PO Number
Use the PO Number screen to map the selected JD Quote II purchase order/quote information to the corresponding IntelliDealer information so you can create an equipment invoice for the order in IntelliDealer. The Create Invoice button only appears if you enter the appropriate information in each of the mandatory fields listed on this screen.
To open the PO Number screen, click a PO Number on the Access JD POs screen.
The fields on the PO Number screen are:
| Field | Description |
|---|---|
| PO Number | The purchase order number as it is stored in the JD Quote II system. |
| Quote Number | The quote number, as stored in the JD Quote II system. |
| Company/ Division/ Location | The company, division and branch location code of your dealership. This field is automatically populated by the system without spaces or slashes between each code. |
| Dealer Number | The dealer identification number associated to your dealership by John Deere, as stored in the JD Quote II system. |
| Customer/ Customer | The IntelliDealer customer number and the corresponding customer name, as stored in the JD Quote II system. |
| Salesperson/ Salesperson | The IntelliDealer employee ID and corresponding name, as stored in the JD Quote II system. |
| Stock Number/ Serial Number/ Description/ Make/ Model/ Price | The IntelliDealer stock number and corresponding machine Serial Number, Description, Make/ Model codes and Price of the unit(s) being sold on the quote. |
| Trade-in/ Serial Number/ Description/ Make/ Model/ Price/ Overallowance/ Overallowance Amount |
The IntelliDealer stock number and corresponding machine Serial Number, Description, Make/ Model codes, Price, Overallowance amount and Overallowance Account of the unit(s) being traded on the quote (if applicable). See also: Trade Ins. |
| Miscellaneous Charge/ Fee/ Price |
The miscellaneous charge code and corresponding Fee description and Price of the miscellaneous charges on the quote (if applicable). See also: Miscellaneous Charges. |
Use these buttons to complete your work on the PO Number screen:
| Button | Function |
|---|---|
| Create Invoice |
Creates an invoice in IntelliDealer for the selected PO/ quote. Before clicking this button, ensure all mandatory fields on this screen are completed and the IntelliDealer information has been mapped to the JD Quote II information. Otherwise, the invoice will not be generated. |
| Delete | Deletes the selected PO/Quote. |
| Close | Closes the selected PO/Quote without creating an invoice. |