Simplification of company law (only for Belgium)
In 2019, the new Code of Companies and Associations was finally adopted, with a view to a more flexible, simpler and more modern system.
One of the biggest reforms is the drastic reduction in the number of company forms. There are still four basic forms of company:
These were adjusted in PlanManager. What was also carried out is an adaptation of the documents, so that BV is mentioned instead of BVBA. This is a requirement from January 1, 2020, regardless of whether the necessary adjustments have been published in the Official Gazette or not. Our team has done a huge job of replacing "BVBA" on all documents of all customers with "BV", but if one escaped our attention, please let us know via e-mail at support @ insypro .com. Please note: what we can change is text data. If graphic objects / scans were used on documents in which the company name and company form are stated, they will not be adjusted. You must then provide us with a new graphic object or scan.
TABLETS & APPLICATIONS
From android 10 on, the tablets, in the list "Management - Tablet - Devices" are no longer indicated with the serial number with 11 positions, but with the one with 16 positions:
Now you can also adapt the info about the insurer in inspector 3.
The status "no repair" is now a system status (so you can no longer change or delete it), this was changed for reporting purposes.
The new calendar function can now be activated via the user groups page.
In this calendar, you can filter on location, as well as on different key data.
You will find this function, if activated, at the top right of the job list.
Pickup & Delivery
Logistics in PlanManager : How and when will cars arrive and depart from the bodyshop ?
In the job screen a new icon has been added
For the icon to appear do not forget to add the necessary rights to the required user groups ! Click on the icon and following pop-up appears :
The screen is split into two parts : the arrival section and the departure section. In the screenshot you’ll notice that from the dropdown one can
select 1 of 3 different appointment types: Walk in (customer brings the vehicle), Collection (pick-up of the vehicle by driver or lorry) and Recovery (vehicle
brought by recovery service).
In the next field the user can choose from a number of options. There are 3 system options, and other possible values can be added under the System tab / List menu / Rental type, as shown here :
As you can see there are 4 ‘fixed’ (system) types – see the lock in front of them – being None (no courtesy car required), Manual (gearbox), Automatic (gearbox), External (not a courtesy car from the bodyshop), and 2 user defined ones that were added (Bike and Enterprise).
One of these values can be selected from the dropdown list in the logistics popup window in the job screen:
The next field is the book in date. This date can be filled in manually, or by using the calendar – activated using the ‘Plan’-button. In the calendar overview that appears the user can select a day/date in the calendar, based on the number of entries that have been defined in the “repair type” definition.In our example you’ll see that at the bottom of the screen there are 3 buttons (reapir types) called ‘Standard’, ‘Smart’ and ‘1 day’. In the configuration section you can change these to be other options/values. The use of this feature is not required to select a date, but correctly configured it will help the user in selecting a correct date for the repair appointment.
The date field will show the selected day/date; the time field needs to be filled in by the user.
The next dropdown field allows the user to select one of the parties linked to the job (owner, driver,…) but the list will be populated only with the parties effectively linked to the job; the option ‘Other’ will always be there. If this option is selected then the user can fill out all the address details for the pickup
manually (e.g. when car needs to be picked up at the owner’s work place). The other options will fill out the address fields automatically ( to the extent entered in PlanManager on the level of the related party). In our example, because there is only an owner linked in the job, we see just 2 options in the dropdown list.
A postcode lookup functionality will be added in a next release.
In the contact (name of contact just for this pickup service) and contact telephone number fields specific data can be stored. In the remarks field the user can type anything she/he wants.
You’ll notice a field “parking” -> once the vehicle arrives on-site the parking spot can filled in here (in a future version of reception app this will be integrated) in order for the technician to easily find back the car.
The section “Departure” is similar, but does not have a Plan-function (irrelevant for the return of the vehicle), neither does it have a rental type (because that was defined in the ‘Arrival’ section. The ‘copy from arrival’ will copy the data to the corresponding fields in the Departure section. They can be changed if
needed, or the user can type in everything manually as well. The appointment types that were selected will be shown in the main job screen using icons.
The ‘Save’ button takes us back to the main job screen.
Important : on the main job screen the incident date field was removed to make room for a new field called “Book out date”. The incident date field can now be found in the popup shown when clicking the icon “Damage details”
Let’s look at the icons shown :
In UK version this field is called “Book In Date”
The icon shown here (for Collection) shows how the car will come in.
The icon shown here (for Walk In) shows how the car will leave the premises.
The next screenshot show how this information will be shown on the calendar accessible from the Job tab / Calendar menu-item :
In the calendar list overview this information is presented as :
Remark : 9170 = the postcode
There is also a report (Reports / Operational / Logistics) that can be exported to excel. This excel sheet can then be used for the drivers or other interested members of staff.
The DMS Datastore offers the possibility to store data from vehicles and associated customers from 1 or more external databases (DMS systems) within your own PlanManager environment without having to create files. Handy if you work as a bodywork for 1 or more garage companies and can find vehicle and customer information quickly in this way. Or also interesting if you want a simple link between a garage package (DMS system) and PlanManager for customer and vehicle information. The data must be exported by the external system in a predetermined and easily structured text file (csv), so that you can import this info in PlanManager into the DMS DataStore. Once the information has been read there, you can immediately request the vehicle information (and possibly the linked customer) in a file based on number plate or chassis number.
Ordered parts and their status
Many users asked us to provide the option to view all parts orders on the job screen. This option was added to the job screen in an interim release, so that you now see that list at the bottom right of the screen (depending on the permissions setting whether your user profile is allowed to see the list or not):
The list shows all ordered parts for the file , with their status
In the planning, the file is highlighted over several weeks. This makes it easier to keep track of the file after scrolling over a longer period (more than one week).
LINK WITH OTHER CALCULATION TOOLS
In Audanet , the recovery description of the calculation is transferred to the "Recovery description" field.
Also in Audanet, the already imported cutlery is deleted from the audanet list.
At SilverDAT , all parties and the specifications are imported at the first transmission.
The PlanManager - Dekra Netherlands link is now active.