PPU Dealer Notification (2022)

IR: Update to address a synchronization issue with Integrated Rentals fleet type on a pending sale unit in Intellidealer.

IR: Added work description to the work order payload CDK sends to Integrated Rental

IR: When a unit is sold (invoiced) in Intellidealer, CDK will now send all equipment history for the unit to Integrated Rental.

IR: CDK now strips out the dash in zip codes in customer contact payloads sent to us from Integrated Rental.

IR: Meter type (in CDK's equipment payload) will now get set even when the hours 1 or 2 value is zero when sending to Integrated Rental

IR: CDK now strips out the dashes in phone numbers in customer contact payloads sent to us from Integrated Rental.

IR: When a unit is physically deleted, CDK now modifies the serial number of the deleted unit (to bypass a constraint in IR) when sending the payload information to Integrated Rental.

Customer Profile search will work when customer name is the only criteria entered.

Converted these legacy User Interfaces to the new User Interface:

• Configuration > Interfaces > Bobcat > Alias Account Management
• Configuration > Interfaces > CNH > Alias Account Management
• Configuration > Interfaces > John Deere > Alias Account Management
• Configuration > Interfaces > Other > Alias Account Management

Added:

• Ability to import CSV for any of the vendors
• Ability to default the John Deere alias (account + 0 + cost center)
• Configuration > Interfaces > Polaris > Alias Account Management for future Polaris Financial transmit

Added a new security switch to system 996 Delete Personal Information. The Delete Personal Information button in the customer profile Quick links is only available if the user or user group has access.

Enabled the Data Portal menu for beta dealers. Also, added a button to export data to an Excel file.

In equipment invoicing, if security 802 Access G/L Defaults and Custom Accounting Tabs switch is set to Only Cash Codes Within G/L default, then the user will have the ability to select from cash codes rather than G/L accounts.

Prevent invalid issuing of invalid sale account when releasing reversal equipment invoice when there is no default sales account.

Equipment reversal now defaults the cash code whenreversing an invoice that has no customer A/R charges.

The Telematics module on the Equipment Profile screen has been updated with improved formatting. Fields will no longer overrun the edge of the box, and updates have been made to ensure the timestamps displayed on the Equipment Profile module match the timestamps shown on the Telematics pop-up window.

To prevent Area Sales totals from grouping together salespersons with codes that start the same, the data is now retrieved using an exact match for the codes.

Converted the salesperson magnify glass from the old Lansa version to the new UI version. This change affects:

• Configuration > Interfaces > AGCO > Parts book Epsilon1
• Configuration > Interfaces > CDK > Parts Invoicing
• Configuration > Interfaces > Deere > JD Parts
• Configuration > Interfaces > Komatsu > MyKomatsu Integration
• Configuration > Interfaces > Kubota > ecommerce
• Configuration > Interfaces > Other > Ariba
• Configuration > Interfaces > Other > CXML Supplier Punch Out Interface
• Configuration > Interfaces > Other > EDI PO Transaction Set 850 Interface
• Configuration > Interfaces > Volvo > Online Parts Interface
• Configuration > Rental > Job Site
• Product Support > Equipment Quoting - Access AGCO eOrdering
• Product Support > Equipment Quoting - Access CNH Retail Offers

You can now create IntelliDealer Work Order Quotes, or add segments to IntelliDealer Work Order Quotes, or IntelliDealer Work Orders from John Deere Expert Services quotes.

In the Configuration > Interfaces > Komatsu > New Parts System - Price File Download tab, force the upper-case lettering to Core Prefix/Suffix value and Source Value for Cores.

Updated the weight field in Komatsu price database to allow for #####.## from ###.##.

Properly display more than 20 records on many configuration screens:

• Configuration > Interfaces > CNH > CNH MyDealer Parts Portal - CSPS Ownership group tab
• Configuration > Interfaces > Ditch Witch > Service Order - Job Site, Make tab
• Configuration > Interfaces >Equipment > AgDealer - Make or groups tab
• Configuration > Interfaces >Equipment > Iron Solutions - Make or groups tab
• Configuration > Interfaces >Equipment > Midnet Media - Make or groups tab
• Configuration > Interfaces >Equipment > Point 2 - Make tab
• Configuration > Interfaces > Equipment > Tom Rowe - Make, groups, Locations tab
• Configuration > Interfaces > John Deere > Deere Ecommerce - default customers, Payment cash codes tab
• Configuration > Interfaces > John Deere > John Deere SMO - Main Branches, Equipment Make Configuration tab
• Configuration > Interfaces > Kobelco > Parts Locator - Vendors to Transmit tab
• Configuration > Interfaces >Kobelco > Kobelco Parts ordering - Freight carrier tab
• Configuration > Interfaces >Komatsu > Komatsu NPS - Freight or marketing programs tab
• Configuration > Interfaces > Vermeer > Vermeer iWarranty - make tab
• Configuration > Interfaces > Vermeer > Part Sales Transmission - Part Vendors tab
• Configuration > Interfaces > Other > AM Studio - Vendors to Transmit tab

Prevent empty files from being written for Komatsu Distributor Maintenance.

To determine a repair date for Vermeer iWarranty, use the outstanding labor records. The repair date is the latest date of all segments where hours worked > 0.

DLVP005 - To ensure Vermeer Easy Parts has the correct part number, removed the start digits from the Vermeer Parts ordering transmission.

Improved the handling on the Kubota Invoice search screen when searching for a date range with no end date.

Resolved an issue that was preventing the BRP Parts Master update from completing when the description field on a part was longer than the maximum value.

To ensure that parts orders created by various OEM integrations include the date/time added fields, updated Claas, Terex and Volvo MMI Parts Order to use common parts order build routines.

Transfer Kubota K-Com/eCommerce notes to IntelliDealer comments or memos depending on configuration set at: IntelliDealer > Configuration > Interfaces > Kubota > eCommerce.

In the Parts Invoicing and the Work Order Requisitions screens, if the user has access to ordering (as set in security), then the PO number is a hyperlink to the parts order.

In parts invoicing, if security switch 823 Allow tabbing to Issue and Price fields is set to on, allow the user to use the tab key to navigate to the Quantity Issued and Price fields.

Freight charges added by UPS WorldShip to a parts invoice with no preexisting lines will now properly default the currency values.

The Part History Update no longer sends a user message when the run finishes successfully.

(Beta) ASP users can configure a printer either as iSeries or Cloud. An existing iSeries printer can be migrated to be a Cloud printer which in turn can be reverted back to iSeries.

The user can directly create a Cloud printer. In this case, the user should not be allowed to revert the printer to iSeries.

On the Printer Output > View Printer List, users can now both Pause and Resume the active printers in the printer list screen.

When sending an e-mail, the subject now includes up to 10 invoice numbers. For more than 10, the subject is: Invoices MULTIPLE.

On the Work Order listing screen, if the user hovers on an item, there are now buttons for Email, Text and Quick Print.

On the Product Support > Service > Supervisor screen, for the Scan History or Scanned WIP Labor tabs, the Summarized checkbox is now on by default.

Fix job to set field SOCKET_CONNECTION to Y in the VOIPCONF file.

On any applicable invoicing or quoting screens, default the Responsible Salesperson to the customer's salesperson, based on security settings.

Use the correct feature number for Configuration > Interfaces > CNH > eParts 4.0.

Prevent ClassNotFound Exception when running STRPRTFNDR.

Allow new BSI to use third-party user IDs in test libraries.

Display an error message when adding multimedia in IntelliDealer if the multimedia file could not be created successfully.

Added a function to not allow the user to create a duplicate account on the new UI.

When a keyword is searched with single quote or double quote in global search bar in customer profile, equipment profile or Work orders, the results fetched will be an exact match to the keyword given.

To prevent the EFTEMAIL job from crashing, relocated the send of the IntelliDealer user message for the EFT file creation.

Enabled auto-complete feature in the applicable field(s) so that the user can select from the previously entered items stored in the browser cache.

IR - In an invoice payload generated by Integrated Rental, CDK will now look at the field InfluencerSequenceNumber to get the customer contact sequence number.

IR - Small change to the how CDK reads meter values from an invoice payload generated by Integrated Rental. CDK now looks at two fields, "Meter" and "MeterReturn".

IR - CDK now trims the dash from zip codes in invoice payloads coming from Integrated Rental

IR - Removed the "Cash" property from the equipment profile payload CDK sends to Integrated Rental.

IR - Small change to the equipment endpoint Integrated Rental uses to update equipment allowing for the clearing of the fleet date field.

IR: Added Canada/US priority filtering logic to the country/state fields CDK sends to Integrated Rental in the customer contact payload.

IR: Added location and division to the work order segment payload CDK sends to Integrated Rental.

IR: Integrated Rental generated invoices will no longer post to a closed A/R month. It will now post to the current A/R month if the invoice date is in a closed month.

ELead CRM: CDK no longer adds equipment records to the image excel file that it sends to Elead when there is no multimedia link.

ELead CRM: Removed special characters from the dealer image file name CDK sends to Elead.

ELead CRM: Added paging to the bulk customer Elead endpoint.

ELead CRM: CDK now only sends a single equipment history rental record to Elead instead of all rental history (for a single unit) when a history record is added.

Prevent invalid issuing of invalid sale account when releasing reversal equipment invoice when there is no default sales account.

IR - Reverted an outgoing property name (tax name) change in the miscellaneous charges payload that CDK sends to Integrated Rental.

IR - When CDK gets an equipment update from Integrated Rental, it will now properly default the GL accounts.

IR - During a PO Receipt of a unit, it will now ask to save changes when clicking close on the equipment profile popup if the unit has not been saved.

IR - When clicking edit in equipment profile, it will now pull in the latest values for that unit.

Elead CRM - Implemented paging for the Service Detail endpoint

Elead CRM - Implemented paging for the Service Header endpoint

IR - Addressed an issue that wasn't properly sending stock number changes to Integrated Rental.

IR - Fixed an issue where the location value in the Miscellaneous Charges payload wasn't being set properly when sending an update to Integrated Rental.

fixed an issue with date validation on the GL month-end screen when there is no A/R date or A/P date.

When using the Versapay interface and reauthorizing for a new amount, prevent the user from closing invoices to a credit card that has been declined.

Added a new Inventory Location Functionality option to the configuration screen for the IntelliDealer Shopify integration. This option allows the interface to function in either of these ways, depending on which button is selected:

• IntelliDealer/Shopify Location Mapping - uses the location mapping configured on the Location Mapping tab to update the inventory levels in a specific Shopify location with the availability from the mapped IntelliDealer location.
• Combine All IntelliDealer Location Inventory - combines the inventory levels across all IntelliDealer locations and updates a single Shopify location with these values.

To ensure the salesperson code is accepted by Kubota eCommerce, force salesperson code to be upper case in Kubota eCommerce and other screens.

display 'update K-Com' button when company and division are not the same value.

force upper case for Payroll Plus batch and invoice numbers

- display payroll plus login error messages and redisplay the login window, instead of returning to the voucher listing screen

- retry Payroll Plus credentials should the stored cookie be expired or invalid

IR - Added an endpoint that Integrated Rental can hit to deactivate a contact in CDK.

IR - CDK made a small adjustment to equipment status updates from Integrated Rental. When IR sets a units status to Inventory, CDK will set it to Inventory regardless if there is a customer on the equipment.

IR - CDK now defaults the Allocated field in MNBDD to N when processing an invoice from Integrated Rental.

IR - Removed "kind" and "reportingLocationName" from the location payload CDK sends to Integrated Rental.

IR - CDK now bypasses the equipment check on equipment with ApplicationType = R if the invoice detail type is set to Rerent for an IR generated invoice.

allow Payroll Plus import screen to handle unknown fields from the data and display the screen

IR - Added ERPReservationType to the equipment payload we send to Integrated Rental.

IR - Added TaxGeneralLedgerAccountNumber to the invoice payload we accept from Integrated Rental.

IR - Separated out Equipment Options from being sent with equipment updates to Integrated Rental. They now get sent on their own.

IR - Separated out Equipment Transactions from being sent with equipment updates to Integrated Rental. They now get sent on their own.

IR - Added Type to the list of equipment fields Integrated Rental can modify through our equipment endpoint.

IR - The delete button on the customer contact profile screen will no longer show if the dealer is licensed to Integrated Rental.

IR - When a unit is added to a Sales Invoice in CDK, we will no longer send that update to Integrated Rental if the unit is on a rental agreement (in IR). Once the unit comes off rent, the update is sent.

IR - Added a new field to the file CGIIR to lock the IN/OUT field in Equipment Profile when equipment is active on Integrated Rental's system.

IR - If a unit is not configured for a particular meter (1 or 2), CDK will no longer send a meter date or meter type in an equipment update sent to Integrated Rental.

IR - Added the ability for Integrated Rental to send CDK new contacts that get added into Intellidealer.

IR - Updated CDK's tax mapping to accommodate all five Integrated Rental tax codes.

IR - CDK now populates tax descriptions on invoices sent from Integrated Rental.

Under Required Restart(s) on the home page, clear quick check from the list after the quick check is complete.

To fix billing runs from hanging overnight, changed the clean-up routine to skip any General Invoices that are left open and require charge account or A/R authorization. Any user with an invoice like this must open the invoice and either complete the authorization or change the invoice details to post to a different G/L account, if possible.

Note that the nightly clean up job (IUCLEAN) is run as part of the full database reorganize and is also scheduled, for most dealers, to run after hours before billing runs.

While downloading AvaTax product codes, an error message occurred. Fixed by preventing a null pointer.

This fix prevents reverting the last month end date by keeping new UI page open while month end was running. The following changes have been made to the Configuration > Miscellaneous > Other > System Settings page:

• The padlocked fields in System Settings screen only allows WEBUSR users.
• Changed the 'Save' button label to "Save Changes".
• The "Save Changes" button is disabled until changes are made on the System Settings screen (for each of the 4 tabs: Company, etc.)
• If changes are made (even when padlocks are locked or unlocked) in a System Settings screen tab, and the user attempts to move to a different tab within System Settings without saving the changes, show a confirmation modal: "Changes within System Settings have not been saved. Do you want to save your changes?" with the following buttons:
• "Save Changes" - overwrites data and continues to the next screen.
• "Discard Changes" - does not overwrite data, clears changes and continues to the next screen.
• "Cancel" - does not overwrite data, retains changes and closes confirmation modal to return to System Settings screen.

The Text Connect window had failed to open because in Configuration > Properties > TextConnect Settings the CDK Enterprise Information System Location ID field was accepting leading space. This issue has been fixed.

To support the upgrade of Call-pop, added a check box in the voice connect screen to enable a web socket connection. Rabbit Mq connection is enabled by default. The user must click the *Web Socket connection* checkbox to enable the web socket connection.

To support the upgrade of Call-pop, added a check box in the voice connect screen to enable a web socket connection. Rabbit Mq connection is enabled by default. The user must click the *Web Socket connection* checkbox to enable the web socket connection.

Updated the user interface for the Configuration > Interfaces > ADP > Payroll Plus and Financial Management > Accounts Payable > Vouchers > Payroll Plus screens.

The JDLink OAuth 2.0 AEMP configuration option now shows the Deere user ID as the username instead of "Not Provided".

Also, the configuration option for the old JDLink interface has been removed as this interface is no longer functional. Dealers wishing to use JDLink should by now be updated to the new JDLink OAuth 2.0 configuration option.

Updated the user interface and standard job codes for the Configuration > Interfaces > Vermeer > iWarranty screen.

Updated the user interface for the Configuration > Interfaces > Vermeer > Parts Ordering screen.

Fixed error '1909 name cannot be blank' when accessing campaigns from a target link in the customer portal.

Improved UX for data portal and enabled beta dealer check.

Add 'Allow ? Stock #' verification when releasing equipment invoice.

Prevent error "2229 Features must be entered before submission" from displaying when submitting used evaluation if a unit has no options active for used evaluations.

Updated base and option to only include units with a status of Inventory, On Order, Rental or Quote.

Wireless equipment updates now show the user who made the update in the equipment log file.

If the user tries to post a negative amount (sale) to an account, with an application type of S sale for a unit that is Invoiced. an error message now comes up.

Allow restarts to be cleared from the home screen for journals that contain a '#' in the journal name.

Fixed an issue where an old printer was missing in the new Printer List.

Change alternate charge GL account search to display results based on invoice location, rather than the assigned location as it was formerly doing.

Wireless Shop Parts Returns now prints the PICPAK to the current user's printer output.

Wireless John Deere Parts Receipting and Storage now prints the PAR156 report and PICPAK to the current user's printer output.

In Parts Invoice, when entering a stock number and hitting save, retrieve the correct alternate charge GL default.

On the Job Code Import Model Lookup screen, expanded the model field to 12 characters.

To improve performance in parts requisitions, created indexes on the PRCFILHS file.

The UPS WorldShip interface now properly imports freight charges into a parts invoice with no previous line items.

New UI pop up for the Summarized Financials has been updated to use the new printing options.

Changed the Work in Process (WIP) Details page to display the cost for labor lines when accessing open work orders in Management central WIP summary.

On the service request screen, moved the magnifying glass for the third classification field to avoid it wrapping onto the next line.

Correct the display of multiple DDC values when viewing Work In Progress (WIP) listing in WIP report.

To ensure timely processing of credit card payments, minimize work orders being captured to Versapay (2CP) credit card via the nightly process. IntelliDealer now attempts to capture the work order during the process of closing of the work order.

Allow John Deere ELIPS to continue to work when there are large amounts of work order descriptions.

When adding or modifying a Canadian customer, allow a space in the postal code between the first three characters and the last three characters in BSI and other legacy programs.

The IntelliDealer menu search had an error which has been corrected.

This change ensures client signatures are captured and is for CDK Cloud dealers on the shared server (ASP). It ensures that all newly created sub directories under /pfw/DATALIBRARY/ have the correct IBM object authorities for signature captures.

Corrected K-Com eCommerce password validation issue by forcing credentials to be validated before providing URl links.

To handle attaching invoices with a total greater than $99,999, the SVAP agreement total has been increased.

If PARTMAST.PM_AVN = 0 for Claas Dealer Item file, then transmit the unit cost (PARTMAST.PM_AVN) as purchase price (PARTMAST.PM_NET) field. Also, transmit empty bin locations as a space to make sure bin locations are updated for Claas Dealer item file.

Added CGIBASE field notes:

• CBPRC - Base Price
• CBNET - Base Cost

To improve troubleshooting parts invoices created by Kubota K-Com, set the source type to H.

To help track third party user records usage and changes, added new fields to the (OEMUSER) database. This can be seen in IntelliDealer > Configuration > Interfaces > CDK > Third Party Users. The fields added are: Description, Date Added, Created by User, Date Modified, and Date Modified by User. Also provided a button to validate the current password.

IR - Small refactor of the customer tax exemption logic that is used to determine what records we send to Integrated Rental.

IR - Added sequenceNumber to the customer contact payload we send to Integrated Rental

IR - Only send meter type in the equipment payload to Integrated Rental if the unit is configured to show that meter value in Equipment Profile.

IR - Customer contacts are now sent to Integrated Rental separate from customers.

IR - Removed salesperson defaulting logic when a unit is On Order and the type is New when receiving equipment updates from Integrated Rental

IR - Changed "state" to stateName and added countryName to the customer tax exemption payload sent to Integrated Rental.

Elead CRM - Added Net Book Value and Current Cost to the equipment payload sent to Elead.

Integrated Rental invoice PDF's are now being temporarily stored on the IFS.

CDK now sends the equipment reference amount field to Integrated Rental

For an IR invoice, determine the IntelliDealer A/R Account, based on Account Type and associated rules.

CDK now handles for a Ship To Name field when processing Integrated Rental invoices.

For invoices coming from Integrated Rental (i.e. IR Cloud), the discount will default to "X" on the invoice in IntelliDealer.

CDK added support of a Damage Waiver flag in the Integrated Rental invoice payload.

IntelliDealer now populates the ARNME field when processing an Integrated Rental invoice.

Updated customer tax exemption view to only match on active customers when joining to CMASTX table when sending customer tax exemptions to Integrated Rental.

process Avalara tax on parts invoices created via newer BSI (does not affect legacy version port 8051) and Kubota K-Com instead of just letting IntelliDealer complete

An option has been added to the CNH eQuipment configuration screen to let users choose whether POs created by the interface are created in Closed or On Order status. The interface will default this status to Closed if nothing is configured, as this reflects the current functionality of the interface.

Resolved an issue that was preventing the JDLink OAuth 2.0 fleets from automatically updating after configuration.

added a checkbox to deactivate a premium code. Navigate to Configuration > Service > General > Premium Codes

Prevent crash on Area Sales G/L accounts configuration when reaching 9999 accounts.

Update to ensure all reports have a value for "Report Description".

updated the ws-print web service to handle proxy requests to CUPS.

The Printer List could contain duplicate entries under some conditions. This has been resolved.

Worldpay integration updates to support the pre-Beta release of "text to pay".

verify the device/group/user name does not exist before registering a device for Worldpay to prevent 'This credit card device already exists' error and registering at Worldpay.

transmit company, division, customer number as Commercial Card Customer Code for Worldpay credit card transactions, if there is no PO number for the invoice

update history request id for Versapay and Worldpay with the captured request id. This will prevent the error 'original transaction must be capture or sale' for Versapay return invoices

Resolved an issue where the configuration screen for the Shopify integration could fail to display properly if an invalid API key or URL were entered on the screen.

- An option to configure a GL account for freight charges has been added to the configuration screen. Invoices with freight charges will require an account of this type to be set up on the configuration screen.

- An option to configure a GL account for miscellaneous charges has been added to the configuration screen. Invoices with miscellaneous charges, including "charge to customer" charges, will require an account of this type to be set up on the configuration screen.

- When attempting to process invoices loaded into the system before this freight and miscellaneous charge account change, it is advisable to re-import the invoices on the configuration screen to ensure all freight and miscellaneous charges are properly flagged. Note: re-importing invoices will not update invoices that are already marked as Voucher Created.

Change to avoid possible duplicate USRMSG records when notifying user from multiple system processes

Fixed error when determining the user of an IntelliDealer job.

default Deere warranty data to blank or 0 when Deere fails to provide data for some fields (deductible, warranty type, unit of measure, etc).

change JDWARDTE to include dealer number. This will reduce the amount of data required to catch up if one dealer number is having issues, since not all dealer numbers will need to reprocess the previously processed data that was successfully retrieved.

allow Deere SVAP interface to properly recognize the Powergard plan type and prevent 'General Internal Failure' error when creating a general invoice from a unrecognized SVAP plan type.

IR - If an error occurs when quick adding a work order from Integrated Rental we now send a standard 400 HTTP error response instead of a 200.

IR - CDK now maps our region to Integrated Rental's region instead of mapping it to their district.

IR - When quick adding a work order initiated by Integrated Rental the customer contact number will be defaulted to 0.

IR - Equipment transactions information will no longer be sent to Integrated Rental if the unit is created with an "Invoiced" status.

IR - CDK now sends work order information to Integrated Rental

IR - CDK's rental counter now becomes read only after Go Live with Integrated Rental.

Ensure AvaTax is displayed on all invoices when multiple from same rental contract are generated during a single billing run.

Corrects issue where configuration settings not visible.

IR - Removed job code from the fields that are sent to Integrated Rental for work order segments.

IR - CDK now only sends hour meter values that are configured for each individual piece of equipment to Integrated Rental

IR - CDK will now send back the TID value of an IR generated invoice instead of an error when IR sends an invoice that has already been processed.

IR - The delete button on the customer contact profile screen will no longer show if the dealer is licensed to Integrated Rental.

IR - When a units status gets set to Sold, CDK now sets the IR fleet type to Pending Sale.

IR - CDK will now negate the depreciation amount value sent in an IR generated invoice so it's accurately written in equipment history.

IR - We now send the salesperson on the customer profile instead of using the contact salesperson when sending customer information to Integrated Rental

IR - When a customer is deactivated in Intellidealer, CDK will send an update to Integrated Rental to change the customer to inactive on their side.

IR - When CDK receives a request to create a quick add work order in Intellidealer following a return of a rental unit, we will use the customer in the quick add default table for that location.

IR - When a unit is locked to Integrated Rental, we have opened up more fields that can be edited in Intellidealer that aren't being sent to Integrated Rental.

IR - Integrated Rental can now change the location of a unit that is on an open PO.

IR - Update to the rental invoice process to address an unknown error that was occasionally happening when processing invoices from Integrated Rental

IR - Removed special character logic that was in place for equipment and customers that are sent to Integrated Rental. Previously, we did not sent those units or customers if they contained special characters in the stock/customer numbers.

IR - We now send an update to Integrated Rental when a salesperson is set to inactive or deleted in Intellidealer.

IR - We now send an update to Integrated Rental when an Equipment Option is deleted in Intellidealer.

IR - We now send an update to Integrated Rental when a contact is deleted in Intellidealer.

IR - Vendor name is now properly being sent to Integrated Rental for AP locations.

IR - When sending work order segment amount values to Integrated Rental, we now update their Sell Price field.

IR - We now send the Division name and Location code in the work order header payload to Integrated Rental.

IR - Fixed an error that happened occasionally when Integrated Rental tried to send an update to a unit in Intellidealer.

IR - We now send an update to Integrated Rental when a unit is deleted in Intellidealer.

When warning is returned from Avalara, the transaction will now complete.

In Avalara (i.e. Avatax), no identifier existed linking the CDK invoice on a work order reversal. This has been fixed by updating the Reference Code as the general invoice order number generated by the work order reversal.

Division and Location dropDowns values are sorted in AvaTax configuration page.

cryptic Data Transfer Object (DTO) information was being included in AvaTax error messages. This has been fixed, so the message is easier to read now.

Change error message to indicate that 'Level 3 Manager not required for Margin User Levels Configuration'

Added validation to ensure a part has an active part number in PARTMAST in add mode.

prevent equipment invoicing crash when releasing equipment invoice with a completed authorization (AUMAN='T') and greater than 6 days old

hovering over the customer field on the equipment profile was not working as expected. This has been fixed.

[Refers only to the Beta version of General Billing Run] When the real time General Billing Run is enabled, work order reversals will immediately bill the reversal invoices.

Summarized Financials: Updated the behavior and messaging for selection of Profit Centers.

Summarized Financials - improvements to Profit Center sorting and filtering.

Valid equipment salesperson will no longer be overwritten when Integrated Rental sends an update.

Set stock number to "?" for Integrated Rental re-rent payload if the stock number doesn't exist.

The John Deere JDLink Machine Data interface has been updated to use the new OAuth 2.0 standard. The old authentication protocol will continue to function until it is manually updated to OAuth 2.0 through this process.

Reference: JDLink AEMP Interface

- On the popup, select JDLink OAuth 2.0 from the drop-down menu. Fill in the John Deere Account number you wish to retrieve fleet data for. Every account with a JDLink fleet tied to it must be configured as its own entry on the configuration screen in order to retrieve data. Most dealers will only have a single account, though some larger dealerships may have multiple.

- Click Authorize. You will be taken to the John Deere sign in screen in a new tab. You MUST sign in to the account you are attempting to authorize for access to the JDLink Machine Data Integration.

- Click Allow Access. You will return to IntelliDealer.

- If this is the first time authorizing an account for use with the JDLink OAuth 2 integration, a new window will open to the John Deere connections website in the Operations Center.

- On this window, you must choose which Organizations you wish to allow data for in IntelliDealer. Slide the toggle boxes to green to allow access for the Organizations and click {*}Save{*}.

- After saving, you can now close the Operations Center window, as well as the configuration modal in IntelliDealer.

- Your newly configured fleet will be shown in the list with the GPS Company labelled as ""JDLink OAuth 2.0"".

- You must now delete the old JDLink Machine Data entry as the interface will continue to update under the new OAuth 2.0 entry.

created open api for cloud system for parts

- adding parts invoice get, list and create

- adding parts pick lists get, list and create

a "File Size" Column has been added to the PDF Viewer screen.

improved naming convention for zipped files.

updated the ws-print web service to handle proxy requests to CUPS.

Now, device name can be seen for printer description if display name is blank.

Attempting to export as a .csv file caused this error 'Validation failed due to the following error(s)...'. Exported .csv and .txt files were empty (i.e. 0 KB). This has been fixed.

prevent 'Error found in web application' while processing credit card in rental invoice when previous authorization is less than what is being invoiced

various fixes to reports which have previously been updated to newer technology.

Converted legacy report par127 to new Java report.

Added cloud API call endpoint to create service requests.

Initial release of the IntelliDealer Shopify integration. This interface will allow a nightly update of part inventory levels in Shopify based on inventory information from IntelliDealer.

correctly interrupt the transaction date for Worldpay transactions. Under certain conditions it would have the date be the day prior

display the A/R tab for Worldpay transactions when the previous authorization is greater than 6 days old. This is for parts invoicing, work orders, rental, equipment invoices and general billing invoices.

prevent user from being able to edit a work order that has been closed and captured to Worldpay (AUMAN=T)

Initial release of the Komatsu ASN Invoice Import interface. This interface allows Komatsu ASN invoices to be imported into the vouchers system.

implemented performance enhancement for the multimedia listing screen.

improve resource utilization for some pages built using newer technologies.

On the CHKRES window in Green Screen, a file lock associated with a newer technology job may display a system user. This has been improved to show the actual user, when possible.

Enhancement to submitted runs to notify user when job completes. Notification will be issued through the IntelliDealer message system. Status for jobs will continue to show on the homepage as well.

prevent saving the masked password as the password for the AGCO eOrdering - open orders sftp tab.

Zero dollar vouchers created through the Kubota Invoice Download interface will now properly use the Kubota invoice and due dates where applicable. This mirrors the functionality of the non-zero dollar voucher flow.

Click To Call no longer requires security switch 999 "Interfaces Access" to operate.

transmit rental invoices as work orders to Volvo SCA, to resolve upload issue

Prevent crash on Washout and Margins windows when loading MARGIN records from PFWTAB.

TetherIT > Call Scheduling: fixed issue with error message in fields while updating the Add Call details.

When trying to open a Stock Order generated by Agco, a quick window opens. However, it could immediately close without allowing it to be released. This has been fixed.

Set 1099 to 'N' (Do not print the 1099 form) for vendors that are currently blank.

Release lock on general billing file when running IUCLEAN.

Elead CRM - added Service Detail type to new Delta endpoint.

Elead CRM - fixed issue with new Delta endpoint for application type "EQUIPMENT" returning empty array.

Elead CRM - added Invoice Amount field to ELeadEquipmentDTO for delivery Lifetime value calculation

Sending all charge codes to IR as "deleted" both on preload and individual updates.

Sending "inactive" status on contact to IR

Fixed the issue related to "General Internal Failure" when IR attempts to update In/Out or Location in CDK

Fixed the issue related to equipment on rental on CDK side still able to be invoiced in CDK when locked to IR

Added new field to INVHIR table to accommodate salesman 3 and 4 from IR

Enabling editing of make, model and description when equipment is locked by IR but EquipmentInOut status is "IN"

Splitting IR taxes on rental invoices to map to appropriate CDK GL detail fields

Added listener to EquipmentOption table to send updates to IR on create and insert operation.

Sending inactive status for customer profile from CDK to IR.

Sending make changes on create, update or delete from CDK to IR

Fixed the issue with contact information on IR invoices.

Defaulting Avatax code value to "N" for all IR invoices.

Updated sales entries to related table on CDK side when invoice is generated from IR application.

Fixed the validation issue related to Cat/Class when updating equipment location from IR application.

Resolved the issue related to Equipment History transactions - Code "S" not sending on Sale to IR.

Fixed issue related to IR validation check when adding and removing attachments from IR.

When a unit is invoiced in CDK, it will now update the Fleet Type and IR Status to Sold and Sold respectively in Integrated Rental.

The unattended billing scheduler can now be run when the live interface flag is off.

Added Targit Dashboard view to main dashboard

Resolved issue where the discount was not being taken into consideration when avalara is charging tax on labor in work orders.

The AGCO Open Orders/Equipment Ordering interface will now be able to properly process a file where a freight charge line exists with an invalid quantity.

on Equipment Profile, validation added to warranty date to accept 4 digit dates (which were previously returning an error when manually entered, in some cases).

Freight charges imported from the UPS WorldShip client will now have the appropriate tax and discount calculations where applicable.

query Worldpay for credit card transaction results when we receive HTTP errors when communicating with the credit card device, to prevent transaction at Worldpay and open invoices in IntelliDealer

The subscription key for the MacDon MyDealer interface has been updated. This will prevent the "Invalid Subscription Key" message from showing and allow users to access the MacDon parts catalogs.

logging added when accounting entries cannot be completed for a unit location transfer. For example: Financial Management > Exceptions Report > Exception Status

PDF Viewer will allow a larger number of PDF's to be deleted at the same time.

reduce the noise in the logs from the 'loading ...' message being generated by LegacyPropertyFile

Improved overall performance when using multimedia.

Allow Deere DTF to compress files during transmission that are not already compressed. This is currently not enabled for any dealers.

Multiple areas of the system will display text in alternate languages containing single quotes.

remove invalid characters from John Deere SVAP alerts job titles causing square characters to be displayed in work orders when a work order was created from the service agreement

Default AvaTax labor & parts product on work order header on insert when user does not have access to fields.

Improved the performance when retrieving a list of customers for use with ELead.

MyDealer - Customers now can see the total availability and location availability data.

IR - If no status was passed in, the Sold status logic would fail. This has been fixed.

IR - When no salesperson is passed in from Integrated Rental on an equipment update, CDK will default it to the equipment quick add table value when no value is currently on the unit.

IR - Added Stock No to the list of fields CDK sends to Integrated Rental during an equipment update.

IR - Added Display Model to the list of fields CDK send to Integrated Rental when sending equipment information.

IR - Updated the Fleet Type logic that is set when Integrated Rental sends an equipment update.

IR - Added currency type to the internal tools Integrated Rental dealer configuration area to be used when processing IR generated rental invoices.

IR - Equipment History will now display the proper Integrated Rental description that's sent to CDK after processing an IR generated rental invoice.

IR - Equipment profile will now display the correct Customer Name and full Integrated Rental invoice number after processing an Rental Invoice from IR.

IR - CDK added Rental Fleet Date to the equipment parameters that it accepts from Integrated Rental during an update.

IR - CDK no longer updates a units First Rental Date in Integrated Rental following the Preload.

Temporary disable Google Analytics in Intellidealer.

Add new indexes to database based on IBM suggestion to improve performance.

Changed all thread pools within Java to be uniquely named for future performance analysis.

allow BSI turn disable the branch pricing when asking for branch availability. This will speed up the branch availability lookup. The default is to provide pricing when using branch availability.

2 minute timeout when ##CO25 is called - caused by a lock when being called from chkaa8 RPGLE program. This will improve the performance for Worldpay and Versapay credit card processing when being processed during nightly maintenance program #CO25

The Polaris Parts Locator interface will now properly handle part numbers with a prefix.

AvaTax calculation will now be refreshed when a part is substituted.

Added to re-try logic to prevent blank settings from being returned for AvaTax

Updated System Settings for 'Parts Purchase Order Prefix'. Navigate to Configuration > Miscellaneous > Other > System Settings.

In configuration -> Miscellaneous -> Other -> System setting -> Division tab: 'Add John Deere Complete Goods Group Code' field label has been changed to 'John Deere Group Codes For Incoming Units' and now it has been converted to drop down.

add missing required Corporate Dealer Code to Kobelco Parts Locator configuration \ IntelliDealer \ configuration \ interfaces \ Kobelco \ parts locator

Removed unused fax offset settings from configuration options in IntelliDealer.

The CNH MyDealer Parts Portal configuration screen has been updated with a new tab to enable the CSPS Ownership Group to be properly configured for each location. Dealers currently using this integration will be automatically updated to the new configuration standards. This replaces the old Division Primary Dealer Number configuration standard.

Setting equipment to edit mode will only update the in use details on equipment to avoid conflicts with vouchers and billing runs updating the same equipment.

Financial Management > General Ledger > Financial Reporting > Summarized Financials: modified check validation label to Validate Configuration

Mydealer - Updated Shop For Part user interface (UI) to use the same Listing screen UI standards as IntelliDealer. Also added the option to export the listing results to XLS file.

improved the error message generated when the deposit invoice is greater than invoice total by providing the total amounts (i.e. _Total deposit amount of 38.82 is greater than the invoice amount of 35.82_) Use the Cash, Charge, and Warranty invoice totals to determine if the total amount is greater than invoice total, instead of just Charge

move machines sent via Kubota K-Com/ecommerce from the main customer tab in parts invoicing to memos tab. We will provide the stock number, description and serial number if we can find it in equipment profile based on serial number, otherwise we provide the Kubota brand, model and vin number

allow the full 45 characters of job site to be transmitted for rental contracts being generated via BSI

Prevented scenario where reports could be generated with trailing whitespace.

Converted Legacy Report into Java (BIL994)

Converted Legacy Report into Java (CGI029)

Converted Legacy Report into Java (PAR014)

Added Cloud endpoint API to create customers.

remove lane id field from Authorization Maintenance Worldpay In Progress. This field is not lane id. It is actually a code that is required by Worldpay and is captured during the credit transaction.

remove forbidden characters from customer name when being transmitted to Worldpay to prevent 403 Forbidden error message from Worldpay. This does not change the value in IntelliDealer or on the IntelliDealer invoices.

The UPS WorldShip cleanup task will now properly remove old, unused, and voided shipment exports even when the interface has initially been configured incorrectly. Previously, invalid timestamps in the export file were preventing the cleanup task from running properly.

Resolved an issue that was preventing the John Deere Expert Services nightly job code update task from properly updating job codes.

upgrade legacy passive ftp to be similar to the F5 version. This allows it to continue to work under certain conditions while receiving and sending files.

Update CDK logo on wireless sign on page

This is the initial release of the Polaris Retail Transaction Data transmission interface. When activated, this interface will allow a nightly and historical transmit of retail transaction data to Polaris.

The CNH eWarranty Vehicle Lookup interface will now display PPP data where it exists for a given stock unit.

change FTp directory from /SNMP/DistributorMaintenance/toKAC/data to /SNMP/toKAC/data at Komatsu's request for Distributor Maintenance

Elead to IntelliDealer Customer updates now includes updating the Salesperson name on the customer profile in IntelliDealer.

Created new Elead DELTA endpoint to handle updates on tables CGIBASE, CGIHIST, CMASTR, CMASCON and MNBDH. Elead to use new endpoint for all "delta" pulls related to Customers, Equipment and Service Work Orders.

Elead - Equipment Images CSV file - fixed the issue related to IFS file path to be complete URL address.

Elead - Equipment Images CSV file - fixed issue related to exception (The maximum number of rows permitted on a worksheet been exceeded).

Modified Elead Customer DTO to include Rental Invoice detail.

Integrated Rental - Added the ability for Intellidealer to automatically generate a work order for a unit returned from rent in Integrated Rental.

Integrated Rental - The Preload process will now send a null value instead of blank for the District Name in the location payload.

Integrated Rental - The Preload process will now default the Integrated Rental Status field to "Other" in the equipment payload

Integrated Rental - The Preload process will now send the Notify Invoice Finalized value in the customer influencer (contact) payload.

Integrated Rental - Added "PreviousStockNumber" field to the equipment payload sent to Integrated Rental to capture stock number changes

Integrated Rental - Change to what CDK sends Integrated Rental when a unit on the CDK side is set to Sold status

Integrated Rental - Added logic to various areas throughout Intellidealer (e.g., Equipment Unit History, G/L details, A/R History, etc.) to support Integrated Rental's larger invoice number field size.

Integrated Rental - Change to the value populated in the name/description field for the equipment transaction payload sent to Integrated Rental.

Integrated Rental - Added Work Orders to the list of data that is sent to Integrated Rental during a Preload process.

Integrated Rental - Change to the General Ledger (G/L) information sent to Integrated Rental.

allow IntelliDealer to receive the Worldpay response even after IntelliDealer has timed out. IntelliDealer will be in a continuous loop waiting for the response

Created a new System Notification Emails UI and notification table for system notifications handled by the BACKUP table. Administration > Settings > System Notification Emails

A more meaningful error message will now be shown when CNH is unable to generate a new password after clicking the Generate New Password button on the configuration screens for CNH eQuipment, CSPS, and CNH eWarranty. The error message contains recovery information instructing the user to reset their password in the CNH portal and update the configuration screen with the new password.

Update the John Deere Warranty Dates configuration screen to us the new Warranty Dates PINs API. Navigate to: Configuration > Interfaces > John Deere > Warranty Dates

Initial release of the BRP Backorder Cancellation interface. This interface allows for individual line items on an order submitted to BRP to be cancelled from the BRP Order Status screen.

Initial release of the BRP Order Status Lookup interface. This interface allows dealers to view information about an order that has submitted to BRP, as well as the status of any line items.

Initial release of the Polaris Retail Sales interface. This interface will allow retail sales for parts and equipment to be transmitted on a nightly basis to Polaris.

Only one space will exist in customer name when no middle initial is provided.

Conversion of legacy reports into new PDF structure to prepare for future general billing run implementation in Java. Existing legacy reports and general billing run remain untouched.

General Invoice will have a Bill Invoice button on the Frequency tab for beta testers of the new General Billing Run.

added Month End/Year End confirmation/warning in G/L, A/P, A/R screens which were previously updated in new technology.

Resolved issue on summarized financials where filter selection was not working properly for 2 digit profit centers

Initial release for the ARI PartStream integration. This interface allows for users to browse multiple OEM parts catalogs within MyDealer and add parts to the MyDealer shopping cart for purchase.

The MyDealer - My Alerts screen has been upgraded to use the same Listing screen UI standards as IntelliDealer. Also added the option to export the listing results to XLS file.

The MyDealer - My Quotes screen has been upgraded to use the same Listing screen UI standards as IntelliDealer. Also added the option to export the listing results to XLS file.

The MyDealer - My Orders screen has been upgraded to use the same Listing screen UI standards as IntelliDealer. Also added the option to export the listing results to XLS file.

The current method of determining the status of a printer could be slow, especially when there are a large number of printers on the system. This resulted in the new printer/pdf interface taking a long time to start/stop printer. Likewise, the printer listing screen could be slow to load. This has been significantly improved by implementing new logic.

In the Printing dropdown, the old Printer Output and PDF Viewer options displayed a fixed deadline date. This has been replaced by "Ending Date To Be Announced".

On the printer output screen, output generated from a CUPS printer should be displayed in a .PDF, rather than text. This has been resolved.

allow 14 character device(group) names for credit card devices and prevent error: 'too long for offsetpair maximum length 13'

update Kubota K-Com deposit process in calculating the next invoice number to prevent duplicate invoice numbers when the next invoice number is 6 digits long and there is a start digit prefix.

Task Tracker will now support more options in the Task Template drop downs so it will not display the "Insufficient space" errors.

change Komatsu Distributor Maintenance SMR field to utilize the unit hours from the work order instead of the current hours in the equipment profile

display the error 'The configured G/L account [XXXX] does not exist on invoice [YYYYY]' when the SVAP agreement total is greater than $0 when attempting attach/create an invoice to an SVAP agreement.

Allow Deere DTF to compress files during transmission that are not already compressed. This is currently not enabled for any dealers.

combine first and last name to name, and add attention to Ditch Witch Parts order transmit.

A more meaningful error message will now be shown when the CNH MyDealer parts portal is unavailable for access due to an outage or other incident.

Create a process for sending Integrated Rental updates to Request Queue

Add rental invoice information to the Elead Equipment DTO

Added Application Type to the Integrated Rental Transaction Code used in the General Ledger DTO

Removed the A/R Month validation when processing Integrated Rental invoices

Changed the TID field in the Invoice response DTO to a string

CDK will now send the country code instead of name to Integrated Rental in the Customer payload

Added customer validation to the Integrated Rental endpoint that updates equipment status

Updates to the preload process for Integrated Rental

Processing an Integrated Rental invoice will no longer halt on deactivated cash codes

Changed a field name in the Equipment Transactions payload sent to Integrated Rental

Update to the invoicing error message response that is sent to Integrated Rental

Move the RegionName field to the DistrictName in the location object we send to Integrated Rental

Update to the Integrated Rental equipment endpoint to allow the changing of equipment status'

Created a new endpoint to receive straightline depreciation from Integrated Rental

Updated models sent to Integrated Rental to match the selection criteria used to send Equipment

No longer sending deactivated charge codes to Integrated Rental

John Deere Expert Services will now use the full 10 available slots for job code control machine configuration options. The previous limit was 8.

It has been determined these will always be the same and to save configuration issues the following has been removed from the the Terex FTP: server, user id, password and protocol.

Convert Configuration \ Interfaces \ Ditch Witch \ Service Order to new UI framework.

removed configuration \ interfaces \ komatsu \ part availability

- removed configuration \ interfaces \ komatsu \ parts ordering

- removed configuration \ interfaces \ komatsu \ eparts central

- renamed removed configuration \ interfaces \ komatsu \ MyKomatsu MyDealer Integration to MyKomatsu Integration

- moved configuration \ interfaces \ komatsu \ parts ordering - Freight Carrier and Marketing Program tabs to New Parts System

- moved configuration \ interfaces \ komatsu \ eparts central - parts invoicing and printer tabs to MyKomatsu Integration

when creating customers via BSI, set late charge flag based on:

- If LATECHG Y is exists and Y and late charge is blank = Y

- if LATECHG does not exist or deactive = N

prevent M&T banks from marking records as downloaded when using date range. This is consistent with the other Positive pay downloads

allow the TD Canada/US positive pay file to transmit a check with an amount up to and including 99,999,999.99

Fix issue that can cause #CRTDEPTMC and Update Account Balances not to run: prevent a timing issue where the flag for GL0073CL was being left in the data area

Conversion of legacy reports into new PDF structure to prepare for future general billing run implementation in Java. Existing legacy reports and general billing run remain untouched.

Check boxes on the MyDealer - Statement listing screen will now uncheck after emailing and/or downloading selection(s) has completed successfully.

added part last sale date >= 3 years to the query to transmit Claas dealer item file

- transmit order quantity if invoice line is a return for Claas transactional Demand file

- correct flags based on documentation for Claas transactional Demand file

Fixed search for printers on the Aged Trial Balance screen.

Fixed search Printer List by Printer Description in New Printer UI.

Corrected printer name and description.

Fixed error pull up in New Printer UI if printer message is blank.

Code change was done to fix the issue as a result user is able to see the printer/spool file message.

Fixed the issue with Printer status showing different printer status in the printer list and printer writer list.

Setup legacy system to support sending legacy spool to CUPS system.

Printing - Export PDF similarly to txt format.

Setup flag isCupsPrinter in PRTTAB to send printer data to CUPS printer.

Removed '(Until March 31 2022)' from old Print Out put options.

display error message 'The work order does not have any segments.' when trying to attach a SVAP event to a work order that doesn't have any segments instead of 'General Internal Failure'

An issue with A/R and Bank accounts not showing up in Special Accounts screen (SPECACCT) has been resolved. Sorted by ascending order fixes the issue. The user can view A/R and bank accounts in all environments.

allow the EFT ABA file to transmit a check with an amount up to and including 99,999,999.99

After google Chrome update, floating navigation controls are not visible in profile pages. That issue has been fixed.

adjust GPS timestamp forward 1 hour for any timestamp from a GPS unit that happens in the 2AM to 3AM time frame when the clocks switch from daylight savings to standard time.

allow users to create Worldpay devices when feature 6157 is unlicensed

(Equipment, MyDealer, Rental) Changed the "Export to CSV" verbiage to "Export to XLS" and applied the appropriate name, extension and date to the excel file.

Updated hyperlink on CDK about page to point to the feature listing page.

Created backend programs to support running database process (#CCPTER) from IntelliDealer in a future release.

Created backend programs to support running database process (#CCPTER) from IntelliDealer in a future release.

The logging page for the John Deer Sales Center Complete Goods Events interface has been updated to automatically sort the displayed logs by the most recent timestamp.

The Invoice History quick link in Customer Profile will display the list of recent invoices for the selected customer.

Parts profile listing location search field now populated with user default location.

prevent a timing issue where the flag for GL0073CL was being left in the data area

handle receiving Avalara entity use code from Kubota K-COM ecommerce and utilize it in the tax lookup and parts invoicing systems

When an invoice date of zero is passed from the billing run to AvaTax default invoice date to today's date.

Convert Configuration \ Interfaces \ other \ AM Studio to new UI framework.

Convert Configuration \ Interfaces \ Kobelco \ Parts Ordering to new UI framework.

Convert Configuration \ Interfaces \ Kobelco \ Parts Locator to new UI framework.

Fixed sorting issue of code column in group code listing screen

Customer Portal added hyperlink to link Cell number to Text Connect when licensed

Customer Portal added hyperlink to Tethr It Now when licensed

Customer portal now displays customer status above the customer name

Resolved issue related to wrong 'Price With Options' on equipment profile being displayed when updating from an Equipment PO.

Conversion of legacy reports into new PDF structure to prepare for future general billing run implementation in Java. Existing legacy reports and general billing run remain untouched.

Customer search in Cash Receipt screen will now display only active customers.

The G/L Month end preliminary in new UI should allow all open G/L months to be run up to and including the next a/r month end date.

Update to the Integrated Rental - Sales Rep Preload process

Update to the Integrated Rental - Model Preload process

Update to the Integrated Rental - Location Preload process

IR Equipment Lockdown Endpoint - method to be used by both IntelliDealer and ID MobileAccess as it relates to the lockdown of the Equipment Profile and Attachment maintenance.

IR will provide update for each piece of equipment - e.g. when out on rent, to prevent updates in IntelliDealer and ID MobileAccess.

Update to the Integrated Rental - Equipment Preload process

Update to the Integrated Rental - Customer Preload process

Added Integrated Rental invoices in Invoice History Detail view.

The MyDealer - My Equipment and My Rental user interface (UI) has been upgraded to use the same Listing screen UI standards as IntelliDealer. Also added the option to export the listing results to CSV file.

The MyDealer - Statements user interface (UI) has been upgraded to use the same Listing screen UI standards as IntelliDealer.

Migrated the deposit screen to Java/React with tabbed listing screen for Parts and Work Orders. Selecting the record by location will bring up modal with deposit values.

New screen has the following capabilities:

-- Search and select Location

-- Easily navigate between locations configurations

-- Search and select Deposit part number (use F5 part selection screen)

---- Search defaults to vendor 'GL' and current location.

-- Indicate if deposit receipt required

-- Indicate if configuration record is active or inactive.

-- Ability to copy configuration to new locations

New below optional fields has been added to Parts Deposit Screen:

-- Deposit overage threshold (in dollars/cents, 2 decimals, 9 characters)

-- Deposit overage parts number (search & select) (30 characters)

Avatax rounding could cause an error to appear for a Parts Invoice: 4244 remaining deposit amount is greater than pending invoice amount. To resolve the issue, a configurable deposit overage amount and part number has been added to the deposit table. When configured, this will post any deposit overage amount to the part specified in the table. This occurs due to tax rounding when a sales order is split across multiple invoices.

transmitting level 2 data to Worldpay. This includes: customer/billing name, Shipping postal code, sales tax, customer purchase order number.

Initial release of the Ditch Witch Service Bulletin interface. This allows dealers to view service bulletins and safety notifications from within IntelliDealer.

various updates to Komatsu Distributor Maintenance transmit

- remove time zone from date fields

- removed all pipe characters in cause, complaint, correct and description fields

- added part description

- set order type to be internal if internal charges are on the work order, otherwise it's external

- send 'labor' as the labor description

create a deposit invoice when Kubota ecommerce transmits a payment section with payment type = 'Credit Card'

- cleanup of Versapay 2CP to provide error messages should a dealer try to utilize the deposit invoice as a previous invoice

Initial release of the BRP Service History interface. This interface allows dealers to view warranty campaign and bulletin details within IntelliDealer. Articles related to specific campaigns/bulletins can also be downloaded as a PDF or viewed through a link to the BOSSWeb system.

Initial release of the BRP Vehicle Specifications interface. This interface allows vehicle specifications for BRP equipment to be viewed within IntelliDealer.

Alerts will use the Text Connect SMS gateway if licensed for TC.

a correction to prevent under certain conditions several log entries were not being written to logmastr

The exception message "Activated outgoing phone number required for Text Connect." is shown when the "Text Connect User Phone Number" in user profiles is not provisioned in text connect.

prevent bad request from Deere DTF when files are created with a length of 0 bytes. These files will be automatically moved to the sent folder.

Searching "CMBR1-6", "DIVTAB1,2", and "COTAB1,2" in the menu, will bring up the new System Setting page.

add date time stamp to Terex service parts inventory file name

Limit repetitive calls to AvaTax. To limit calls to Avalara the system will attempt to find the last sending log for today for a given invoice. If one is found for the same day. The call about to made will be compared to last one sent. If any difference between the two is found then the call to recalculate tax will proceed otherwise it will be skipped. Calls from the billing runs will always be done regardless.

To visit the online help page, AvaTax: AvaTax Interface.

File Change: AVATAXCS

AvaTax SDK has been updated to the latest's version.

Convert Configuration \ Interfaces \ Equipment \ Tom Rowe to new UI framework.

Convert Configuration \ Interfaces \ Equipment \ Point 2 to new UI framework.

Convert Configuration \ Interfaces \ Equipment \ Midnet Media to new UI framework.

Convert Configuration \ Interfaces \ Equipment \ Ag Dealer to new UI framework.

Convert Configuration \ Interfaces \ Equipment \ Iron Solutions to new UI framework.

remove the ability for the dealer to turn on/off new oauth DTF for Deere dealers in \ configuration \ interfaces \ Deere \ DTF. This will force the dealer to always use new oauth DTF client for the connection, as John Deere is discontinuing the legacy integration.

Removed commas from the Model field of ELead Equipment data feeds.

Added ELead configurations for Production and DEV environments.

The logic for selecting the Date Promised for units created through CNH eQuipment has been updated based on feedback from CNH. The new prioritization will now be: current estimated delivery date, requested delivery date, and slot date. In the rare case none of these fields are provided, the interface will continue the current functionality of populating the Date Promised with the current date until a valid date from CNH is provided.

prevent Deere equipment upload failing with 'String index out of range' when the equipment history has a billing date less than 1700/01/01.

Full responsive multimedia page is displayed now in invoice history.

Converted BIL957 (Authorized Invoice Register Report) into new architecture to prepare for future billing run enhancements. The existing report is unchanged.

Conversion of legacy reports into new PDF structure to prepare for future general billing run implementation in Java. Existing legacy reports and general billing run remain untouched.

Developed a UI to display and filter billing report data, PDF and CSV.

Fixed issue with Close AllDivisions for G/L MonthEnd.

G/L Month end and G/L Preliminary month end both defaults the user printer in Printer field.

Location selection not always correct for Special Accounts. Resolved the issue to display correct data set based on location.

Removed the ability to send Group Code changes to Integrated Rental.

Added two new fields to the response that gets sent back to Integrated Rental after processing an invoice.

Added the ability to send Charge Code related changes to Integrated Rental.

Beta release of the MacDon MyDealer integration. This integration will allow for MyDealer customers to browse the MacDon parts catalog and shop parts within MyDealer.

The MyDealer - Invoices user interface (UI) has been upgraded to use the same UI standards that IntelliDealer uses (including the option to export listing results to CSV file).

Removed the Terms and Conditions menu option from the Link Type dropdown in the MyDealer Customized Links Detail screen.

MyDealer - Customized Messages now supports HTML.

import suggested orders from Terex into parts orders as pending orders for review. This interface will be released in a beta status at this time.

Consume relevant Item File that Claas transmits.

- allow user to view the relevant item file in parts orders \ ordering options and add parts that aren't already loaded in the system from this screen.

- when transmitting the part master to Claas, transmit only the parts that are in the relevant item file or have been created in the last 3 years or have been purchased or sold in last 2 years or has inventory, on order or on back order.

Initial release of CNH Digital Jobcard Get Parts Master interface. This exposes an endpoint for CNH to retrieve PARTMAST information from Intellidealer. A "Part Vendors" tab has been added to Configuration > Interfaces > CNH > Digital Jobcard, to allow configuration of part vendors for which to send part information.

Conversion of report BIL922 to Java. Existing legacy report remains untouched. New report will be used in future Java-based billing runs.

allow dealers to subscribe to Vermeer Customer Number mapping service. This interface is being released in a beta status.

- allow Vermeer to transmit enterprise id and our customer number to update customer supplier mapping

- change to Vermeer equipment registration to transmit customer number with company/division

Improved performance of spool file export by utilizing direct reads from IFS instead of using IBM APIs to read data.

Implementation of billing scheduler for use in future release of Java-based billing runs. Scheduler is not active and will not be usable until the initial billing run (General Billing) is released to the production environment.

Navigate to: Click the printer icon near the top-right of the IntelliDealer screen, then select the Printer Output tab.

The user can now preview the spool file in greater detail while at the same time being able to work on the main IntelliDealer window. The user can open a pop out window in multiple ways such as by ctrl + click on the spool file navigation link, and also by clicking on the pop out icon on the left side of report description.

reduce memory usage in the nightly file IFS cleanup task.

display the proper alert type for John Deere SVAP alerts instead of 'ALERT IntelliDealer.' It'll now report 'ALERT Uptime Critica', 'ALERT Uptime High', and 'ALERT Uptime Informa'. Should Deere add a new or change the alert type again, it'll display the Deere language.

Resolves issue where inspection button would not display on Work Orders and Traffic.

fix spelling mistake in DTF price file email.

remove the fall back component of Komatsu Komtrax, since the old server is no longer viable. This will make the error message in IntelliDealer display the new URL and not the old eliminating some confusion for everyone involved.

In some cases, the John Deere DTF was overwriting the ordered date field. To prevent the Ordered Date from being overwritten when the order is sourced we will only assign the field when the current value is 0.

force the new Deere DTF client to turn on the DTF flag and to check to see if DTF is running, processing or maintenance is running. The logic around this matches the old Deere DTF client.

On the 'View Printer List' screen, the printer status was showing 'Started' when the printer is 'Ended'. This has been resolved.

Prevent old signatures that have not been purged from IFS from appearing on new deposit invoices.

Changed the Elead Equipment endpoint (used for Historical/Bulk pulls) to filter out units with a customer invoice number value of "EQPADD".

Created a new Elead Equipment endpoint (used for Daily/Delta pulls) which will include equipment based on the customer invoice date as well as the on order date in CGIBASE vs. the date modified.

Created a new Elead Customer endpoint which will return customer records based on an array of customer numbers passed in from the Elead CRM.

The JD ELIPS interface has been updated to send a summary of all parts from requisitions when the corresponding work order is billed. Parts from requisitions will also continue to be sent as they are billed for open work orders.

Resolved an issue that prevented CNH eQuipment from fully processing equipment units when multiple identical options were present on a specific unit. The interface has also been updated with more robust error handling to properly skip problematic lines in future and allow the interface to continue processing the remaining units.

An option to update/import a single unit by vehicle number/equipment identifier has also been added to the CNH eQuipment configuration screen on the Update Single Unit tab. This allows units to be imported that have not yet been created in the system by the nightly feed.

The CNH MyDealer Parts Portal integration has been updated to use the Division Primary Dealer Number flag to identify the CSPS ownership group. This flag can be set on the Configuration > Interfaces > CNH > MyDealer Parts Portal > Dealer Numbers tab. This configuration is now mandatory to utilize the CNH MyDealer Parts Portal.

transmit the capture to Worldpay for equipment, rental and general invoicing invoices during the nightly processes (#CO25)