PPU Dealer Notification (2025)

Issue: Deposit rounding was appearing on the parts invoice printout when it should not.

Solution: Updated the print program to display deposit rounding only when applicable.

Issue: Price update is taking longer to complete due to file logging on the parts subs file.

Solution: Remove trigger for parts subs file (PARTSUB)

Issue: The equipment units created through APIs were not being sent to Integrated Rental.

Solution: Valid equipment units created in IntelliDealer or through an API are now sent to Integrated Rental correctly.

Enhancement: Functionality has been added to allow account selection when processing Ditch Witch miscellaneous type invoices.

Ditch Witch Invoices

Enhancement: Worldpay Text-to-Pay URLs have been migrated from MyDealer to ws-oem.

Worldpay Interface

Enhancement: While ordering or transmitting parts orders to Komatsu the “Allow Parts Substitution” option is now the default. This allows the interface to substitute parts if they are unavailable while filling the order.

Enhancement: A parts availability interface has been created that provides information related to parts that are available at Claas warehouses, as well as pricing info and delivery. This new interface can be accessed from Configuration > Interfaces > Claas > Claas Parts Availability Configuration.

Claas Parts Availability Configuration (From Parts Availability)

Enhancement: Implemented a configuration for Claas Parts Order Types that allows specifying the availability period (month range) and the minimum order amount required for placing parts orders.

Claas Part Order Type Configuration

Enhancement: Komatsu MyK (eCommerce) has been updated to return a specific error message as the response whenever IntelliDealer finds an error. i.e., invalid customer number when creating a parts invoice.

Issue: A null pointer error occurred when trying to add part sales lines to the transmitted file.

Solution: The null pointer error has been fixed and part sales lines can now be correctly added.

Issue: Contacts were not transmitting through JD SMO

Solution: Updated the payload request class by removing duplicate json fields. Contacts now successfully transmit.

Issue: The user was unable to submit warranty claims when there was no campaign response.

Solution: The logic has been updated to allow claim submissions even when no responses for both Campaigns and Planned Maintenance APIs are available.

Issue: Equipment Notes were not transmitting through JD SMO.

Solution: Updated the payload request class by removing duplicate json fields. Equipment notes now successfully transmit.

Issue: When invalid characters are in the postal/zip code during the authorization process from Worldpay, IntelliDealer was displaying a ‘General internal failure’ error.

Solution: IntelliDealer now removes invalid characters when transmitting the postal/zip code in the Ship To address to Worldpay. This does not remove those invalid characters in IntelliDealer or the database.

Issue: Both new and legacy transmit processes were sending the same files, resulting in duplicates.

Solution: A property flag- Use New Prism Transmit Process - a validation check, was added to both the legacy code and the newly migrated code (for the batch job - JDPrism Transmitting Parts Inventory File). This ensures that only the appropriate process runs, preventing duplicate file transmissions.

John Deere: DTF

Issue: When security switch 995 - ‘Allow Access to text-to-pay' was unchecked, a user was unable to properly configure options in Configuration > General Ledger > Accounts Receivable > Cash Codes for Worldpay. The check box 'Offer Pay By Text’ was not visible.

Solution: The 'Offer Pay By Text' checkbox in the Worldpay Cash Code configuration now appears regardless of the user security for Text-To-pay.

Enhancement: AvaTax refunds now use Create Transaction API (latitude/longitude not supported in Refund API) as invoicing and refunding flows were using two different addresses thereby creating inaccurate refund tax calculations. Using CreateTransaction for refunds ensures proper handling of the refund transactions without any address validation errors.

Enhancement: Updated the Type filter label in Equipment Profile listing screen to reduce confusion as ‘Traded’ is not a Type as it is conditional on the units having a Traded Date populated. The new labels are:

· New & Used (no Traded Date) <-remains the default selection

· New (no Traded Date)

· Used (no Traded Date)

· Traded Date (New & Used)

· All

Enhancement: In the Equipment Invoicing module, the 'i' icon on the Attachment, Trade Ins, Parts and Multimedia tabs now takes the user directly to the corresponding Customer Profile. Previously, it opened the Customer search screen.

Issue: On the Machine History screen, enabling the Show Subtotals option incorrectly included the overall total in the list of results, and sorting a column before enabling Show Subtotals caused all subtotals to appear at the top of the results.

Solution: Now, when Show Subtotals is selected, only the correct subtotals are shown in the results (the overall total is not included), and subtotals appear in the correct order based on the selected sort.

Issue: In FileBound 2.0, when a PO vendor does not match the voucher vendor, it triggered a hard stop.

Solution: Updated the API response to return the vendor mismatch as a warning instead of a hard stop. If the dealer proceeds with the vendor mismatch, the purchase order will need to be manually cleared.

Issue: When importing vouchers for already-invoiced units via FileBound, users were incorrectly receiving an “inventory account is being used” error, even if no inventory account was involved.

Solution: Updated the VoucherCreationAPI logic so that this error message is only shown when an inventory account is actually used, preventing false error notifications.

Issue: When trying to open various templates or forms from the Required Restarts list, users encountered issues which prevented the template or form from opening properly.

Solution: Added conditional checks have been added to ensure the template or form can open.

Enhancement: When InspectionPlus templates are listed under Required Restart(s) on the home page, the list now shows the template name and version number. If any templates are created with blank names then the template ID is listed instead. See: Home Screen.

Enhancement: On the InspectionPlus Assign Service screen, the mass update tool, which allows a user to update all entries in a column at once, has been improved to show the mass update value directly underneath the toggle. The behavior of mass update tool is:

· Upon first opening the screen, mass update toggles are set to off and their values are disabled.

· Turning on the mass update toggle enables the column’s mass update value and disables the remaining entries in that column.

· To update individual entries in the column, turn the toggle off.

· Turning the mass update toggle back on clears all existing entries in the column.

See InspectionPlus Assign Service.

Issue: The Exclude from IR checkbox was only shown after preload completion, preventing early exclusion of units to Integrated Rental.

Solution: Removed the preload completion check and added validation to skip sending excluded units and options to IR during a preload. See Equipment Profile.

Issue: CLAAS sent the shipment file with an incorrect date format (yyyy-MM-dd), which prevented the file from being processed.

Solution: Updated the logic to handle both the agreed-upon date format (yyyy-MM-dd) and the newly introduced one (yyyy-MM-dd).

Feature: Added Versapay Credit Card logs to Administration > Settings > Interface Logs. See Interface Logs.

Feature: Integrate VISA’s Collaborative AR Platform (C-EDP) with IntellDealer. Changes include:

· more accurately reflected line item details are transmitted from work orders from authorization maintenance for Versapay, CNH Productivity Plus and Agco+

· more accurately reflected discount amounts for CNH Productivity Plus and Agco+ from authorization Maintenance

· transmit make, mode and group code, instead of serial number, for equipment invoices where ? was used as the stock number for Versapay, CNH Productivity Plus and Agco+

· transmit line-item detail instead of total line for rental for Versapay

Issue: Some banks do not accept the Addenda Header and Footer records in the EFT file.

Solution: Added a checkbox on the Vendor EFT screen (Configuration > General Ledger > Accounts Payable > Vendor EFT) labeled Remove Addenda Header/Footer. If checked, IntelliDealer removes those records to meet bank specifications. See Configuration: Vendor EFT.

Issue: The Kubota eCommerce interface failed to create an order in IntelliDealer if the total deposit amount from Kubota was different from the IntelliDealer invoice total.

Solution: Added an option to the Kubota eCommerce (KCom) configuration screen to allow a deposit discrepancy part to be configured. If the deposit amount from Kubota is different from the IntelliDealer invoice total, the difference can be assigned to the configured deposit discrepancy part for the order location. This will allow the source of the discrepancy to be identified once the order has been created. See Kubota: eCommerce.

Enhancement: The John Deere Complete Goods Events interface will no longer check the order number when determining whether to create a new unit. The interface now checks the Equipment Identifier and any Machine Serial Number matches to identify preexisting units. The Existing Unit Year Threshold configuration option has been removed from the configuration screen for this interface as it is no longer required. See John Deere Complete Goods Events.

Enhancement: On the Configuration > Interfaces > John Deere > Complete Goods Events screen, added a new checkbox called Update Rental Units. When enabled, all events from the Sales Center also update equipment/stocks in rental status. See John Deere Complete Goods Events.

Feature: Adds a new UI to manage the interfaces including the request and response to interfaces at Administration > Settings > Interface Logs. Currently only the Claas Parts order transmit interface is recording the request and responses. You can also view data from BRP, Shopify, Volvo Parts Market Place, and Kubota Ecommerce. See Interface Logs.

Enhancement: Under Configuration > Interfaces > John Deere > Complete Goods Events, added the Attachment Exclusion List tab. Dealers can upload a CSV with a single column that contains attachment codes for which IntelliDealer should not create or generate stock profiles. Codes must not contain spaces or special characters; otherwise, a validation error will occur. See John Deere Complete Goods Events.

Issue: The John Deere Complete Goods Events interface does not generate Purchase Order receipt records for transfer events.

Solution: The John Deere Complete Goods Events interface now creates Equipment Purchase Orders for transfer events if the Create PO checkbox is selected on the configuration screen. See John Deere Complete Goods Events.

Issue: The JD CGE interface attempted to find a single Equipment Default entry with both an Inventory and Sale Account populated, and if such a record was unable to be located, both accounts would default to the Equipment Add Default accounts.

Solution: The JD CGE interface has been updated to now search for the Equipment Default Inventory Account and Sale Account separately.

Feature: This is the beta release of the Claas Machine Order interface (Configuration > Interfaces > Claas > Machine Order). This interface creates and updates equipment profiles with data from Claas. The feature name is CLAAS_MACHINE_ONLINE_MOL_ and the feature number is PFW.6524. See Claas: Machine Online Order.

Feature: Beta release of the Ditch Witch Invoice Download interface (Configuration > Interfaces > Ditch Witch > Invoice Download). You can use this interface to download Ditch Witch Invoices into IntelliDealer. See Ditch Witch Invoice Download and Ditch Witch Invoices.

Issue: Unable to submit Vermeer warranty draft claims with different claim types.

Solution: Updated the code to populate the correct claim type values in the API payload.

Issue: The John Deere Sales and Marketing Optimization (JD SMO) interface stopped transmitting data after the 2025.10.02 PPU because the configuration screen wasn’t correctly saved.

Solution: Modified the code to ensure that the JD SMO configuration screen can be saved.

Issue: The Vermeer Parts Inventory Transmit interface PDF report incorrectly showed the number of invalid part numbers as equal to the quantity uploaded.

Solution: Fixed the invalid parts quantity in the report.

Issue: On the Employee Profile screen, the Hourly Rate field only permits values up to 199.99 which was limiting higher annual salaries to be saved.

Solution: Increase the Hourly Rate field to allow values up to 999.999.See Employee Profile.

Enhancement: Added new log file LOGPARS for part substitution details (PARTSUB). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGPARP for price file details (PARTPRC). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGWOQ for work order quote details (WOQUO). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGWUSR for user profile details (WEBUSR). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGFEAT for IntelliDealer features details (PFWFEAT). See IntelliDealer Main Files and Descriptions and System Settings.

Issue: For CPA EFT File-Qualifier records, the system trimmed the text to 20 characters to store it in the MapData table.

Solution: Ensure all required characters are saved by splitting long file qualifiers into multiple records.

Enhancement: Added a Swagger documentation header for all API endpoints.

Enhancement: Images attached within the steps of an InspectionPlus form will be viewable within the PDF Summary Report

Enhancement: Include work order quotes by serial number when accessing a pending quote when adding a segment to a quote from InspectionPlus.

Enhancement: Replaced the Amount field with AmountWithOverTime in the IntegratedRentalCloudAPI.yaml file.

Enhancement: Added a switch, “Exclude from Integrated Rental”, that prevents a unit from transmitting to Integrated Rental. This switch will only be available when feature licensed to Integrated Rental. Equipment Profile, Integrated Rental: Equipment Profile

Enhancement: Reduced the number of fields on the Equipment Profile that get locked to Integrated Rental.

Enhancement: The Kubota eCommerce interface has been updated to log tax calculation requests for troubleshooting purposes.

Enhancement: The Terex Customer Orders file name have been updated to have seconds in the dateTime field.

Issue: For EFT transactions, some banks require a File Qualifier to be present on the first line of the generated file.

Solution: A "File Qualifier" text box has been added on the Vendor EFT screen. Configuration: Vendor EFT

Enhancement: The John Deere eCommerce Status Update Tool has been updated to provide clear warning messages regarding usage of the tool to send status updates out of order.

In addition, the tool will no longer allow shipped events to be transmitted for pick up orders and vice versa.

Enhancement: Improved hashing functionality for CNH Work Order Transmit. The current hashing logic compares against any matching hash code across the table. Now, it compares only against the latest hash code before sending.

Feature: The Claas Parts Order has been using a depreciated API to communicate with. The interface has changed to a more modern version where making the connection is supported by Spring Tools.

Enhancement: Update Date Time format has been updated to use zones while transmitting a work order to CNH DEP.

Enhancement: Added the checkbox “Use New Transmit Process” in DTF configuration screen to work with modern screen functionality for JD Prism. John Deere - DTF

Feature: JOHN DEERE JD PRISM INTERFACE(PFW.6193) - Migrated parts return creation logic from legacy implementation to modern screen functionality.

Feature: JOHN DEERE JD PRISM INTERFACE(PFW.6193) - Migrated stock transfers creation logic from legacy implementation to modern screen functionality. The new process is using the stock transfer functionality, where it creates a record under this screen Product Support > Parts > Stock Transfers.

Enhancement: CNH My Fleet has been updated with a search bar for a global search or to search by serial number, model, customer, or dealer location in CNH My Fleet summary page. CNH - My Fleet

Feature: JOHN DEERE JD PRISM INTERFACE(PFW.6193) - Migrated processing scheduler file logic from legacy implementation to modern screen functionality.

Feature: JOHN DEERE JD PRISM INTERFACE(PFW.6193) - Migrated parts order creation logic from legacy implementation to modern screen functionality.

Feature: Added the ability to utilize CNH Grow in Work Orders.

Enhancement: In preparation for the beta release of the Vermeer eCommerce interface, a part pricing update tool has been created to update part pricing in Vermeer with pricing levels from IntelliDealer.

Feature: The initial beta release of the new JDQuote Equipment Quote creation interface has been added. This interface will eventually replace the legacy JDQuote/JDPO interface. JD Quote

Enhancement: Dealers lacked the ability to combine multiple segments into a single claim when submitting warranty claim for Kubota. This feature has been added to the interface.

Feature: JOHN DEERE JD PRISM INTERFACE(PFW.6193) - Migrated JD Prism inventory transmit from legacy implementation to new modern screen functionality.

Enhancement: New JD Prism modern screen functionality has been updated to automatically add parts to the system when they are received on a Stock Transfer or a Parts Order. Parts must be present in the price file to be added automatically.

Enhancement: Users can now add a John Deere Proactive Jobs service requests when licensed for the interface.

Enhancement: When AMAX is configured to use a PO start digit, then the assignment of the PO number will always create a 7 character PO number.

Issue: Generic AEMP data feeds were not optimal if the provider did not offer an appropriate link structure for their telematics.

Solution: The Generic AEMP settings have been updated to provide better support for an incomplete link structure.

Issue: When performing CNH authorizations from authorization maintenance the dealer is unable to transmit, due to a credit on freight, or authorization number has alpha characters.

Solution: IntelliDealer will now transmit all freight amounts as positive to CNH Productivity Plus.

IntelliDealer will also allow alphanumeric authorization codes for CNH Productivity Plus.

Issue: The John Deere Complete Goods Events was not properly updating equipment details when processing movement events between branches.

Solution: The interface now properly updates equipment details, including Planned Delivery Date.

Issue: Some invoices were unable to transmit to CNH Productivity Plus and AGCO+ and were providing a blank reason.

Solution: IntelliDealer will provide as meaningful an error message as possible under certain conditions from CNH Productivity Plus and AGCO+.

The construction of the error message depends on what is being returned from CNH Productivity Plus and AGCO+

Issue: Some parts invoices are unable to transmit from authorization maintenance due to a lost sale being recorded in the parts invoice

Solution: Lost sales are not to be transmitted to CNH Productivity Plus. The program has been changed to properly handle those situations and prevent the communication error with no reason.

Issue: When using a CNH Gift card from parts invoices, the dealer produced a Communications failed error, and had to enter the authorization number manually due to an invalid state field.

Solution: IntelliDealer will now return a more informative error message ''The following fields contained errors. shipTo.state”.

Issue: A typo on a field in the Vermeer Warranty interface was causing an error.

Solution: The field has been adjusted to comply with IntelliDealer’s language variables. A localized ‘Corporate Account Goodwill’ is now used, as suggested by Vermeer.

Issue: A large number of logs were added to Catalina.log if CNH DSA is not acknowledged.

Solution: Produce an error instead of writing it to the log files.

Issue: The MyKomatsu status update interface could not function correctly if there was no default Freight for a location.

Solution: The MyKomatsu status update interface now correctly compensates for no default Freight if there is none for that location.

Issue: Some interfaces running on non-production systems were inadvertently updating data to production systems.

Solution: There is now a limit to which OEM interfaces can be run on a non-production library.

Issue: The value of CNH Fleetview Summary Pending PIPs alerts do not match with the Details screen.

Solution: Update the Pending PIPs column hide by default and added the PIP’s Count to the Summary grid.

Issue: Vouchers created using an OEM voucher creation interface (eg. Komatsu ASN Invoices, Kubota Invoice Download, JD Warranty Credits, BRP Invoices) were creating vouchers with an incorrect date.

Solution: Vouchers will now always have the correct date when created by an OEM interface.

Issue: When trying to search Vermeer Job Codes with miscellaneous stock numbers, an error occurred.

Solution: If a miscellaneous stock number is entered, the user can now search using the make and model from a work order segment.

Issue: Criteria selection was omitting G/L accounts when John Deere financial data was generated.

Solution: The criteria selection issue was corrected.

Enhancement: The John Deere Complete Goods Events interface has been updated with a configuration option that will prevent the interface from creating Equipment POs when an invoice event is received from John Deere. This option can be found on the Invoicing tab on the Complete Goods Events configuration screen. Configuration: Location Settings

Issue: MyDealer password requirements have not been updated to match current recommended security standards allowing users to set very weak passwords.

Solution: Updated the MyDealer password requirements when creating/updating a password on a MyDealer user. The new requirements are 10 characters minimum, one lowercase character, one uppercase character, one number and a special character are all required when creating/updating a new password. MyDealer Profile Configuration

Enhancement: Added the ability for users to enable Maintenance Mode in MyDealer independently of IntelliDealer. If IntelliDealer is placed into Maintenance Mode, MyDealer will also enter Maintenance Mode automatically. However, MyDealer can be put into Maintenance Mode separately without affecting IntelliDealer. MyDealer: System Settings, Maintenance Mode

Issue: Alert Management could crash due to the volume of alerts created during a part copy/merge utility process.

Solution: Alerts are no longer created when doing a parts copy. Add Part/Copy Part

Issue: Users were able to enter hours greater than 999.99 on work orders, which caused the new Real-Time Billing process to fail because the MNBDW file only supports a maximum of 999.99.

Solution: Updated the Real-Time Billing logic to reject work orders that exceed this limit.

Issue: When a work order was closed to Credit Card or Farm Plan, it could not be reopened from the listing window.

Solution: Fixed a JavaScript error that prevented the work order from reopening from the listing window.

Issue: In Parts Invoicing, the preview pop-up shows old invoices with the same invoice number

Solution: The logic now ensures the sales order number also matches when loading the invoice.

Issue: Users were able to assign the work order number as INQ, which incorrectly allowed inquiry requisitions to be tied to actual work orders. This caused billing run errors due to an invalid customer.

Solution: Updated the logic to prevent work orders from being created with the INQ work order number.

Enhancement: On the User Profile page, if the user Status is ‘Disabled’, the ID MobileAccess field will now correctly display ‘Disabled’.

Enhancement: The Inventory Count feature has been added to the IDMA. The user can perform these operations with the Inventory Count option:

• Access available counts.
• Adjust the number of items in inventory.
• Perform batch count. (When the same inventory item is stored in individual boxes eg. bolts)
• Add new parts to the count.
• Print part labels.
• Access part vendor information.
• Remove parts from the count.

Enhancement: Added a maintenance mode handler when it is activated on IntelliDealer or when IntelliDealer is already in maintenance mode so that the user is notified, and the session is closed.

Issue: Some users are excessively calling the login end point and causing performance issues and denial of service for others.

Solution: Changed the login page to allow a user to login in once every 5 seconds. The user will need to wait the minimum before attempting the login a second time. A 429 http response code of ‘Too many requests’ will be returned if you are in violation of the time frame. User Passwords

Issue: The Filebound batch job is failing when the PDF writer fails.

Solution: Implemented a fix to handle batch job failures caused by PDF writer errors.

Enhancement: Added a Swagger documentation header for all API endpoints.

Enhancement: Created a security switch to control access to the API Gateway dealer credentials refresh. See 999-Configuration.

Enhancement: Added Used Equipment Evaluation One Inspection Per Unit setting to the Equipment section of Configuration > Miscellaneous > Other > System Settings - Location tab. Previously this switch existed only in legacy tables maintenance. See System Settings: Location.

Enhancement: Updated system setting label text: Real Time Processing to Real Time Legacy Parts Processing and Real Time Processing Retention Months to Real Time Legacy Parts Processing Retention Months.

Enhancement: Add validation for the new real time processing system settings.

Enhancement: Add a check in the invoicing systems for the new real time processing system settings. See Validate Tables.

Enhancement: Added location-level Real Time Processing settings for Equipment, General, Service and Rental Invoicing. See System Settings: Location.

Enhancement: For Rental, Equipment and Work Orders, removed the requirement for a ‘beta’ object to exist for functionality to occur.

Enhancement: Added initial support to InspectionPlus forms for displaying multimedia on an InspectionPlus form report. Additionally, the URL for the production instance of the PDF generator has been updated. This functionality is not yet available.

Issue: Supplier invoice field validations in Equipment Profile are causing frequent errors for Integrated Rental.

Solution: Removed Supplier Invoice Fields Validation from Equipment Profile for any dealer using Integrated Rental.

Issue: Customer records with entity use codes CDKOMIT or FOREIGN are currently sent to Integrated Rental, causing errors in their system.

Solution: Updated logic to omit sending any customer with entity use codes CDKOMIT or FOREIGN to Integrated Rental. See Integrated Rental: Customer Profile.

Issue: Integrated Rental received an error when trying to update the location of an attachment.

Solution: Updated the code so that attachment locations can be updated by Integrated Rental.

Issue: The Vermeer Parts Availability interface didn’t separate out Vermeer parts within the invoice and it retrieved parts from the Master Parts file.

Solution: The updates are:

· Added a filter to the dropdown to fetch Vermeer Parts.

· Changed the credentials properties to System level.

· Fixed the HTTP 500 when trying to save properties under the Dealer Accounts Tab.

Enhancement: In the Work Order Options menu, changed the CNH Basket of Jobs label to CNH eTim/Smartview.

Enhancement: IntelliDealer return orders created for JD eCommerce orders no longer automatically issue returned parts. Instead, upon receipt of the parts, dealers must go into the relevant parts invoice and manually update the invoice.

Enhancement: Updated the John Deere Complete Goods Events interface to handle Payment events transmitted from John Deere. These Payment events populate the payment details on the OEM Equipment Details screen accessible under the Machine Quick Links section on the Equipment Profile .

In addition, a new configuration screen option (Update Settlement Information) has been added to the John Deere Complete Goods Events configuration screen to allow the interface to update the equipment Settlement Date and Settlement Number when a payment event is received from John Deere. See John Deere Complete Goods Events.

Feature: CNH Next Coupons integrations, a part of CNH Interactive Maintenance, helps dealers to create and download next available maintenance coupon received from CNH eTim. This interface is available in Equipment Profile, Work Order Segment and Work Order Quote segment. See CNH: Interactive Maintenance.

Enhancement: Added user-based security switches for all the CNH Data Exchange Platform interfaces to provide more control to dealerships. This includes a separate control of interfaces from Equipment Profile (800), Work Orders (810) and Work Orders Quotes(813). All the existing interfaces initially default to true.

Feature: The CNH Close coupons, a part of CNH Interactive Maintenance, lets dealers request CNH to close maintenance coupons once the work is complete. This interface is available in Equipment Profile, Work Order Segment and Work Order Quote segment. See CNH: Interactive Maintenance.

Feature: The CNH Maintenance History integration, a part of CNH Interactive Maintenance, displays all performed or closed maintenance coupons from CNH eTim available in Equipment Profile, Work Order Segment and Work Order Quote segment. See CNH: Interactive Maintenance.

Feature: The CNH Vehicle Telematics integration, a part of CNH Interactive Maintenance, displays all telematics data related to vehicle maintenance from CNH eTim. The interface is available in Equipment Profile, Work Order Segment and Work Order Quote Segment. See CNH: Interactive Maintenance.

Enhancement: Updated the John Deere Complete Goods Events interface to handle sales date events transmitted by John Deere. These events update retail sales and dealer-owned rental fleet sale dates on John Deere equipment. To view these dates, once received from John Deere, open an Equipment Profile, and review Machine Quick Links for a new button titled OEM Equipment Details.

Feature: The CNH Next Coupons integration, a part of CNH Interactive maintenance, pulls all next available planned maintenance coupons, based on machine hours, from CNH eTim. It also lets dealers create work orders or quotes. This interface is available in Equipment Profile, CNH Fleetview, Work Order Segment and Work Order Quote Segment. See CNH: Interactive Maintenance.

Enhancement: Updated the JD eCommerce interface to automatically transmit Ready for Pickup or Ready to Ship when John Deere notifies IntelliDealer that the order payment capture is complete. This eliminates the need to manually transmit Ready for Pickup or Ready to Ship. See John Deere eCommerce: Settings.

Enhancement: The JD SMO interface has been updated to support OAuth authentication. This connectivity is only available when configured, otherwise the Subscription Key continues to function as the authentication method. See John Deere: SMO.

Enhancement: Updated the JD eCommerce interface to support the recreation of eCommerce orders that have been partially cancelled. These orders can now be retransmitted by John Deere after the reason for the original cancellation is resolved.

Enhancement: Updated all BRP interfaces to v4, as BRP will remove support for the v2 interfaces.

Issue: John Deere SMO requires the ability to receive contact updates from IntelliDealer.

Solution: Introduced new functionality in the SMO interface to support transmitting updated contact records.

Enhancement: On Vermeer Warranty Draft Claim Submission Form, the interface populates the Repair Date field by getting last posted labor date when hours worked is greater than 0.

Issue: When transmitting an invoice for credit check to CNH Productivity Plus, invalid characters were transmitted as &#26; which caused the credit check to fail.

Solution: Removed all invalid characters from the descriptions for Equipment, Work Orders, Parts, and Rental for Versapay, Worldpay, AGCO+ and CNH Productivity Plus credit checking.

Issue: When only 6429 - CNH Data Exchange Platform is licensed, the CNH Warranty is not being displayed.

Solution: Allowed the CNH Warranty screens to be displayed for either 6429 - CNH Data Exchange Platform or 6269 - CNH eWarranty Claim Submission.

Issue: When going to Configuration > Interfaces > John Deere > Complete Goods Events - Excluded Dealer Numbers tab, the window is blank.

Solution: Changed the program to display the properly Excluded Dealer Numbers tab.

Issue: When updating equipment on the John Deere SMO configuration screen, the user received a General Internal Failure message.

Solution: Added additional logic to prevent the error from occurring.

Issue: Shopify imposes strict rate limits on the Basic plan level, which causes some part inventory quantities to fail to update due to 422 errors.

Solution: Added an option to the Shopify interface, available on the new configuration screen only. This option works to limit the number of requests transmitted to Shopify during inventory updates to potentially allow the interface to function on the Basic Shopify plan. This new switch is being released as beta functionality to verify whether it works well enough for general release.

Enhancement: The Generic AEMP 2.0 configuration options for AEMP Telematics have been updated to support AEMP data feeds with relative links instead of true hyperlinks. These AEMP data feeds are technically not ISO 15143-3 compliant, but this change will allow these data feeds to be linked to IntelliDealer. This primarily affects the Kobelco AEMP interface.

Issue: When performing a CNH Productivity Plus promotion lookup, invalid card error messages were not being displayed, leaving the dealer to believe there was an issue displaying the promotion.

Solution: Changed the program to display the invalid card error messages.

Issue: When using Alias Account Management, occasionally the breadcrumbs at the top showed the incorrect OEM. For example, CNH Alias Account Management displayed as Bobcat Alias Account Management.

Solution: Changed the program to properly display the selected breadcumb.

Issue: New stock numbers created by JD Sales Center CGE interface have a blank In/Out Status, even when the promised date is in the future.

Solution: Added an option to the JD Complete Goods Events configuration screen to allow equipment units to be created with the Equipment In/Out status set to Out by default. See John Deere Complete Goods Events.

Issue: Unable to invoice a parts invoice or work order to John Deere Credit, when the user has previously attempted to use Versapay Non-Swipe or Worldpay Portal.

Solution: Changed the program to delete the web-portal request authorization so the dealer can invoice to John Deere Credit.

Enhancement: Added the ability to view or add a reman part from its base part in Parts Profile. See Reman/Core Part Numbers and Parts Profile (Parts).

Issue: The Upload Parts Conversion file utility experienced an error when the record was blank.

Solution: Implement error handling to ignore blank records.

Issue: A Rental Counter invoice listed an invalid time.

Solution: Added logic checks to the billing dialog so users cannot enter an invalid date or time when creating and billing an invoice in Rental Counter.

Enhancement: Added Enable ODBC Access checkbox to User Profiles to allow API access to ODBC. See User Profiles

Enhancement: Added new log file LOGFASS for general invoicing billing details (FASSET). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGCGIO for general invoicing billing details (CGIOPT). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGCGIR for general invoicing billing details (CGIDR). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGBASE for general invoicing billing details (BASE). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGCGID for general invoicing billing details (CGIIND). See IntelliDealer Main Files and Descriptions and System Settings.

Issue: In Vermeer Work Orders Transmit, the labor hours billed and labor actual hours were added as integers.

Solution: Updated the program to transmit decimal values for exact labor hours on Work Orders.

Issue: When creating a Kubota Smart Supply Parts Order, multiples of the same order were created.

Solution: Added logic to ensure only one Parts Order is created.

Enhancement: On the Vermeer Warranty Draft Claim Submission Form, the Dealer Code field is now populated with the location that is fulfilling the Work Order.

Enhancement: On the Vermeer Warranty Draft Claim Submission Form, the interface populates the Repair Date field by getting last posted labor date when hours worked is greater than 0.

Issue: When using IntelliDealer Mobile Access (IDMA), users were unable to access InspectionsPlus Used Evaluations. They received the error message “403 AUTHORIZATION You do not have authority to access this system”.

Solution: Ensured that users without item location access could still access Used Evaluations via IDMA.

Issue: After loading PPU 2025.008.002, trying to download subsequent PPUs results in an ‘Access Denied’ message.

Resolved: Added support for IBM i library file system paths to be considered valid in LibraryData.

Issue: Reports appear blank when trying see the PDF in the print preview window of IntelliDealer

Solution: Updated the version number of the react-pdf-viewer library to the latest version

Resolved an issue that could cause an error message to be displayed when viewing CNH DEP Fault Code information on the Equipment Profile.

Issue: On the John Deere Complete Goods Events configuration screen (Configuration > Interfaces > John Deere > Sales Center), the Populate Order Number Into tab is not visible.

Solution: Resolved an issue that was preventing the Populate Order Number Into tab on the John Deere Complete Goods Events configuration screen.

Enhancement: Added an option to the John Deere Complete Goods Events configuration screen to determine whether a stock record should be created for attachment units.

Issue: When attempting to sort records on the Vendor-EFT: Checks screen, an HTTP 422 error was encountered. You get to the screen from Financial Management > Accounts Payable > Check Run, click the Vendor EFT link, then click the Checks tab.

Solution: Pass the correct alias to the backend API.

Issue: The voucherCreationAPI created vouchers even though the vendor on the voucher didn’t match the vendor on the Purchase Order.

Solution: The voucherCreationAPI now throws an exception when the vendor on the voucher does not match with vendor on Purchase Order.

Issue: When inputting value range validation in the template builder of InspectionPlus, in some instances the ranges were labeled as “invalid” even when it was valid, preventing the user from saving the template.

Solution: Adjusted the validation logic.

Issue: Clicking the Save Changes button on the Assign Service screen did not save the job codes that were selected by the user.

Solution: The Save Changes button now saves the job codes selected by the user. The text of the button also reflects the active tab. See Inspections Assign Service Screen.

Issue: Excessive amount of GL updates are being sent to Integrated Rental.

Solution: Prevented GL updates from being sent to IR if the latest update has no changes from the previous values (for fields sent to IR).

Issue: Contacts can still be physically deleted from the table while on the Integrated Rental integration from the contact popup in Work Orders.

Solution: Added an Integrated Rental feature check to the contacts popup launched from Work Orders to hide the Delete button.

Enhancement: The Kubota Smart Supply interface has been updated to automatically add parts to the system when they are received on a Stock Transfer or a Parts Order from Syncron. Parts must be present in the price file to be added automatically.

Enhancements: Added new columns to display CLAAS acknowledged orders on OEM Parts Order screen.

Enhancement: Updated the Vermeer Parts Availability feature to use a JSON-based API instead of the previous SOAP-XML integration. See:

- Vermeer Parts Availability

- Configuration: Vermeer Credentials

- Configuration: Vermeer Parts Inventory

- Configuration: Vermeer Parts Availability

Enhancement: Updated the Vermeer Inventory interface using the new REST end point. To toggle enable the new transmit option, go to Configuration > Interfaces > Vermeer > Parts Availability and click the Use New Transmit Process checkbox. When unchecked, the legacy transmit is used. See:

- Vermeer Parts Availability

- Configuration: Vermeer Credentials

- Configuration: Vermeer Parts Inventory

- Configuration: Vermeer Parts Availability

Enhancement: The MyKomatsu shipment information process has been updated.

A new Customer Pickup flag has been added to the Freight Carriers screen which must be populated to identify carrier codes that are customer pickup. For customer pickup orders, IntelliDealer automatically transmits to Komatsu when the parts invoice is created that the order is ready for pickup. When the parts invoice is invoiced, IntelliDealer notifies Komatsu that the order has been picked up.

For shipment orders, the Update Komatsu Shipment button appears on the parts invoice. Click this button to launch a popup where you can provide freight carrier and tracking number information. IntelliDealer sends this information to Komatsu immediately after completion. If you have not provided shipment information prior to invoicing, the popup automatically appears when you click the Invoice button. Shipment information must be provided to Komatsu to allow the order to be invoiced.

See Configuration: MyKomatsu Integration and Parts Invoicing Details.

Issue: If the last four digits of a credit card number are null, the Kubota KCom interface throws an error.

Solution: If last four digits of a card number are null or blank do not send.

Issue: After receiving a maintain event from John Deere, the invoice amount, date, and number fields were being overwritten with empty values.

Solution: Added additional conditions to prevent updates if the values are zero, null, or empty.

Issue: Dealers cannot remove configured EFT formats.

Solution: Added a Delete button on the Configuration > General Ledger > Accounts Payable > Vendor EFT screen. See Configuration: Vendor EFT.

Issue: Bank rejected the dealer’s EFT because it didn’t have a carriage return and line feed (CR|LF) at the end of the last line.

Solution: To the Configuration > General Ledger > Accounts Payable > Vendor EFT screen, for CPA and NACHA formats, added Line-Break Type and Line-Break on Last Line fields. See Configuration: Vendor EFT.

Service

Enhancement: Added the Quick Add Work Order/Request button was added to Equipment Profile details to quick add a work order for that stock number. The functionality matches Work Orders and uses the same User Security 810 Product Support - Work Orders, switch Allow Quick Add. See Equipment Profile.

Feature: Implemented enhanced file system access management to prevent NFS locking issues and improve system stability. The implementation includes:

- Home Path Management—added functionality to manage library home paths through a database-driven configuration system

- Path Validation—implemented strict validation of file paths to ensure operations only occur within allowed directories

- NFS Mount Verification—added automatic verification of NFS mount status to prevent file system inconsistencies

- Access Control—introduced IFSAspect to intercept and validate all file system operations before they are executed

The implementation uses AspectJ to intercept IFS file operations and validates that operations only occur on properly mounted folders with the correct state. The system now tracks home paths and mount status for each library in the database, ensuring consistent access across the application. The benefits of this feature are:

- Prevents file system corruption due to NFS locking issues

- Improves system stability by ensuring consistent file system states

- Enhances security by restricting file operations to allowed paths only

- Provides better error messages when file system operations fail due to mount issues

Enhancement: Added new log file LOGGBD for general invoicing billing details (GBD). See IntelliDealer Main Files and Descriptions.

Enhancement: Added new log file LOGGBC for general invoicing billing details (GBC). See IntelliDealer Main Files and Descriptions.

Enhancement: Added new log file LOGGBH for general invoicing billing details (GBH). See IntelliDealer Main Files and Descriptions.

Issue: Delete validation for multimedia failed when there was a case mismatch between the configured folder name ( lansaimg) and the actual folder name on the IFS file system ( LANSAIMG).

Solution: Enhanced the logic to perform case-insensitive comparisons, ensuring consistency regardless of case differences.

Enhancement: The Komatsu RIM 2.0 interface has been updated to automatically add parts to the system when they are received on a Stock Transfer from Komatsu. Parts must be present in the price file to be added automatically.

Enhancement: Updated the DocuSign URL to properly open the CNH DSA (Digital Service Act) Agreement for dealer acknowledgement.

Enhancement: Adds a new security switch to system 995, "Allow Access to Text-To-Pay" to allow specific users access to the Text to Pay product.

Enhancement: Updated system notification configuration by removing the term “CDK” from the email wording.

Previous configuration value: “CDK Feature License - 7 day expiry warning”

Updated configuration value: “Feature License - 7 day expiry warning”

Enhancement: Added a 'Database Complete' option to the System Notification Emails configuration.

Issue: Areas configuration was mislabeled as “Category”.

Solution: Corrected the “Areas” configuration labels.

Issue: Excel documents generated from a Data Miner could not be opened if the date contained all 9’s.

Solution: The date limit has been changed to 9999/12/31 so the excel document can be opened.

Enhancement: Added a customer notifications link to invoicing and customer portal screens when the “Show Notifications when Utilizing Customer” security setting is active.

Enhancement: Created a Notification tab in the customer profile with the following flags

• History of payment issues.

• Legal concerns expressed during contact.

• Use of multiple or alternate accounts.

• Upcoming or recent birthday for the following contacts.

Based on the value in the notification tab, a popover with the notification flag values is displayed wherever customers are utilized. Ex: equipment, invoices etc.

Issue: Equipment invoices could be released even when custom accounting entries were out of balance.

Solution: Added a validation check to ensure custom accounting entries total zero before allowing the invoice to be released.

Issue: The Machine History screen accessed from Equipment Profile Quick Links was missing the Next and Previous arrows when viewing invoices.

Solution: The Machine History screen accessed from Equipment Profile Quick Links now has arrows on the top and bottom of the invoice which navigates to the next or previous invoice.

Issue: There was an error when saving quotes and the customer number would sometimes be different on a stock number when that information was populated from a work order quote.

Solution: Creating quotes from a work order if the work order is linked to an inspection now correctly generates the customer number. If the customer number is blank than the stock number on the inspection form is used instead.

Issue: In the Template Settings in InspectionPlus, users were unable to save changes made to approvers for any of the inspection types.

Solution: Adjusted how blank choices for the approver are sent and saved within the system.

Issue: In the Assign Service screens of completed InspectionPlus forms, if there was already an existing tab with a specific pending (or new) quote and the user associates’ different step(s) with the same quote from the same form, a blank tab would appear after adding the segment even though adding the segment was successful and present in the existing tab.

Solution: The corresponding quote tab will become active after adding the segment(s) to the pending quote.

Issue: If an approver or inspector tries to access an active InspectionPlus form that has job codes associated with a step, the form would not load due to an issue with storing job codes for the revision history’s change log.

Solution: Job codes have been modified to be processed so that the change log will display them properly within the InspectionPlus form.

Enhancement: Various updates as well as adding the ability to specify the quantity of a job code from the Assign Service screen.

Enhancement: A notification is displayed when the user creates a new Quote Group on the Assign Service screen in InspectionPlus.

Enhancement: The Contact field in Komatsu Retail Sales and Inventory Transmit has been changed from EmailAddress to Email.

Enhancement: The Terex interface has changed the quantity of parts it can receive in the purchase orders file (PURPART) when reading from IntelliDealer system tables.

Enhancement: The John Deere Complete Goods Events configuration screen has been updated and organized. This screen can now be found under Configuration > Interfaces > John Deere > Complete Goods Events.

Enhancement: A Logs tab has been added to the Kubota eCommerce (KCom) configuration screen. This Logs tab displays information about order creation and error messages encountered when creating orders in IntelliDealer.

Enhancement: The John Deere Complete Goods Events interface will now create stock units for attachment events received from John Deere. A new option has been added to the configuration screen to choose whether to use the John Deere attachment code as the base code or use a dealer specified, miscellaneous base code.

Enhancement: An option has been added to the Komatsu New Parts System Price File configuration screen to split the Komatsu price file into multiple vendors. If vendors are configured for Demag, Forestry, and/or Fleetguard, these vendors will be used to create and update parts. Otherwise, the default Komatsu Vendor is used.

Enhancement: The JD eCommerce interface will now automatically transmit the Shipped status to John Deere once a tracking number has been received from John Deere.

Enhancement: The Shopify interface has been updated to allow only parts with inventory quantity changes to be updated as part of the automated inventory update process. This will reduce the usage of the Shopify API to only relevant parts that require a quantity update.

Note: This functionality is only available for stores with the new Shopify configuration screen. Stores using the legacy configuration will not have access to this functionality. Legacy configuration stores should be migrated to the new configuration screen as soon as possible to take advantage of this and future updates to the Shopify interface.

Enhancement: The Generic AEMP 2.0 configuration option has been updated to support Kobelco AEMP.

Enhancement: The JD eCommerce and OEM eCommerce orders screens will now show if an order is Direct Ship (PDC). The email notification for JD eCommerce orders will also identify PDC shipped orders.

Issue: Dealers would like to map their miscellaneous items (parts and charges) posted to the work order directly to the Kubota Warranty Cost Categories for warranty submission. A “Travel” option for the Kubota Warranty Cost Category Type was requested.

Solution: Added a new configuration tab/screen for the mapping of miscellaneous items to Kubota Warranty Cost Categories. This will allow dealers to populate the total costs on the Kubota draft claim screen instead of having to manually select categories and key values.

Issue: On the Kubota Draft Claim submission page, dealers had to manually enter the job code and hours if they were not linked to the associated Work Order.

Solution: A lookup feature has been Implemented for the job code column that retrieves job code hours in a single step, simplifying the process for dealers.

Enhancement: The JD eCommerce interface has been set up to allow eCommerce orders to be created under the IntelliDealer customer number. This requires IntelliDealer customers to be linked in the John Deere system. In addition, if using the IntelliDealer tax system (as opposed to Avalara) the configuration of Tax Exempt Codes must be completed for each location on the Configuration > Interfaces > John Deere > eCommerce > Tax Exempt Codes screen.

Enhancement: The Generic OAuth 2.0 AEMP Telematics configuration option now supports using only Client ID/Secret instead of requiring a Username/Password as well as the client credentials. A new configuration option has also been added for Hyundai AEMP that requires only the Client ID/Secret.

Enhancement: The BRP DCP Parts Master interface has been updated to pull the previous 5 days of parts updates when running the nightly price update.

Issue: RBC was rejecting EFT files due to the presence of non-English characters, such as “ñ”, which can misalign other information within the file.

Solution: A code fix has been implemented to replace all non-English characters with their English equivalents.

Issue: As of now, the check-digit is set in the NACHA EFT file based on the last-digit of the transit number and some dealers require a different check digit.

Solution: A new UI field was added called Check-Digit that is enabled only when the user checks the Balance File checkbox and then enters a new check digit.

Issue: Running the Deere Elips interface with several years of data and large datasets would crash tomcat with ‘out of memory’ errors.

Solution: The interface has been changed to stream the work order or parts invoice directly to the disk (iSeries) instead of reading all work orders or parts invoices into memory before creating the files to transmit.

Issue: The multimedia validation process was incorrectly attempting to validate thumbnail paths for multimedia types that do not support thumbnails.

Solution: Updated the validation logic to only perform thumbnail path checks for multimedia types that support thumbnails.

Issue: Accounts Payable Outstanding Reports were not pulling data from outside the selected report period.

Solution: The label "Run Date" has been changed to "A/P Next Month End Date", is now preselected, and not editable by the user. The generated report now includes data only up to the preselected date.

Enhancement: Address data sent to AvaTax will now include only latitude and longitude if they are available. The full address will be excluded in such cases, per Avalara’s request to comply with their standards.

Issue: There were columns missing in the equipment search.

Solution: Added the missing columns so the user can add any column and refine the equipment search results.

Enhancement: Added VESign to equipment Quoting & Invoicing.

Issue: Billing fails when reversing an equipment or work order invoice that originally used Avalara tax and Avalara is no longer licensed.

Solution: A warning is shown on the reversal screens indicating that the invoice used Avalara tax and Avalara is no longer licensed.

Issue: A Ship To address beginning with a blank character causes an error when creating an equipment deposit.

Solution: Do not allow a Ship To address to begin with a blank in equipment invoicing.

Enhancement: When the Work Order selection quote screen is called from InspectionPlus, only pending quotes are listed in the selection.

Enhancement: InspectionPlus .pdf reports are now being generated in a more compatible architecture (Azure Docker).

Issue: In the Template Builder, the user was able to continue adding steps if there was an error in the sidesheet.

Solution: Disabled the Add Step button if there are any errors in the sidesheet of the Template Builder.

Enhancement: Color icons are now available to add in the InspectionPlus template builder.

Enhancement: On the Work Order selection screen, users can now preview blank Inspection forms and view PDF reports of completed Inspections.

Enhancement: Basic styling and formatting has been added to the InspectionPlus .pdf report. Changes include two columns for steps, icon colors, and additional formatting for information.

Issue: When a user is previewing an On-Demand Inspection Form or a form from the Template Builder, the user was able to interact with the instructions button, media button, and cause an error on Options type steps.

Solution: Disabled the instructions and media button and stopped the error from showing if an Inspection form is in the preview state.

Enhancement: When the Inspection is marked complete, an automatic email is sent to the customers email based on the option selected in the “Auto Email Inspection” drop down in InspectionPlus panel on the System Settings screen.

Integrated Rental

Enhancement: The John Deere Complete Goods Events interface will now populate the John Deere order number into the Customer Fleet Number field on all equipment created by the interface. This order number will be formatted to match the old JDMint order number.

Enhancement: A new option has been added to the John Deere Sales Center configuration screen to allow the Complete Goods Events interface to create Equipment Purchase Orders in either the Sold To or Ship To account location. The interface will currently default to using the Sold To location.

Issue: The John Deere Sales Center - Complete Goods Events interface would not update the Equipment Identifier on equipment units that were in Rental status when the Reconcile event was received.

Solution: Rental has been added to the list of acceptable statuses for which Reconcile events can be processed.

Enhancement: The logic for the JD Sales Center - Complete Goods Events interface has been improved to better identify when John Deere is re-using equipment order numbers.

A field has been added to the JD Sales Center configuration screen to set the Existing Unit Year Threshold. When an order number is received from John Deere that matches the value in the Customer Fleet Number or Cab Serial Number field and the unit was created before the configuration screen year threshold, a new unit will be created. Previously, Create events would be ignored for units matching the order number.

Enhancement: The John Deere Sales Center - Complete Goods Events interface configuration screen has been updated with an option to allow mixed casing on equipment descriptions.

Disabling this option will force all equipment descriptions to be uppercase on new and updated units from JD CGE.

Enhancement: A new configuration option has been added to the John Deere Sales Center - Complete Goods Events interface which will allow the John Deere order number to be populated in any serial number field(s) when John Deere has not provided an official serial number for the unit. The default option for serial number population will be for the Machine Serial Number.

Issue: The John Deere Sales Center - Complete Goods Events interface and other OEM Equipment Ordering interfaces such as CNH eQuipment and AGCO Open Orders were not properly reflecting the settings of the John Deere Group Codes For Incoming Units switch under System Settings > Division.

Solution: All OEM Equipment Ordering interfaces, including JD CGE, now use the switch settings when determining whether or not a Group Code should be updated. In addition, the field has been renamed to OEM Equipment Group Codes For Incoming Units to reflect that it now applies to more than John Deere interfaces.

Issue: Kubota was rejecting warranty claims because the system always sent only the last 5 characters of the serial number, even when the full serial was needed—causing lookup failures and warranty submission errors.

Solution: Updated the logic so that if the serial number is 17 characters or longer, only the last 5 characters are sent; otherwise, the full serial number is sent.

Enhancement: In the CNH Data Exchange Platform configuration, the dealer now has the ability to accept or decline the DSA acknowledgement. This requires to dealer to review and acknowledge for CNH Data Exchange interfaces continue to work. All dealers currently on DEP will be required to acknowledge the Data Sharing Agreement prior to the existing DEP interfaces restoring connectivity.

Issue: During the migration to the new John Deere Expert Services environment in a previous update, a fallback was implemented that would attempt to check the legacy Expert Services environment with the configured credentials if the new connection failed. The legacy Expert Services environment has now been decommissioned on John Deere’s side and is no longer accessible.

Solution: All Expert Services connectivity will now be against the most recent Expert Services environment and no attempt will be made to connect to the decommissioned “ServicesEXT” environment for Expert Services.

Enhancement: Updates to the CNH DEP Work Order Transmit have been made to allow dealers to map their special part numbers to the accepted CNH Service Component categories. Special parts can be mapped to include ‘OTHER’ parts which are tied to their Work Order Miscellaneous Charges, or special parts posted directly to a Parts Requisition to bill out in quantities instead of dollar amounts.

Feature: This is the initial release of the Volvo Parts Marketplace interface. This is a new Volvo interface that allows for parts inventory transmit, parts invoicing, and transmitting parts invoice information to Volvo. This interface is being released for beta testing.

Feature: This is the initial release of the BRP Invoice interface. This interface is currently available for dealer pilot and requires the new BRP Parts Ordering interface to be activated and authorized to use.

This interface allows for vouchers to be created from BRP invoice information that is automatically downloaded nightly into IntelliDealer.

Enhancement: The Kubota Invoice Download will now better handle charges that are provided by Kubota when there is an invalid numeric format.

Issue: Users were unable to open the "BRP Vehicle Specifications" screen due to a JSON parsing error caused by an incompatible data type for the last-change-date field.

Solution: The data type was updated to handle the date format, and a filter was added to properly render the date.

Issue: Several interfaces are returning certificate errors when connecting to various vendors and produced a “unable to find valid certification path to requested target” error.

Solution: Changed several interfaces to allow the dynamic loading of certificates, and not require a restart of tomcat. Interfaces include:

- Authorize.net

- Various interfaces for BRP, Claas, CNH, Deere, Ditch Witch, Komatsu, Kubota, Polaris, Toro, Terex, Vermeer

- Worldpay, Versapay, FreedomPay

- Several AEMP vendors

Issue: Dealers are seeing AMAX fields on the Ordering Information tab in the Parts Profile even though they do not have the feature enabled.

Solution: Added a new configuration option to activate or deactivate the AMAX flag, which controls the display of the fields in the Parts Profile.

Issue: The John Deere Sales Center - Complete Goods Events interface was using the base and options list price instead of the base and options cost price when creating Purchase Order Receipt records. This was causing incorrect values when using the PO Receipt for vouchering and utilizing the Update Supplier Invoice Amount function.

Solution: JD CGE will now allow dealers to select whether they wish to use the Deere provided unit costs (which do not include additional costs like MDF/Will Call) or use the aggregated IntelliDealer base and option cost on the PO Receipt records. The default setting will be to use the CGE unit costs.

Issue: When importing Vermeer Job Codes, work order segments were updating with the wrong model.

Solution: Updated the program to use the screen model instead of the job code model. This also applies to CNH DEP SRT codes.

Issue: Users requested an additional field for Technician Name on the claim submission screen to ensure they receive the 25% premium. Additionally, there was some uncertainty around the multiple options available in the Dealer Number dropdown, leading to incorrect selections.

Solution: A Technician Name text box has been added to the UI and has been made mandatory for claim submission. To reduce confusion, the Dealer Number dropdown is now pre-populated.

Issue: Several John Deere expert alerts were missing cost figures when the Work Order was complete.

Solution:

- Added the warranty totals to the log completion message.

- Allowed the dealer to see and change which segments that the IntelliDealer service request is attached to on the Work Order.

Issue: Positive pay files should be ignoring miscellaneous entries. It should only consider the checks.

Solution: Updated the LANSA functions for all the different bank formats to remove the miscellaneous entries.

Issue: Rental print parameters allowed invalid contract and invoice printers to be entered.

Solution: Invalid printers for contracts and invoices is no longer possible.

Issue: Occasionally, the last Work Order number field in the equipment file was not getting updated correctly during Work Order Billing Run.

Solution: The last Work Order number field is now populated with the correct value.

Text Connect

Issue: A texting icon was displayed when the Text Connect feature was not turned on.

Solution: Texting icons will only be shown if the Text Connect feature is turned on.

Vouchers

Enhancement: A checkbox was added for unmatched Purchase Orders in vouchers created from Filebound 2.0 API.

Enhancement: Root level file deletion from within multimedia has been fixed.

Enhancement: The database job scheduler now allows for a recurring schedule alongside the existing ability to submit a schedule manually.

Issue: The online help link for GL Month End - Summarized Financials was not functioning properly.

Solution: The broken URL has been replaced with the correct URL so the user can correctly view the help link.

Issue: Several Claas parts are not in the Dealer Item File, but are in the Transactional Demand File, due to transferring the part out of the branch to another

Solution: Added logic to Claas Dealer Item file to search for parts that have 0 on hand, 0 on order and 0 demand in the last 2 years and not in the relevant item file and added for more than 3 years but have had a transfer from one branch to another branch in the last 2 years

Issue: Claas Dealer Item File being transmitted has duplicate parts per warehouse code. This is caused by:

• Parts with a status D in PARTMAST

• Parts with a different number of leading zeros in PARTMAST vs PARTPRC

Solution: The dealer item file is now created using only active parts from parts master (PARTMAST). A comparison can be performed between PARTMAST and PARTPRC without leading zeroes.

Issue: The Komatsu New Parts System is not recognizing an IC Code as an option and not updating the corresponding part profile.

Solution: Corrected the code to match the field name. This allows the field to be in the interim file (KOM158).

• Added a new option to > Configuration > Parts > Profile > Master Price Files to allow the user to update the machine field in the parts profile. They can choose Always Update, only when blank or 0 or never. When the PPU is installed all Master Price File settings will be set to ‘Only When Blank or 0’. This is how it behaves previously.

Issue: When importing Claas ProcessPartsShipment files, parts pending receipts are displaying the Claas 18 digit part number with all the zeros.

Solution: Changed several interfaces to search for the part number across all vendors marked as Claas and not just the first one in order to find the proper dealership part number.

Issue: Claas Parts Shipments were not being properly processed if the same part existed on multiple lanes.

Solution: Claas Parts Shipments now process properly on multiple lanes.

Issue: When part on-hand values are over 99,999 the real-time billing runs could crash.

Solution: Added checks for part-on hand values over 99,999 and return an error back to the user when these conditions occur.

Issue: When adding miscellaneous charges to a work order, depending on the charge type and work flow, it was possible for the system to miss calling out to Avalara for updated tax amounts.

Solution: Updated miscellaneous charge screen to make the call to update Avalara totals at the point the charges are added.

Issue: Images uploaded to ID MobileAccess Multimedia from an iOS device do not display a thumbnail.

Solution: All images now display a thumbnail image.

Enhancements: For All Inspections and My Inspections, in both Active and History, added a new column to show the stock number.

Issue: If there was one only repeat step under a subsection, the interface looked complicated with unnecessary heading labels.

Solution: For subsections with only one step, streamlined the headings to make the interface more usable.

Issue: InspectionPlus templates showed the company and division where the template was created, but not the location.

Solution: Added the location to the Created At column of the templates list.

Enhancement: When an InspectionPlus form does not require approved, the modal to update and complete the form does not have the dropdown option to send for approval unless the user clicks the Send for Approval button. See ID InspectionPlus.

Enhancement: If the user inputs a value with a specific decimal place, up to three decimal places, and then selects to convert to the specified unit of measurement, the conversion rounds to the users' specified decimal place. The value and unit of measure the user input and selected is shown on the Service List modal.

Enhancement: In the InspectionPlus Template Builder, users now have the ability to select “All Four Sides” as a repeat step option, to create an inspection form for Front, Left, Rear, Right.

Enhancement: In the Template Builder, the user can now limit the number of characters that can be input in a text area or the range of numbers that can be entered on a TextField-type step in an InspectionPlus form.

Issue: Users were unable to open an external URL in an inspection form in a new tab. The workaround was to copy and paste the URL into a new tab to get the site.

Solution: URLs in templates are now formed as an anchor tag. Clicking the link automatically opens it in a new tab.

Enhancement: Updated the Terex Purchase Orders transmit to change the back order status to open, and to send the return quantity in the Customer Orders Transmit.

Issue: An order failed to send because a language other than English was enabled in IntelliDealer.

Solution: The JD eCommerce interface now sends the appropriate status update values to John Deere regardless of the IntelliDealer language in use.

Enhancement: In the Vermeer warranty draft claims form, allow the Job Codes, Job Code Hours and Repair Date to be updated from the work order segment.

Enhancement: The Vermeer Dealer Integrations - Retail Sales Dates screen now uses the Dealer Accounts override fields when looking up Retail Sales transmission times.

Issue: Several interfaces were using the old CDK URLs.

Solution: Changed the interfaces to use the new VitalEdge URLs. The interfaces affected are:

· AgDealer, Iron Solutions, Midnet Media, Point2, and Tom Rowe

· These interfaces may require updates at the vendors site as well—Agco Epsilon, CNH Parts Catalog, Komatsu MyK, Kubota K-Com, Vermeer Dealer Integrations, Worldpay Text-to-pay

Enhancement: Changed the status of newly created stock orders to Changeable orders, instead of On Order, based on the Kubota Syncron integration.

Enhancement: To improve the CNH DEP Work Order Transmit, added a check-in request queue service, to check if the system is in Maintenance mode. When the system is in maintenance mode, the request queue stops processing any requests. If the same CNH Work order is added multiple times, the system only transmits recent work order data.

Enhancement: In the CNH Productivity Plus interface, also used for Grow and FreedomPay, added the ability to transmit the parts invoice number in the CloseCheck call as PurchaserCode. This enables the ability to handle offline requests for FreedomPay public credit cards.

Enhancement: The JD eCommerce interface now allows PDC shipped orders to be updated and cancelled by John Deere. Parts Orders associated with PDC orders remain on order until all parts have been receipted in; after which the order is updated for direct ship. When a PDC shipped order is updated, the original Parts Order and Parts Invoice are cancelled, and a new Parts Order and Parts Invoice are created with the updated parts and/or quantities from John Deere. See John Deere eCommerce: Orders.

Issue: Some users were seeing code variables on the Invoices page instead of the proper labels.

Solution: Added a validation check to ensure the page displays the proper labels.

Issue: The IntelliDealer online help search can return too many results, making it hard to find specific content.

Solution: Added a search filter button to allow users to search a sub-set of the content.

Issue: Due to recent Chrome updates, the image preview pop-up in Multimedia no longer supports right-click image downloads.

Solution: To address this, removed the window close onBlur event.

Issue: The AvaTax ECM window displays as a blank screen when a customer has associated exemptions that have not been saved as either valid or invalid within the AvaTax system.

Solution: When a validated exemption reason is not returned from AvaTax, it is now displayed as expired, ensuring consistency with how it appears on AvaTax system.

Issue: ScotiaBank reported errors in Detail Record Type 'C', specifically:

· Line 2, Positions 165-174 – The 10-digit customer number was missing, similar to the \"Immediate Origin\" in Record Type 'A'.

· Line 2, Positions 252-253 – The field contained a constant “01”, which should be space-filled instead.

Solution: Line 2 (Record Type 'C'), Positions 165-174 now correctly display the \"Immediate Origin\" number instead of spaces.

Line 2 (Record Type 'C'), Positions 252-253 no longer contain “01” and are now blank (space-filled).

These updates align with ScotiaBank's formatting requirements.

Issue: Security switch “995 - Allow Change Of Other Users Printer Output” was missing.

Solution: The missing switch was restored.

Issue: There were missing columns within the equipment search.

Solution: Added missing columns so the user can add any column and refine the equipment search results.

Issue: Machine History was visible in the Equipment Profile when costing was turned off on the user profile.

Solution: Machine History will not be visible in the Equipment Profile when costing is turned off on the user profile.

Issue: Stock numbers were not being passed to InspectionPlus if it contained special characters.

Solution: Special characters can now be handled on a stock number.

Enhancement: InspectionPlus Beta - If a user is required to review instructions for a repeated step and reviews the instructions for one of the steps, the requirement will be satisfied for all repeated steps.

Enhancement: InspectionPlus Beta - Users can enter percentages into an InspectionPlus form as the value for a Value Range step if specified in the Template.

Enhancement: The Kubota Invoice Download interface has been updated with some improvements for parts invoice processing.

A new “write-off” functionality has been added for parts invoices. This is configurable on the parts accounts tab under Configuration > Interfaces > Kubota > Invoice Download > Parts G/L Accounts.

Each dealer number can now have write-off functionality enabled. This functionality allows the difference between a Kubota parts invoice and the PO Receipt in IntelliDealer can now be assigned to a configured write-off account. A threshold value must be set when configuring the write-off functionality. A voucher will only be created if the write-off amount is within the write-off threshold.

Enhancement: Updated the parts profile field and created an OEM Parts Order record with Komatsu details that reference the IntelliDealer PO number.

Enhancement: Claas order types have been re-sorted for enhanced accuracy.

Issue: JD SMO requires the transmission of salesperson data to their system for visibility.

Solution: Implemented a new configuration in the SMO interfaces to support sending salesperson records. This includes both a bulk load for initial data transfer and a delta feed that detects and transmits updates using a trigger on the salesperson file.

Enhancement: The BRP Warranty Coverage Interface provides all technical information related to equipment, warranty dates and deductibles for equipment based on VIN.

Enhancement: Records under the OEM Parts Order screen now use the Acknowledgement and Dispatch XML response from Claas.

Feature: A new Interface can provide a dashboard of status categories by VIN to create a dashboard for Fleet information in IntelliDealer similar to the CNHi eTIM - My Fleet screen. The user can now access Alerts and Telematics information. This CNH FleetView lookup page is available at Product Support>Equipment>CNH MY Fleet. Each equipment record can be opened from equipment profile OEM options or Work Order segments.

Issue: When Komatsu was creating a dropship parts invoice from MyK, the parts invoice issued quantities that were not being updated correctly.

Solution: Forced a save of the parts invoice detail lines with the updated issued quantities.

Enhancement: A Close button has been added to the CNH Telemetry Page.

Enhancement: Modified the Retail Sales XML response tags as per Komatsu’s request.

Issue: While creating a myKomatsu order, a Null pointer Exception was being thrown.

Solution: Added null checks to the condition to prevent the Null Pointer Exception.

Issue: When attempting to use a CNH Reward card using the CNH Reward button in parts invoicing, dealers are receiving a 401 error and ‘2025 communications failed, enter card manually’.

Solution: Login information and card expiration date are now sent to the updated CNH Productivity Plus interface.

Issue: On the Vermeer Parts Transmission page, under the Credentials tab, the edit and delete options were not functioning correctly. Additionally, some locations were displaying empty values instead of expected data.

Solution: Updated the Location column to display the format: \"company/division/location - locationDescription\" for better clarity. Also fixed the edit and delete options to correctly pass the required values.

Issue: When saving CNH Data Exchange Platform credentials for the first time, it throws an error.

Solution: When saving the configuration for first time skip querying older properties, and save.

Enhancement: The BRP Parts Inventory v4 interface now sends negative quantity values as 0 as per BRP specifications.

Issue: When performing a credit parts invoice for CNH Productivity Plus, the order number is being used instead of the invoice number.

Solution: There is now a delay when transmitting the credit invoice to CNH Productivity Plus for parts invoices until after the invoice number is assigned. This change also creates the possibility a refund not being accepted by CNH Productivity Plus and still generating the parts invoice."

Issue: Unable to import Payroll Plus data when using the same IntelliDealer user id and Payroll Plus id across multiple companies/divisions

Solution: Stored the Payroll Plus cookies with company and division to allow the import of data for Payroll Plus for multiple companies/divisions."

Issue: The Polaris Price file Download interface URL would throw a 403 authentication error.

Solution: Fixed the authentication error by passing the correct response URL in the request.

Issue: Populating Deere Alias account incorrectly

Solution: The logic has been modified to correctly populate the Deere alias account"

Issue: The nightly Komatsu price file job and the download button in Configuration > Interfaces > Komatsu > New Parts System would fail with a ‘General Internal Failure’ error.

Solution: Purged Komatsu Price Promotional file (PRCFILHS) records that were added prior to 25 months as of date run.

Enhancement: Preparing Java back-end to support new real-time parts and labour billing process in future beta.

Enhancement: Re-label System 994 ‘Access Check for Updates’ to ‘Access PPU Listing’.

Issue: Users not on whitelist were able to access IntelliDealer when maintenance mode was on.

Solution: Do not allow users to continue using IntelliDealer when maintenance mode is on.

Issue: In ID MobileAccess, equipment couldn’t be updated if it contained an In/Out subtype.

Solution: A change was made to correct the issue preventing units from being updated in ID MobileAccess if it contained an In/Out subtype.

Issue: The Ditch-Witch interface was not correctly updating the weight in the price file. When processing decimal values, the weight was incorrectly set to 0.

Solution: Updated the decimal number parsing logic to correctly extract and update the weight based on the values in the price file.

Enhancement: VERMEER_WARRANTY_CLAIMS("PFW.6434") - Migrated Vermeer Iwarranty from Lansa to the new UI functionality.

Issue: There was a mismatch between the generated PO and the generated Inventory file.

Solution: The logic has been modified to correctly match the updated Part Profile fields from the generated PO and inventory file.

Issue: The Federal Reserve requires a Dealer Bank Account entry in the Balanced File. Currently, the Entry Detail Offset Record incorrectly uses Account For Return instead of Immediate Origin as the DFI Account Number.

Solution:

- UI Updates: Add a Dealer Bank Account field in the NACHA format window and a new Balance Source option.

- Logic Update:

- If Balance Source = "Immediate Destination" → DFIAccountNumber = ImmediateDestination

- If Balance Source = "Dealer Bank Account" → DFIAccountNumber = DealerBankAccount

- Default: DFIAccountNumber = ImmediateOrigin

Issue: Emails fail to send from the Invoice History when they have blank CC or BCC fields due to email address validation rules.

Solution: Users can now send emails with blank CC and BCC fields as the validation rules are now excluded if those fields are left empty.

Enhancement: The Real-Time Billing Queue error page now provides more detailed information about the encountered error once the user selects the ‘Error’ hyperlink. See Real-time Billing System and Real-time Billing Queue.

Issue: The machine history section on the equipment profile incorrectly displays invoices as outstanding even after payment has been processed.

Solution: The machine history on the equipment profile now properly displays the outstanding invoices.

Issue: If the miscellaneousCustomer flag was not provided in the request payload, the ContactProfile fields were not saved.

Solution: Added a null check before saving the ContactProfile, thus preventing a NullPointer Error while saving the Customer and Contact Profile via the Customer API.

Issue: In EquipmentQuickAdd not all the fields are present in the update request resulting in fields set to default values.

Solution: Created a new endpoint to update all the equipment fields from the update request.

Enhancement: Added Customer Invoice Date Field to the Equipment Locator API.

Issue: Customer has requested a stock number and other fields that can be used to filter results in the Equipment Locator API.

Solution: Added these fields to the Equipment Locator API: stockNumber, salesperson, equipmentClass, baseCode, supplierInvoiceNumber, customerFleetNumber, and equipmentOptions.

Enhancement: Migrated the legacy Soap BSI to REST. The PickListListRequest retrieves a PickListListResponse that can be imported into sales orders and other spots on the system.

Enhancement: Migrated the legacy Soap BSI to REST. The RetrievePickListRequestretrieves a RetrievePickListResponsethat returns a previously transferred pick list.

Enhancement: Migrated the legacy Soap BSI to REST. The TransferPickListRequest retrieves a TransferPickListResponse that allows picklists to be sent to the business system.

Enhancement: Migrated the legacy Soap BSI to REST. The CreatePartInvoice creates an invoice for the parts in the request.

Issue: User was unable to search for equipment using a keyword with trailing spaces.

Solution: Removed trailing spaces before search begins so user can search using any string with trailing spaces.

Issue: The machine history CSV export included fields that are configured as hidden in the field-level security settings.

Solution: The machine history CSV export now properly respects configured field-level security permissions, excluding hidden fields as intended.

Issue: User was not able to enter and save a large sale/invoice amount on the equipment profile as it was more characters than the field would allow.

Solution: Removed the field length restriction so the user can enter any amount on all related pricing and costing fields allowing the change to be saved.

Issue: There was an issue where records in the Equipment Options table weren’t consistently being written with a date added or date modified value.

Solution: During the PO process, when Equipment Options data is created, date added and date modified will be set.

Issue: Inspection Reports were not showing because the PDF generators were unable to transfer very large reports to the PDF viewer.

Solution: Added support for large PDFs.

Enhancement: (InspectionPlus Beta) On the My Inspections screen, the Approver and Assignee column filters are now disabled and instead show the active user’s userId and approver role in the filters.

Enhancement: (InspectionPlus Beta) Updated InspectionPlus verbiage in restart list.

Enhancement: (InspectionPlus Beta) Added a media icon button under the Machine Hours fields to allow the user to associate multimedia with the Machine Hours.

Enhancement: (InspectionPlus Beta) Improved Inspection notifications delivered in the User Message area. Messages can now be saved or removed without reading them first.

Enhancement: Implemented logic to retrieve IR invoices from the newly created IRSTATE table and save them in a designated folder on IFS.

Enhancement: Created a new endpoint that is triggered during a statement run to download the Integrated Rental invoices.

Enhancement: Created a new table “IRSTATE”, with columns for Transaction ID, Company, Division, Location, Statement Date, User, and Status to store and process invoices copied from INVHIR.

Enhancement: Units in IntelliDealer that have a “Presold” status are now sent to Integrated Rental as ERP Reservation Type “Sale”.

Enhancement: Modified the statement run to call a Java program that will download any Integrated Rental invoices to a specified folder.

Enhancement: Added the ability to specify a causal part in the warranty part list that can have an associated quantity of 0. This is useful if the repair is labor only, or there are parts unrelated to the causal part.

Issue: Unable to transmit parts order number to Terex after parts order is created in IntelliDealer.

Solution: Fixed an issue with getting the user saved password from the configuration properties.

Issue: When transmitting parts from the work order, workOrderSegementParts data was not being sent because part lines were overwritten by the last line.

Solution: Parts on a work order and now transmitted correctly.

Issue: CNH Productivity Plus invoices from authorization maintenance are not automatically being transmitted.

Solution: Fixed issue to allow CNH Productivity Plus invoices to connect to ws-cdkhe to transmit.

Issue: Attempting to post a CNH Productivity Plus General Invoice transaction without a shipping address resulted in ‘2025 Communications failed, enter authorization # manually’.

Solution: For CNH Productivity Plus general invoices, when a shipping address is not provided the system uses the customer address from the customer profile.

Issue: An authentication problem occurred when submitting draft claims to Kubota Canada.

Solution: Retrieved properties from the configuration page (Configuration>Interfaces>Kubota>Interface Configuration) and used them for authentication.

Issue: When accessing the online help documentation, for IntelliDealer screens that include tabs, no help was returned because the file path contained “undefined”.

Solution: Updated the code to ensure that a file path is always returned. Added additional help pages with redirects to ensure content is always presented.

Issue: When trying to send an EFT email, it fails with an exception.

Solution: Correction to the code that generates EFT emails.

Issue: If a previous authorization was used on an invoice, dealers are unable to close to CNH Productivity Plus and receive the error: 2026 Agency not the same as previously authorized agency.

Solution: To fix this issue, if the previous authorization to another agency is not complete, when closing the invoice, the interface now deletes the authorization allowing the dealer to invoice to CNH Productivity Plus or AGCO+.

Issue: The bank is rejecting the EFT file due to:

- incorrect formatting, including detail lines exceeding 300 characters

- the Customer Input ID in record type "01" not always having exactly 10 characters

- the Check Number in record type "10" containing an invalid alpha character.

Solution: Adjusted the file format by:

- trimming detail lines to 300 characters

- ensuring the Customer Input ID is exactly 10 characters by right-padding with spaces

- modifying the Check Number to remove the alpha characters, left-align numeric values, and right-pad with spaces to meet the required 3 to 10-digit length

Issue: User was unable to receive CNH Productivity Plus promotions for certain work orders.

Solution: Corrected the issue by properly setting the product make to CAS for parts that have been transferred from another branch.

Issue: Blank screen appears when receipting an Equipment PO for a unit already in "Invoiced" status.

Solution: The system now displays the appropriate window, allowing the user to select a different unit.

Enhancement: Filter types “orderType” and “technicianKey” have been added to service request view filters.

Enhancement: Added ability to view and maintain Avalara customer certificates in IntelliDealer. See Avatax: Exemptions

Enhancement: The menu search now locates the Cash Code configuration when any of the following are entered: ARAGENCY, ARAGENC1, ARAGENC2, or ARAGENC3.

Enhancement: Email search capabilities have been added to the customer profile listing and lookup.

Enhancement: The equipment profile listing and lookup now includes the unit's base number, displayed between the Model and Serial Number columns, and it is also included in the CSV download.

Enhancement: The Group Code now includes both the code and description in the filter field and table column, which is formatted similarly in the Template Builder.

Enhancement: The Instructions Required checkbox in the template is now disabled if there are no written instructions or media linked to the step.

Enhancement: The user is returned back to the same step they last accessed within Multimedia from inside an InspectionPlus form.

Enhancement: A change log of the most recent changes from either the inspector or approver is shown in a side menu within the form.

Enhancement: Added the ability to close the Service List Modal and NA Job Code Modal with the ESC key.

Enhancement: The Template Builder ensures logical unit conversions. When a user selects a Unit of Measure (UOM), the Conversion dropdown only shows relevant options from the same group and sub-group (e.g., selecting cm shows empirical length units like inches and feet).

Enhancement: A history of the steps that have changed during the approval process are now shown in the Details side menu on the Inspection listing screen.

Enhancement: Updated abbreviatedLocationName in the equipment payload (equipment data) sent to Integrated Rental to currentLocationAbbreviation to align with IR’s naming convention.

Issue: Updates to customer credit limits were not being sent to Integrated Rental.

Solution: Resolved the issue causing credit limit updates to not be sent to Integrated Rental.

Enhancement: An option has been added to the Vermeer Retail Sales interface that uses the Dealer Accounts configuration tab to override the transmitted Account Number and Location Number. Previously, only the Vermeer Field Inventory interface supported this functionality.

Issue: The dealer was able to add more than one vendor to a price file. This causes issues when loading the same price file from the vendor to multiple vendors in IntelliDealer.

Solution: prevented the dealer from adding more than one vendor to BRP, Polaris and Radius price interfaces. Also added an exception for invalid vendor numbers.

Enhancement: Consumed the newly added fields to the Komatsu Parts Availability payload and displayed them on the existing UI page.

Enhancement: The JD eCommerce interface will no longer allow a Ready for Payment event to be transmitted when all parts have been removed from an invoice. This is to prevent the adding of a deposit to an invoice with no parts.

Enhancement: Komatsu_RIM_2.0 now creates a Surplus Returns records for the dealer to review and process. These records are retrieved from the Komatsu Distributor REL files.

Enhancement: Komatsu_RIM_2.0 now updates part details for the dealer to review and process. These details are retrieved from the Komatsu Distributor RIM indicator files.

Enhancement: Komatsu_RIM_2.0 now creates Parts Orders for the dealer to review and process. These orders are retrieved from the Komatsu Distributor Order Acknowledgement files.

Enhancement: Stock transfer records can now be processed for the dealer to review are retrieved from the Komatsu Distributor Parts Transfer files.

Enhancement: A new version of the Kubota Invoice Download interface has been released. This updated version can be toggled on by checking the Use New Version switch on the configuration screen. Updates include significant performance improvements and the option to select the purchase order receipt associated with a particular invoice.

Enhancement: Added multiline removal feature for the React grid component which is similar to the existing Angular feature.

Enhancement: Migrated the BSI Part Availability function from SOAP to JSONI.

Issue: A generic exception was thrown when using EFT Nacha 1 to 10 with CTX, Print Addenda Records, and a vendor name less than 15 characters.

Solution: Corrected the issue by allowing a vendor name of any length.

Issue: Special characters in the shopping list name were causing more rows to display than it should show in the My Shopping List area of MyDealer.

Solution: My Shopping List now correctly displays only the relevant lines associated with the selected record.

Issue: The parts deletion process failed the edit check for parts history when the history retention months were set to more than 99 months.

Solution: This issue has been resolved.

Issue: Real time billing processes were not checking all possible combinations of table edit errors.

Solution: Now issues proper table edit conditions for all table edit error scenarios when executing real time billing runs.

Issue: When changing the status of a segment from warranty, the warning message “Stock Number Not Under Warranty” will continue to display.

Solution: Remove warning message when changing segment status from warranty.

Issue: Worldpay Text-to-pay was creating multiple deposit invoices due to receiving successful credit card transactions after the text-to-pay token had expired.

Solution: Corrected the issue by recreating the missing authorization record and all other required IntelliDealer records.

Enhancement: Added the ability to a user to request a new tax exemption certificate from the associated customer.

Enhancement: Added the ability to print or save a copy of a tax certificate in the Avalara ECM system from IntelliDealer.

Enhancement: Added the ability to view the actual tax exemption certificate from the Avalara ECM system in IntelliDealer.

Enhancement: Added the ability to update a customer in the Avalara ECM from IntelliDealer.

Enhancement: Implementing a new EFT format, BOA Commercial Payments, specifically for Bank of America Mastercard payments. The system will generate a CSV file that dealers can use to process payments to multiple vendors efficiently.

Issue: Unable to transmit CNH Productivity Plus invoices created using special billing or create in authorization maintenance

Solution: Allow CNH Productivity Plus invoices to be transmitted without any line item details.

Issue: Some AGCO+/CNH Productivity Plus work orders were unable to use promotion codes due to quoted values and deposits missing promotion codes.

Solution: Included the promotion code for AGCO+/CNH Productivity Plus deposits and quoted values for work orders.

Issue: Several fields were not populating for the Primary Contact within the Customer API

Solution: Those fields now behave correctly.

Issue: The system was unable to display more than 10 point-of-sale devices in > Product Support > Parts > Parts Invoicing - Print Parameters - Point-of-Sale Device

Solution: The quantity of Point-of-Sale devices has been increased to 900 devices per location.

Issue: The user was unable to transmit work orders with only negative hours. CNH Productivity Plus expects all values to be positive with a transaction code of R.

- Some work orders were having issues receiving promotions due to incorrect totals on individual line items. For example, 7 items at $15 was being sent as $30.

Solution: The amount is now not a negative value with the transaction code of R, and the totaling of parts/hours being sent to CNH Productivity Plus and/or AGCO+ has been corrected.

Issue: The user was receiving an error from CNH Productivity Plus: The following fields contain errors, billTO.company.

Solution: Truncated the customer name being transmitted to CNH Productivity Plus/AGCO+. This does not change the value in IntelliDealer.

Issue: EFT remittance emails failed to send in the old email system for these formats: Chase JP Morgan, WEX, Nacha 1 to 10, and CPA 1 to 10.

Solution: Legacy email formats have been fixed. Emails are now being sent for all systems, new and old.

JD Warranty -Authorize button does not do anything.

Issue: The dealer is has multiple vendors mapped to one price file. This is causing the error From-file DW158 in DATALIBRARY not found.

Solution: The interface will create the DW158 once per run, then process the price file afterwards.