AccountId | Account | Lookup → Account | | The customer account visited at this stop. Only active customer accounts can be picked. Copied onto every visit generated from the stop. |
AccountLocation | Account Location | GeoLocation | | The stop's own coordinates. Copied onto generated visits as their planned position; when empty, the account's stored geo-location is used instead. Route optimization uses only this field, so stops without it trail at the end of an optimized order. |
AllowedGeofencingTolerance | Allowed Geofencing Tolerance (KM) | Number | | How far from the outlet a check-in can be before the field app warns that the executive is off-site. Copied onto each generated visit. Although the label says KM, the field app reads the number in metres; empty means 100 metres. The warning does not stop the visit from starting. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DayNumbers | Day Numbers | Text | | Day numbers recorded on the stop. Plan generation does not read them; the route's schedule decides which days a plan is generated. |
Duration | Duration | Calculated (calculated) | | Minutes between Start Time and End Time, calculated automatically; empty unless both are set. |
EndTime | End Time | TimeOnly | | The planned end of the visit at this outlet, copied onto each generated visit as its planned end time. The latest end time among a beat's stops sets the plan's end. |
FridayAvailable | Friday Available | Boolean | Yes | Availability switch recorded on the stop. Plan generation uses the route's day switches, not the stop's. |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
MondayAvailable | Monday Available | Boolean | Yes | Availability switch recorded on the stop. Plan generation uses the route's day switches, not the stop's. |
Name | Name | Text | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
Remarks | Remarks | Text | | Free-text notes about the stop. Stops proposed from the field app say they are an onboard request from the visit plan agenda. |
SaturdayAvailable | Saturday Available | Boolean | Yes | Availability switch recorded on the stop. Plan generation uses the route's day switches, not the stop's. |
SequenceNumber | Sequence Number | Number | | The stop's position in the authored (Planned) order of the beat. Generated visits take it as their sequence number and planned rank; stops with an empty number sort last. When a stop is transferred it is renumbered after the target beat's highest number. |
StartTime | Start Time | TimeOnly | | The planned start of the visit at this outlet, copied onto each generated visit as its planned start time. |
Status | Status | PickList | | The stop's membership of the beat: Approved, Proposed or Rejected. Stops created on the web default to Approved; stops proposed from the field app are Proposed. Only Approved stops (or older stops with no status) generate visits and take part in route optimization. Values: Proposed, Approved, Rejected. |
StopName | Stop Name | Text | | The name the outlet carries on this beat. Stops proposed from the field app take the outlet's name. |
SundayAvailable | Sunday Available | Boolean | Yes | Availability switch recorded on the stop. Plan generation uses the route's day switches, not the stop's. |
ThursdayAvailable | Thursday Available | Boolean | Yes | Availability switch recorded on the stop. Plan generation uses the route's day switches, not the stop's. |
TuesdayAvailable | Tuesday Available | Boolean | Yes | Availability switch recorded on the stop. Plan generation uses the route's day switches, not the stop's. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
VisitPurpose | Visit Purpose | PickList | | Why the outlet is visited. Copied onto each visit generated from the stop. Values: Field Service, Order Capture, Courtesy Visit, Service Touch, Payment Collection, Asset Deactivation, Sale Order, Quote or Invoice Collection, New Asset Data Collection (FIR), Order Delivery, Product Demo. |
VisitRouteId | Visit Route | Lookup → VisitRoute | | The beat this stop belongs to. Changed only by Outlet Transfer, which re-points the stop so its visits and sequence history stay attached. |
VisitTaskTemplateId | Visit Task Template | Lookup → VisitTaskTemplate | | A visit task template recorded on the stop. Plan generation does not use it: generated visits take the route's visit task template. |
WednesdayAvailable | Wednesday Available | Boolean | Yes | Availability switch recorded on the stop. Plan generation uses the route's day switches, not the stop's. |
WeekNumbers | Week Numbers | Text | | Week-of-month numbers recorded on the stop. Plan generation does not read them; the route's schedule decides which weeks a plan is generated. |
