PPU Dealer Notification (2024)

Issue: Integrated Rental invoices failed to post to IntelliDealer if account distribution was configured and the distribution amount was zero.

Solution: Added a check to bypass account distribution for zero amounts.

Issue: The voucher creation API does not allow a blank completeGoodsCostCode and purchaseOrderNumber even though it is valid to do so.

Solution: Updated the API to allow blank values in completeGoodsCostCode and purchaseOrderNumber.

Issue: The Cloud email system does not send emails for the nightly work order and part invoices jobs.

Solution: Added code logic to ensure the emails are sent.

Enhancement: Provide the ability to choose between using the Immediate Origin or Immediate Destination for a balance file Nacha EFT in '6' record format. See the Balance Source field on Vendor EFT.

Enhancement: The JD eCommerce interface now identifies in logs when the Status Update Tool has been used to transmit a status to John Deere, instead of of the status being transmitted through the Parts Invoicing Update JD eCommerce screen.

Enhancement: JD eCommerce no longer automatically transmits the “Shipped” status for PDC shipped orders. This is a requirement from John Deere as only the Ready for Payment (Invoiced) status is required to be transmitted for PDC orders.

Enhancement: Allow the equipment transfer interfaces to use the new multimedia streaming service for improved security. This includes AgDealer, Iron Solutions, Midnet Media, Point 2, and Tom Rowe.

Enhancement: The JD eCommerce configuration now validates that all parts configured as imposition or promotion exist in the selected location.

Issue: BSI returned a 500, with the response “Unable to manually or automatically create Sales Order” and creating the records.

Solution: Corrected the issue and BSI is now returning the proper response.

Issue: New Komatsu Retail sales interface fails to transmit files.

Solution: Fixed an issue with NPE and now, if any of the lines fail, the program continues and logs the failure to the error report.

Issue: Worldpay interface generates a 500 error for customers with leading spaces in their name.

Solution: Added code to prevent leading spaces in the customer name.

Issue: Changes to email infrastructure for PPU 2024.11.002 broke IDMA registration.

Solution: IDMA registration has been fixed to handle email changes.

Issue: IntelliDealer user interface doesn’t include connection failure details.

Solution: The user interface has been updated to show connection failure details when there is a generic “default_error”

Enhancement: Reorganized system settings screen to improve usability of the location and address fields. Configuration > Miscellaneous > Other > System Settings, System tab.

Issue: Printed accounts receivable statements were labeled in a way that made alternative methods of printing indistinguishable.

Solution: Alternate print methods are now explicitly mentioned within the listed statement print options.

Issue: The Cost Code update configuration was displaying the wrong location name when location has been deactivated.

Solution: The proper location name is now displayed.

Enhancement: The JD eCommerce interface has been updated to only allow the On Hold and Cancelled statuses to be transmitted before the Ready for Payment status is sent. John Deere does not allow On Hold or Cancelled to be transmitted for orders once the payment capture has been processed for the customer.

Enhancement: New NACHA EFT format users can now give CTX in the Standard Entry Class field and generates Addenda records based on CTX functionality.

Enhancement: Updates to the screen layout and how information is displayed with SRTs.

Issue: John Deere eCommerce Parts Distribution Center orders were not applying the “Shipped” status when transmitted to John Deere.

Solution: Parts Distribution Center orders have the “Shipped” status transmitted automatically to John Deere.

Issue: When transmitting work orders to Vermeer, the request Queue produces a general protection fault error.

Solution: Changed the equipment repository method so that no exceptions are given while adding to a request queue.

Enhancement: The JD SMO interface will now properly transmit the required information for stock number changes on Equipment. This will involve creating the new stock number in SMO and removing the old stock number.

Issue: The nightly process of updating Kubota Price files was taking an extremely long time to run

Solution: Added an index to improve performance of reading the database. This take the job from running in hours to running in under 5 minutes

Issue: The John Deere eCommerce interfaces was producing an error while transmitting the “Returned” status for a return order. The “Returned” status was still transmitted to John Deere successfully, but the error was occurring while logging that the status had been transmitted.

Solution: The “Returned” status for return orders will now be transmitted and logged without producing an error message.

Issue: In the John Deere SMO interface, customers in “Related” status would not have their data transmitted if it was sent via a bulk data transfer.

Solution: Customer data now transmits successfully with a bulk data transfer.

Enhancement: The John Deere SMO interface will now properly transmit updates to equipment notes/memos when changed in IntelliDealer.

Issue: The purchase order number was not included in a work order payload.

Solution: The purchase order number is now included in work order payloads.

Enhancement: Consolidated email processing through a single point to prepare for future email architecture changes.

Issue: The ‘complaints’ field on a work order was not being applied correctly.

Solution: The ‘complaints’ field now correctly allows for text inputs.

Issue: Work orders closed in Internal A/R could bypass the Credit Limit and/or Transaction limit check if not authorized or not properly closed.

Solution: The logic to clear the online restarts has been changed to move the work order segment status to ‘Signed off’ from ‘Closed’ if no authorization is found.

Enhancement: The Parts Inventory Transmit interface has been rewritten from the legacy system to new Java F5. The Parts Inventory Transmit interface transmits all Parts Inventory details to Komatsu in an XML format through FTP with a daily batch process.

Enhancement: Rewrote the existing Komatsu Retail Sales Transmission interface to use the billing history interfaces.

Enhancement: Updated the John Deere SMMANAGE integration to ensure accuracy and consistency of data.

Issue: When using the Work Order Quick Add Endpoint API, long customer addresses cannot be added.

Solution: Increased maximum length of addresses to 45 characters long.

Issue: Using the Work Order API, it was possible to create a work order without a customer number, which is not allowed in the user interface.

Solution: The Work Order API now populates customers from a default setting when no customer number was entered (customer number was null). It will throw an error if no default customer exists yet.

Feature: Dealers can create a Voucher using this API from DEV cloud.

Enhancement: Created a new end point to get specific data for the user to read the log easily.

Added a filter to remove unwanted data from the log.

Issue: Several screens in the new UI that are opening the legacy equipment search screen when using the search for the stock number field.

Solution: Updated the magnifying search icon to point to the new UI equipment search screen.

Issue: Inspection button label is missing on the traffic screen when creating a rental traffic ticket

Solution: Added the missing label text to the button.

Issue: In an Equipment Profile, on the Base & Options tab, clearing data from lines left the line there as an empty record.

Solution: Added an edit check to prevent this from occurring. You must now use the delete button

to clear a line and remove it.

Issue: Open quotes in the Equipment Profile do not display quotes that have a “blank” salesperson.

Solution: This issue has been resolved.

Issue: Users can delete an equipment invoice that has a deposit.

Solution: Added validation to prevent users from deleting an equipment invoice with a deposit amount.

Issue: Traffic History popup from Equipment Profile quick links was showing a Create button when the user didn’t have authority to create a traffic ticket.

Solution: The Create button is now only be visible to users with the appropriate permissions (Security: 804 Product Support - Traffic).

Issue: Blank results were appearing when navigating between pages on the Traffic History screen within the Equipment Profile.

Solution: The issue causing the blank results has been resolved.

Issue: When Integrated Rental attempted to update the salesperson field in Equipment Profile, an error for an invalid salesperson was displayed when IntelliDealer should have been defaulting to the quick add default value.

Solution: IntelliDealer now looks at the Type field value (New or Used) passed to us by Integrated Rental to determine if we need to default a salesperson using the quick add defaults value.

Enhancement: Create a queue file that processes scheduled depreciation payloads sent from Integrated Rental in batches.

Issue: Changes made to an Inactive customer was sending the update to Integrated Rental. We shouldn’t be sending Inactive customer updates to IR.

Solution: Ensured that inactive customer records are only sent to Integrated Rental when the status is changed from Active to Inactive.

Enhancement: Updated Integrated Rental invoices to exclusively write to the A/R account configured for the IR integration.

Enhancement: Created an endpoint that Integrated Rental can hit that will send a work order header for a single work order to their system.

Enhancement: Created an endpoint that Integrated Rental can hit that will send work order details for a single work order to their system.

Issue: The Vermeer Field Inventory interface returned errors when attempting to transmit.

Solution: The Vermeer Field Inventory interface has been updated to allow the account number and location to be specified on a new configuration screen. If these values are not populated, the interface will continue to use the current strategy of parsing the account and location from the dealer number.

Issue: In the John Deere Alias management system, when saving a JD Account Number the system permits the entry of more than eight characters, yet only eight are saved.

Solution: Increased the amount of characters that can be saved to a total of nine.

Issue: The John Deere eCommerce Status Update Tool was unable to transmit a Cancelled status for a closed parts invoice.

Solution: This issue has been resolved.

Issue: Vermeer nightly job code updates fail due to unrecognized field names.

Solution: Changed some properties in Vermeer object to nullable.

Enhancement: Provide the ability to handle drop ship orders in MyKomatsu eCommerce interface.

Features include:

• creates MD parts orders in IntelliDealer

• transmits the MD order to Komatsu NPS

• all ship direct orders will be auto confirmed

• aligns data for machine down orders with IntelliDealer

Enhancement: To the MyKomatsu Invoice Information screen, added a Ready for Pickup radial field and a Comment text field.

Issue: Users are clicking Ready to Ship and Shipped before actually printing the shipping label and tracking number. John Deere does not allow a label to be printed when the order status is shipped.

Solution: Updated the JD eCommerce interface to only allow the Shipped status to be transmitted for an order after a tracking number has been successfully added to the order from John Deere. To ensure the order is kept in sync with John Deere, please wait until the tracking number has been applied to the order before invoicing.

Enhancement: The John Deere eCommerce interface has been updated to show better logging of statuses transmitted to John Deere, and improved visibility into the last user to update an eCommerce order.

Enhancement: Based on the CNH feedback, modified the workorder transmit payload, mostly focused on adding timestamps.

Issue: The full username was not displayed on the IntelliTech “in use” error window.

Solution: Changed to now display the user ID and name when the error occurs.

Enhancement: Add ‘shipTo’ fields to the Quick Add and Edit payloads.

Issue: The VESign completed email message for signatures generated from invoice history were missing body text.

Solution: Added missing text to the email body.

Issue: IntelliDealer error page says the word “logo” instead of displaying the logo image.

Solution: Code changes to show the IntelliDealer logo image if login fails.

Issue: Invoice History emails were no longer logging to CMASEH.

Solution: Added logic to log Invoice History emails within the new emailing solution.

Issue: When sending an email from Invoice History > Email PDF, if a primary contact or branch name is defined without the region, it results in undefined being populated in the new emailing window.

Solution: Place blank in place of undefined name(s).

Issue: Clicking on the Help icon in IntelliDealer returns a Not Found error.

Solution: Corrected the help links in code and in filenames.

Enhancement: Remove beta check for Text Connect.

Issue: Reports from Kubota Syncron were not being transmitted after the last hotfix.

Solution: The code causing this error was removed.

Enhancement: A new configuration option has been added to the John Deere Sales Center - Complete Goods Events interface to allow the machine serial number to be updated when processing Invoice events. To enable this functionality, check the Only Update Serial Number box on the configuration. This will allow the interface to update only the machine serial number when processing an Invoice event.

Enhancement: Additional option types will now properly display as “O” or “M” type when transmitting data through the John Deere Equipment Upload interface.

Enhancement: An option has been added to the John Deere Equipment Upload configuration screen to determine the price used for the Base Record pricing. Either the Price and Cost or Master Price and Master Cost can be selected for transmit.

Issue: Certain required names were not populating in John Deere SMO data transmissions

Solution: Internal customers will now have the appropriate name fields populated when transmitting data to JD SMO.

Enhancement: An option has been added to the JD SMO configuration screen to allow the transmit of Related type customers and their associated equipment records.

Kubota Syncron - Issue with 'line number' updates during data transmit causing duplication of sales demands.

This is simply clearing cookies when the API makes a login request so that a stored GUID is not used.

John Deere Customer Services configuration shows a blank screen,

Enhancement: The endpoint for the Customer Add process has been changed from a HTTP PUT process to a HTTP POST process. The former method was restricting certain updates.

Issue: When a user opened the machine history screen, some equipment units displayed the same entry multiple times under "Select Application Subtype."

Solution: It is now possible to filtering custom subtypes based on their subtype and description. If multiple custom subtypes with the same subtype and description exist across different locations then only one entry is shown in the list.

Enhancement: On the Product Support>Equipment>Prospect Board, changed the ‘Select Source’ value from ‘CDK’ to ‘Internal Entry’ and display ‘Internal Entry’ in the Source column for these records.

Issue: There was an issue involving the URL used by IntelliDealer when division information was sent during the Integrated Rental preload.

Solution: Division information is now correctly sent via the improved URL.

Enhancement: Integrated Rental invoices can now be emailed from the Rental Invoice History screen in IntelliDealer.

Enhancement: The JD eCommerce interface now automatically adds parts to the parts master file (PARTMAST) when a direct ship order is made. Parts added this way follow the same logic as any other part in the system.

Issue: JD eCommerce invoices were encountering problems if the status on an invoice remained in ‘Ready to Ship’ for too long.

Solution: Within the JC eCommerce interface, a part can only be invoiced if that order status has been successfully transmitted as ‘Shipped’ or ‘Picked Up’ at a John Deere vendor.

Enhancement: A ‘Transmit Internal Customer or Equipment’ checkbox has been added for the configuration tab of the John Deere SMO interface.

Enhancement: John Deere eCommerce PDC (Parts Distribution Center) orders automatically transmit ‘Ready for Payment’ and ‘Shipped’ statuses when invoiced.

Issue: John Deere Parts Availability is displaying either ‘There are errors in the input fields’ or ‘Account entered is invalid’.

Solution: Prevent the parts availability screen from using dealer numbers associated with inactive vendors, or dealer numbers starting with JD or ERS.

Enhancement: Renamed the remaining button labels and security switches from SVAP to JD Proactive Jobs.

Issue: The Komatsu Customer Interface was not clearing the remaining files post-transmit.

Solution: Files are moved to the sent folder upon successful transmit.

Issue: On the Claas Relevant Item Viewer screen, part numbers and description fields were sorting incorrectly.

Solution: The sorting options from those fields have been removed since they remain blank until defined.

Issue: Smart Supply identified parts which were not sending in the inventory feed due to the KUBPARTPRC table being cleared during price file download and removing the existing records that are not included in the new file.

Solution: Removed the delete logic and modified the query to update/insert records during the file download.

Issue: If printing a PICPAK when accepting quotes, they do not contain comments.

Solution: Changed to now include comments when printing a PICPAK from parts quoting.

Enhancement: Added security switches “Access Memos” and “Change Memos” to system 810 Work Orders to allow control of access to the memos tab in work orders. Default access set to allow for both. See Product Support - Service Work Order.

Issue: Jobs codes updated during automated processes were not properly updating the ‘Flat Rate’ table for supplier hours.

Solution: Supplier hours are now updated in the same way as normal Job Code hours.

Issue: When updating a customer in the ‘Task Tracker’ tab, the reject process was invoked when it should not be.

Solution: Fixed program logic so the rejection does not occur.

Issue: The John Deere SMO interface does not send Equipment History information when equipment history changes are made to a unit.

Solution: The John Deere SMO interface now transmits equipment history details as they are updated or added in IntelliDealer.

Issue: The JD Proactive Jobs [SVAP] URL is incorrect.

Solution: For SVAP, when saving the credentials with a blank dealer number, during old SVAP URL or new SVAP URL determination, it’s unable to fetch the saved client Id and secret. Due to this issue it has been calling old SVAP URL. This issue has been resolved.

Issue: EFT was not working using New NACHA.

Solution: Fixed the entry hash for New NACHA when a file is balanced.

Issue: A dealer can process a payment on the work order if the invoice amount is 0.00. However, IntelliDealer throws an error after the payment is completed, or during validation when comparing the deposited amount and the invoice amount.

Solution: IntelliDealer now ignores validation for work orders even if the deposited amount is greater than the invoice amount.

Updated A/P Purchase Order, A/P Purchase Order Receiver and Parts PO Receiver APIs to account for partial receipts

Updated WEBPO31/WEBPO38 report to include receipt summary

Added print functionality on the “Receipt History” pop-out for AP POs

Issue: Kubota Syncron was recording two entries for what was a single transaction - one with open parts invoice, and then another transaction with the invoice number when the same document was closed.

Solution: Updated the SQL view query to only send invoiced parts tickets

Enhancement: Added customerPricing field to work order segment request payloads.

Issue: The Traffic History button was incorrectly linking tickets from the Equipment Profile.

Solution: The Traffic History button now correctly pulls from the DRBR (location) file to determine the correct information on the traffic history screen.

Issue: Using the ',' character in a number field was truncating the numbers that would come after.

Solution: The ',' character will be removed from the number before it is converted by the system.

Issue: Due to an outage, the BRP interface required new credentials.

Solution: New credentials have been applied to the BRP interface.

Issue: On the Financial Management > Accounts Receivable > Cash Receipts screen, when the user enters a value in the check number field and chooses Save, the value is cleared.

Solution: Changed the cash receipt system to allow just the check number to be keyed when entering cash receipts for payment.

Enhancement: Added security switch Allow Bill Invoice in Work Order to security system 810 - Service Work Order, for real-time billing in the Work Order system.

Issue: On the Configuration > Miscellaneous > Other > System Settings, Division tab, the Equipment Cost/Value setting is greyed out and unable to be changed even when the page is unlocked using a Support password.

Solution: Removed password requirements on equipment and part fields in system settings.

Enhancement: On the Warranty Dates tab of Equipment profile, added multiline removal by selecting multiple lines and then clicking the Delete rows button.

Enhancement: On the Supplier Mapping tab of Customer Profile, added multiline removal by selecting multiple lines and then clicking the Delete rows button.

Enhancement: On the Rental & Service tab of a Customer profile, added multiline removal by selecting multiple lines and then clicking the Delete rows button.

Enhancement: On the Cross Reference tab of a Customer profile, added multiline removal by selecting multiple lines and then clicking the Delete rows button.

Enhancement: On the Alert tab of a Customer profile, added multiline removal by selecting multiple lines and then clicking the Delete rows button.

Enhancement: On the Maintain Agency Parameters tab of the Customer Profile (Financial Management), added multiline removal by selecting multiple lines and then clicking the Delete rows button.

Enhancement: On the Financial Management > General Ledger > Address Validation screen, added multiline removal by selecting multiple lines and then clicking the Delete rows button.

Enhancement: On the Administration > Settings > Maintenance Mode screen, on the Allowed Users pop-up, added multiline removal by selecting rows and clicking the Delete rows button.

Issue: When printing the Machine History screen (using Ctrl+P, or right click, select Print) the print out is not readable.

Solution: Printing the Machine History from the browser now results in usable output.

Enhancement: On the Parts List tab of Equipment profile, added multiline removal by selecting multiple lines and then clicking the Delete rows button.

Issue: While in an Equipment Profile, when you click the Machine History button and then search for an invoice, the search is case sensitive.

Solution: The invoice search is now case insensitive.

Enhancement: Added a new error message for when the user attempts to close a work order that has a mandatory and active ID InspectionPlus inspection associated with it.

Enhancement: Added a warning when closing a work order that is linked to a completed InspectionsPlus inspection.

Enhancement: Added an endpoint that sends a customer’s contacts to Integrated Rental.

Issue: When copying a unit using the copy function on Equipment Profile, if the original unit is marked as Internal, the new unit was not marked as internal. The result was that the newly copied unit was sent to Integrated Rental if it met the conditions for sending.

Solution: Ensure that the copied unit is also marked as internal.

Issue: A Branch Transfer initiated through the Parts Inventory Manager uses the wrong Vendor.

Solution: Updated Claas parts orders ordering to use the parts transfer (POTOSO) table for transferring parts between locations instead of just the location code.

Issue: On the Product Support > Parts > Parts Ordering screen there is an option for “Claas Relevant Item Viewer”. Clicking on this menu option displays a blank screen with javaScript errors (data was undefined when accessing a specific field).

Solution: Added a condition to check for the existence of data before accessing it.

Issue: Customer balances were not sent to John Deere SMO even though there was a database event (INSERT, UPDATE).

Solution: Added code to ensure the account ID string is compared without extra spaces.

Enhancement: Kubota Syncron has been updated to allow for multi-division configuration.

Issue: Kubota Syncron saw a part had what appeared to be an excess number of sales, which were actually lost sales.

Solution: Updated the SQL view query to exclude lost sales from the aggregation.

Issue: When creating a customer or equipment profile from the Task Tracker, legacy screens open.

Solution: Ensure the new UI screens open.

Enhancement: Invoice history system now streams signature images, instead of hosting them directly from the dealer’s image folder.

Issue: The Support > PPU Listing screen was automatically filtering PPUs by their created date.

Solution: The PPU listing screen now uses the appliedDate when filtering and the filter label has been updated.

Enhancement: Align the workflow for real-time billing for General, Rental, and Equipment invoicing to provide a consistent user experience.

Removed Service Connect button from the top menu

Update John Deere PO Quotes interface API's

Fix for Kubota Syncron date values

Fix for Kubota Syncron parts order import

Fix for Kubota Syncron backorder quantity

Issue: When creating equipment via the purchase order system the equipment's In/Out indicator was set to “In” when the unit is On-Order or Pre-Sold.

Solution: The system now defaults to None.

Issue: Session became stuck when attempting a check run.

Solution: Prevent more than 29,997 vouchers on check run.

Issue: Searching by the PO number in the Financial Management > Accounts Payable> Vendor profile > Vendor Hi screen does not display the correct voucher.

Solution: Modify the purchase order receipt search when selecting vouchers to display.

Issue: When on the Financial Management > Accounts Payable > Check screen, click the Vendor EFT link. Click the columns in the EFT Checks tab to sort it. An error is issued.

Solution: Fix EFT checks tab sorting for columns: Vendor Number, Name, EFT format, and Amount.

Issue: Upon clicking the Bill Invoice button on then General Invoice screen, a 9998-general internal failure error occurred.

Solution: Corrected how the billing report reads the customer’s ship to information.

Enhancement: Re-label CertCapture to Avalara Exemption Certificate Management (ECM).

Enhancement: Changed wording of “Next Month End - Bank Reconciliation” to “Next Month End - Check Reconciliation” on Configuration → Miscellaneous → Other → System Settings window.

Issue: Special Account edits added 'N' placeholders to the data and caused issues in other screens.

Solution: Credit check N is no longer written to PFWTAB when saving BANK account information for special accounts.

Issue: On the Configuration > Equipment > General > Traffic Subtypes screen, the user was able to add a bank Traffic Subtype code.

Solution: Added an edit check to not allow a blank Traffic Subtype code.

Issue: Reconciliation type can only be configured via the green screen COTAB switch (C)heckRec/(B)ankRec.

Solution: Added the Reconciliation Type field to Configuration > Miscellaneous > Other > System Settings, Company tab, Financial section. See System Settings: Company .

Enhancement: On the Configuration>Utilities>Billing Schedule screen, updated the Mass Update button label to Add/Edit Schedules.

Enhancement: The language keys located at Administration>Settings>Language Maintenance are updated from CDK to IntelliDealer.

Enhancement: The menu at Configuration > Parts > General has been reordered alphabetically. Branch Transfers has been renamed Location Transfers, and Branch Grouping has been renamed Location Grouping.

Enhancement: In the menu at Configuration > Parts > General, Branch Grouping has been renamed Location Grouping.

Issue: Batch jobs scheduled to run daily from Administration > Settings > Batch Jobs always reports the last time it was run as N/A.

Solution: This issue occurs when the batch has no configuration set up under properties. The Agencies Activate/Deactivate batch run will now display an appropriate error message to indicate when it is not configured.

Issue: Tax codes on the customer profile screen are not sorted alphabetically.

Solution: Customer profile tax drop downs and classification drop downs are now sorted by the tax code and classification code

Enhancement: Converted the Equipment Profile Machine Hi popup (found under the Quick Links section) to the new modern look and feel seen elsewhere within IntelliDealer.

Enhancement: Converted the Equipment Profile Traffic Hi popup (found under the Quick Links section) to the new modern look and feel seen elsewhere within IntelliDealer.

Issue: When the system is in maintenance mode and the user is not allowed to access, running a customized financial report will display a message that the run has aborted but the job has crashed.

Solution: Add error handling to end the job.

Issue: Deactivated locations were not sent to IR as part of the preload process which caused issues with historic information that references deactivated locations (such as in equipment hi).

Solution: IntelliDealer now sends deactivated locations to IR as part of the preload process (alongside active locations).

Enhancement: Updated the field name salePrice to washoutSalePrice in the equipment DTO sent to Integrated Rental.

Enhancement: Removed the Division field from the salesperson payload sent to Integrated Rental as it's no longer required.

Enhancement: Removed the locationName field from the customer payload sent to Integrated Rental as it's no longer required.

Issue: When uploading an invoice from Komatsu ASN to a voucher the due date is incorrectly set to the current date.

Solution: Updated the voucher due date logic for Komatsu ASN invoices to use the standard system due date logic.

Issue: Kobelco Parts Ordering Freight Carrier tab has two fields with the same name.

Solution: Updated the language on the Kobelco Parts Ordering freight carrier configuration screen to better differentiate between the Kobelco freight carrier and system freight carrier.

Issue: BRP Parts Inventory Transmit Interface had incorrect start digits.

Solution: Ensured the correct start digits are removed and added to the file.

Issue: The MyDealer Guest screen shows an incorrect label on the MyKomatsu button.

Solution: The MyKomatsu button has been removed from MyDealer Guest Mode. To use the Komatsu button for ordering parts, the contact’s business email address must be registered at Komatsu and linked with their contact profile in IntelliDealer. The user can then log into their account in MyDealer to use the MyKomatsu button. See MyDealer: Configuring User Profiles (intellidealer.com).

Issue: Errors in the Dealer’s John Deere eCommerce deposit part configuration caused issues when trying to close an invoice.

Solution: The JD eCommerce configuration screen now validates parts when setting up parts on the Freight and Deposit Parts tabs. Configured parts must be valid parts in the selected location.

Issue: When setting up customers to exclude from transmission, the Kubota Syncron interface allowed invalid customer numbers to be entered.

Solution: Validate customer numbers before allowing the configuration to be saved.

Issue: Ditch Witch EDT low stock and no stock messages were not displayed.

Solution: Added a confirmation model to the UI with a warning message when a part is in low stock. Based on user input, the order can be either submitted or not.

Issue: CNH DEP reports errors to the logs when the feature isn’t even enabled.

Solution: Add a feature license check before creating a CNH DEP work order object.

Issue: Komatsu Customer interface doesn't transmit machines when there is more than one dealer set up and one of them has a transmit error.

Solution: Attempt to transmit Komatsu Customer Machines even if the Komatsu Customer transmit fails.

Issue: For dealers licensed with the Kubota eCommerce interface, the default Product Support > Parts > eCommerce menu option did not display.

Solution: The eCommerce Orders screen is now shown for dealers licensed for the Kubota eCommerce interface.

Issue: When accessing Vermeer Job Codes through a work order, a banner displays the error message "Your browser seems to have prevented this site from opening a pop-up window", even though the pop up successfully opened.

Solution: Fixed issue with error message when Vermeer Job Codes window is open from work orders.

Issue: The monthly FTP file transfer from Komatsu was not successful.

Solution: The Komatsu ASN process has been improved to better handle invalid configuration on a single dealer number when multiple dealer number configurations exist.

Added new fields to John Deere SMO: baseUnitCost, attachmensCost, optionsCost, attachmentsList, totalAttachmentsList.

Enhancement: Kubota Syncron has been updated to allow for multi-division configuration.

Issue: The JD eCommerce configuration screen allowed users to configure Internal A/R cash codes that were not compatible with the eCommerce configuration.

Solution: The JD eCommerce configuration screen no longer allows a cash code configured as Internal A/R to be used as a Deposit Cash Code.

Enhancement: Added a column to the JD eCommerce Orders tab to show whether an order is a customer pick up or a shipped order.

Enhancement: Updated the JD eCommerce configuration screen to allow searching by eCommerce Customer Order Number.

Enhancement: Removed all references to pfw.com from legacy code.

Issue: The MyDealer login image does not display if its filename contains a space.

Solution: Filenames with spaces are now handled correctly.

Issue: After a recent change, MyDealer allowed blank passwords to be saved.

Solution: Blank passwords are no longer allowed.

Issue: On the Parts Requisitions screen, the Include Adjustments check box label doesn’t adequately describe the behavior of the check box.

Solution: Updated the label to Include Adjustments & Miscellaneous Charges. The listing now indicates to the right of the requisition number whether it is an Adjustment or Miscellaneous.

Issue: The parts invoice or requisition screen appears to load indefinitely.

Solution: Fixed a logic issue in the code.

Issue: Some technicians received an Employee [] not found' error when using the 'Search' option or the 'Log on to work order not assigned to you' option in IntelliTech.

Solution: IntelliTech assign to work order window now shows the technician who is logging onto the work order.

Issue: When a traffic ticket was completed in ID MobileAccess, multiple G/L entries were created in Machine Hi.

Solution: ID MobileAccess now creates one set of G/L entries when receiving a location transfer traffic ticket when the division setting is enabled.

Issue: Using Mass Change to update Work Orders does not clear errors as expected.

Solution: Updated the Work Order segment application type when changing the customer, warranty, or internal GL number using the Work Order mass change.

Issue: If there is a comma in the Price field and the user tries to adjust the part from the Parts & Labor billed tab, IntelliDealer credits the part off the work order.

Solution: Remove commas from the price field when adjusting a requisition on a work order.

Issue: On the Product Support > Service > Labor Pricing screen, the Save & Next button does not work as expected.

Solution: Corrected record retrieval.

Issue: Dispatch software creates duplicate Work Orders with partially created headers.

Solution: Fixed error with Work Order validations.

Enhancement: VESign Dashboard (at Product Support > VESign Dashboard) has been updated with the most recent signing icon. See VESign Dashboard (intellidealer.com).

Enhancement: Added VESign functionality to rental and invoice hi. See VESign: Configuration (intellidealer.com), VESign Dashboard (intellidealer.com) and VESign Signing Details (intellidealer.com).

Issue: When using the Management Central > Utilities > Data Miner, INVBYMAKE query, all fields are formatted as currency.

Solution: Ensure column formats do not replicate across all columns when deleting a file in Data Miner.

Issue: On the Administration > Settings > Batch Jobs screen, the PPU Apply job on ASP settings cannot be controlled at a dealership level.

Solution: Hide PPU Apply on ASP.

Issue: The executive summary view does not match the detail views for Top Equipment Salespeople and Top Equipment Buyers.

Solution: Corrected Top Equipment Salespeople and Top Equipment Buyers executive summary views to match detail views.

Kubota Syncron - Adjusted logic to combine data for open/closed parts invoices and work orders for the transactional demand data to transmit to the Syncron.

Update new Vanity URL for John Deere DTF interface.

Update JD Point to new urls.

Update JD Part Info to new urls.

An update has been made to the JD eCommerce Status Update Tool to allow order creation acknowledgements to be re-transmitted.

The JD eCommerce status update tool now supports additional options for manually transmitting a return when the original parts invoice is closed. Returns should now be transmitted by RMA number and an optional field for return amount has been added. If a return amount is not provided, the original return invoice amount will be used.

Restored functionality to the JDLink telematics interface following the CDK network outage.

Updated production URLs for Komatsu parts availability and submit order.

ID InspectionsPlus [Beta] - Fixes and Enhancements for the June Beta Release.

Ditch Witch - The text of the error message shown when searching for a Ditch Witch unit with no associated Service Bulletins has been updated.

John Deere Customer Linkage - updated the authentication URL for the new credentials which Deere is advising the dealers to request, which eventually retrieves the customer data and link it to IntelliDealer.

Kubota Syncron - Adjusted logic for determining transactional demand file current stock, quantity reserved and back orders.

Order creation emails sent for JD eCommerce orders will now display the same price in the email as the parts invoice in IntelliDealer.

Kubota Invoice Download interface - Additional invoice types have been added to the Kubota Invoice Download interface. These invoice types will be available for processing on the Kubota Invoices screen and will require an account to be configured on the configuration screen located under Configuration > Interfaces > Kubota > Invoice Download > Default G/L Accounts. Improvements have also been made to the formatting of the Default G/L Accounts configuration screen to better group accounts by invoice type.

CNH Telematics - Missing required data was causing an unhandled error. Additional checks have been added to display "Not Available" when there is no response from the CNH Api.

Resolved issue where MyDealer users were not able to authenticate

Added field Include Addenda Count in Detail Records position 55 - 58 checkbox to NEW NACHA format.

The URL for the CNH MyDealer Parts Portal has been updated as per discussion with CNH.

The button to manually transmit the transactional demand file to Kubota Syncron was updated to transmit the files without errors

The transactional demand file for Kubota Syncron will now contain negative ordered quantities for returns

[Currently in Beta] - When real-time processing is activated in Equipment Invoicing via security system 802 (Allow Bill Invoice In Equipment Invoice), the 'Bill Invoice' button will immediately process the transaction after a confirmation dialog window.

InspectionPlus - Beta May Release (fixes and enhancements)

The BRP Promotions interface allows dealers to view promotions for BRP equipment within IntelliDealer.

Kubota Syncron - Adjusted logic for generating transactional demand file data when parts invoicing allows for a 'One Time Sale' transaction to be coded on a line item.

The BRP Service History interface has been updated to the latest version (DCP). To access the new version, a switch has been added to the configuration screen under Configuration > Interfaces > BRP > Interfaces > General

The BRP Vehicle Specifications interface has been updated to the latest version (DCP). To access the new version, a switch has been added to the configuration screen under Configuration > Interfaces > BRP > Interfaces > General

Fixed an issue where duplicate models were being transmitted to John Deere SMO.

This update creates Parts return records for the dealer to review and process from the Kubota Smart Supply inbound return files.

locate a dealer number for JD Part Availability even when there are vendors that do not have dealer numbers.

produce more helpful and clear error messages from the FTP clients (i.e instead of: 'Unable to connect!', the following will be returned: 'Unable to connect: server as user id'.

DS-20251 DS-20251 Validating the work order if needs to be transmitted, to prevent from adding or retrying more requests to the Request Queue.

The JD eCommerce orders screen will no longer erroneously log the parts invoice number as the parts order on non-PDC-shipped orders.

This update includes a new save modal that appears after changing tabs, ensuring that orders are properly imported.

Under this task below changes has been performed.

- Removed 'Originator Status Code', 'Addenda Type Code', “Reconcile in 'BANKREC' fields for both NEW NACHA and NEW CPA EFT formats.

- In NEW NACHA EFT format 'Addenda Record Indicator' field is shown as radio button with 'PRINT' or 'Don’t PRINT' options. By default 'PRINT' option is selected on this field.

We have added Balance File checkbox to New NACHA format. If this field is checked it will add an offset record to balance the batch in EFT file.

We now display the name of the contact, salesperson and responsible salesperson beside their codes on the Work Order and Parts Invoicing profile screens.

Fixed issue with quick close from work order listing screen when customer on work order contained a special character.

Hide VESign button for signing when a location is deactivated.

Fixed connection configuration for Data Miner Cloud repository.

This update includes the addition of a AEMP_TELEMATICS feature check to prevent an error message when running a AEMP telematics job.

EFT: the New Nacha format could cause a check to be stuck in checks tab; it was not going into the files tab after the EFT submit is done. This has been resolved.

Reports: A technical change was affecting the names of reports generated before the change. This has been resolved.

IR: Added amount format validations to Integrated Rental invoice payloads to prevent rounding issues in the billing run.

allow Kubota Invoice Voucher interface to utilize specified digital certificates when newer certificates are available preventing general internal failure

required updates for Komatsu's new part availability and ordering servers

Resolved issue with password reset emails not being sent correctly

Prevent DTF restarts in QBATCH with level check on ECOMMORD

Integrated Rental - resolved invoicing error caused by unhandled data conditions.

The JD eCommerce Status Update Tool will now allow return order status messages.

Fixed incorrect SQL that was preventing CLRLIB command in affected libraries.

Update Sender Email Address for dealer locations registration in OneSpan.

The JD eCommerce interface will now use the appropriate part pricing when creating parts orders for PDC shipped orders.

Kubota Syncron - Adjusted logic for determining Item file unit cost and supplier purchase price.

Kubota Syncron - Now processes Transfer records from the consumed order file.

The Open Work Orders popup in Equipment Profile has been converted from the older technology to the new modern look and feel.

The Equipment Memos popup in Equipment Profile has been converted from the older technology to the new modern look and feel.

The Equipment Attachment Tab in Equipment Profile now displays additional columns to align with the number of columns shown in the Equipment Attachments popup launched from the Quick Links section.

Made a small change to the Equipment Attachment popup to hide the pricing columns based on the user profile security settings.

Added new System Notification Emails for FileBound 2.0 errors

Created new logging file to store outbound exchanges from IntelliDealer to FileBound

Added a nightly job to send Parts purchase order sender data to fileBound.

Added a nightly job to send A/P purchase order receiver data to fileBound.

General Billing - Fixed issue with single character location value in billing schedule setup.

Added in an extra validation to ensure units that no longer qualify to be sent to Integrated Rental (Invoiced, Internal etc) are not locked by IR.

Modified the Fleet Type mapping for equipment data sent to Integrated Rental to include specific mappings if the unit is on a rental contract in IR’s system.

The webservice name is now included in requests when transmitting Equipment Options to John Deere SMO

The John Deere SMO transmit logic has been revised to transmit equipment even when there’s no customer associated with it.

The JD eCommerce interface will now populate the Ship Via field on parts invoices created by the interface. Customer pickup orders will have the value PICKUP, PDC shipped orders will have the value PDC, and regular dealer-shipped orders will have the value SHIP.

JD Customer Linkage - Modified exported CSV file by Adding Email Address as header and passing primary contact’s business e-mail address as the data to that header

CNH DEP Telematics - Fixed the issue by converting string format to the json format which UI needed to display the units without an error

The parts inventory manager for Kubota Syncron will now generate and transmit 'partial' files throughout the week, and 'full' files only when a user manually transmits.

\u001a special character is removed form John Deere SMO JSON requests.

Holding the transmit to the CNH from the queue when password is expired and retrying to send those after new password added.

Updated the CNH request payload with the values CNH provided in feedback.

CNH Work Order Transmit - Check the request queue for the last request with the same work order ID. If the new request matches, then don’t add another request.

This is the initial release of the CNH Data Exchange Platform - Point of Sale data transmit interface (CNH PoS). This interface allows for a live transmit of part and equipment sales of CNH units from IntelliDealer. Information is transmitted as updates are made to a parts invoice or equipment invoice. As well, the interface contains a historical data transmit that allows historical invoices to be transmitted to CNH for a given date range.

BETA TESTING - EDT Parts Order Interface – Update to existing parts ordering screens. Dealers will be notified by Ditch Witch when this can be enabled in all systems.

Kubota Syncron - Creating parts Order based on the order export file, retrieved from the Syncron server

This is the initial beta release of the Kubota Service Invoice Upload interface. This interface allows service history data to be transmitted to Kubota on a nightly basis. The interface also allows for a historical data transmit of service invoice information for a given date range.

fix issue with refreshing screen and adding job code fields on work order.

The AEMP Telematics interfaces will now allow serial numbers from the AEMP provider with spaces before or after the serial number to be matched properly with their corresponding IntelliDealer units.

The AGCO eOrdering and CNH Retail Offers interfaces will once again allow a ? character to be used as the stock number when creating equipment quotes.

: By not removing decimals, exact hours of SRT jobcodes pulled to workorders.

JD Warranty interface: Validating Vendor payment Term Days and maximum days of month before setting dueDate. This fix would allow to create vouchers.

Limiting the carrier code characters to maximum length of '6'

to avoid internal failure when transmitting the Parts PO and changed the labels to make the verbiage on the screen more understandable.

JDParts configure printers: Displaying invalid location entries by changing their labels, that way we can identify and delete those unwanted entries.

Updating the Batch Jobs by saving the errors to the Job History to display it in ID when transmit was unsuccessful.

Replaced the links shown in the footer of MyDealer generated emails to VitalEdge/Intellidealer links.

Updated the logo on the MyDealer login page to the new VitalEdge logo.

Added the ability for a customer to make a payment on account in MyDealer using a credit card. This feature is currently only available with Versapay.

Validating fields properly for dropShip allowed orders and enabling 'Submit' button based on the validations to transmit parts order to Claas.

Added a new EFT format: 'Chase - JP Morgan'. This format can be used to generate a NACHA EFT for Chase/JP Morgan.

provide the ability to utilize Worldpay portal for users that do not have a Worldpay device

prevent the usage of a Worldpay device not registered to the company/division/location of the invoice.

Out Of Balance (OOB) report will use the voucher batch update date, rather than voucher batch creation date.

Populate the AvaTax Entity Use Code on work orders when creating from job jackets.

resolving CNH Productivity Plus ‘Unbalanced Tax Amount' error when transmitting equipment invoices when credit card mask is showing 16 characters or more

Change Vermeer work order location to use one from the callback url

Added security to AP report. Now, a user without access to Data Portal will receive the appropriate message when creating an 'AP Outstanding' report.

Small change to the Session Timeout field in IntelliDealer settings. It now allows the user to choose from a 12-hour or per-minute setting.

Create IFS folder for equipment invoice when accepting equipment quote.

The last day of month will be used for the period on reports generated from financial summary and G/L month end Preliminary.

Implemented restrictions between CASH and A/R accounts to be consistent.

Update security switches for Inspection 2.0.

Fix job, Inspections 2.0 to add populate default approver to Branch Manager in the database table INTAPPRV with location AA/AA/AA

Clean up all the inspections data and add CancelComment, machineDown, extraInfo columns in infhdr table.

Added restart logic to dashboard for Inspections 2.0.

In Equipment Invoicing, if an equipment attachment is currently on an Integrated Rental contract, we now display an error to the user indicating they cannot release the invoice until the unit is no longer on an IR contract. Previously, it only checked to see if the parent, or prime, was on an active IR contract.

Added 'Company' to the list of data types IntelliDealer sends to Integrated Rental during the preload.

Removed a validation in the endpoint Integrated Rental hits to provide IntelliDealer with rental contract details that prevents a blank salesperson from being passed to us.

Small change to the Miscellaneous Charge Code payload we send to Integrated Rental which now sends the 'Notset' value as 'All'.

In the equipment update payload IntelliDealer sends to Integrated Rental, we have made a small change to the verbiage (from 'False' to 'Null') on the isLocked field value.

The Kubota Parts Inventory Transmit interface has been updated to show errors encountered during transmission on the Job History screen. Previously the interface would report the job had completed successfully event if errors were present in the PDF error report.

updating the host when there is newly created CLAAS configuration property. Issue effected new implementations.

Fixed issue with Vermeer Warranty submissions and having multiple dealer/vendor numbers configured.

Kubota Inventory Details Lookup takes the last 5digits of the serial number to retrieve inventory details from Kubota

The CNH Customer Survey interface will now properly transmit data on a nightly basis.

update JD SVAP work order index to include notify id for unique occurrences.

The Shopify integration has been updated to allow the import of Shopify orders into Parts Invoicing in IntelliDealer. New configuration is required to support importing Shopify orders, and can be found on the configuration screen under Configuration > Interfaces > Other > Shopify. An option to automatically import orders after they have been created in Shopify is available, as well as an option to import orders on demand for a given date range.

on CNH Fault Codes Screen displaying the active results by default and allowed to display other results as well by adding an radio button with options (ALL, ACTIVE, INACTIVE) .

The option to configure the sunset JDLink AEMP interface has been removed from the John Deere Credentials configuration screen. New versions of JDLink must be configured using the JDLink configuration screen.

The Kubota KCom parts order and pricing interfaces will now allow lowercase part numbers to be passed in. Lowercase part numbers will automatically be converted to their appropriate uppercase values.

The CNH eWarranty Claim Submission interface has been updated to support the latest API versions. As well, an option to attach work order multimedia to the CNH claim has been added on a new tab. Multimedia may only be added as an attachment after the claim has been submitted to CNH.

An option has been added to the CNH DEP eWarranty Vehicle Lookup interface to allow an automatic popup of the Vehicle Lookup screen when adding a segment to a new Work Order. If the option is selected, the popup will only be shown if active PIPs or PPP plans exist for the unit assigned to the Work Order.

Makes Tab has been added on Distributor Maintenance screen. This will allow different transmit options to be configured based on which work orders are transmitted as part of the Komatsu work order feed.

(Beta) - An option has been added to the CNH eWarranty Claim Submission interface to allow SRT codes to be looked up and imported into the labor section of the claim submission form.

Show discount refresh popup on parts invoice header when Avalara is active.

Change label quantity verbiage in wireless inventory control

Do not allow a negative value to be entered into the WO rate/hour field.

an error was occurring when attempting to export to CSV from the 'Product Support > Service > Work orders' listing screen. This would occur if there was a work order in the list with only a customer tab (i.e. no additional segments). This issue has been resolved.

Correct Javascript error when creating a work order with customer that contains a special character.

improved the retry logic for Worldpay device configuration. Under certain conditions the wait time was not sufficient. On certain call to Worldpay during configuring the device, the system will try the calls after 1, 8, 27, 64 and 125 seconds

Change error message when adding a security group with no users assigned to the authorizations tab in dataminer.

Fixed the extension of excel files when downloading multiple files at a time.

Deposits created from partial credit card payments will have the contact number formatted correctly.

Rebrand to VitalEdge Technologies - IntelliDealer

Removed logic from PDF archive program SPLPDF18CL which caused problems when called by #CCPTER

Addressed an issue when IntelliDealer sending an equipment update as "DELETED" to Integrated Rental if the unit's status moved into one of the following status:

Invoiced

Transferred

Quoted

Previously, Integrated Rental was forced to enter a salesperson for an equipment update. Now Integrated Rental can skip salesperson for the equipment which do not require salesperson.

Fixed issue with price file downloads failing for large files.

Fixed error retrieving the OEM engine version when job had no files library.

Updated parts trigger to flag a part for JDPRISM transmission upon a change in price.

Vermeer: This interface imports all the job codes from the vermeer system and save them to database.

Prevent access to voucher batch while upload is running.

A/P Outstanding reports will now include vouchers that don't have any distribution lines on them.

Resolves issue where no report generated during A/R moth end when selecting to print both summary and detail Aged trial balance report.

Allow changes to the scheduled for purging Avalara logs.

Resolves a Parts invoice Avalara Address validation not working when editing a parts invoice not in the location you are assigned to.

Configuration > Interfaces > John Deere > Warranty Dates is loaded as expected.

Configuration > Interfaces > Bobcat > Alias Account Management, columns are sorted as expected in Alias Account Management Screen.

Configuration>Miscellaneous>Printing>Configure Printers (New) page opens now without any issue.

Prevent "General Failure error" when setting customer to inactive.

In Equipment Profile, the "Attached To" field has now been moved to the right of the Stock Number field. This field will only show when it's attached to another unit.

The Equipment Attachments popup in Equipment Profile has been converted from the older technology to the new modern look and feel to better align with Equipment Profile.

Updated the format of the confirmation modal for the Base & Options tab in the Equipment Profile

Do not allow attachment to be added or removed from equipment invoice if unit is in use.

set PO Creation user to the same value as authorized for Deere sales center equipment order, CNH Equipment ordering, and Ditch Witch Equipment ordering

Altered the name of a few fields in the Charge Code payload Intellidealer sends to Integrated Rental to better align with their naming conventions.

Addressed an issue where Intellidealer wasn't sending an equipment update to IR if the unit's status moved into one of the following status': Invoiced, Transferred, Quoted and Deleted

Netbook value and costing error responses returned to Integrated Rental for scheduled depreciation will now include the stock number affected.

When processing equipment meter date updates coming from Integrated Rental, we now validate that the date being passed from IR is equal to or greater than what is currently on the unit's profile. If the date is older than what's on file, we use the current value.

Resolved an issue where a work order with a '?' stock number was being sent to Integrated Rental.

Addressed an issue where Intellidealer wasn't always defaulting a salesperson when receiving an equipment update from Integrated Rental. If the unit requires a salesperson, but and none was passed in from IR, Intellidealer needed to add one using the equipment quick add default value.

Intellidealer will no longer process a lock request on a unit if the unit no longer qualifies to be sent to Integrated Rental.

This resolves a BRP Parts Ordering Interface Authorization error.

updated the Application field with the record type being sent for the John Deere SMO Request Queue.

The Deere Supplier Customer Number has been added to SMO Customer / Contacts transmits.

Update IBM MQ client to 9.3.3.0

Now users can access fleet data through AEMP OAUTH 2.0 authorization protocol.

Added CNH SRT jobcodes to both WorkOrder and Quotes.

improved the detection and linkage of linked general invoice and equipment invoices to SVAP agreements

- improved detection and linkage of linked work orders to SVAP events

improve the Komatsu Price File Report that is generated during downloading and applying price files by adding the job steps to the report

Modified Parts order fields as per the Claas specifications.

In parts invoicing, redirect to the details tab if the customer number was changed and the user saved, closed or went to a tab other than details.

Addressed an issue where sorting wasn't working correctly in the Equipment Profile Parts List screen.

Prevent leading spaces when creating a parts purchase order.

Allow the newer version of the OEM Engine to launch during PPU Apply.

Legacy rental counter allows time minutes of 60 to be keyed on return tab which is not a real time. Bump it back to 59 minutes for Java. This resolves an Avatax issue.

Close button in shop parts return will now only be displayed when called from requisitions.

Addressed an issue with a malformed link in the Text Connect authorization endpoint, used by Intellidealer.