Visit Planning with map support

Learn to use map to plan your day.

Note: Attention: This feature does not exist in v6 or higher. This functionality is handled via the new standard feature.

You can use this feature using two different entry points:

  • From the main menu for general usage:




    Here you can see all appointments today and you can select companies, persons and installed bases which you also want to see on the map, to have a general overview.

    This view uses the menu ‘CORE_ID_NET_GeoPlanVisits’ which calls the form ‘CORE_GeoPlanVisits’.

  • You can also open the map from a company, person or installed base to have the selected record in focus:




    The selected record is in focus and you can plan your visit with the calendar on the left side. The button which is used is ‘CORE_GeoPlanVisit’ which calls the form ‘CORE_A_GeoPlanVisit’.

    The jscript used is ‘..\scripts\te.base\basegeoplanvisit.js’, the following queries are used to select which records are shown on the maps:

    TE_FI_GeoPlanVisit

    TE_IB_GeoPlanVisit

    TE_KP_GeoPlanVisit

    TE_MA_GeoPlanVisit

    You can adapt these queries to further filter the results, but make sure that the fields which are already defined in the query, stay in the same order!

Visit Planning

With version 6 of the ISI template we activated the standard feature which is delivered with SP3



Following queries are used to get the records which are already planned and the records which are suggested.



Following variables are delivered by the template, but can be changed of course.