Visit List 

Definition

List of customers for a particular day in a given sequence.  The visit list determines:

·        The order of the visits

·        The date of the visits

·        Which driver visits the customers

Use

You use visit lists as a basis for making your customer visits and deliveries.
Visit lists are compiled from visit plans but do not have to be a one-to-one copy of the plans.

The visit plan and visit list may be different if

·         You have set the inactive indicator for a customer in the visit plan

·         You have excluded a customer from the visit list on a particular date by specifying a non-appointment in the customer’s rule object

·         You have added or deleted customers manually in the visit list.

 

If you edit visit lists manually, you can

·        Add and delete customers

·        Change the sequence of customers

·        Change general data in the visit list

·        Change the driver

·        Change the vehicle

·        Move the entire visit list to a different day

You can assign a visit list reference documents at customer level and at visit list header level. The reference document is an existing document number with the sales document object. Assigned reference documents can influence how the visit list is carried out. For example, you can assign the document number of the speculative load (delivery document) to a visit list with a visit plan type that represents a van seller. If the visit plan type represents a mixed driver, you can specify the numbers of the delivery documents that the mixed driver has to deliver to the customers at customer level.
You assign the reference documents in visit list editing by selecting a visit list or customer and choosing Edit ® Reference Documents.

As well as the reference documents that are relevant before the visit list is carried out, there are also reference documents that are entered by the system after the visit list is carried out. These reference documents are used to log the customer visits. The system can create an SD sales activity document for an unsuccessful customer visit, for example, specifying the reason for that fact that no order was generated.