AccountGroupId | Account Group | Lookup → AccountGroup | | An account group reference on the visit. Not filled when a plan builds visits from an account group, and not read by visit execution. |
AccountId | Account | Lookup → Account | | The outlet being visited. Copied from the route stop, account group member or delivery order when the plan builds its visits. The Outlet Info tab, directions and the order captured on the visit all use this account. |
AssignedLocation | Assigned Location | GeoLocation | | The planned map position of the outlet, stamped when the plan builds the visit from the route stop's coordinates or the account's stored location. Used for directions, the off-site warning, distances on the agenda and route optimisation. Hand-created visits have none. |
BranchId | Branch | Lookup → Branch | | The branch the visit belongs to. Only branches of the chosen Partner Account can be picked. Visits built by a visit plan leave it empty. Hidden on tenants that run a single location. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DeliveryOrderId | Delivery Order | Lookup → DeliveryOrder | | The delivery order this visit delivers, set when an Order Delivery plan builds one visit per pending delivery order. |
DocumentDate | DocumentDate | DateAndTime | | The actual start as a date and time (UTC), stamped the first time the visit is started and kept when a paused visit resumes. Not on the delivered forms; reports use it as the visit's actual start. |
EndTime | End Time | TimeOnly | | The actual end time, stamped on the tenant's clock when the visit is completed. |
GeofencingTolerance | Geofencing Tolerance (KM) | Number | | How far from the outlet's planned position the executive may start the visit before the app warns that the start is off-site. Copied from the route stop. Despite the KM label, the web and mobile apps read the number in metres, and an empty or zero value means 100 metres. The warning never blocks the start. |
Id | Id | Guid | Yes | |
InvoiceId | Invoice | Lookup → Invoice | | An invoice reference on the visit. Not filled automatically; invoices raised on the visit appear on the mobile Related tab through their own visit reference. |
Latitude | Latitude | Decimal | | Not stored any more. The visit's position is held in Visit Location and Assigned Location. |
Longitude | Longitude | Decimal | | Not stored any more. The visit's position is held in Visit Location and Assigned Location. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
MostlyFollowedSequence | Mostly Followed Sequence | Number | | The position learned from how earlier days on the route were actually walked. Empty when the route has no history. |
Name | Name | Text | | The visit's number. Visits are numbered by the delivered Visit document name setting (series V with a six-digit counter and the date). Visits built for a van run are named after the run, for example the run name followed by -V1, -V2. |
NonProductiveReason | Non-Productive Reason | PickList | | Why the visit produced no business, written when the executive ends the visit as Non-productive. The apps offer Store closed, Owner away and Other plus an optional note, joined with a dash. Also set to Carried to tomorrow by the mobile day-end Carry to tomorrow action. Stored as text; the delivered picklist has no values. |
OptimizedSequence | Optimized Sequence | Number | | The road-optimised position copied from the route's stored optimised order when the plan was built, and rewritten by Optimise Route on the plan. |
OrderId | Order | Lookup → Order | | The visit's own sales order: set automatically when the first order is created against the visit and never replaced. Later orders for the same visit stay linked through the order's own visit reference. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The distributor or company the visit is made for. Only partner accounts that are active can be picked. Visits built by a visit plan leave it empty. Hidden on tenants that run a single company. |
PaymentId | Payment | Lookup → Payment | | A payment reference on the visit. Not filled automatically. |
PlannedDate | Planned Date | Date | | The day the visit is planned for. Plans copy their Plan Start Date onto route and delivery visits; visits built from an account group get no planned date, so the stale-visit cleanup never cancels them. Carry to tomorrow on mobile moves it to the next day. |
PlannedDuration | Planned Duration | Calculated (calculated) | | Calculated: minutes between Planned Start Time and Planned End Time, 0 until both are set. Read-only. |
PlannedEndTime | Planned End Time | TimeOnly | | The planned departure time. Copied from the route stop's end time, or one hour after the scheduled delivery time. |
PlannedSequence | Planned Sequence | Number | | The position the route stop had on the beat when the plan was built. Reordering the mobile agenda and Optimise Route on the plan also rewrite it. |
PlannedStartTime | Planned Start Time | TimeOnly | | The planned arrival time. Copied from the route stop's start time, or the delivery order's scheduled delivery time. Visit Time Deviation compares the actual start against it. |
ProductDemoId | Appointment | Lookup → ProductDemo | | An appointment (product demo) reference on the visit. Not filled automatically. |
RecordTypeId | Record Type | Guid, hidden | | |
Remarks | Remarks | MultiLineText | | Free-text notes on the visit. On mobile the note button on a running visit writes here. |
SequenceNumber | Sequence Number | Number | | The visit's current position in the plan's day: copied from the route stop and rewritten when the executive reorders the agenda or applies an optimised or mostly-followed order. |
ServiceOrderId | Service Order | Lookup → ServiceOrder | | The visit's own service order: set automatically when the first service order is created against the visit and never replaced. |
ShowAcceptRejectOption | Show Accept/Reject Option | Boolean | Yes | When ticked, a visit that has not started shows Reject and Accept & start instead of Start Visit, on the web and mobile. Reject ends the visit with status Completed and cancellation reason Rejected by rep. Not set by plan generation. |
ShowGetDirectionOption | Show Get Direction Option | Boolean | Yes | Stored only. The directions button is always shown, whatever this is set to. |
ShowProgressPanel | Show Progress Panel | Boolean | | Stored only. No screen reads it. |
ShowRescheduleOption | Show Reschedule Option | Boolean | Yes | Stored only. No screen reads it. |
ShowVisitStartEndOption | Show Visit Start/End Option | Boolean | Yes | Stored only. No screen reads it; the start and end buttons are always shown. |
StartTime | Start Time | TimeOnly | | The actual start time, stamped by the server on the tenant's clock (Org Settings default time zone) the first time the visit is started. Resuming a paused visit keeps the original start. |
UIProps | UI Props | Text | | Internal display settings. Not used by visit execution. |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
VisitCancellationReason | Visit Cancellation Reason | PickList | | Why the visit did not happen, written when the executive ends the visit as Cancelled (Store closed, Owner away, Other plus an optional note) or rejects it (Rejected by rep). The visit's status is still Completed. Choosing a value on the web form does not cancel the visit. Values: Insufficient Information, Non Availability. |
VisitCity | Visit City | PickList | | City of the visit address, chosen from the Visit City picklist. The delivered list is short and is meant to be extended by an administrator. Values: Pune, Chandigarh, Mumbai. |
VisitContactAddressId | Visit Address | Lookup → ContactAddress | | The customer address the visit is at. The list is not narrowed to the outlet's addresses, and choosing one does not fill the street, city, state or postal code fields. |
VisitCountry | Visit Country | PickList | | Country of the visit address, chosen from the Visit Country picklist. Values: India. |
VisitDate | Visit Date | Date | | A date field in the Actual section. Starting the visit does not fill it (the actual start is recorded in Start Time); only van-run visits get it, set to the delivery date. |
VisitDuration | Visit Duration | Calculated (calculated) | | Calculated: minutes between Start Time and End Time, 0 until both are set. Read-only. |
VisitLocation | Visit Location | GeoLocation | | The map position captured from the executive's device when the visit was started. Empty when location access was denied and the start was allowed without it. |
VisitPlanId | Visit Plan | Lookup → VisitPlan | | The visit plan (field day) this visit belongs to. Its assigned resource is the only person who can execute the visit, and the plan must be started before the visit can be started on the web or mobile app. Leave it empty for a standalone visit. |
VisitPostalCode | Visit Postal Code | Text | | Postal code of the visit address. |
VisitPurpose | Visit Purpose | PickList | | Why the outlet is visited: Order Capture, Courtesy Visit, Order Delivery, Field Service, Product Demo, Service Touch or Payment Collection. Copied from the route stop, or set to Order Delivery for delivery-order visits. Descriptive only; nothing in visit execution reads it. Values: Payment Collection, Order Capture, Order Delivery, Field Service, Product Demo, Courtesy Visit, Service Touch. |
VisitRegion | Visit Region | Text | | Region of the visit address. Copied from the delivery order for delivery visits. |
VisitRouteId | Visit Route | Lookup → VisitRoute | | The visit route (beat) the visit relates to. Not filled by plan generation, which links the visit to its route stop instead. |
VisitRouteStopId | Visit Route Stop | Lookup → VisitRouteStop | | The route stop this visit was built from. Empty for visits built from an account group, a delivery order, a van run or by hand. |
VisitState | Visit State | PickList | | State of the visit address, chosen from the Visit State picklist. The delivered list is short and is meant to be extended by an administrator. Values: Maharashtra, Punjab, New Delhi, Haryana. |
VisitStatus | Visit Status | PickList | | Where the visit is in its life. Visits built for a plan start with no status (van-run visits start as Planned). Starting sets Started, pausing sets Paused, and ending sets Completed whatever the outcome. The day-end Carry to tomorrow action on mobile sets Rescheduled; plan completion, plan lapse and the stale-visit cleanup set Cancelled. Paused is written by the apps but is not in the delivered picklist. Only the resource the plan is assigned to can move a visit into Started, Paused or Completed. Values: Planned, Assigned, Started, Completed, Rescheduled, Cancelled. |
VisitStreet | Visit Street | Text | | Street of the visit address, typed by hand or copied from the delivery order for delivery visits. Used for the directions link when the visit has no map position. |
VisitTaskTemplateId | Visit Task Template | Lookup → VisitTaskTemplate | | The checklist of tasks and activities to do at the outlet. Copied from the plan. The visit's task cards are read live from this template; changing it later removes the tasks already started under the old template and creates nothing in their place. |
VisitTimeDeviation | Visit Time Deviation | Calculated (calculated) | | Calculated: Planned Start Time minus Start Time, in minutes. Positive means the visit started early, negative means late, 0 until both are set. Read-only. |
