Integrated Rental: Equipment Profile
IntelliDealer is the system of record for Equipment Profiles.
To update an Equipment Profile, make your changes in IntelliDealer. When you save your changes, this triggers an update, which automatically propagates the changes to Integrated Rental.
Any file-level changes that happen in the background, such as billing run updates or OEM integrations also trigger an update.
Equipment Profile Information
The Equipment Profile Information file is: CGIBASE
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IntelliDealer Equipment Profile Screen |
IntelliDealer Field Notes |
IR Equipment Screen |
IR Field Notes |
|---|---|---|---|
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Stock Number |
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Equipment No |
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Make |
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Make |
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Machine Serial Number |
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Serial No |
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Location |
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Current Location |
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Division |
Not an on-screen field. Comes from CBDIV. |
Current Division |
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Model |
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Model |
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Status |
IntelliDealer sends only these statuses: RENTAL, INVENTORY, ON_ORDER, PRESOLD, SOLD |
Fleet Type |
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Year |
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Model Year |
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Machine Hours |
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Meter |
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Machine Hours Date |
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Meter Date |
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Machine Hours 2 |
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Meter Secondary[AM1] [CL2] [CL3] |
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Hours Estimate Code |
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Meter Type Secondary |
Only send if unit has 2 meters based on IntelliDealer equipment group code |
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Machine 2 Hours Date |
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Meter Date Secondary |
Only send if unit has 2 meters based on IntelliDealer equipment group code |
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Stock Number |
IntelliDealer prefixes Company and Division to the stock number |
Stock No |
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Inventory Account |
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General Ledger Account |
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| Reference Amount | WashoutSalePrice | ||
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Company |
Not an on-screen field. Comes from CBCO. |
Company |
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Status and In/Out Indicator |
Status |
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Type |
IntelliDealer matches New and Used values to IR values.[CL4] |
Inventory Type |
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Fleet Date |
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First Rental Date[AM5] |
Only sent during the Preload. |
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Fleet Date |
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Rental Cap Date |
This is the only date sent during updates. |
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Parent Stock Number |
Not an on-screen field. Comes from the parent stock number field (CBPORD) if there is one, otherwise set to NULL. |
attachedToEquipmentNumber |
(no on screen value) |
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Description |
|
Display Model |
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| AvaTax Product Code | AvaTax Product Code |
IntelliDealer Status to IR Fleet Type mapping
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IntelliDealer Status |
IR Fleet Type |
|---|---|
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OnOrder |
OnOrder |
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Presold |
OnOrder |
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Inventory |
Inventory |
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Rental |
Rental |
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Sold* |
Pending Sale under these conditions:
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| Sold* |
Rental under this condition: If the equipment is on a rental contract in IR and the rental type is anything other than no charge. |
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Invoiced |
Sold |
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Transferred |
Missing/Junk |
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Deleted |
FlagDeleted |
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Deleted from Equipment Master (CGIBASE) |
FlagDeleted |
IntelliDealer In/Out Status to IR Status Type mapping
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IntelliDealer In/Out |
IR Status Types |
|---|---|
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In |
Available |
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Out_Rental |
Rented |
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Out_Rental |
Pickup |
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Out_Rental |
RPO |
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Out_Rental |
Lease |
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Out_Demo |
No Charge |
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Out_Service |
Inspection |
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Out_Service |
Returned |
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Out_Service |
Received |
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Out_Service |
AvailablePendingReturn |
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Out_Service |
Shop |
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Out_Service |
Yard |
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Out_Service |
Project |
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Out_In_Transit |
Other |
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Out_Being_Transfered |
Transit |
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Out_Equipment_Sold |
Sold |
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Out_Held |
Do Not Rent |
Equipment Transaction Information
Equipment Transaction updates are sent when a record is added to the database, typically during a billing run.
The IntelliDealer Equipment Transaction files are: CGIHIST, CGIBASE
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IntelliDealer Machine History (Equipment Profile) |
IntelliDealer Field Notes |
IR Equipment Transactions |
IR Field Notes |
|---|---|---|---|
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Account Number |
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GL Account |
IR concatenates the account description and account number. |
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Stock Number |
Coms from CBORD. |
Equipment No |
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Customer Number |
Not an on-screen field. Comes from CHCUS. If the customer is no longer active, IntelliDealer sends a NULL value. |
Customer |
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Invoice Number |
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Transaction Number |
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Name |
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Name |
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Description |
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Description |
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Amount |
If the completed goods type is RENTAL or SALES, IntelliDealer negates the amount (makes it a negative value). |
Amount |
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Company |
Not an on-screen field. Comes from CHCO. |
Company |
Not an on-screen field. [AM1] |
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Division |
Not an on-screen field. Comes from CHDIV. |
Division |
Name |
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Make |
Not an on-screen field. Comes from CBMAK. |
Make |
Not an on-screen field. |
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Model |
Not an on-screen field. Comes from CBMOD. |
Model |
Not an on-screen field. |
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Location |
Not an on-screen field. Comes from CHBR. |
Location |
Name |
|
Date |
IntelliDealer sends the date from CHBDT, plus the UTC time of 12:00AM. |
Transaction Date/Time |
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Complete Good Type |
Type; see Entry and Bill Type Mapping. |
Entry Type |
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Complete Goods Subtype |
Sub Type; see Entry and Bill Type Mapping. |
Bill Type |
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Currency |
Not an on-screen field. IntelliDealer uses the location (branch) of the transaction (from PFWTAB) to determine the country. If Canadian, the currency is CAD; otherwise it defaults to USD. |
Currency |
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Reporting Currency |
Not an on-screen field. Uses the same logic as Currency to determine this value. |
Reporting Currency |
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Reference ID |
Not an on-screen field. If there is a TID associated with the transaction and it's not 0, IntelliDealer sends the TID with the sequence number concatenated on the end. Otherwise IntelliDealer sends the key to CGIHIST, which is Company/Division/ORDER#/Complete Goods Type/Subtype/Billing Date/Invoice#/Sequence |
Reference ID |
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Source |
Not an on-screen field. IntelliDealerhardcodes this value to "CDK". |
Source |
IR uses this value to determine who sent the transactions. |
Entry and Bill Type Mapping
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IR EntryType (BillType) |
IntelliDealer Complete Goods Type |
IntelliDealer Complete Goods Subtype |
Notes |
|---|---|---|---|
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Acquisition (Capitalized) |
I (inventory) |
O (original cost) |
Original Invoice |
|
RentalRevenue (Unknown) |
R (rental) |
all |
Rental revenue billed Multiplied by -1 to send to IR |
|
Depreciation (Unknown) |
W (depreciation) |
all |
Straight-line if W, Activity-Based if W, R |
|
Depreciation (Unknown) |
I (inventory) |
R (rental cost) |
Activity-Based |
|
WorkOrderMisc (Unknown) |
H (history) |
S (service) |
Labor/Parts |
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MakeReady (Capitalized) |
I (inventory) |
S (service) |
Service transactions are capitalized before rental
Less than or equal to the Rental Fleet Date |
|
WorkOrderMisc (Capitalized) |
I (inventory) |
S (service) |
Service transactions capitalized after rental
Greater than Rental Fleet Date |
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WorkOrderMisc (Unknown) |
M (maintenance expense) |
all |
Maintenance |
|
Interest (Unknown) |
F (finance expense) |
all |
Finance Expense |
|
Adjustment (Capitalized) |
I (inventory) |
remaining |
Other capitalized costs
Less than or equal to the Rental Fleet Date |
|
BookValueAdjustment (Capitalized) |
I (inventory) |
remaining |
Other capitalized costs
Greater than the Rental Fleet Date |
|
SaleRevenue (CustomerBilled) |
S (sales) |
all |
Sales of equipment |
Equipment Options Information
IntelliDealer sends updates whenever options are modified through the base and options tab.
The IntelliDealer Equipment Options files are: CGIOPT, CGIBASE
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IntelliDealer Equipment Options |
IntelliDealer Field Notes |
IR Equipment Configurations |
|---|---|---|
|
Stock Number |
|
Equipment |
|
Description |
|
Description |
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Sequence Number |
Not an on-screen field. Comes from COSEQ. |
Sequence |
|
Reference Code |
Not an on-screen field. Comes from a concatenation of Company/Division/Stock Number/Sequence Number |
Reference Code |