Make/ Groups/ Attachment/ Freight Carrier/ Marketing Program/Job Site tabs
Topics in this section are:
Make tab
Use the Make tab to map the make codes stored within IntelliDealer to the make codes stored within the selected equipment listing system.
Fields on the Make tab are:
| 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.
Click Save to save the settings on the Make tab.
Click Close to complete your work on the Make tab without saving any changes.
Groups tab
Use the Groups tab to map the group codes stored within IntelliDealer to the group codes stored within the selected equipment listing system.
Fields on the Groups tab are:
| 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.
Click Save to save the settings on the Groups tab.
Click Close to complete your work on the Groups tab without saving any changes.
Attachment tab
Use the Attachment tab to map the group codes stored within IntelliDealer to different attachments listed on the selected equipment listing system.
Fields on the Attachment tab are:
| 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.
Click Save to save the settings on the Attachment tab.
Click Close to complete your work on the Attachment tab without saving any changes.
Freight Carrier tab
Use the Freight Carrier tab to maintain the Komatsu/ Kobelco freight carrier codes stored within IntelliDealer.
Fields on the Freight Carrier tab are:
| 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.
Click Save to save the settings on the Freight Carrier tab.
Click Close to complete your work on the Freight Carrier tab without saving any changes.
Marketing Program tab
Use the Marketing Program tab to maintain the marketing program codes for the selected equipment listing system.
Fields on the Marketing Program tab are:
| 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.
Click Save to save the settings on the Marketing Program tab.
Click Close to complete your work on the Marketing Program tab without saving any changes.
Job Site tab
Use the Job Site tab to associate a work order type to a job site type.
Fields on the Job Site tab are:
| 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 occurs; either In Shop or In Field. |
| Delete | If selected, deletes the selected line. |
Click Save to save the job site information.
Click Close to complete your work on the Job Site tab without saving any changes.
Xora Work Order Config screen
Use the Xora Work Order Config screen to select the work order types that are sent to the Xora system. To access the screen, navigate to Configuration > Interfaces > Other > Xora Work Order Configuration.
Fields on the Xora Work Order Config screen are:
| 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 are sent to Xora. |
| Delete | If selected, deletes the selected line. |
Click Save to save the work order type information.
Click Close to complete your work on 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)
Use the JD Quote II G/L Account tabs to configure the G/L accounts that are 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. To access the tabs, navigate to Configuration > Interfaces > John Deere > Quote II, then select the New Configuration radio button on the John Deere Quote II screen.
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 checks 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 uses 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.
Fields on the JD Quote II G/L Account tabs are:
| Field | Description |
|---|---|
| G/L Account | The G/L accounts that the system checks for historical records associated to the units listed in the JD Quote II system. |
| Delete | If selected, deletes the G/L Account from the list. |
Click Save to save the selected G/L account information.
Click Close to complete your work on the JD Quote II G/L Account tabs without saving any information.