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Plan your work from Exact Online with vPlan

Plan your work from Exact Online with vPlan

Plan your work from Exact Online with vPlan

Do you use a module of Exact Online, but still have to transfer all data manually to your planning in Excel or another programme? Time for a change. Discover the strong collaboration between Exact and vPlan!

Carmen - 19 maart 2024

In this article:

  1. Exact & vPlan
  2. What are the benefits of the combination between Exact and vPlan?
  3. How does it work? And what are the possibilities?
  4. How other companies work with Exact and vPlan

1. Exact & vPlan

Exact Online has different modules with different options and functionalities. We briefly explain each module!

Exact Online Production

In the production module, you can create work orders, sales orders and orders. Within the work orders, the integration with vPlan will ensure that your complete parts list will be retrieved. Think of operations and materials. It is also possible to retrieve machining stations so that you can visually plan your orders on these. 

Exact Online Project Management

vPlan retrieves your projects from Exact so you can plan them visually. Within vPlan, the registered time can be sent back to your accounting system. Useful for your budget monitoring and invoicing.

Retrieve WBS projects, for example, or projects with the Hours per Hour type. Within WBS (Work Breakdown Structure), it is even possible to determine the way the link will work, for example planning per deliverable or per activity. 

Exact Online Commerce

Exact Online Commerce allows us to retrieve sales orders, orders, quotations and items with unit hours. I

Exact Online HR

In Exact Online HR, it is possible to create employees with a schedule. The integration retrieves all information from Exact and puts it into vPlan. This includes employees, rosters and absences such as leave and absence. This is how you accurately determine available capacity.

Exact Online Hours & Invoices

Within Exact Online's Hours & Invoices module, it is possible to create general projects. Data such as the project code, description, delivery date and more can be retrieved via the integration. 

What is vPlan? vPlan is the planning tool to plan, organise and communicate your work. Get a grip on your capacity, priority and deadlines. Share your planning easily and collaborate in real time in one tool. Within a minute, you synchronise data between vPlan and Exact. So you always have the information you need at hand.

2. What are the advantages of the combination between Exact and vPlan?

We can hear you thinking: What specific benefits does a connection between Exact and vPlan offer me? We're going to explain that to you in detail.

  • Save time with less manual work
    By integrating Exact and vPlan, you can reduce repetitive manual tasks. So you can save time as well as effort! Win-win.
  • Goodbye double entry, hello accuracy
    The integration ensures that data is shared seamlessly between Exact and vPlan. This prevents double data entry. No more mistakes will creep in here!
  • Smart pre- and post-calculations
    With the combined power of Exact and vPlan, you can perform accurate pre- and post-calculations. This provides insight into costs and performance, allowing you to plan and budget better.
  • Say goodbye to paper with digital planning
    Integration enables paperless planning, allowing you to manage everything digitally. Good for the environment, your wallet and nice and efficient!
  • Always up to date with real-time info
    Are there often changes in your process? The combination of Exact Online and vPlan always gives you up-to-date information. Never miss an update again.
  • Teams that work together, keep winning
    Communication is key! How great would it be if there was never again any miscommunication between different departments? Having sales orders automatically linked to production planning creates smooth cooperation between sales and production. Half of the communication is already automatic thanks to vPlan!

3. How does it work? And what are the possibilities?

Per Exact Online module, different components can be retrieved. On our support page you will find information about the different modules.

Incoming data

When Exact Online and vPlan are integrated, incoming data flows from Exact into vPlan. This includes information such as customer data, sales orders, materials, warehouses and financial data. This is different for each module.

Exact 1

Outgoing data

You can send data from Exact to vPlan but it is also possible to send data from vPlan back to Exact.

For example, you can update the planned date of production and sales orders to Exact from vPlan. You can also send the status of production and sales orders from vPlan to Exact Online, via selection codes.

Do you register time in vPlan? Then you can send these registrations to Exact Online. Time records can be sent back to Exact Online for work orders and projects. 

4. How other companies work with Exact and vPlan

Read here how other companies experience working with vPlan and Exact.

Moton Group

"The seamless cooperation between vPlan and Exact Online excited us. For us it is a real godsend that all data from Exact Online is synchronised to vPlan in no time. For us, this ensures visual planning with flexibility, as dragging and dropping orders works easily."

Printed bottle

"We use Exact Online. We were tipped off that vPlan could be the solution for us. As it allows us to plan flexibly and get a visual overview. After seeing vPlan, the choice was quickly made and we chose to plan in vPlan."

MondialPack

Thanks to the link with Exact Online, orders automatically appear in vPlan. By linking different statuses to our orders, cooperation between our internal and external warehouse has improved. As a result, we have created more peace within the organisation.

Read more experiences here.