PPU Dealer Notification (2020)

Prevent work order number printing multiple times on Parts Order Receiver Report PAR156. This occurred if there were back ordered parts and the system was set not to display back ordered parts(CMBR3 Not Recvd on P/O Recv).

Customer Portal has been changed so that when mapping from the dealership to the customer, the system uses the longitude/latitude value in CMBR4 (if loaded) otherwise it can continue to use the address defined in the CMBR2 table.

Customized Financial Reports would occasionally show a blank column or extra column in the expanded account details. If a column was loaded in the wrong order, it could cause a new row to begin in the wrong spot.

Customized Financial Reports were sometimes missing a range of accounts when the account details included many pages of results. The missing details are now being included when expanding the account details.

Customized Financial Reports will now show the fiscal year instead of the calendar year in the column headings for the period value columns.

Recent changes to CNH Productivity Plus was to consolidate multiple similar parts and labor records. This however, caused the error 'the following fields contain errors' under certain conditions of multiple negative parts, labor and miscellaneous charges. This addresses those issues.

Adjust due date in transmitted Claas purchase order based on released date and lead time

The Wells Fargo DAC EFT format will now total payment records correctly in cases of multiple invoices being referenced within a single check.

Previously location tax was not being checked when changing a work order from warranty to customer. This could have caused tax 3 and tax 4 to have been set incorrectly to a Y on work order labor transactions. This has been corrected.

Comment/description for adding/editing a call in the new UI is working as expected.

Under certain circumstances, IntelliDealer would fail to transmit the work order to CNH. It mainly revolves around the user adding a part to a requisition and then removing that part manually, but using different taxes and/or discount codes on the removal.

The screen to delete contacts in customer profile is working as expected again. Also, fixed the similar issue which prevented some screens to open including MyDealer User listing, Master Credit, Customer Listing.

AvaTax will no longer post to lost sale A/R account on parts invoice. This occurred if the last line of a parts invoice was a lost sale.

Resolved an issue that was preventing the display of the MyDealer guest checkout screen after entering the system from the John Deere Parts Catalog site (Catch-a-Cart integration)

Sort by Job Location will now work in Rental Job Customer

The John Deere Dealer rewards date format for service agreements has been updated, and the service quantities will now be sent as 1 for all non-reversal line items.

Resolved an issue that was causing a "your session has expired, please log in again to continue" error message when attempting to access the guest/public mode of MyDealer

Field Level Security working for A/R Type in Customer Profile

remove legacy Komatsu part availability and parts order code, since it has been replaced by New Parts System

Previously when a part number had an associated extended description on a parts invoice, the extended description was not being removed after the part number was blanked and the parts invoice was saved.

This will allow more than 9000 A/P vouchers to be in the EFT email.

BSI interface creating equipment invoices and rental contracts will default the Avatax settings, similar to how IntelliDealer does

This will update the details that are transmitted to CNH Productivity Plus and AGCO+ credit card solutions to be more similar to IntelliDealer printed invoices.

On some occasions changing the taxes and discount fields on certain lines would result in multiple positive and negative lines being transmitted to CNH and AGCo credit cards, but the IntelliDealer invoice would only show one line for the part

When the dealer would quote labor, the actual amount of the labor would be transmitted. This update will now transmit the total cost to the customer as the quoted amount

Fix to carry the invoice number from customer listing search into detail listing of batch in cash receipts.

When returning parts from multiple requisitions, only the picpak from the first requisition would print if sent to a live printer. Now, the picpak from each requisition will print.

Prevent PPU Apply job from halting prematurely by allowing the submitted job more time to complete. When applying a PPU with a program to update data during the run, some dealers experienced a situation where the submitted job ended before the completion flag was updated, causing the monitor job to assume an error had occurred. To prevent this from happening, we will recheck the completion flag for up to 300 seconds after the job has ended.

Fixed customer merge (#CONVCUST) to prevent error on view build during update

Allow application type parts to be changed on account in account profile. This will now be allowed if all parts found using the sale account are vendor GL.

Adding a new customer will allow additional changes to be saved to the new profile.

Sales support portal customer profile view no longer opens in a small window. It will now open at its intended size.

Sets customer high balance to zero if the amount is less than zero.

Now able to change card number ar agency settings in customer profile.

MyDealer will show a dialog when an order is being submitted informing the user not to leave the page until it has finished.

The John Deere Dealer Rewards job has now been moved to run at 4:30 AM

Wells Fargo DAC EFT format requires Invoice records to be a subset of check payments - this update arranges that hierarchy appropriately.

Wireless DTF Parts Receipting will initialize a new users terminal for performing updates to packing slips. The terminal is initialized the first time the user logs into IntelliDealer, so this wasn't happening if the user only logs into wireless.

Wireless Shop Parts Return will now be able to return part numbers with double quotes in them.

Wireless DTF Parts Receipting will prevent updates to a packing slip if it is already being updated by another job. Occasionally the updates would lock each other trying to access the same data.

When the dealer would use the close button from the work order listing screen, a red message box would display the message 'hash'. This will prevent that message from being displayed.

Invoiced work orders can now be properly transmitted through the AGCO Point of Sale data transmit interface

Previously, parts profile availability would show parts that existed in branches that are now inactive. They will no longer show if the branch is not active.

Update year end retention logic for OUTSTD, BANKREC & YTDIST puge .When determining if vouchers should be purged during the year end run. The logic will now use the most recent date of the voucher expense date, payment date or check date.

The issue was with Guest "Forget Username and Password" link in MyDealer. The link is working now.

Preparing Worldpay credit card interface for beta

File Change: YTDJRL file has a new field YJPDT which contains the actual date a journal was posted to the system. This date comes from the many sources of the journals. Examples would include Billing Runs, Accounts Payable Updates. Having the actual date allows for easier and more accurate reconciliation between the general ledger and the journal details.

Base number selection screen no longer defaults the make field to UN and inventory/sales accounts now auto populate again when creating new equipment (New UI).

Files TETHRCAL (Tethr It Call History) and TETHRMED (Tethr It Call Media) have been created. These files are required for upcoming changes for Tethr It Now.

A positive pay download format for Berkshire Bank has now been made available.

Avatax will no longer calculate tax on internal customers

Changed the language in Parts Ordering Print Email Order type field to be Print Part Long Descriptions instead of Print Part Long Comments

This ppu will default parts invoices created by Komatsu eparts, BSI and several other interfaces to use Avatax over IntelliDealer taxes when the dealership is using Avatax. This will bring these interface into alignment with IntelliDealer and MyDealer.

In parts profile and parts invoicing, only active Komatsu promotion pricing will be displayed. Previously it was display the history pricing

If there was a error or address suggestion before creation of equipment invoice a wrong error message could be displayed.

Customer Portal Customer Equipment Create Link will no longer issue a javascript error.

Also added logic to ensure each dealer's lansaimg ifs folder is updated.

When accessing Equipment Profile from Customer Portal status selection will be now default to Invoiced and Sold

updated Volvo Work Order survey to:

- prevent sending Internal work order segments

- send blanks for name instead of the phrase 'Primary Contact'

- send contact mobile phone number

- allow location specific transmit

MyDealer users no longer require equipment access to use the MyDealer system

The Rental Counter details tab will now indicate which line is being viewed or display "New Line" when adding a line to help avoid any confusion as to what details are currently showing. This will show on the Contract Detail header line.

Secondly, a change was made to not reset the rate after having selected an invoice from the Downcosting popup. This could occur if Save was not pressed before pressing the Details button.

On a previous PPU, when using John Deere credit cards on rental invoices, the PO number field was being overwritten with CRF and the original invoice number. The dealer wasn't happy with this and wanted the original PO number to be displayed.

This will make the rental process similar to the other methods of payment.

When a dealer authorized an invoice with one agency, then switched to another, the 'Re-Authorize' button wasn't being displayed. This restores this functionality.

Area sales Rental Invoice detail listed under the Rental section will no longer include rental invoices billed through General Invoicing. Those will only show under the General section.

Field Level Security for Equipment in the new user interface now works for type and class fields

The Bank Electronic Cash Receipts interface will now allow multiple payments for the same invoice to be posted at the same time.

MyDealer shop-for-parts and equipment-for-sale links are no longer issuing 'Your session has expired' messages.

Freight information can now be properly imported through the UPS WorldShip 2.0 interface when the UPS WorldShip 1.0 version has not been previously used on a system.

Changed CRTALTLIB to check for the correct release file name

Fix issue when creating a work order from SAM with quoted values the created work order could be marked as avatax enabled when it should not be. This only occurred if Avatax was licensed and not configured.

Previously, when adding Freight charges to a Parts Sales Order/Requisition via the Parts Order Receipt system, the Avatax Product Code value from the Freight Part profile would not properly load on to the respective Sales Order/Requisition. This has been resolved.

A more meaningful error message will now be generated instead of NullPointerException when BSI parts invoicing is not properly setup.

Previously, it was possible to accept an Equipment Quote into an invoice when the stock number involved was already on a different invoice. A warning would appear to advise the user that this is the case, but it was possible to continue with the process. This will no longer be possible - the warning message is now error 4829 Stock # nnnn is already on quote/invoice yyyyy in location bb, segment ss. This edit check will be done after clicking the Accept link in an Equipment Quote as well as after pressing the Continue button on the subsequent Edit Invoice popup window. This redundancy is to account for potential timing conflicts.

This update is regarding the Volvo MMI 2.0 Interface, currently in Beta status. This interface's order import functionality stopped working in the 7.0 release due to changes applied to various fields within the system that required subsequent updates to the interface. These updates have been implemented and order import functionality will now work as expected.

Field Level Security for the CGIBASE "Internal" (CB_IU) field will now work properly when using the updated user interface. Previously, this checkbox would be accessible regardless of Field Level Security settings for this field.

The Claas Parts Inventory Manager interface will now generate the Transactional Demand file with the correct date in the file name. Previously when this file was generated, the date would sometimes read as the day prior to the actual file transmission. This has been resolved.

In MobileAccess, there is a setting to Print Inspection Steps for traffic tickets. This setting will print any Inspection steps relevant to the Category/Class of the unit involved with the ticket. Previously, when processing a traffic ticket involving a Miscellaneous Stock Number ('?') with this configuration setting enabled, the system would produce a General Internal Failure. This has been resolved by skipping the print step for the '?' stock number as there is no relevant Category/Class.

This update contains a performance improvement to the Parts Invoicing system for dealerships utilizing the Komatsu Parks Remarks interface. Occasionally when Parts Invoicing was reading the Komatsu Part Remarks file (PARTREM), the system would become slow. This issue was occurring due to the way that the PARTREM file was being queried. This has been resolved by refining the logic behind the lookup to more accurately select the required information and cut down processing time.

When viewing Customer data in the Customer Portal, users with appropriate security will now have a Create link to add Customer Owned Equipment from the Customer Equipment tile. Previously, users were only able to add Customer Owned Equipment from Customer Portal using the ...More link that appears for Customers with 4+ existing units associated with their profile. To simplify this, users with security to Add Equipment in security systems 800 - Equipment Profile or 996 - Customer Profile will be able to view/click the Create link.

Apostrophes in the History Description field of a Work Order will no longer result in '\' characters being inserted once it is saved. For example, a description of "Doesn't work" would be turned into "Doesn\'t work" once the Save button was pressed. As changes were made to the Work Order, these '\' characters would continue to accumulate. This has been resolved.

Improved error logging has been added to the Volvo GLIF MMI 2.0 order import process to allow for debugging of order issues inside the MMI order queue.

Guest users in MyDealer will now be able to see customized messages during checkout. These messages are configured under Administration > MyDealer Settings and are visible to all MyDealer users. Messages configured as type "Checkout" were previously not being displayed if a user had accessed MyDealer through the public mode option. This has been resolved.

The Percentage of Reference lookup will now return results for Financial Reports that have special characters such as '&' in the report name. This is referring to the % of Reference Number field a Financial Report's (Financial Management > General Ledger > Financial Reporting) Row Configuration. When clicking on the magnifying glass search icon for this field, no results would be returned when special characters were present in the report name. Percentage of Reference will also now show values on the report where wild card characters (*) exist on profit centers specified on both the column information and on the row calculations.

Traffic tickets that are marked as Being Shipped (status S) will now require a Shipping Date to be entered. While there already is an edit check in place to ensure that this is true, this update addresses a possible loophole in the process. After marking a ticket as status S, users will be prompted with a Printer Selection screen. If the default printer entered was invalid and the user then chose to refresh their screen rather than address the invalid printer, the system would bypass the blank Shipping Date check. This has been resolved.

The purging of billing history files has been moved to Database Reorganize (#CCPTER) process to prevent G/L Year End purge logic from interfering with the Real Time Processing (RTP) billing process. Only MNBDH billing header records will be purged with the #GL02 G/L Year End run and the purge of the child files will now be moved to the first #CCPTER run following the #GL02 year end run.

Under Financial Management > General Ledger > Budgets, there is a Set Budgets link that is used to open the Set Working Budgets window. This window allows users to quickly set Budget values for the current year, the next year, or two years from the current year. Previously, clicking the Update button would bring up a "Processing Request..." message but the system would not proceed past this point. This issue was being caused by updates in the IntelliDealer 7.0 release that changed the field type of Budget-related Date fields from Alpha to Numeric with the Set Working Budget screen still expecting an Alpha value. This issue has been resolved.

Previously, Rental Contracts billing with Tiered Tax would sometimes generate a Contract printout or Totals pop-up that displayed an incorrect tax amount. The tax amount generated for the Invoice printout and the total charged during the relevant billing run would both be correct. This issue was being caused by an error in the calculation for the Totals/Printout program when one of the tax codes involved only applied across a certain billable range for the lifecycle of the contract. This has been resolved.

This update pertains to non-hosted dealerships.

PDF functionality within IntelliDealer (printing to PDF, emailing invoices, etc.) requires a SPLPDF00 job to be running in Green Screen. When a PDF job starts up, it will check to see if there is already a SPLPDF00 job running to prevent duplicate jobs from running simultaneously. Rarely, this process would produce false positives with the starting PDF job detecting itself without recognizing itself before ending itself. This would occur if the job number associated with the PDF job began with a '0' due to the process of converting the job number character string to a numerical value for the purpose of comparison. This has been resolved.

The calculated On Hand values in Part History (PARTHIST file) will now properly reflect changes in the Parts Per Package (PPK) value. On Hand quantities are not stored in the PARTHIST file and are instead calculated and presented as a running total based on the Part's PARTHIST data when viewing the Part's Sale/Receipt history. Previously, the historical On Hand quantities would be based on current PPK values for all entries prior to the first receipt after a PPK change. This would result in inflated or deflated numbers depending on whether the PPK was increased or decreased. Now, when the system sees a PPK change in Part History, the following formula is applied prior to the next receipt record:

(Current Running OH Total + (PPK*Receipt QTY)) - Receipt QTY

This will result in the correct On Hand values being displayed when viewing a Part's history.

Category/Class/Sub Class data will now be forced to uppercase when using the Category/Class/Sub Class upload. Previously, it was possible to upload Cat/Class/Sub Class data with lowercase characters which would result in the system being unable to find them after the fact.

For Equipment Invoices closed to a Payment Card interface cash code, a serial number is transmitted to 2CP for each piece of equipment involved in the sale. Previously, it was possible to cause errors in the transmission if a stock number involved had no serial number (e.g. Pre-sold status units), resulting in a blank transmission and users being unable to close these invoices. Now, in the event that a serial number is blank on a unit being invoiced, the Description and Model information will be transmitted instead.

When viewing invoices in MyDealer under My Account > Invoices, users can download invoices individually or as a group by selecting the desired Invoices and clicking the Download Selected button. Previously, an issue existed when attempting to download a group of invoices as opposed to downloading them individually. This has been resolved, and the Download Selected button will now work as expected.

When processing a Rental credit invoice using the JDC2 interface, Deere requires an Original Invoice Number to be provided for the credit. Previously, the number entered was not always being transmitted to Deere via the JDC2 interface. This has been resolved.

Previously, when transmitting Memo data as part of the John Deere Sales Center Equipment upload process, each Memo line would be sent as "line 1\\nline 2", where the '\n' character is meant to allow Deere to recognize a new line. However, this formatting was not allowing Deere to correctly read the data. In collaboration with Deere, this issue has been resolved by sending the data as "line 1\r\nline 2" so that Deere servers can properly interpret the data.

If your dealership had previously experienced issues with Equipment Memo data not being uploaded properly through the JDSC Equipment upload process and this update does not seem to resolve the issue, please co-ordinate with Deere on a manual re-transmission of the data as they have indicated that there may be steps they will need to take to ensure the update flows through properly.

This update is for the Volvo GLIF MMI 2.0 interface which is currently in its Pilot phase. Based on the MMI Queue Manager and MMI Hostname field settings in the Volvo Parts Linq Configuration screen, Volvo MMI 2.0 will direct the connection to the proper ports and servers.

For more information on this upcoming interface, please contact your salesperson.

The ABA EFT format will now display the correct company name when the Vendor Tax Number field (field VMTAX in file VMASTR) is blank.

When a Used Equipment Evaluation (UEE) is sent to a technician, an IntelliDealer notification is sent along with it to inform the technician that there is a UEE on their desktop. Previously, this notification was being sent to all configured technicians rather than just the technician selected. This has been resolved.

This update is relevant to the Avalara Tax interface. When a Part is added to a Parts Requisition or a Sales Order, the Avatax Product Code from that Part's profile is loaded into the Sales Order Detail (SALDET) file. Previously, when editing the SO/Requisition and changing the originally entered Part with another, the Avatax Product Code field was not refreshed and the original code would be transmitted to Avalara. This has been resolved.

Previously, typing in a History Description on Segment 1 of a Work Order that began with the < symbol followed by any letter (with no space in between, i.e. "<Description") would result in the Description not carrying over to subsequent Segments being created. This would prevent the new Segments from being saved with the error 3361 History Description cannot be blank. This has been resolved.

In response to feedback about the recent updates to the PAR119 Parts Order Email report (see PPU 2020.08.003 for more information), the logic behind the report generation will now be based on the printer output selected. To ensure that users are once again able to print this report as needed, the updated POR38231 report will only generate if PDF is selected. If the user running the report chooses an actual printer, the previous PAR119 report format will be generated instead.

An error message will now be displayed when the transmission of Purchase Order and Dealer Item files fails through Claas Parts Inventory Manager transmit screen (Configuration > Interfaces > Claas > Parts Inventory Manager > Transmit). Previously, there would be no indication that a failure occurred.

The ability to view/edit Traffic Shipping Information has been added to MobileAccess. This information is critical for drivers making/managing deliveries using their phone. This new feature can be found under the Context Menu for all "Pending" status Traffic tickets. The Globe icon will be available for launching the Google Maps interface when an address is included. As well, the Shipping Instructions field will be displayed and merged with Job Site instruction comments as appropriate.

After displaying Payroll Hours data (under Product Support > Service > Analysis Reports > Payroll Hours), there are links at the bottom of the table to move between pages of data. These links are Next > and < Previous. Previously, upon clicking the < Previous link to move back a page, a report would be generated. This has been resolved.

In the CMBR5 (Green Screen) configuration table, there is a switch titled Use Alternate Invoice# Prefix. This switch makes it so that in the main invoicing systems (Parts, Equipment, Rental, Service, General) there is a secondary character that is used after reaching the maximum number of invoices under the last prefix. For example, after invoice A99999 has been generated, the system will rollover to AA0001 for the next invoice, then to AB0001 after AA9999 is used, etc.. Previously, Work Orders accepted from the Work Order Quoting system were not following this table setting when it was switched on. This has been resolved.

The Sales Analysis Reports have been updated to capture details from transactions that had their taxes calculated through the AvaTax interface. Previously, these transactions were being omitted. This includes the reports that are run through Product Support > Parts > Parts Reports > Sales Analysis Reports:

BIL930 - Parts Sales Breakdown by Salesperson

BIL943 - Parts Sales Analysis Allocation Summary

BIL946 - Parts Sales Analysis by Customer Within Salesperson

BIL964 - Parts Sales Analysis Allocation Summary (Detailed Report)

Previously, keying in a Service Request Problem Description that contained the Grave accent ( ` ) character resulted in various JavaScript errors for the Service Request window. As a result, it would become unresponsive and inoperable. This has been resolved and the Problem Description field will properly handle this character.

When releasing an Equipment Invoices, a series of checks are performed on the Equipment involved to insure there will be no conflicts between the billing of the sale and other internal billing processes. These checks being performed are determined by the Equipment Invoicing configuration switch Perform Additional Release Checks on Sale Stock # (Configuration > Equipment > General > Invoicing -- for a full list of what these release checks are, see Configuration: Invoicing). Previously, these checks were always being performed on Attachment stock numbers regardless of the configuration setting. This has been resolved.

Additional internal logging has been added for the John Deere Warranty Credits interface.

When creating a Voucher in A/P, users will be taken to the Purchase Order tab of the Voucher after selecting a Vendor number if it is found to have outstanding PO's to be paid. Previously, if the user creating this Voucher had just been working on another Voucher that had detail lines (distribution on the Voucher tab), it was possible to have the previous Voucher's distribution information display on the new Voucher. This would occur after pressing Save & Close on the previous Voucher, selecting a Vendor on the new one, then clicking directly from the Purchase Order tab to the Voucher tab. This has been resolved.

When configuring Inspection Section/Steps (Configuration > Equipment > General), it is required to associate an Inspection Section with an Inspection Type as well as either a specific group code or all group codes for Equipment. It is also possible to configure a generic set of Steps to complete for all group codes and a different set of Steps for specific group codes. Previously, if the Section for all group codes had a higher number of steps to complete than the Section for a specific group code, the system was throwing error 2228 Inspection must be completed before submission on Inspections that involved the specific group code. This has been resolved so that only the relevant Sections/Steps are taken into consideration for completion.

The following updates all pertain to the recently updated Parts Order Email report (formerly PAR119; see PPU 2020.08.003 for more information):

In the Volvo MMI 2.0 interface, the ability to manually transmit MMI files with a specific date has been added. When performing this transmission, the data generated in the MMI files will be as of the time that the Transmit button is clicked. However, the date specified will be communicated to Volvo as the date associated with the files. This function can be used in the event that a nightly MMI transmission fails to allow Volvo to maintain the set of files that it expects (i.e. one set per day). This can be performed under Configuration > Interfaces > Volvo > GLIF MMI 2.0 Transmit.

The Claas Transactional Demand file requires the carriage return (\r) and line feed (\n) characters for every line. Previously, the file was being generated with only the line feed characters present at the end of each line. This has been resolved.

This update has also added submenu options added for the four A/R Reports under Financial Management > Accounts Receivable. Previously, clicking A/R Reports would open another screen from which the desired report could be selected.

The John Deere Sales Center Equipment upload process will now properly handle special characters in transmitted fields. Previously, sending through these character(s) in a field would result in some characters receiving unnecessary special treatment and make the resulting information incorrect on Deere's end. This has been resolved by improving the logic behind identifying these special characters and their respective handling.

MyDealer will no longer display parts for vendor "GL" in the My Orders screens. Vendor GL parts cannot be ordered through MyDealer and were being displayed incorrectly.

This update will make it so the Supplier Mapping file (CMASSC) is properly updated when a user enters a Customer number in a Deere Expert Alert (Service request). IntelliDealer will also default the Customer number in the Expert Alert (service request) if the Customer number isn't already filled in.

Previously, when a dealer had multiple Work Orders open for the same stock number, the Machine Memo information on the relevant Equipment Profile would be duplicated when transmitted to Deere. This update will prevent this by removing the duplicated records prior to transmission.

When submitting Deere Warranty claims, special character strings involving ampersands (&) were not being encoded properly when in one of the Complaint Description fields. This was causing the transmission to time out trying to encode the same strings repeatedly. The logic behind the encoding process in this interface has been improved to resolve this issue.

Previously, Machine History displayed the Voucher number for entries created from Accounts Payable. The format appeared as "A/P-xxxxxx" where 'xxxxxx' represents the Voucher number. This has been changed to show the Vendor number instead. To note, the Vendor Number is retrieved from the associated voucher directly - there is no change to how information is being stored in the CGIHIST (Equipment History) file.

This change is being applied specifically to the Equipment Profile Quick Links - Machine History button. The Machine History pane that is displayed in the Equipment Profile will still display the associated Voucher number, but will be updated at a later date.

Under Configuration > Parts > Profile > PartAdds, a system can be configured so that newly added Part Profiles will have either a default value for certain Part Profile fields, or to always copy existing values when the Part being added already exists in another location. Previously, if the *ALL entry (indicating the settings apply to all Vendor numbers) from this table was set to copy another location's Increase Percentage value and that value was found to be 0%, the value was not used. Instead, the system would use the default value entered. The is has been changed so that the zero will be defaulted from the other location's Part Profile.

This update resolves an issue in the Alert Management system where text alerts would display placeholders and not the actual values they were intended to represent. Here is an example of how it appeared previously:

"Ex: [CUSTOMER NAME] Your Back ordered parts for, [ORDERNUM] is now complete with. [PARTNUM] "

The Avalara error "An Address is incomplete or invalid" will no longer occur when the dealership is registered for Simplified Sales Tax (SST). The system will no longer pass latitude and longitude through to Avalara, instead using Street Address for validation. This is because SST does not accept latitude and longitude as address information.

The Financial Management > Accounts Receivable > Bank Electronic Cash Receipts listing screen now supports CSV export functionality. This is accomplished by clicking the Layout Configuration icon on the listing table and then selecting Export as CSV. This screen is available as part of the Wells Fargo Receivables Manager interface.

MyDealer credit card orders will now check for popup blockers when opening the authorization window. A confirmation message will be displayed when leaving the checkout page if an incomplete authorization is still open.

There were two unused fields in the CMASCON file that were re-purposed. These fields area as follows:

Field CCMC8

Old Description: Filler

New Description: Allow Payments On Account

Length: 1

Type: Character

Values: Y or N

Field CCMC13

Old Description: Miscellaneous 13

New Description: Access Tethr It

Length: 1

Type: Character

Values: Y or N

These changes will be reflected in the corresponding CMASCON log file, LOGCMSC.

Previously, custom Avalara Entity Use Codes could be created and entered on to Invoice Headers, but would not be available for selection from the magnifying glass drop down menu. This made it so that these custom codes could not be entered in the Customer Profile "Avatax Entity Use Code" field due to the entered text being compared against the available drop down options. This issue has been resolved by making it so that custom entities will now display in the relevant search/drop down menus.

A Dangerous Goods indicator has been added to the listing screens in Komatsu Parts Availability and Komatsu Parts Ordering. This can be seen as a 'Y' and 'N' flag in the Parts listing tables in the respective interface screens.

Users logged into MyDealer are able to add parts to their cart and then update the Pickup Location that they are working with. Previously when this was done the prices associated with their cart would not be updated according to the newly selected Location's pricing. This has been resolved.

ID MobileAccess will allow billed work orders to be unlocked from the device. As it is not a requirement for dealerships to run a full Database Reorganize every night, it is possible for Work Orders to be closed, billed, and remain in the associated Work Order files while still being "locked" to a technician in MobileTech. Previously, trying to unlock one of these Work Orders would cause an error saying that the W/O itself is in use and cannot be unlocked/updated. This issue has been resolved by changing the error thrown to instead be the same "Work Order not found" error that occurs when an item that was previously in the technician's list has been purged from the system by a full Database run. This will allow the user to "unlock" the order on their end while not changing anything in the billed work order.

Previously, large Parts Invoices would experience timeout issues when dealerships utilizing the AvaTax interface also had security switch "System 823 - Product Support - Parts Invoicing > Display Totals/Charge Code Before Invoicing" activated for the user pressing Invoice. This has been resolved.

Under some circumstances, opening the detailed view of an IA journal in Account History would result in some detail lines not displaying. A short description field was causing some details to get left out of the list of details on screen. This has been resolved.

Users will no longer be able to delete a Stock Number that is currently on an open Work Order. For more information about the requirements to set a Stock Number's profile to Deleted status, see the Equipment Profile Online Help.

The Configuration option for Deere Parts Ordering URL under Configuration > Interfaces > John Deere > Parts Ordering has been removed. This URL is no longer used as the interface utilizes Okta credentials instead.

The MyDealer invoice widget will now show if the logged-in customer has an active internal A/R agency.

When adding a part to a Requisition for a Work Order making use of the Pricing Customer field, the Pricing Group will now be retrieved from the entered Pricing Customer to find any matching discounts for the Customer or the Pricing Group.

For more information on the Pricing Customer field, see Work Order Segment

Dealers were seeing that Customer Equipment listed through Customer Profile included equipment with a "Transfer" status (status 'T' in CGIBASE) whereas Customer Portal did not include these units. A change has been made to Customer Profile to no longer list Transfer status Equipment Profiles.

For more information on Equipment statuses, see the Equipment Profile Online Help

When adding a Work Order for a Service Request, dealers were seeing that the customer's default Ship To information was not being loaded properly. This has been resolved.

The Komatsu ASN interface has been updated to recognize file fields that had their type updated during the release of IntelliDealer 7.0 (i.e. from alpha to numeric).

The performance of the MyDealer Settings > System page under the Administration menu has been improved in mobile mode.

The Wells Fargo Receivables Manager/Bank Electronic Cash Receipts interface has received the following updates:

• The Suggested and Selected Invoices lists on the Bank Electronic Cash Receipts details screen will now show the Customer Profile popup and a link to the invoice

• Logic for populating the cheque number on payments processed has been updated to populate either static values (ACH, WIRE, WFGATEWAY) or the cheque number on Lockbox payments

• Adjustments will now be auto-populated with the appropriate sign

• The Payment Source filter on the Bank Electronic Cash Receipts listing screen will now properly filter by Payment Source

• Updated the date on BANKECR entries to use PR12 "Settlement Date" instead of PR13 "Effective Date"

In Financial Reporting, it was sometimes possible for the '% of Reference Number' option in Row configuration to result in incorrect percentages being displayed. This has been resolved.

Previously, upon moving an Accepted Equipment Quote into an Invoice, choosing the Edit option would result in the Quote being opened in a new window instead of the Invoice. This would occur when initially selecting the specific quote in the search area of the Equipment Quote listing. This has been resolved.

When doing a part substitution through Wireless DTF Parts Receipting, the Date Last Modified (PODTM) field in PURORD was not being set properly. It will now be updated to today's date.

The spool file for the Invoice History G/L Detail printout was not initially held when submitted into the print queue. This would occasionally prevent it from being routed to the correct user's PDF Viewer. This has been resolved.

Users will no longer receive an HTTP 500 error message from Deere Warranty when transmitting quote characters (") in the Cause/Complaint/Correction fields.

When receiving parts through wireless parts receipting, parts were not properly being added to pending order receipts. This has been resolved.

Positive Pay file generation now supports Wells Fargo - Canada formatting.

Equipment Quoting and Equipment Invoicing will now check the user group security Add Parts switch in systems 801 and 802 respectively to determine if a user can add parts to Part Master. Previously this check was not being made and any user in system 801 and 802 would have seen the link to add a part to Part Master if the part keyed was not found.

Previously, areas of the system that provided Pie Chart breakdowns of data would instead display a Bar Chart. The affected screens were Area Sales, Aged Work In Progress, and Geographic and Business Analysis. This has been resolved.

Work Order Reversals will now remove part Demands during the general billing run that processes the reversal invoice. Previously, the part Demand count was not reduced when a work order was reversed.

In Chrome, Work Order tab details would display in sections as they were loading, allowing them to be submitted before all the fields had been populated with values. This would sometimes cause data to be lost due to there being no data present when the tab was saved (e.g. Save button, swapping to another tab), particularly with slower connection speeds. This change makes it so that a tab will not be displayed until it has finished loading in its entirety.

IntelliTech users were seeing an Errors found in web application message when clicking on the search icon within the Message window.This has been resolved.

The colour of the IntelliDealer navigation menu has been darkened to improve readability.

Deere Expert Alerts will now be imported into the correct company/division.

During the ID 7.0 release load, the JDPRISM configuration table is not always being correctly recreated in PFWTAB. For dealers licensed to use JDPRISM, this PPU will ensure the JDPRISM table exists as expected.

The PPU description window will now allow scrolling for long descriptions.

The Vermeer Dealer Integrations interface will now properly recognize RPO units configured through the Category/Class/Subclass configuration screen.

MyDealer logo images of large size/resolution will now be appropriately scaled down.

The Komatsu Factory Campaigns interface will now correctly recognize the data type in fields that were updated between IntelliDealer 6.0 and 7.0.

The Kubota Invoice Download interface will now update the parts receipt with the parts total amount instead of the entire invoice total. This applies to situations where separate accounts have been configured for miscellaneous charges such as shipping, assembly, etc.

Users will now be able to add Substitute and Xref parts to a MyDealer order.

When updates in IntelliDealer are made via the OEM Engine/BSI interface, the log files that track the relevant changes will now use show OEMENGINE as the user ID.

After pressing the save button in the ADP Payroll Plus configuration screen, the URL field would display as empty. If the user exited and reentered the configuration screen, the URL would once again be displayed. This update will ensure that the URL is properly displayed at all times.

When producing a credit invoice in rental, JDC2 requires the original invoice number to be entered. This original invoice number will now print in the PO field on the generated invoice in the form of:

CRF######

Where ###### represents the invoice number. This is to make this functionality match other invoicing modules in IntelliDealer.

In Parts Requisitions/Invoicing, dealers with Komatsu New Parts System (NPS) active would see "Errors in Web Application" when attempting to access a ticket that had a part number with a single quote ( ' ). This has been resolved.

In the Traffic module, when a user navigated between tabs in a receipt prior to changing the status to Received, the system would incorrectly throw error "1482 receipt into non-assigned branch not allowed when changing Status to Received on Location Transfer Traffic tickets". This has been resolved.

This update will remove the "Maintain John Deere User Id's" link from Deere Warranty and Part Availability screens. This link went to the version of the credential maintenance screen that was used prior to Deere Okta. Dealers should instead be utilizing the new Deere Okta version.

Updated screen files to support internal commands used when working with feature licensing.

The Traffic Manifest report on the Weekly Traffic tab will now print properly.

Addressed the situation where the Administration > MyDealer Settings > System page would sometimes not load as expected.

Redirect URLs for Komatsu CSS picklist creation and JDLink Machine Data authentication will now be properly generated.

The google maps globe address lookup will no longer try to lookup lat and long values that are both zero. It will instead use the long form address.

Improved logging has been implemented for Deere Warranty transmissions. This will assist in the troubleshooting of error messages received when attempting to transmit Warranty data to Deere from IntelliDealer.

Due to file changes in 7.0, users were seeing Errors in Web Application upon saving on the Work Order Quote Mass Change screen. This has been resolved.

Location of guest ship-to orders in MyDealer will now be based on the selected location in parts ordering page.

Work Orders will no longer be locked/unlocked while order totals are being recalculated by MobileTech. This resolves an issue where sometimes users would be told that they could not access a work order due to already having it in use.

The purpose of this change is to add a field to WEBCFGA to store the Tethr It Now link.

Field Added: ZWTINL (MyDealer Tethr It Now Link)

Field Length: 256

Field Type: Character

When the Parts Order Completion alert is sent via Text Message, it will no longer contain HTML tags.

An optional tab has been added to the John Deere Parts Catalog configuration screen that allows specific dealer numbers to be excluded from registration against the Parts Catalog Catch-a-Cart integration. Customers attempting to purchase parts from the John Deere Parts Catalog website for one of these excluded locations/dealer numbers will not be redirected to MyDealer to complete their purchase.

Positive Pay file generation now supports CIBC formatting.

When performing a Mass Update under Financial Management > Accounts Receivable > Customer Profile, the territory field (CUTER in file CMASTR) can now be set to blanks. This is accomplished by selecting the "To Blanks" checkbox when configuring Update criteria.

Customer profile will no longer produce an error if there is a blank county setup and the county field is left blank

JDLink AEMP has been removed from the Equipment Profile GPS tab as the JDLink AEMP interface has been retired in favour of the JDLink Machine Data integration. Equipment units must be matched solely on serial number in order to generate a link through the JDLink Machine Data interface.

Previously, when a technician attempted to log on or off of a work order with an associated Inspection, they would sometimes receive a General Internal Failure message and be unable to proceed. This has been resolved.

When a billing run is submitted, the system will lock access to certain data to ensure that there are no alterations to items that are meant to be processed by the billing run. Parts Inventory Count and Surplus Returns Updates are both processes that will be aborted if a billing run is found to be running. Previously, it was possible to submit these runs while a billing run was underway and still have the Count/Return cleared from the system as though it was successful. The details of the Count/Update would not post to parts inventory or to the G/L.

This has been resolved. Now when these runs are aborted due to billing runs being found in progress, the Count/Update in question will not be cleared.

This is referencing the Configuration screen found under:

Configuration > Service > Agreements Warranty > SAM Schedules

Previously, the "Select Program" search criteria field was a dropdown list populated with all existing SAM programs. Due to limitations in dropdown field size, dealerships with more than 240 SAM programs would run into errors when attempting to use this field. This field has been changed to a pop-out search window to address this issue.

Due to a recent update rolled out by Google for the Chrome browser, the Add, Next, and Previous links on several Parts Profile tabs would load to blank screens. This has been resolved.

The purpose of this change is to add a field to WEBCFGA to store the Background Image Path for MyDealer. This is to support upcoming changes that will allow dealerships to upload their own personalized background images in their MyDealer system configuration.

Field Added: ZWMBIP (MyDealer Background Image Path)

Field Length: 256

Field Type: Character

Previously, Cloud ASP dealers who had their data library hosted by CDK HE would have third party transactions (e.g. Payment Card, JDC, Freedom Pay for CNH and AGCO, Volvo Credit) processed by a job that ran separately from the database re-organize and skinny day end processes. This has been changed so the final credit card postings will be transmitted as part of the database and re-organize and skinny day end processes. The posting job in the schedule runs 1:50am Monday to Saturday plus an extra run Saturday at 23:50. It will remain for the time being, but will likely be phased out at a later date.

The ability to specify all users/groups has been added to the G/L Account Blacklist. This can be accomplished by setting up an account range with *ALL in the Group/User field on the Blacklist screen. The *ALL range will be applied in addition to any specific user/group ranges configured.

As per requirements from Visa and MasterCard, all transactions paid by credit card in the IntelliDealer parts invoicing system will now print additional transaction information. Note that Parts Invoicing is the first module to receive this update and in the future all invoicing modules will have the same update applied.

For more information on what this change entails, please contact CDK HE Support.

When Tomcat restarts, the previous Deere tokens are being displayed as invalid. This update will properly validate these tokens.

With Avatax enabled, taxes are calculated by the interface. Previously, it was possible to add parts to an equipment invoice and have tax codes from the IntelliDealer tax system apply behind the scenes. This change prevents legacy taxes codes from being loaded on parts in equipment invoicing when Avatax is enabled.

Previously when an individual user was assigned to a Multi User group and that individual user was added to the G/L Account Blacklist, accounts were not restricted. This has been resolved.

Quick checks in Adjust Outstanding can no longer be issued if the selected voucher has an existing check number. Previously, it was possible for a user with two sessions in the quick check screen to issue a check in one session and then do the same in the other simultaneously. Now when this is attempted, an error message will be displayed.

General billing run for work order reversal will no longer re-distribute G/L account entries. The distribution logic will be skipped to prevent re-distribution of reversal G/L entries.

Updated screen files to support internal commands used when working with feature licensing.

In IntelliDealer 7.0, using the Select Stock checkbox when searching on the Parts Profile listing screen would result in a general internal failure. The functionality of this option has been restored.

In some circumstances, BSI was re-using existing ODH reference numbers. This has been resolved.

Changed the PFW News import to retrieve news from the Cloud server instead of the Mobile server.

Parts invoicing header tab now displays Avatax errors. Previously, if there was a configuration error (such as invalid company code) the error pop-up was not being displayed.

In IntelliDealer 7.0, attempting to perform an action that would result in an equipment profile G/L account to change would result in an Errors in Web Application message. The program responsible for creating branch transfer journals and retrieving equipment defaults needed to be recompiled.

Added new error message to PFWERR:

"5049 Check has already been printed for voucher XXXXX. Please re-select voucher."

This message is being added to support future program changes.

The source of supply screen would time out if the results exceeded 9999 and you tried to edit one of the results.

In 7.0, users would sometimes be unable to add or edit Ship To addresses in Customer Profiles. The various Tax Code fields would highlight as if in error, resulting in the Save button not being accessible. This will no longer occur.

Resolved issue where today's revenue meters would not display on dashboard

The Deere Warranty interface will now utilize the configured OAuth token/credentials

Core parts in parts invoicing printout now factors in customer pricing groups.

When in the Bank Reconciliation option, users will no longer have access to a bank account that has an uploaded journal in an open G/L month. Previously the system only looked for manual journals when uploaded journals should have been included in this check as well.

Due to a change for 7.0, users were not seeing credit adjustments when using the Work Order Mass Change function and selecting Reverse Transaction. This has been resolved.

When transmitting invoices to Productivity Plus, Canadian dealers need to transmit taxes as GST, PST, HST, etc.. Under certain conditions, one could be positive and others negative. The interface would always transmit values as positive causing the total of the taxes to not match. This resulted in an Unbalanced Tax error and will no longer occur.

Due to file changes in 7.0, users were seeing Errors in Web Application upon deleting Equipment Invoices. This has been resolved.

Active quotes will no longer show as Expired when viewing open quotes from Customer Profile

The handling of customer numbers with special characters has been improved on the work order and customer portal screens.

User is closing the deposit popups, then completing the 2CP credit card windows causing charges/returns at 2CP and not being recorded in IntelliDealer. This update prevents the user from closing the deposit popup until the 2CP windows are closed.

Advanced Ordering order type will default to blank if Emergency Order Type is blank on CMBR5 table record - not MD as the system previously did.

Utilize the Dealer ID specific tokens for PMLink, PARTINFO, and JD Quote

Customer portal will show equipment quote preview if no access authority to security system 801 - Equipment Quoting

Equipment Invoicing allow selling price to go below zero when trade in deducted upon transmission to Avatax.

When an order is created via MyDealer for a customer with terms code of either "A- One Time Sale" or "T -Transfer", the non-stock code of the part will now be set the same code.