Visit Plan 

Use

You use visit plans to plan customer visits and deliveries that recur periodically as part of the logistics process.

In the general data for the visit plan you specify:

·        The validity period of the visit plan

·        How frequently the visit plan is carried out (once a week on Tuesdays, for example)

·        The visit plan type

·        Which vehicle is assigned to the visit plan (optional)

·        Which driver is assigned to the visit plan (optional)

You then assign a visit plan the customers to whom the specifications in the general data of the visit plan category apply, and whom you want to visit or make deliveries to during a tour.

The system can display the customer’s goods receiving times or visit times at customer level in the visit plan. In Customizing for Visit Control, you specify which source you want the system to use for the times. The sources can either be the goods receiving times for the unloading point or the visit times of the relevant contact person. You process both sources in the customer master.

In addition, you can also process no-delivery dates for each customer. The are a subset of the rule object for the visit plan and describe specific dates on which the customer should not be visited or receive deliveries. Customers are also not visited if you flag them as inactive. If there is a non-delivery data or an inactive indicator for the customer, the system makes sure the customer does not receive any deliveries, by omitting them from the visit lists.

If you have installed a third-party map and geocoded your customer address data, you can display the customers contained in a visit plan on the map. All customers assigned to a visit plan are linked to one another. This allows you see at a glance whether it makes geographical sense to group the customers in the same visit plan.

Based on the visit plan, the system creates the visit list that you can use for your day-to-day work.