Hello,
We have the Field Sales plugin installed on our instance. I am trying to create cyclic task, Available Quantity of Visits and Quantity of Scheduled visits are calculated automatically.
What is the formula used behind this calculation?
Thanks,
Madhuri
Like
Hello Madhuri,
This information is covered in the corresponding article on our Academy, please refer to it for a detailed information:
https://academy.creatio.com/docs/8-0/user/more_apps/field_module/schedu…
1.4.с paragraph for Available Quantity of Visits;
2.3 paragraph for Quantity of Scheduled visits.
Best regards,
Anastasiia
Anastasiia Zhuravel,
Hello,
Thanks for the reply. But my question is how is the 'Available quantity of Visits' calculated? How is that number fetched?
I noticed that this number changes if the Start and End Period is changed.
By changing the period from one month to two months the Available quantity of visits didn't double.
Kindly clarify.
Thanks,
Madhuri
Madhuri,
Hi,
Sorry for making you wait, there was a need to clarify a few details about functionality.
Let me provide you with an example of the calculation to illustrate the logic.
Let’s say we have the following incoming data and calculation order:
- Number of Doctors (if we may say so about people ? ) – D (corresponds to the Contact records in a system), number of pharmacies – A (corresponds to the Account records) and people responsible for them – O (Owners of the Account and Contact records).
- Interval between visits for Doctors – DI and for pharmacies – AI.
- Visit’s duration from the rule for Doctors – DV and for pharmacies – DA.
- Quantity of working hours for each responsible person – OT.
- Calculating the quantity of working hours for each responsible person available in the interval of cyclic task.
- Desirable quantity of visits per month for Doctors – DCV and for pharmacies – ACV.
- Formula: SUM(OTn - ((OnD*DCV*DV)+(OnA*ACV*DA)))
An example with actual numbers:
Cyclic task: 1.09.2016-01.10.2016
D=150
A=50
O=3
DI=7
AI=5
DV = 20 min
DA = 15 min
DCV = number of working days/interval = 21 / 7 = 3
ACV = number of working days/interval = 21 / 5 = 4
OT1 = 21*8 = 10080 min.
OT2 = 15*8 = 7200 min.
OT3 = 20*8 = 9600 min.
O1 is responsible for 50 Doctors (O1D) and 30 pharmacies (O1A)
O2 is responsible for 50 Doctors and 10 pharmacies
O3 is responsible for 50 Doctors and 10 pharmacies
Available number of minutes (AM1) = OT1 - ((O1D*DCV*DV)+(O1A*ACV*DA))
Number of visits (СV1) = AM1/(((DCV*ACV)/2)*((DV+DA)/2)))
General number of visits = SUM(CVn)
OT1 - ((50*3*20) + (30*4*15)) = 10080 - (3000+2250) = 4830 (Available (4830 /(((4+3)/2)*((20+15)/2))) 78 visits
OT2 - ((50*3*20) + (10*4*15)) = 7200 - (3000+750) = 3450 (Доступно (3450 /(((4+3)/2)*((20+15)/2))) 56 visits
OT3 - ((50*3*20) + (10*4*15)) = 9600 - (3000+750) = 5850 (Доступно (5850 /(((4+3)/2)*((20+15)/2))) 95 visits
Total number of visits 78+56+95 = 229 visits
So as you may see calculation of the number of visits are quite complex and depend on a lot of parameters, therefore it would be incorrect to simply calculate the number of visits per month and then multiple it by the number of needed months.
Hope it clarifies now!
Best regards,
Anastasiia