Visit frequency and generation conditions in automatic visit planning
Key Takeaway
Frequency is the number of weeks between automatically planned visits. Visits are generated only when the rep, the customer and the customer visit setting meet specific conditions. An automatic visit overrides a manual visit.
Automatic visit planning creates customer visits for sales reps on a regular schedule, so reps don't have to plan each visit by hand. The schedule comes from a customer visit setting on the customer record. The setting says how often to visit, which Planning Mode to use, and when and for whom visits are created. Visits are generated only when the rep, the customer and the setting meet specific conditions.
Customer visit settings
You add customer visit settings on a customer record, in the "Customer Call Settings" related list. The planning algorithm considers these values from the customer visit setting:
- Planning Mode
- frequency
- start week and initial year
- Management Type
- time and day of the week
- visit duration
- visit template
- validity period (Valid From and Valid Thru)
If the Duration field on the customer visit setting is blank, the system uses the duration from the visit template.
For each combination of Management Type and visit template, only one customer visit setting can be active for a given period. So a customer can't have two active customer visit settings with the same Management Type and the same visit template for the same period.