John Deere Proactive Jobs - Invoicing an Agreement

The service agreement data displayed by IntelliDealer is sourced from a query to John Deere and from the IntelliDealer database (files AGR_IN_REF and AGR_WO_REF).

  1. Search for an agreement that you wish to invoice.

    Select any relevant data that relates to your agreement, for example:

    • If the agreement was recent, it may be easiest to search by the Start and End date.
    • If you have configured a Machine Serial number for the Proactive Jobs agreement, you can search for this value to pick out the specific agreement that you would like to invoice.

    At this point, there is no stock number is associated with the agreements that you are looking for.

  2. Create a General Invoice from either the listing page or the details page. if desired, change the location of the general invoice, then click Create new.

  3. Optionally, you can attach to an existing general invoice or one that is in history:
    1. Change the location to the location of your general invoice.
    2. If the invoice has already been billed and in invoice history, click the Search Invoice History check box.
    3. If you happen to know the invoice number, key it in or you can click the magnifying glass to search for a general invoice in history of the current invoices.
    4. Click Refresh Stock number.
    5. Choose the stock number and click Attach.

  4. If you created a General invoice, fill in a customer number if the customer number field is present. Note that:
    • When an invoice is created, all plans are turned into General Invoice lines and are credited to the Accrual account configured in the configuration screen.
    • The customer number you entered is filled into the general invoice customer field.
    • If there was already a customer number associated with the CKCID for the agreement, the customer number field will not be present and the associated customer number is used for the general invoice field.
  5. Add the machine stock number to the stock number field. If the agreement is not equipped, question marks are automatically added.

  6. Process the general invoice normally, charging the customer based on their preferred payment method and let the invoice go through the billing run.

Once added, you can view or detach the invoice up until it is invoiced. The detach process contacts John Deere with the detaching information, and only allows detaching if no work has been done. The view opens the invoice in invoice history.

Security: 810 - Access Service Requests

Revision: 2024.09