SAP Knowledge Base Article - Public

3351795 - Plan My Day in Cockpit Does Not Consider Account's Visit Plan


In Dynamic Visit Planning(DVP),  Plan My Day doesn't consider account's visit plan.


  • SAP Sales Cloud 
  • Dynamic Visit Information Addon 

Reproducing the Issue

  1. Go to Dynamic Visit Planning Work Center
  2. Go to Cockpit View 
  3. Select One date, visit type and sales area
  4. Click Plan My Day 
  5. The visit list planning doesn't consider this account's visit plan which has same sales area and same visit type 


Plan My Day feature works by choosing the accounts purely based on the Account's score - top recommendation. Plan My Day picks the top scored account closer to the start location and then picks the next set of top scored accounts which are closer to the top scored account and plans the day. It tries to accommodate as many visits as possible in a day purely based on score/distance and working hours.  

If visit plan has to be considered in the planning process, please kindly use Multi-Day Planning instead. The major difference between Multi-Day Planning and Plan My Date is the following. 

  • In Multi-Day Planning, user has to choose a max of 75 accounts to plan the day or days. Then system would apply the visit plan constraints to plan the visits if accounts are with valid visit plan. For order of preperence for account with fixed visit, accounts withvisit plan and accounts without visit plan, please refer to the help documentation -> Multi-day Planning.
  • In Plan My Day, system chooses the top recommended accounts irrespective of account's visit plan. 


This is the standard system behavior.

If there are additional requirements for plan my day, please post your requirement on our Influence forum, under the following link ( Feedback like this is highly appreciated as it helps to improve our product and services. 

See Also

Help documentation Dynamic Visit Planning Add-On for SAP Sales Cloud


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