John Deere Quote II

Data Source: Not Applicable

To open the John Deere Quote II screen, hover over the Configuration link from anywhere within IntelliDealer and select Interfaces> John Deere> Quote II from the drop down list.

The John Deere Quote II screen allows you to configure how equipment units will be listed and priced in the JD Quote II system, as well as the email address that will receive confirmation emails from JD Quote II. The emails are system-generated and include a .csv file containing one record for each equipment record that is sent to John Deere by the JD Quote II interface.

Note:  For more information about the JD Quote II system, see the About JD Quote II topic.

The following fields appear on the John Deere Quote II screen:

Field Description
To EMail The email address that the interface will send confirmation emails to.
File Name The name of the .csv file that the interface will attach to the confirmation emails.
Send By

Allows you to configure the date stamp on the confirmation emails that are sent; either Send by Date only, or Send By Date and Time.
Configuration Method

Allows you to configure how units will be listed and priced in the JD Quote II system; either using the Old Configuration method (which has been customized specifically for your dealership (for details, please speak to your system administrator) or the New Configuration method, which allows you to select pricing options on this screen.

Note:  If you select the New Configuration method, the screen will refresh displaying the JDQuote II Terms and Field mapping section, as well as the Freight G/L Accounts, Discount G/L Accounts, Surcharge G/L Accounts, Total Cost G/L Accounts, and Invoice Amount G/L Accounts tabs.

If you select the New Configuration method, the following fields will appear in the JDQuote II Terms and Field mapping section:

Field Description
Include CO/DIV in front of Stock# field If selected, will include the company and division codes associated to the units listed in the JD Quote II system in the stock number field.
Total Cost

Allows you to configure the total cost value that will be displayed for units listed in the JD Quote II system.

In the first drop down field, select what the system will use as the base value; either the Total Cost, Net Book Value, Price, Reference Amount or Original Cost of the unit. In the second drop down field, you may select whether or not to add or subtract (or ignore) the most recent history record associated to the unit in the Total Cost G/L Accounts.

Note:  For example, if Price is selected in the first drop down field and Plus Total Cost G/L Accounts is selected in the second drop down field, assuming the Price of the unit is $5000 and the 1010102 account has been selected in the Total Cost G/L Accounts tab, if the last history record for the unit in the 1010102 account is for $5500, the Total Cost of the unit in the JD Quote II system will be displayed as $10500.
Invoice Amount

Allows you to configure the invoice amount that will be displayed for units listed in the JD Quote II system;

In the first drop down field, select what the system will use as the base value; either the Total Cost or Reference Amount of the unit. In the second and third drop down fields, you may then select whether or not to add or subtract (or ignore) the most recent history record associated to the unit in the Invoice Amount G/L Accounts and Surcharge G/L Accounts.

Note:  For example, if Total Cost is selected in the first drop down field, Plus Invoice Amount G/L Accounts is selected in the second drop down field and Minus Surcharge G/L Accounts is selected in the third drop down field, assuming the Total Cost of the unit is $3000 and the 1010102 account has been selected in the Invoice Amount G/L Accounts tab and the 3010102 account has been selected in the Surcharge G/L Accounts tab, if the last history records for the unit in the 1010102 and 3010102 accounts are for $500 and $400 respectively, the Invoice Amount of the unit in the JD Quote II system will be $3900.

Suggested Price Allows you to select the suggested price amount that will be displayed for units listed in the JD Quote II system; either the unit's Reference Amount or the Base & Options of the unit.
Sales Cost Allows you to select the sales cost amount that will be displayed for units listed in the JD Quote II system; either the unit's Reference Amount or the Base & Options of the unit.
Select freight by Allows you to select freight will be calculated for units listed in the JD Quote II system; either using the last freight charge logged in the history records of the Freight G/L Accounts, or the charge configured for the FRT option.

The following buttons allow you to complete your work on the John Deere Quote II screen:

Field Description
Save Saves the settings recorded on the John Deere Quote II screen.
Close Closes theJohn Deere Quote II screen without saving any changes.