PPU Dealer Notification (2023)

Populate new table KUBPARTPRC with Kubota price file data.

Updated Kubota Syncron/Smart Supply to read new table KUBPARTPRC instead of PARTPRC for kubota vendors

A new feature has been added to automate the Kubota Price File update. Created database table to store the raw Kubota price file data.

A new feature has been added to automate the Kubota Price File update. With this feature, the price file will automatically be updated each month. Configure the associated vendor in Configuration > Interfaces > Kubota > Price File Update. Feature PFW 6432 is required.

correcting issue with MachineParts\Machine duplicated, and without Part for Deere elips parts transmit

Fixed the SVAP synchronization issue by updating deere svap aggreement's location based on the attached invoice's location when it was newly created

A/R aged trial balance report fix sort when sorting by customer name.

fixed the issue with General Internal Failure while opening CNH Telemetry Page. CNH Work order transmit will add SAP Primary dealer code/CSPS dealer number in its payload.

DTF orders associated with JD eCommerce direct ship orders will now be shown with Status "Ecomm-pending" in DTF Parts Receipts screen. Now those orders can be updated or received as similar to "Pending" status orders.

JD eCommerce - Ship to Zip Code includes extended zip code

REST API for viewing an existing service request

performance improvements to John Deere Elips history and Polaris Repair Order interfaces

Other John Deere Elips changes

-remove invalid characters job name

-added segment to job name

-removed the added double quotes to the beginning and end of the part description

improved reporting for failed John Deere Elips transmissions

Added edit checks to A/R month end. To ensure late charges, statements and cash receipts have been completed.

When checking reversal invoice while processing an Avatax reversal use TID for the lookup to prevent error Invoice History record not found in [MNBDH] for keys.

AvaTax tax description will now use Jurisdiction name + Jurisdiction type when the tax is not a state tax.

We are now verifying the vendor number in the Payroll Plus configuration screen.

Made a small change to the Customer Profile field layout. After the change where we separated out First, Last and Middle Initial into their own lines, it shifted around columns and fields that were normally on the top, were no longer. This change will align the columns back to their previous positions. To see more in online help, Customer Profile.

Made a handful of changes to accommodate a new authentication process that CDK now uses to validate its users. With that came adjustments to the endpoints that we use including the click to text widget and one way text communication. This change comes in part due to the change in carrier that CDK uses (they previously used Zipwhip but are in the process of migrating its user base over to Twilio).

Equipment - updated the parts search on the Parts List tab.

Mass delete of Options: Added a new delete button for mass deletion. The user can delete single/multiple rows simultaneously with a better user experience.

Made a small change to the way we process Integrated Rental invoices that used Avalara. When we post the Avatax entry within the billing files, we now use T5 as the transaction code which aligns with how IntelliDealer posts the Avatax entry. This was to account for any custom reports that may be using that transaction code field.

Prior to allowing a customer to be set to inactive, we now check to see if that customer is currently on an Integrated Rental contract. If it is, it will display an error message to the user informing them the customer is currently on an Integrated Rental contract and cannot be set to inactive.

JD eCommerce - Changes have been made to show IntelliDealer Customer Number: \{dbsCustNum} in comment/memo of parts invoice when dbsCustNum is not empty.

On CNH Data Exchange Platform property detail screen added list configuration dropdown, based on that select, makes list will be decided whether to include or exclude or transmit all the workorders.

Updated default date range for fault code searches to last 30 days on the CNH Fault Code screen. And added close buttons to CNH Fault Code, CNH SRT Job Code screens to keep in line with other ID screens/views.

John Deere SMO - The date field format in "/CostTransactionRefDataChangedInDbs" transaction now show's the time as noon which avoids dealer's in SMO to see it as day before as it's in UTC time zone.

John Deere SMO - Equipment will not be sent when the customer Number is marked as internal/related.

Kubota Syncron Nightly Transmit - The nightly job sends supplier information on Saturdays.

We are currently removing invalid characters from model descriptions before sending them to John Deere SMO.

restoring menu option Configuration > Interfaces > Vermeer > Part Sales Transmission when 6424 is licensed.

Allow Service Bus Name to be configured in IntelliDealer > Configuration > Interfaces > John Deere > SVAP. Deere is has multiple servers that require this change for new setups. All previously configured dealers will be automatically configured for jd2d-cert-01.

Parts Invoicing - update to parts lookup. Navigate to: Product Support > Parts > Parts Invoicing

provide dealer the ability to import Vermeer job codes in work orders

Fixed the issue that caused the general internal failure error, so that the A/P Outstanding - Aged report will generate successfully.

Fixed the issue concerning sorting and page breaks.

Fix all Validation errors related to UserId, locationId, and date fields found while submitting Work Order Data to the CNH DEP system.

during the registration of the Worldpay devices to IntelliDealer, we've added some waits to slow the process of processing subsequent commands to the Worldpay device to prevent issues with those subsequent commands: > Configuration > Interfaces > CDK > Point-of-Sale Devices - Create button

A user can now see bank and A/R account information for multiple locations.

Aged Trial Balance - All the issues on Excel report have been resolved. Sorting issue on PDF report has been resolved as well. Users are now able to generate Excel reports without error and view data in PDF report in correct order.

Add security switch to access date format on user profile screen.

Required restart screen will now display over 800 restarts.

Allow view/copy function for alternate GL accounts when branch name contains a special character.

On Shopify configuration screen, fixed sorting issue and location display on 'Intellidealer Location' column.

Resolved an issue where a blank salesperson was being set to the equipment default on an Integrated Rental equipment update when it should not have been.

When running statements, we now only update the CRDES (Description) field in the Cash Receipt file if the previous value was blank.

If a stock number is marked as an internal unit we now send the record to Integrated Rental with an inactive record status.

Updated logic in Integrated Rental invoice processing to use the equipment inventory account from the stock number if it is different from what is passed via the payload from Integrated Rental. This ensures we are always using the current inventory account for the unit.

Add request Queue service to transmit work orders to CNH DEP. This helps in not sending multiple requests for the same payload.

Added conditions to the processing of Deere DTF data, to be based on feature 6111 being licensed

Add part sale account validation to the Inventory Count update process.

Prevent special terms upload from crashing when importing more than 9,999 records.

Developed new UI using React for A/P report. User can generate and view A/P report using new UI.

Added check to ppu apply to ensure system is on LANSA version 15.

Use EDS multimedia classification to control copying or moving of multimedia when parts/WO quotes are accepted or when parts quotes are converted to WO quotes and vice versa.

Create new classification for EDS multimedia.

improve the performance of UPDIASSVR by not setting the file authorities of the files in the /pfw/DATALIBRARY/javaxml/logs

files - make the /pfw/DATALIBRARY/javaxml/logs delete files on the same cadanece as /pfw/DATALIBRARY/javaxml/sent.

For the self hosted dealers the default is 12 months. For the lpars (i.e. ASP environments) it is 3 months.

Allow user to sign out of IntelliDealer when executive summaries are rebuilding.

On John Deere PDC direct ship order, when we create the ship direct parts order, automatically Deposit invoice gets created.

For John Deere Create order ShippingAddress field has been changed to shipToAddressDetails field.

Changes have been made to show JD Customer Number: \{ckcEntityId} in comment/memo of parts invoice when a values exists for ckcEntityId.

Now, Both Promotions and impositions are applied on John Deere return order

This interface will transmit the work order attributes in IntelliDealer system to CNH Data Exchange Platform at the same of creation or update.

CNH Telemetry API Phase 1 - Telemetry API intends to provide the parameter information of different parts of an equipment, which are collected from the modem real time and enables the DMS users to understand the part parameters before or while creating the work order in DMS.

log Kubota K-Com in logreq database

CNH Faults API Phase 1 - Faults API provides faults data, which enables dealers to have information about the equipment while creating the work order in the DMS.

CNH SRT API Phase 1 - The SRT API is intended to provide details related to an SRT code, its description, timesheet, model, product line, region etc., which enables dealers to have information on rates and work units at the time of creating a work order repair/quote.

If Tax Description is longer then 40 characters returned from Avatax truncate to a length of 40 so it can be saved in Database.

prevent Kubota k-com/ecommerce error when Kubota K-Com sends DBSCustId

Added the header to service quote endpoint

The credentials for BRP's Dealer Authorization interface have been updated.

Prevent a Work Order Quick Add API error when customer contact number is not provided. In addition, we added the ability to change a work order from a contact number to a general contact number.

do not process Deere DTF PartInvoiceD files to the legacy DTF files

Added duplicate phone number check at company and division level.

Prevent description details from being removed when adding a deposit or viewing deposit details on an equipment invoice.

Creating Equipment now copies multimedia from associated Base multimedia into the new Equipment.

Correct Group Unit Analysis Equipment Purchases to ensure details match summary totals.

Fixed an issue that caused excess equipment payloads to be sent to Integrated Rental when creating a new unit using the equipment copy function.

IntelliDealer will now prevent access to Traffic for divisions configured for use with Integrated Rental. Traffic is now available for divisions that are not tied to an IR integration.

Added "erpNotes" property to the customer payload being sent to Integrated Rental.

Added Company and Division to the equipment Health Sync payload sent to Integrated Rental.

Made a small adjustment to the customer payloads sent to Integrated Rental. We are now sending a customer to Integrated Rental as "Inactive" if the customer has entity use code as "CDKOMIT"

Adjusted what records are looked at when determining when to send makes to Integrated Rental. We now only send makes where there is a description filled in. This will prevent the description from being overwritten with blanks in IR's system.

When a unit's status changes to one that we don't send to Integrated Rental (Transferred, Quoted, Deleted), if there are any open work orders for that unit, we now send an update to IR marking the work order closed in their system.

Created endpoint to allow Integrated Rental to send us scheduled depreciation on equipment.

JD SMO - Now we are sending positive salePrice of equipment to JD SMO

JD SMO - Sending deleted customers as well when initial load submitted for customer to JD SMO

JD SMO - Sending StockUnitStatus and InventoryStatus to JD SMO

JD SMO - Sending default group code during initial group code load for the equipment with no group code to JD SMO

JD SMO - John Deere SMO required addition of proper filtering to send all the requested customers

JD SMO - An "Add All Makes" button was added to the John Deere SMO configuration screen in the "Equipment Makes" tab, where all the makes for a particular division can be added at once.

JD SMO - Update the Equipment History data sent to John Deere SMO

John Deere eCommerce - If all parts exist in PARTMAST table then create the ship direct parts order. If at least one part is missing in PARTMAST table then we are following older way of creating purchase order.

prevent update to view with bad character data for AGCO Pos, BRP Retail Transactions, Claas Transactional Demand, CNH Customer Survey, Deere Dealer Rewards, Deere, Elips, Komatsu Distributor Maintenance, Polaris Repair order, Polaris Retail Sales, Toro Sales Data, Vermeer Part Sales and Vermeer Retail Sales

Validating MyKomatsu FTP properties before even creating records in the to-be-sent folder; that way we can avoid using unnecessary disk space

Added part description to the keyword search filter in shop for parts in MyDealer

Changed sort order in POR38231 to use PPSEQ sequence number instead of PPPRT part number.

Report POR38231 now separates comment lines, instead of joining them together with spaces removed.

Only display 3 character values for Avatax Use Exemption when updating or creating a part.

IntelliDealer will no longer cache the Deere DTF OAuth tokens. This is to prevent the authentication issues that are happening to DTF

allow the dealership to ask the customer for the CVV or postal/zip code or both during a keyed Worldpay transaction on the Worldpay devices.

This is configured in > Configuration > Interfaces > CDK > Point-of-sale Devices. The default is to ask for postal/zip code only

JD eCommerce - When a dealer does not have inventory and the PDC is performing a ship direct (NoFill Order) order. Then ship direct parts order will be created and it gets populated into parts invoice letting the user know the customer has received or will be receiving the parts.

Updated the Work Order API with the ability for Dealers and Vendors to View and remove work orders.

Addressed an issue where a dealer is licensed to Integrated Rental and the cloud server is not responding, users were not able to login to either MyDealer or IntelliDealer. It was displaying the message "General internal failure has occurred".

Integrated Rental invoices were not displaying properly (full invoice was not showing) in Firefox. Now the invoice (first page) is fully displayed in Firefox, Chrome and Edge.

JD eCommerce - added the ability to update the tracking information once the invoice is moved to invoice history

Added multimedia tab to parts quoting which requires the new security switch in 822 to access, add and modify multimedia.

Add security switch to access, add and delete multimedia for parts quoting.

add spaces for the column headers to match the ARI parts price file template stream template.

Fixed issue in parts invoicing (ship confirm) where part quantity reserved amount was not set correctly when line was partially invoiced.

When sending an Order invoice to KCom, we transmit the Freight part number value as zero when the freight part number is deleted or doesn't exist and transmit the actual price if the Freight part number exists.

correcting issue where the original part and substituted part are switched for BRP

Date Picker enhancements including allowing a user to decide how a date is displayed (i.e. MM-DD-YYYY, YYYY-MM-DD, or DD-MM-YYYY)

Migrate John Deere Expert Service URLs from Akana to OKTA

Corrected the issue where the A/R report Aged Trial Balance would not export details from the Data Portal PDF. Detailed data will now display based on parameters used to run the PDF report. It is recommended that Excel 2007 and newer be used to open exported Excel files due to row limitations in earlier versions of Excel.

Equipment locator date modified field format was updated. This fixes out of sync equipment inventory in AGCO's system.

Modified locationOptionService to enforce the bobcat vendor name to uppercase.

'Freight Part Number' field removed from screen. Configuration–>Miscellaneous–>Other–>System Settings: Location tab, Parts section

Change wireless order picking to use Freight configuration for freight part number.

Add Wireless Inventory Control to Freight configuration. Configuration > Parts > General > Freight

Fixed issue where a cash code that has no associated AR Agency could not be added to system.

When sending information to ELead, if the salesperson on Customer, Equipment or Service payloads does not exist we now set the salesperson name to blank. It previously would cause a General Internal Failure error.

Added the field "isLocked" to the equipment payload sent to Integrated Rental.

MyDealer will now display an error message if an Integrated Rental invoice PDF could not be found to email or download.

The interface offers the export of ARI Brand part price data from Intellidealer into a CSV file. That file can then be uploaded to ARI PartStream.

remove legacy migration from Claas Parts Inventory Management since it is no longer needed. This does not affect your current configuration. Configuration > Interfaces > Claas > Claas Parts Inventory Management

record Komatsu shipping reference number by 4 digit KAC dealer number, instead of by company/division/location. This will prevent the error message from Komatsu: "System had already processed the file with reference number (XXX), hence this file will not be created."

updated language for Deere Equipment Upload, Deere Machine Finder, and Kubota Ecommerce Wholegoods configuration

- Cost to Current Cost and

- Price to Price with Options

updated language for Kubota IKQ Customer Price Value to IKQ Equipment Net Price Value

added costing fields to IKQ Equipment Net Price Value and aligned both NetPrice and MSRP to be consistent with other interfaces like Deere Equipment Upload, Deere Machine Finder, and Kubota Ecommerce Wholegoods. The choices for both Net price and MSRP are:

- Current Cost = original cost(CB_OCS) + adjusted cost(CB_ACS)

- Net Book Value = original cost(CB_OCS) + adjusted cost(CB_ACS) + depreciation(CB_WRD)

- Price with Options = base And Option Price(CB_SUB) + Other Total Price (CB_OTH)

- Reference Amount = Reference Amount Est Cost (CB_ECS) <-- it is expected dealer will edit/update this value in equipment profile

- Original Cost = original cost(CB_OCS)

- Base + Options = base And Option Price(CB_SUB)

- None = 0

Fixed an issue where MyDealer customized links created for one branch was showing in any branch.

Utilize new vendor parts order report instead of PAR119 when emailing.

add the 'Finalize completed XXXXXX records were updated' message to the Komatsu ASL log when the job has been completed. The update has always been updating PARTMAST with the proper code, just not reporting when it had finished.

send Shipping and Billing address to Worldpay for MyDealer shopping cart orders. The customer will be able to edit the billing address prior to sending to Worldpay. This will provide better rates for the dealer on MyDealer Worldpay credit card transactions.

- set lane number to 1 for all MyDealer Worldpay ecommerce transactions

remove Versapay's original client id, original merchant id and original eservices id

- minor language changes and reconfiguration of lower portion of the cash code maintenance edit

Allow for user to specify tray when printing from cloud printer.

when adding a printer, a "General internal failure" error could occur. This issue has been resolved.

Similar to the change that went out for Intellidealer recently, in IDMA we've made the first and last name of a customer mandatory as well.

Exported Excel files were displaying numeric values as strings. This has been fixed.

Do not allow a backslash to be entered when creating a job code.

prevent 'General internal failure' being returned to Deere ecommerce platform when processing an ecommerce return

A/R Report Aged Trial Balance would not open in Excel. This issue has been resolved.

Changed G/L month end preliminary to compare date to match month end date or after, instead of just after.

Add insert fields "Receipt Number" and "Branch" for "Demo/Loan" alert to help distinguish between receipt numbers for the same stock number.

Removed stock specific insert fields (stock number, description, make, model, serial number) for alert 'Customer in Store - Equipment".

Customer lookup from customer portal will now populate the keyword instead of the search 1 or 2 input.

In equipment invoicing, use average cost for the margin calculation when 'Use Average Cost for Parts in IntelliDealer' is checked in Equipment invoicing configuration.

Resolves issue where authorization line was not appearing on equipment quote printout

Fixed tabbing order in G/L Prelim Month End and allow tabbing to go out of the grid

User can generate A/R report with F5 screen and view in the data portal.

Small adjustment to Equipment Invoicing and how it determines if an invoice can be released that's currently on a contract in Integrated Rental.

Created a new Rental Details popup in Equipment Profile to display contract details for units out on rent in Integrated Rental.

Small change to the equipment status mapping for units sent to Integrated Rental depending on whether it's during the preload, or post preload.

Added feature license checks to all endpoints utilized by Integrated Rental.

Addressed an issue where an Equipment Not Found exception was occasionally occurring when Integrated Rental attempted to remove an attachment.

When viewing invoices generated by Integrated Rental in IntelliDealer, they will now display the first full page instead of half the first page.

Updated logic to prevent failures when an Integrated Rental invoice payload contains no depreciation amount for rerent units.

Created a new endpoint for Integrated Rental which when called will return all the history associated with a particular unit.

Addressed an issue where the Integrated Rental contract number in Equipment Profile wasn't updating properly when using the stock number quick search field.

Added the ability for Integrated Rental to update hour meter dates in Equipment Profile.

Corrected an issue where an error response sent back to Integrated Rental didn't contain the error message.

Added comments from Customer Profile to the customer payload sent to Integrated Rental.

In JDCustomerLinkage .csv download, if the first name and last name for an individual customer are blank, the customer name value will be added in the BusinessName column.

An Imposition Parts tab has been added to the JD eCommerce configuration screen to support the handling of future impositions and charges not remitted by John Deere. The tab requires imposition part numbers to be configured for all locations that will be receiving eCommerce orders with impositions (i.e. taxes and fees) that are not remitted by John Deere. Currently all tax impositions are remitted by John Deere for US dealers, but impositions for fees such as tire and battery recycling may be required in future."

OEM interfaces that export work order invoice history information have had their handling improved when processing work orders with more than 10,000 labor entries.

Kubota K-wholegoods interface deliverables: equipment lookup, tax lookup, and order push.

Kubota K-wholegoods interface deliverables: pricing lookup, inventory lookup.

Kubota K-wholegoods interface: update to shipping charge logic.

Fixed an issue in the My Orders screen in MyDealer where it was displaying incorrect results.

Removed the checkbox from showing beside lump sum payment invoices generated by MyDealer in the Outstanding Invoice area of MyDealer.

change credit card devices to Point-of-Sale Devices and update other various language around signature capture devices and credit cards.

refactor Worldpay/Versapay (2CP) to have more common code between the two and upcoming credit card interfaces

Resolve issue where google maps is not loaded.

ID Mobile Access will now display the correct error message if a user tries to add an attachment to a unit and their user profile doesn't contain a salesperson.

Allow for larger URL addresses for 'My Links' when customizing home page

Combination search now enables to filter data based on multiple search parameters.

Add ability to send user to Data Portal when running Work Order Audit report.

The John Deere eCommerce integration has been updated to support promotions available from shop.deere.com. A new tab has been added to the configuration screen located under Configuration > Interfaces > John Deere > eCommerce to allow promotional part numbers to be configured for each location.

prevent Kubota k-com/ecommerce from failing to create parts and deposit invoices when the customer's email is longer than 35 characters

set parts invoicing address line 1, 2 and 3 properly when Kubota K-Com/ecommerce is set to customer pickup

Added sending Avalara tax and use code information in Equipment, Customer, and Charge Code payloads to Integrated Rental as a List rather than a single object

To prevent negative payment amount, on the outstanding terms and schedules tab, added edit to vouchers/adjust.

In voucher batch add screen, changed "Select Location" label to "Configured Bank/Payables/Discount G/Ls For Location".

Ensured that user profile data is not copied from one user to another during a refresh.

Add edits to the Work Order GL configuration screen to ensure application types are correct for the cash code.

Do not sent 'End of Warranty' alerts for traded units.

Resolved Equipment Deposit issue when adding multiple deposits. The 'over invoice amount' error was displayed when the invoice total was not exceeded.

Changed menu option Financial Management > General Ledger > G/L Preliminary Month End to use the correct security switch, which is "602 - Access G/L Preliminary."

When a unit gets invoiced in IntelliDealer and it's on an open work order, an update is sent to Integrated Rental to close out the work order in their system.

Added a currency field in the dealer configuration setup for Integrated Rental.

Resolved an issue where an error message was not returned to Integrated Rental when IR sent an invoicing payload that contained a null depreciation account.

Prevent users from running Komatsu interim price updates until after the user has run the Komatsu master price update. Komatsu, BRP and Polaris price master price updates correct the PRUCONT records to make sure the updates run properly. Force Polaris to always run master price update, since Polaris sends the entire price file.

In Configuration > Interfaces > Komatsu > New Parts System, Price File Download tab, allow Komatsu price update to run when PDF user ID is blank.

The reports from S#PARTPRC are generated to:

• User specified in Configuration > Interfaces > Komatsu > New Parts System - Price File Download
• If that user is blank, the User in Configuration > Miscellaneous > Other > System Settings - Job Schedule User
• If that is blank CDKJOBSCH

This also affects BRP and Polaris parts price updates.

Prevent a 'general internal failure' in Vermeer Field Campaigns interface when a bad user ID or password has been supplied. Will provide 'Invalid user id or password'.

Transmit the segment in John Deere warranty claims as the lowest number selected in the segment popup. If user selects segment 02 only, IntelliDealer will transmit the segment to Deere as 02, no matter which segment started as. If user selects 02 & 03, IntelliDealer will transmit the segment to Deere as 02, no matter which segment started as.

The JD eCommerce interface now adds tracking information to orders created by the interface when provided by John Deere.

A hyperlink to return orders created by the JD eCommerce interface has been added to the Orders screen under Configuration > Interfaces > John Deere > eCommerce.

When attempting to display an invalid John Deere SVAP Agreement, display 'Unable to locate SVAP agreement with ID xxxxxx' instead of 'Failed to make a connection to https://servicesextcert.deere.com/svapng/dms/agreement/xxxxxx'.

Updated the error message when a user pays an outstanding invoice in and the email address configured in the Intellidealer MyDealer configuration area isn't a valid email address.

The font used in the Ship To section of emails generated by MyDealer now match the font used in other areas of the email.

Added French language support in the MyDealer shop for parts area.

Addressed an issue in the MyDealer mobile view where columns weren't being hidden correctly based on settings in the hamburger menu.

Force web socket connection to true for Voice Connect Configuration create and update.

Avoid repeated account distribution reads in new billing runs to improve overall performance of run and report generation.

Updated agency language for CBS to IBS (Interstate Billing Service).

Reasonability check to ensure that a part number entered in the parts quick add and parts ordering/invoicing screens does not contain more than 10 special characters ('<', '>', '&' and '"').

In Surplus Return, do not allow a part number that is greater than 15 characters.

Resolved Rental Availability display issue where special characters were showing.

When changing rental reservation to rental contract, ensure PO is entered, if required, on customer profile.

Added edit to vouchers/adjust outstanding terms & schedules tab to prevent negative payment amount.

In voucher batch add screen changed "Select Location" label to "Configured Bank/Payables/Discount G/Ls For Location"

Ensured that user profile data was not copied from one user to another during refresh.

Add edits to the Work Order GL configuration screen to ensure application types are correct for the cash code.

Do not sent 'End of Warranty' alerts for traded units.

Resolved Equipment Deposit issue when adding multiple deposits, the 'over invoice amount' error was displayed when invoice total was not exceeded.

When a unit is removed off of an equipment invoice/quote do not clear the customer number when unit remains a Sold or Pre-sold status.

Equipment Invoicing added ability to accept deposits.

Changed menu option Financial Management -> General Ledger -> G/L Preliminary Month End to use correct security switch "602 - Access G/L Preliminary."

When a unit gets invoiced in IntelliDealer and it's on an open work order an update is sent to Integrated Rental to close out the work order in their system.

Added a currency field in the dealer configuration setup for Integrated Rental

Resolved an issue where an error message was not being returned to Integrated Rental when an invoicing payload sent from IR contained a null depreciation account.

prevent users from running Komatsu interim price updates until after the user has run the Komatsu master price update.

• Komatsu, BRP and Polaris price master price updates will correct PRUCONT records to make sure the updates will run properly.
• Force Polaris to always run master price update, since Polaris sends the entire price file.

allow Komatsu price update to run when PDF user id is blank in > Configuration > Interfaces > Komatsu > New Parts System - Price File Download

The reports from S#PARTPRC will be generated to:

• User specified in Configuration > Interfaces > Komatsu > New Parts System - Price File Download
• If that user is blank, the User in Configuration > Miscellaneous > Other > System Settings - Job Schedule User
• If that is blank CDKJOBSCH

This also affects BRP and Polaris parts price updates.

Prevent a 'general internal failure' in Vermeer Field Campaigns interface when a bad user id or password has been supplied. Will provide 'Invalid user id or password'

Transmit the segment in John Deere warranty claims as the lowest number selected in the segment popup. If user selects segment 02 only, IntelliDealer will transmit the segment to Deere as 02, no matter which segment started as. If user selects 02 & 03, IntelliDealer will transmit the segment to Deere as 02, no matter which segment started as.

The JD eCommerce interface will now add tracking information to orders created by the interface when provided by John Deere.

A hyperlink to return orders created by the JD eCommerce interface has been added to the Orders screen under Configuration > Interfaces > John Deere > eCommerce.

when attempting to display an invalid John Deere SVAP Agreement, display 'Unable to locate SVAP agreement with ID xxxxxx' instead of 'Failed to make a connection to https://servicesextcert.deere.com/svapng/dms/agreement/xxxxxx'

Updated the error message when a user pays an outstanding invoice in and the email address configured in the Intellidealer MyDealer configuration area isn't a valid email address.

The font used in the Ship To section of emails generated by MyDealer now match the font used in other areas of the email.

Added French language support in the MyDealer shop for parts area.

Addressed an issue in the MyDealer mobile view where columns weren't being hidden correctly based on settings in the hamburger menu.

Force web socket connection to true for Voice Connect Configuration create and update.

Avoid repeated account distribution reads in new billing runs to improve overall performance of run and report generation.

Reasonability check to ensure that a part number entered in the parts quick add and parts ordering/invoicing screens does not contain more than 10 special characters ('<', '>', '&' and '"').

In Surplus Return, do not allow a part number that is greater than 15 characters.

Resolved Rental Availability display issue where special characters were showing.

When changing rental reservation to rental contract, ensure PO is entered if required on customer profile.

safeguard check for Kubota dealer numbers when using the Trial Balance report screen

Processing request window pop-up was not closed after email of parts order.

Process JD eCommerce parts order data received via DTF

When processing a new JDMINT order, increase the number of attempts to assign a new stock number from 1000 to 1000000

Cash receipts batch system will no longer prevent users from updating other users batches when they have authority to do so.

create/display only properties in configuration > properties that are appropriate to be configured here. There are some records that are maintained outside this tool.

Added missing "Update Deere Parts Orders With DTF Receipts" checkbox to Location settings.

Removed unused "Use AEMP JDLink" option from XMIT table.

Location of AvaTax G/L Setting moved from Configuration> Miscellaneous> Other> System Settings to Configuration > Interfaces > AvaTax

Removed deprecated table "CASE" from PFWTAB.

Configure Printers has been updated to be consistent with the UI and behaviors on the improved Printer Output / PDF Viewer screens.

Configuration > Miscellaneous > Other > System Settings To save any changes a floating footer save button is available all the time.

CDK no longer sends work order information to Integrated Rental for units that don't exist in their system.

When CDK receives a contract update from Integrated Rental and the contract value is blank, the locked to IR flag will no longer be set to locked.

Added support for displaying the full Integrated Rental invoice number in Cash Receipts

Addressed an issue where a user could add or remove attachments on units that were locked to Integrated Rental.

CDK now sends division and location information for a deleted work order segment to Integrated Rental

When a contract number is added to a unit (from Integrated Rental) or the unit is locked to Integrated Rental, the active on IR flag will now be properly set.

Improved the performance of John Deere Sales Center - Complete Goods Events (Australia) when processing large files with a high number of units and events.

Resolved an issue with the John Deere Sales Center - Complete Goods Events (Australia) interface that was sometimes causing an error to be shown when a maintain unit and invoice event came through in the same file.

An option has been added to the John Deere eCommerce configuration screen to allow default cash codes to be easily configured for all unconfigured locations.

Access to the CNH eWarranty Claim Submission interface is now controlled by the security switch Access CNH eWarranty Claim Submission under Product Support - Work Orders (810)

Resolved an issue where John Deere ELIPS would sometimes fail to transmit files when data on open work orders exceeded a certain size.

split Deere DTF and equipment upload scopes. This has caused issues for dealers when Deere has only configured one of but not both DTF or equipment upload scopes.

The Shopify inventory update interface has been updated to support the configuration of multiple Shopify stores.

preparing for beta release of Claas parts orders. This will allow dealers to transmit parts order to Claas from parts orders, machine down parts invoices and consolidated parts orders.

Polaris Financial Transmit. This allows the dealer to transmit financial information to Polaris for a specified GL month. The financial submission can be accessed in the *Financial Management* > *General Leger* > *Financial Reporting* screen, by clicking the "Trial Balance" link, and selecting "Polaris" from the Report Type dropdown. Feature PFWF.6426 must be licensed to use this interface.

Voucher batches shown on the selection window for Komatsu ASN Invoices, Kubota Invoice Download, and John Deere Warranty Credits will now use the batch G/L date and not the batch created date. This was preventing some valid batches from showing in the batch selection list.

Fixed to allow users to update the PDFUserId in Kubota Ecommerce "Parts Inventory Transmit" tab.

An email is now being sent to the customer and dealer with payment details when a customer makes a payment using ACH in MyDealer.

You can now search for invoices using PO Numbers in MyDealer on the Outstanding tab.

MyDealer now supports alternate ship to addresses in the Checkout screen.

Improved performance when making changes to the list of parts in the MyDealer shopping cart.

Mandatory related parts minimum quantities in MyDealer will now always match the parent part quantity.

Prevent Parts orders from being updated when on a parts invoice that is to be billed

Ensure the salesperson ID is valid when updating Inventory Count or Surplus Returns.

Ensure that cash code entered into parts invoice screen is valid for customer.

Added ability to text invoices from invoice history preview window.

On the Printer Output tab of the Printer Output / PDF Viewer screen, the user can view a list of print jobs, using the search function. Then, under "Report Name", clicking the left icon for one on the reports should display the file contents in a pop-up window. However, this action was causing a "General internal failure" error to occur. This has been resolved.

Navigation: From any IntelliDealer page, click the printer icon on the top-right of the screen, then select Printer Output / PDF Viewer. The Printer Output tab will appear.

Allow user to close email window when emailing a rental contract during the create invoice process.

Added link to shop parts return from requisition listing window

Correct work order retrieval when entering technician *ACT or *N/A in the Supervisor Work order Assignment screen tab.

Fixed help links for new printer output screens. New links will not use previous breadcrumbs to build path; instead, they will use distinct paths for both tabs.

When copying a data miner report, bring over the alignment and format column features.

disconnect passive FTP data connections that are taking longer than 5 minutes

prevent 500 error when loading the Claas relevant item file viewer from Parts Ordering options menu

prevent Payroll Plus loop of asking to delete previous import due to an error importing previous failed Payroll Plus import

"A/P Vendor Change emails" functionality turned off. (Based on additional feedback)

When renaming a security group, rename the corresponding group in the Customer A/R Agency Security and G/L Account Access areas.

Prevent halt during billing run if an invoice was already transferred to AvaTax. This could occur if response timed out.

Prevent crash when upon opening pop-up in Area sales G/L configuration when there are large number of G/L accounts configured.

Updated UI so sorting on the report name and report number fields within the data portal can happen correctly without throwing error.

G/L Account Number will now be available in the Data Portal global search field

The Work Order Audit Report will now be available in the Data Portal in both PDF and Excel files as it has been updated to current technical standards.

Storing of username data supports access to reports within the Data Portal and allows for display in the Created By column on the Data Portal listing screen.

New switch to control access to data portal menu option. Reports that will be converted from Lansa to Java in future will no longer go to the printer output option and will now display in the Data Portal.

Only users with access permission can view the data portal and its reports. A new column titled "Created By" is available in the data portal listing screen and is hidden by default.

On Equipment Quoting, enhanced performance of media file upload.

The Telematics display on the main Equipment Profile screen was erroneously showing older telematics data instead of prioritizing the most recent telematics data. The most recent data will now be shown by default. In some cases, this was preventing the Telematics details popup from launching.

- The Telematics display on the GPS tab on the Equipment Profile will now properly show all relevant telematics data. Previously only select fields were populated.

- Telematics details for equipment with only JDLink Machine Data information can now be properly viewed from the Equipment Profile.

IR - Created new logging file to store all outbound traffic (payloads) for data going from IntelliDealer to Integrated Rental.

IR - We are now passing division object to validate Integrated Rental status.

IR - Warranty fields in Equipment Profile are no longer disabled when unit is locked to Integrated Rental.

IR - Changed the secondary equipment meter type to miles instead of hours.

IR - Resolved issue where the currency type processed with Integrated Rental invoices was preventing the invoices from showing in Cash Receipts.

IR - Resolved an issue where updating a contact from Integrated Rental failed if the customer contact was set up for MyDealer.

IR - Year, Engine Serial Number, Transmission Serial Number, and Sound Guard Serial Number fields in Equipment Profile are no longer disabled when unit is locked to Integrated Rental.

allow dealers to specify the Claas warehouse group codes for multiple CDK divisions for the Claas Parts Inventory Management Interface. Configuration > Interfaces > Claas > Claas Parts Inventory Management

utilize the store priority table when searching for parts not found in the desired location for BSI, Kubota ecommerce and other similar interfaces

The voucher batch selection screen used to create vouchers for JD Warranty Credits, Kubota Parts Invoices, and Komastu ASN Invoices has been updated to only show voucher batches in the appropriate A/P month. Historical/invalid batches will be unavailable for selection.

prevent General Internal Failure message when importing specific segments from John Deere Expert Services quotes

Release of the Kubota Model Verification interface. This interface offers a manual or nightly job that verifies all Kubota model / serial numbers in the system against Kubota's warranty api. The results are written to a pdf report and can be used to see which Kubota equipment in the system have accurate model / serial numbers.

The CNH eWarranty Claim Submission interface has been enhanced with search functionality for Component/Defect and Failure Codes from within the claim submission screen itself. This search functionality allows for component/defect and failure codes to be searched live from the CNH eWarranty system and mirrors the functionality available in the current CNH claim submission process provided by CNH.

- Note: the CNH eWarranty Claim Submission interface is currently in testing and is not yet available for General Release.

The ARI PartStream MyDealer integration will now auto-populate the Manufacturer and Description when requesting parts not found on the MyDealer shopping cart screen. In order to enable the Manufacturer field to be populated, ARI must enable the "Brand Name" parameter for your dealer API key.

Improved the handling of blank and null addresses received through the JD eCommerce interface.

MyDealer - Fixed display issue on the My Orders screen when user switches to French language.

MyDealer - Exclude the lines with blank part numbers from showing on the My Orders details screen.

MyDealer - Fixed the wrong column header issue for the My Equipment screen when using the "Select Units" button from Shopping Cart.

MyDealer - Changed UI property from "Export to XLS" to "Export .XLS" for all listing screens.

MyDealer - upgraded the My Orders Listing screen user interface (UI) to use the same Listing screen UI standards as IntelliDealer. Also added the option to export the listing results to XLS (Excel) file.

MyDealer - upgraded all listing screens - so that the results exported to an Excel file will match of results currently displayed in the user interface (UI).

Added checking to ensure there are billable parts before locking sales order for billing.

Ensure 'Pricing refresh' pop up screen occurs only when vendor and/or discount percentage has changed in parts ordering.

Transferring parts to an Avatax enabled Branch, from one that is not, resulted in an error. This has been resolved by setting the AvaTax enabled flag on transfer sales order based location where it's created.

Correct in use error when editing a stock order from the parts invoice screen.

The Printer List screen will now filter correctly on Status and without causing an error.

When emailing from invoice history, the email subject now includes up to 10 invoice numbers. For more than 10, the subject is: Invoices MULTIPLE.

Improve structure of TO, CC and BCC headers to support sending emails to Google gmail addresses.

Do not allow a user to void a held voucher or set a voided voucher on hold.

Improved login page performance in IntelliDealer.

A new tab containing Server Date/Time, Time Zone and User has been added to all excel exports to provide the user file creation data related to the export itself.

A work order created following the return of a unit in Integrated Rental will now also auto-generate a parts requisition.

CDK now stores the contract number of units on an Integrated Rental contract.

Update to the current CDK Sale status to IR's Pending Sale fleet type logic which now utilizes a new contract number field in CGIIR.

Small change to post preload logic with regards to CDK's in/out to IR's status mapping in equipment profile.

The Java version of the Aged Trial Balance report now supports Integrated Rental's 10 digit invoice numbers.

CDK now stores IR's rental contract number to the CGIIR table. If a unit is on rent, Integrated Rental now sends us the contract number it's on in their system.

Resolved issue on work order listing window where clicking on work closed to CP2 would not display printing parameters.

Prevent JDPRISM file generation error when there are more than 127 order coordination numbers.