has no table part.
Commands and states#
| State | Command | What happens |
|---|---|---|
| Draft | — | Initial state for a card created in the office. No command on this document opens it. |
| Open | Check out | Closed. Stores Checked out at when it is still empty. |
| Closed | — | Stays editable. |
Check out (CheckOutVisit) is bound to Open. The stored captions match the names: Draft, Open, Closed. None of the subtypes is read-only.
Check in (CheckInVisit) is bound to VisitRoute, not this document. The field app writes this document when the agent checks in at a stop.
Registers#
None. AgentVisitTransactions writes no movement. The linked SalesOrder is where the sale starts.
Used by#
Who references this#
- SalesOrder field
Visit
Where next#
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