Set up call plan for sales

Call Plan  •  Article  •  10/22/2025  • 

You can configure call plan behaviors using the Sales Call Plan Setup page. The values for the sales call plan setup, such as shipment date, route code, shipping agent service code, and more, are displayed on the Sales Order page.
The following steps guides how to set up the call plan.

  1. Select the Search icon , enter Sales Call Plan Setup, and then choose the related link.
    The Sales Call Plan Setup page opens.
  2. On the General FastTab, use Enable Cut-off Restrictions toggle to enable/disable cut-off time restrictions.
    It restricts the entry of sales lines if the system time is past the cut-off day and time.
  3. Turn on the Cut-off restrictions apply to E-Commerce toggle to enable alerts for e-commerce for cut-off restrictions.
    > [!NOTE]
    > This toggle is visible only when the Aptean E-Commerce extension is installed.
  4. In the Cut-off Warning Minutes field, enter the number of minutes in advance to each day’s cut-off time, by which a warning will be displayed that the cut-off time is approaching.

  5. In the Source for Inside Salesperson Code field, select the required option to specify the value for the inside salesperson code in a sales document. The options include:

    • Call plan: The Inside Salesperson Code field value on the Sales Order page is updated as follows:

      • If the sales order is created from the Sales Call Plan Worksheet page, the value is updated with the associated field value on the Sales Call Plan Worksheet page.
      • If the sales order is not created from the Sales Call Plan Worksheet page:
        • The value is updated with the Salesperson Code field value on the Ship-to Address page linked to the Customer Card page.
        • If it's empty, the value is updated with the Salesperson Code field value from the associated Customer Card page.

    • User Setup: The Inside Salesperson Code field value on the Sales Order page is inherited based on the following hierarchy:

      • The Salespers./Purch. Code field value on the User Setup page.
      • If the Salespers./Purch. Code field value is empty, but the User ID field value on the User Setup page is available, then the Inside Salesperson Code field value on the Sales Order page is left empty.
      • If both the Salespers./Purch. Code and User ID fields are blank on the User Setup page, the value is inherited from the Inside Salesperson Code field on the associated Customer Card page — this happens only when the Include in Call Plan toggle on the Customer Call Plan Setup page linked to the Customer Card is turned on.
      • If the Salespers./Purch. Code and User ID fields on the User Setup page and the Inside Salesperson Code on the Customer Card are all empty, the system displays a notification message and prompts you to enter the value manually.

  6. In the Last Used Call Plan Date Updates From field, select the required option from the dropdown menu.

    The field determines the criteria for updating the Last Used Call Plan Date field. If you select the Generate option, the last call plan date used will be updated from the Generate Call Plan Lines action. On the other hand, if you select Complete, the last call plan date you used will be updated when the Call Plan Status field value is changed to Completed on the sales call plan worksheet line.


    When updating the Last Used Call Plan Date field, the update only occurs if the current value is earlier than the replacement value or if it's blank.

  7. On the Default Call Days FastTab, you can select any days of the week from the dropdown in each field. This specifies the default call day on which the customer to be contacted for the specific shipment day.
    For example, if Friday has been selected in the For Monday Shipment field, the salesperson should call the customer on Fridays for Monday shipment.
  8. On the Order Entry Cut-off Times FastTab, in the Timezone field, select the appropriate time zone. This configuration determines how the system evaluates the specified cut-off times.
  9. In the day fields, enter the cut-off time for each day. The field value defines the time after which sales lines are no longer editable in sales documents created on that specific day (call day), regardless of the shipment day.
    These restrictions apply only when the Enable Cut-off Restrictions toggle is turned on for the respective sales document.
  10. On the Standing Orders FastTab, turn on the Enable Standing Orders toggle to the activate standing orders functionality across the system. For more information, see [Understand standing order](Understand standing orders.md).
    > [!NOTE]
    > If no number series is selected in the Standing Order Nos. field, the system prompts you to select a value before you can turn on the toggle.
  11. In the Standing Order Nos. field, select the number series for standing orders.
  12. In the Sales Default Entry Method field, select how quantities are entered. The available options are:
    • Replace: The system replaces the current quantity value in the daily quantity fields with the new entry.
    • Adjust: The system adds the new entry to the existing quantity in the daily quantity fields to calculate the updated total.
  13. In the Sales Date to Use field, select the date field to use for conversion validation. The available options are:
    • Req. Delivery Date
    • Shipment Date
  14. In the Sales Conversion Method field, select the conversion method for converting standing orders to sales orders. The available options are:
    • Single Date: Converts standing orders for a specific date.
    • Range of Dates: Converts standing orders for a range of dates.
  15. In the Sales Conversion Start Date Offset field, enter a positive integer to define the number of days from the current date to begin conversions.
  16. In the Sales Conversion Range Duration (Days) field, enter a positive integer to set the number of days in the date range for conversion reports when the Sales Conversion Method field is set to Range of Dates.

  17. In the Converted Sales Order Nos. field, select the number series to use for sales orders generated from standing order conversion. If left blank, the system uses the default number series defined on the Sales & Receivables Setup page.


    If the Enable Standing Orders toggle on the Sales Call Plan Setup page is turned off, the system displays an error message when you open pages related to standing orders.