TruckVision - WO import

TruckVision - WO import

When creating a work order in Truckvision, Truckvision always fills the date field with the date the file was created.

The "Start Availability" field is populated before the vehicle is actually in the workshop. (This can be adjusted at any time.)

The appointment date that Claire shows is the Start beschikbaarheid date of the work order and not the date on which the appointment was actually created.

 

 

Rules to get a WO imported in Claire:

 

1. Appointment date (in the range we are importing)

2. Car information (license plate, brand / modal / vin number)

3. Customer information (name / surname)

4. Interventions with a number between 200 and 399 in the field Status.* 

 

Recurring car from Truckvision to Claire:

It's possible to have multiple work orders within a file in TruckVision. These are work orders for the same car, but each has its own tasks. TruckVision uses work order numbers that begin with the file number and are followed by 01, 02, etc. In theory, it's possible to create 99 work orders within a file.

It doesn't matter if the vehicle returns later or if, for whatever reason, a second work order is created within the same file. For the sake of completeness: if a work order within a file reaches status 400 (Work completed), it can no longer be clocked. If you do want to do this within the same file, you'll need to create a second work order.

Second work orders within a file sometimes happen accidentally (per task/process ID, you can choose to add the tasks to an existing work order or create a new one). 

Second work orders are sometimes also created intentionally within an existing file, so you have the complete history of a repair or similar project in a single file, even if the customer returned later for work that was still on backorder.

This option also allows you to invoice the customer for the first work order, as it sometimes takes a while for a vehicle to return for the remaining work.

A second work order in a file should be displayed in Claire in the same way as a first work order in a file.

*List of WO statusses:

100 – Entered (Opgevoerd)

110 – Quoted (Offerte gemaakt)

170 – Approved (Offerte goedgekeurd)

200 – To be scheduled (Wacht op inplannen)

210 – Scheduled (Ingepland)

300 – Vehicle in hand (Voertuig is binnen)

310 – Order (Voertuig / Order is onderhanden)

311 – Backorder (Backorder (tijdelijke status)

400 – Work completed (Werk is gereed / Controle uit te voeren)

440 – Workshop hours distribution (Uren herverdelen tussen verrichtingen)

460 – Financial hours distribution (Uren klaarmaken voor facturatie (coulance etc)

465 – Credit (Financiele creditering (tijdelijke status)

500 – Hours/parts allocated (R eady for invoicing)  (Alles afgerond, wacht op facturatie)

550 – Invoiced (Factuur gemaakt, wacht op doorsturen naar administratie)

600 – Journalized (Gejournaliseer = in administratie)

951 – Completed (Afgehandeld / Betaald)

900 / 999 Cancelled (Cancel statussen)

 

 

 

Info

If the customer also uses planIT, planIT writes the appointment date back to Truckvision.

 

 

Notes

APK date is imported from Truckvision and RDW.

Hoe worden de verrichting onderdelen in Claire geïmporteerd?

 In TruckVision kunnen er 2 dingen gebeuren:

  1. Er worden verrichtingen (arbeid) opgevoerd en er worden onderdelen toegevoegd. In dit geval is er geen verband tussen de onderdelen en de verrichtingen.
  2. Er wordt een pakket opgevoerd. Als er in de pakket verrichtingen en eventueel onderdelen, dan wordt dit aan de achterkant met een verwijzing in de tabellen aan elkaar gekoppeld.

In beide gevallen ziet de gebruiker niets van deze koppeling. De gebruiker kan echter filteren per opgevoerd pakket om te zien wat er allemaal bij het pakket hoort. Dit is dus een link met het pakket. Nog steeds is dit geen link tussen de verrichtingen en de individuele onderdelen. Als er 1 verrichting in een pakket zit, dan kun je dus manueel herleiden dat de onderdelen bij die verrichting horen, maar als er meerdere onderdelen in een pakket zitten weet je dit niet.

 

In het algemeen kun je dus stellen dat er geen koppeling is tussen onderdelen en verrichtingen.

Er is wel een koppeling tussen onderdelen en verrichtingen die in pakketten zitten, maar dan alleen op pakketniveau.

 

WO not imported in Claire?

Check the 4 rules in Truckvision.

Rule 5

If the intervention has status 210 and parts (onderdelen) has status ID 300 for example - WO will not be imported in Claire.

You need to delete the parts (onderdelen) then go to Planning Picklijst and add Parts (onderdelen)

 

Clock Api Truckvision

This feature allows users working for a location that has Truckvision for DMS to open WebklokV2 directly from the Claire application on tablet.

For more info, go to this LINK


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