Related topics
This panel displays the generated call plan entries from the contact plan. One entry per user and time is created.
Options
| Available routes | Only applicable if routes exist for the customer. View the next available routes. |
| Sales order entry | Access the Work with sales orders, Create new panel where you can begin the process of entering a sales order for this customer. |
Selection fields
- Handler
- Displays the id of the handler that is responsible for the contact. The handler id can be either a Signature (single id) retrieved from Work with user profiles or Role (containing multiple id’s) if the user is connected to a role of type 1.
- Date
- Displays today’s date.
- Time
- This column lists the time that the contact should be made.
- Customer
- This column lists the customers that should be contacted.
- Contact person
- This column lists the contact person that should be contacted for the customers.
- Telephone number
- This column lists the telephone numbers to call.
- Last or
- This column lists the last order date, i.e. the date when the last sales order to the customer was created.
- St
- This column lists the status for the call plan.
- T
- This column denotes if internal text was entered for the contact plan.
- Route
- This column lists the next defined route for the customer if available.
- Departure date
- This column lists the date for departure in the route if available.
- Departure time
- This column lists the time for departure in the route if available.
- Cut-off date
- This column lists the cut-off date for departure in the route if available.
- Cut-off time
- This column lists the cut-off time for departure in the route if available.
- Whs
- This column lists the warehouse for departure in the route if available.
Work with call plan details (DIR12804)
This panel displays the details retrieved from the contact plan.
- Handler
- Displays the id of the handler that is responsible for the contact. The handler id can be either a Signature (single id) retrieved from Work with user profiles or Role (containing multiple id’s) if the user is connected to a role of type 1.
- Date
- Displays today’s date.
- Time
- Displays the time that the contact should be made, but can be changed.
- Customer
- Displays the customer that should be contacted, but can be changed.
- Contact person
- Displays the contact person for the customer that should be contacted, but can be changed.
- Client type
- Displays the type of contact that should be made, but can be changed.
- Telephone number
- If Client type is set to *PHONE, this field displays the telephone number to call, but can be changed.
- Order source
- The field is only displayed if the ORDSRACT (Order source active) function is activated in the Function control file. Displays the code from Work with order sources, if any was entered in the contact plan, denoting the source from which sales orders for this customer are created. Enter/change the order source.
- Last order date
- Displays the last order date, i.e. the date when the last sales order to the customer was created.
- St
- Displays the status of the call plan, but can be changed.
- Text
- Displays the text that was entered for the contact plan, but can be changed.
Change call status code (DIR12805)
This panel is displayed when returning from order maintenance.
- Do you want to change the previously selected contact to closed
- Set to YES to confirm that the status is to be changed.
Work with call plan, Copy (DIR12806)
- Handler
- Displays the id of the handler that is responsible for the contact for the call plan you selected to copy. The handler id can be either a Signature (single id) retrieved from Work with user profiles or Role (containing multiple id’s) if the user is connected to a role of type 1 (“user defined”).
- Date
- Displays today’s date.
- Time
- Displays the time that the contact should be made for the call plan you selected to copy.
- Customer
- Displays the customer id for the call plan you selected to copy.
- Time
- Enter the new time that contact should be made for this new call plan.
- Customer
- Enter the new customer id for this new call plan.
- Phone number
- Enter the phone number for this new call plan.
Work with call plan, Deletion (DIR12809)
Select role (DIR12813)
This window displays the available user-defined roles that you can select.