Make/ Groups/ Attachment/ Freight Carrier/ Marketing Program/Job Site tabs
Make tab:
The Make tab allows you to map the make codes stored within IntelliDealer to the make codes stored within the selected equipment listing system.
The following fields appear on theMake tab:
| Field | Description |
|---|---|
| Line | This field is system generated and is used to keep track of each make code. |
| Make | The make code as it appears in IntelliDealer. |
| Equipment Listing System Make | The make code as it appears in the selected equipment listing system. |
Click the Add> link if you need to map more than 10 make codes.
The following buttons allow you to complete your work on the Make tab:
| Button | Function |
|---|---|
| Save | Saves the settings on the Make tab. |
| Close | Closes the Make tab without saving any changes. |
Groups tab:
The Groups tab allows you to map the group codes stored within IntelliDealer to the group codes stored within the selected equipment listing system.
The following fields appear on theGroups tab:
| Field | Description |
|---|---|
| Line | This field is system generated and is used to keep track of each group code. |
| Group Code | The group code as it appears in IntelliDealer. |
| Equipment Listing System Group Code | The group code as it appears in the selected equipment listing system. |
Click the Add> link if you need to map more than 10 group codes.
The following buttons allow you to complete your work on the Groups tab:
| Button | Function |
|---|---|
| Save | Saves the settings on the Groups tab. |
| Close | Closes the Groups tab without saving any changes. |
Attachment tab:
The Attachment tab allows you to map the group codes stored within IntelliDealer to different attachments listed on the selected equipment listing system.
The following fields appear on theAttachment tab:
| Field | Description |
|---|---|
| Line | This field is system generated and is used to keep track of each group code/ attachment. |
| Attachment | The group code as it appears in IntelliDealer. |
| Attachment | The attachment that will be listed on the selected equipment listing system. |
Click the Add> link if you need to map more than 10 group codes/ attachments.
The following buttons allow you to complete your work on the Attachment tab:
| Button | Function |
|---|---|
| Save | Saves the settings on the Attachment tab. |
| Close | Closes the Attachment tab without saving any changes. |
Freight Carrier tab:
The Freight Carrier tab allows you to maintain the Komatsu/ Kobelco freight carrier codes stored within IntelliDealer.
The following fields appear on theFreight Carrier tab:
| Field | Description |
|---|---|
| Line | This field is system generated and is used to keep track of each freight and carrier code. |
| Freight Carrier | The freight or carrier code as it appears in IntelliDealer. |
| Freight Carrier | An expansion of the selected freight or carrier code. |
Click the Add> link if you need to add more than 10 freight or carrier codes.
The following buttons allow you to complete your work on the Freight Carrier tab:
| Button | Function |
|---|---|
| Save | Saves the settings on the Freight Carrier tab. |
| Close | Closes the Freight Carrier tab without saving any changes. |
Marketing Program tab:
The Marketing Program tab allows you to maintain the marketing program codes for the selected equipment listing system.
The following is a description of the fields that appear on theMarketing Program tab:
| Field | Description |
|---|---|
| Line | This field is system generated and is used to keep track of each marketing program code. |
| Marketing Program | The marketing program code as it appears in IntelliDealer. |
Click the Add> link if you need to add more than 10 marketing programs.
The following buttons allow you to complete your work on the Marketing Program tab:
| Button | Function |
|---|---|
| Save | Saves the settings on the Marketing Program tab. |
| Close | Closes the Marketing Program tab without saving any changes. |
Job Site tab:
The Job Site tab allows you to associate a work order type to a job site type.
The following fields appear on the Job Site tab:
| Field | Description |
|---|---|
| Line | This field is system generated and is used to keep track of each work order/ job site type. |
| Type | The work order type associated to the job site type. |
| Job Site | The location where the service will occur; either In Shop or In Field. |
| Delete | If selected, will delete the selected line. |
The following buttons allow you complete your work on the Job Site tab:
| Button | Function |
|---|---|
| Save | Saves the job site information. |
| Close | Closes the Job Site tab without saving any changes. |
Xora Work Order Config screen:
To open the Xora Work Order Config screen, hover of the Configuration link from anywhere within IntelliDealer and select Interfaces> Other> Xora Work Order Configuration from the drop down list.
The Xora Work Order Config screen allows you select the work order types that will be sent to the Xora system.
The following fields appear on the Xora Work Order Config screen:
| Field | Description |
|---|---|
| Line | This field is system generated and is used to keep track of each work order type. |
| Type | The type of work orders that will be sent to Xora. |
| Delete | If selected, will delete the selected line. |
The following buttons allow you to complete your work on the Xora Work Order Config screen:
| Button | Function |
|---|---|
| Save | Saves the work order type information. |
| Close | Closes the Xora Work Order Config screen without saving any changes. |
Freight G/L Accounts/ Discount G/L Accounts/ Surcharge G/L Accounts/ Total Cost G/L Accounts/ Invoice Amount G/L Accounts tab (JD Quote II):
To open the JD Quote II G/L Account tabs, hover over the Configuration link from anywhere within IntelliDealer and select Interfaces> John Deere> Quote II from the drop down list, then select the New Configuration radio button on the John Deere Quote II screen.
The JD Quote II G/L Account tabs allow you to configure the G/L accounts that will be used to determine the pricing, freight, and discount(s) of the units listed in the JD Quote II system based on historical records associated to the units. For example, if the Freight G/L Accounts option is selected in the Select freight by field on the John Deere Quote II screen, the system will check the G/L accounts listed in the Freight G/L Accounts tab for historical records associated to the units in the JD Quote II system. If a match is found, the system will use the most recent freight amount charged for the unit as the current freight charge.
Note: For more information about the JD Quote II system, see the John Deere Quote II screen help topic and the About JD Quote II topic.
The following fields appear on the JD Quote II G/L Account tabs:
| Field | Description |
|---|---|
| G/L Account | The G/L accounts that the system will check for historical records associated to the units listed in the JD Quote II system. |
| Delete | If selected, will delete the G/L Account from the list. |
The following buttons allow you to complete your work on the JD Quote II G/L Account tabs:
| Button | Function |
|---|---|
| Save | Saves the selected G/L account information. |
| Close | Closes the JD Quote II G/L Account tabs without saving any information. |