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Visit
and Activity Statuses 
Visits and activities are assigned one of the following statuses:
· • Not processed (NP)
· • Successfully processed (SP)
· • Partially processed (PP)
· • Unsuccessfully processed (UP)
· • Rescheduled (RS)
Visit statuses are used to track the completion of visits. Typically, a sales representative must complete all visits before he can complete his tour. Visit statuses are either set automatically based on the associated activity statuses or the sales representative can set them manually.
The following table shows the stages at which the various visit statuses are set.
|
NP |
SP |
PP |
UP |
RS |
Status set automatically |
|
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All activities are unprocessed |
X |
|
|
|
|
All activities are successfully processed |
|
X |
|
|
|
All activities are unsuccessfully processed |
|
|
|
X |
|
Activities have multiple statuses and one or more activities have status Not Processed (NP) |
|
|
X |
|
|
Activities have multiple statuses and no activity has status Not Processed (NP) |
|
|
|
X |
|
Status set manually |
|
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Visit is rescheduled. Sales representative enters reason code and reschedules the visit. |
|
|
|
|
X |
Visit is not performed. Sales representative enters reason code. |
|
|
|
X |
|
Activity statuses are used to track the completion of the associated documents. These statuses are set automatically.
The following table summarizes the stages at which the various activity statuses are set.
|
NP |
SP |
PP |
UP |
RS |
Delivery activity status |
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Delivery downloaded to or created on mobile device |
X |
|
|
|
|
Delivery confirmed for POD customer |
|
X |
|
|
|
Delivery confirmed for invoice customer |
|
|
X |
|
|
Confirmed delivery cancelled |
|
|
|
X |
|
Invoice created |
|
|
X |
|
|
Invoice printed/confirmed |
|
X |
|
|
|
Printed/confirmed invoice cancelled |
|
|
X |
|
|
Order activity status |
|||||
Order downloaded to or created on mobile device |
X |
|
|
|
|
Order confirmed |
|
X |
|
|
|
Confirmed order cancelled |
|
|
|
X |
|
Payment collection activity status |
|||||
Collection created on mobile device |
X |
|
|
|
|
Collection processed |
|
X |
|
|
|
Collection cancelled |
|
|
|
X |
|
