VisitRoute
Updated
A visit route is the agent's day plan: date, agent, and stops. It writes no stock, debt, or tax. The subtype is the state of the day.
| Kind | Document |
| Module | Sales |
| Menu | Sales → Field → Visit routes |
| State change | Command |
| Movements | Posting script — none |
Fields#
| Field | Caption | Points at |
|---|---|---|
ID |
Number | number sequence |
Agent |
Agent | SalesPerson, required |
RouteDate |
Route date | date and time, required |
Template |
Template route | DeliveryRoute |
Agent and Route date are required. Empty Template route is lawful: stops are typed on the lines. A filled template is the delivery route whose outlets can seed the day.
Table parts#
Lines#
VisitRouteStops, caption Stops.
| Field | Caption | Points at |
|---|---|---|
Customer |
Customer | Customer, required |
Outlet |
Outlet | CustomerOutlet |
Sequence |
Order | integer |
WindowFrom |
Window from | date and time |
WindowTo |
Window to | date and time |
StopStatus |
Stop status | string, 16 |
Commands and states#
| State | Command | What happens |
|---|---|---|
| Draft | Check in | Open. The day is in progress. |
| Open | Check in | Stays Open. |
| Closed | — | No command on this document is bound to Closed. |
Check in (CheckInVisit) is bound to Draft and Open. The stored captions match the names: Draft, Open, Closed. None of the subtypes is read-only.
Check out (CheckOutVisit, button Check out) is bound to AgentVisit Open, not this document. No command on this card closes the day. Check-out is on the visit, not on the route. The field app writes the visit when the agent checks in at a stop.
Registers#
None. VisitRouteTransactions writes no movement. The linked AgentVisit and SalesOrder are where the stop and the sale start.
Used by#
Who references this#
- AgentVisit field
Route - AgentTask field
Route