Utilities

Data Source: Not Applicable

To open the Utilities screen, hover over the Administration link from anywhere within IntelliDealer and select Settings> Utilities from the drop down list.

The following is a description of the links that appear on the Utilities screen:

Field Description
Copy Executive Summary Dashboard Configuration Opens the Copy Executive Summary Dashboard Configuration screen which allows you to copy another user's Executive Summary views.
Copy Customer Portal Configuration Opens the Copy Customer Portal Sequencing screen which allows you to copy another customer portal sequence.
Configure Printer Files Opens the Configure Printer Files screen which allows you to setup/configure printer file attributes.
Mass Change Salesperson Opens the Mass Change Salesperson screen, which allows you to update the salesperson ID in a number of applications throughout the system.
Maintain News Opens the News screen, which allows you to maintain and create news articles for users of IntelliDealer and the ID MobileAccess and MyDealer applications.
Copy G/L Accounts

Opens the Copy G/L Accounts screen, which allows you to copy the charts of accounts (ACCMAST and COACMAST file records) from one company/division to another company/division, or to create a new cost center in an existing division.

Note:  The Copy G/L Accounts link will only appear if the Allow GL Copy switch is activated on the Authorization List for WebAdmin screen.

Note:  The following accounts will not be copied when using this function:
- Deactivated general ledger accounts
- Distribution accounts
- Alias accounts
- Corresponding accounts such as inventory accrual accounts
G/L Account Edit Report Opens the Select Print Parameters screen in order to print the G/L Account Edit Report (PSGLRPT), which displays any general ledger accounts that require edits.
Customer Master Sold To Name & Address

Opens the Customer Master Sold To Name & Address screen, allowing you to apply proper casing to the customer sold to names and addresses stored in the CMASTR file.
Used Evaluation/Inspection Deletion Opens the Used Evaluation/Inspection Deletion screen, which allows you to delete units in the Used Equipment Evaluation field.
Required Restarts Opens the Required Restarts screen, which allows you to configure transactions (orders, invoices) that need to be properly closed out or to be submitted as a job.