How do I configure the link with Autoline using the PON webservice?

Since Plan-IT version 5.171.7825 (january 2017) it is possible to report the appointment date back to Autoline. This makes the combination of Plan-IT and Autoline very strong.
Because it is not needed anymore to plan via the ‘Laatbak’. This whole part can be skipped in Autoline.

This way the users can create a work order much faster and with fewer clicks.

Autoline settings

First, you can turn off the ‘Laatbak’ in Autoline. (Contact CDK first to ask them what will be the consequences for your organization).

Turning off the ‘Laatbak’ can be done by the dealer, this is a parameter in the Systemparameters of Time accounting (Urenverantwoording) and can be found as such:

1. Click in the main menu on the option Urenverantwoording
2. Select the option Filiaal
3. Go in the menu to the option Systeemfuncties
4. Select the option Systeemparameters
5. In the section Diversen turn off the parameter Actieve toekomstplanning

By turning off this parameter, the planning is activated.

You can now create a work order in Autoline. When saving the work order, it is sent to Plan-IT. It is scheduled in Plan-IT, and the data is Autoline is updated. You can now move the work order in Plan-IT and the planning date will be updated automatically in Autoline. Because of this it will always be in sync and it becomes much easier to move an appointment to another date.

When the customer delivers their car, the work order becomes scannable when it is reported 'key in'.

Below is a video how the returning back works:

Settings in Plan-IT

Follow the below steps to configure everything in Plan-IT:

1. In the menubar, click on the option System.
2. Select the option System settings.
3. In the first row of tabs, go to Connections.
4. In the DMS tab, turn on the option PON terugkoppeling Autoline webservice aanzetten.
5. Enter the data for returning back. You can receive the inforation that you have to enter here from PON.

It's important to coordinate this with all parties (PON, CDK, Plan-IT, your internal organization) before configuring this.

What does Plan-IT return back to Autoline

When it is a Time appointment in Plan-IT, the information about the time appointment is returned back to Autoline. So the starting date, end date, starting time, end time of the time appointment.

When it is a customer waiting in Plan,IT, the starting date of the scheduled work order and the waiting time that is entered in Plan-IT are returned back to Autoline as starting time and total time of the work order.

When it is a deadline , Plan-IT returns back the starting time of the working day (8:00) and the end time that is entered as deadline time.

Since Plan-IT version v5.171.8713 also the times for collecting and returning cars or customers can be returned back. You can configure with a system setting per establishment whether you want to make use of this.

There is an extra check in Plan-IT whether the data is entered properly. So when a value is not entered somewhere, Plan-IT automatically takes a superceding value from the work order (scheduled date, starting time, end time, etc)