PPU Dealer Notification (2026)

Issue: Under certain conditions, when a parts invoice is authorized and Worldpay returns a partial authorization, when the user was returned to the original parts invoice all of the parts were missing.

Solution: When those conditions occur, parts invoicing now reloads all of the parts so the user doesn’t need to close and reopen the parts invoice.

Issue: On Product Support > Equipment > Equipment Profile, the Fluid Analysis tab displayed for dealerships that are not licensed for feature 6533 (Fluid Sample Analysis).

Solution: The Fluid Analysis tab is hidden on Equipment Profile unless feature 6533 is licensed for your dealership.

Issue: When opening an Equipment Profile (Product Support > Equipment > Equipment Profile) and selecting Traffic History or Open Quotes from the Machine Quick Links menu, the view renders completely blank below the header.

Solution: The view now renders correctly.

Feature: Partners can create accounts payable vouchers through a new v2 REST endpoint (`POST /cdk/heavyequipment/v2/voucher/createVoucher`) with per-invoice validation errors, optional GL date, and optional reporting fields. The existing v1 FileBound voucher create endpoint is unchanged.

Enhancement: Accounts Payable voucher create API v2 accepts optional reporting fields stored with the voucher when provided.

Enhancement: Accounts Payable voucher create API v2 returns validation errors with form field paths and invoice record identifiers for easier correction.

Enhancement: Accounts Payable voucher create API v2 validates purchase order numbers, handles vendor and PO mismatches per invoice, and rejects invalid PO references with clear errors.

Enhancement: The Service Request API Swagger documentation now documents all request and response fields, required versus optional fields, numeric date fields, segment status payloads, example payloads, and error responses. API behavior is unchanged.

Enhancement: Add/Modify Equipment (BSI) API Swagger documentation now describes fields, validation rules, and date formats accurately. Documentation only; no API behavior change.

Enhancement: Equipment Locator API Swagger documentation was updated. Documentation only; no API behavior change.

Enhancement: Vital Gateway proxy listing API documentation now describes required and optional properties correctly for salesperson, Avalara, and assigned user listing types. Documentation only; no API behavior change.

Enhancement: Bill.com vendor credits and recurring payment processing now handle bill and credit line distributions correctly, including negative expense lines and payable offset handling.

Issue: When FileBound sent a voucher create request with more than one invoice and one invoice had a purchase order vendor mismatch warning, purchase orders for the other invoices did not auto-close.

Solution: Purchase orders now auto-close for each invoice in the request that has no vendor mismatch warning, even when another invoice in the same request has a warning.

Issue: After an Equipment BSI Update API request moved a unit back to inventory with blank customer fields, the stock number still showed the previous customer and salesperson.

Solution: The Equipment BSI Update API now clears sales rep and customer information when those values are sent empty.

Issue: After a Parts API update, custom screen fields on the part appeared blank when those fields were configured for an occurrence other than 0.

Solution: Custom screen field updates from the Parts API now write to the configured occurrence.

Issue: On Configuration > General Ledger > Accounts Receivable > Cash Codes, the Versapay Account field allowed invalid and unprintable characters, causing Versapay communication errors.

Solution: The Versapay Account field now restricts input to alphanumeric characters and approved special characters (`! @ # $ & * -`).

Issue: On Financial Management > Accounts Receivable > Authorization Maintenance, searching by system or status on the Authorize.Net tab—or switching from the In Progress tab with an active status filter—displayed a "General internal failure" error.

Solution: The Authorize.Net tab now filters successfully by System and displays only valid ACH statuses (Web Portal Request, Pending, and Captured). Additionally, the Status filter automatically resets to All when switching between the In Progress and Authorize.Net tabs.

Issue: On Configuration > Miscellaneous > Other > System Settings > Location, the Include Cross-Reference Parts in Parts Search checkbox did not remain checked after saving.

Solution: The setting now saves and displays its checked status correctly.

Issue: On Configuration > Security > User Security, batch job completion messages appeared even when Receive Completion Message For Batch Jobs was disabled.

Solution: Batch completion messages now display only when enabled, while system error messages continue to display as expected.

Enhancement: On CRM Gatekeeper Quotes, Make, Model, Description, Customer Number, Comment, and Ship To are optional columns, hidden by default, and can be enabled with Customize Columns. See CRM Gatekeeper.

Issue: On Financial Management > Accounts Receivable > Customer Profile, new titles could not be keyed into the Title field, and selected titles failed to save.

Solution: The Title field is now an editable dropdown that allows selecting an existing title or entering a new title, saving successfully to the customer profile.

Issue: In Traffic Tickets (Product Support > Equipment > Traffic), users with ‘Access’ enabled but ‘Modify’ disabled in Security System 804 could still create and save a new traffic ticket by selecting Print or navigating between tabs.

Solution: Security System 804 ‘Modify’ permissions are now consistently enforced. For users without ‘Modify’ access, the ‘Print and Save' options are hidden on new tickets, and switching tabs no longer creates or saves a record.

Issue: On Equipment Profile (Equipment > Profiles), changing the location, group, type, or status on a unit tied to an open, unreceived purchase order could be blocked with an error, or the inventory account could fail to update when Equipment Defaults assigned a new account (including when the same user had both records open).

Solution: Users can now update these fields on unreceived purchase orders as long as the purchase order is not held by another user. When Equipment Defaults assign a new inventory account, the account is automatically updated and kept in sync across both the equipment record and the purchase order line.

Issue: When emailing equipment quote or invoice PDFs (Equipment > Equipment Invoicing), entering multiple email addresses separated by semicolons or commas in To or Cc was rejected as an invalid address.

Solution: The email window now accepts multiple recipient addresses separated by commas or semicolons in To and Cc, successfully delivering the PDF to all recipients.

Enhancement: On Traffic Tickets (Product Support > Equipment > Traffic), dealerships licensed with VESign (feature 6519) can now send traffic tickets for electronic signature by selecting ‘Send VESign’ from the preview or ticket screen. Users can add multiple signers to the same traffic ticket, to track signing progress. Signed documents are saved in the Multimedia tab. See Traffic Management - Listing

Issue: On equipment quotes and equipment invoices (Equipment > Equipment Quoting and Equipment > Equipment Invoicing), when a trade-in allowance exceeded the selling price of the unit, tax was calculated as a negative amount on standard equipment sales.

Solution: For both native tax and AvaTax, the taxable amount per equipment segment is now a minimum of $0 (selling price minus trade-in allowance, including combined allowances when multiple trade-ins are on one segment), preventing negative tax calculations. Equipment invoice reversals and transactions with Tax Applied Before Trade-in are unchanged. See AvaTax: Equipment.

ID NextGen Chart of Accounts: Phase A

Enhancement: Modernizes Chart of Accounts (COA) and Account Profile screens into a responsive, centralized NextGen workspace providing full functional parity with existing general ledger logic, improved usability, and unified navigation. This functionality is now available to all dealers as part of Phase A – Default OFF (Opt‑In).

Administration & Toggle Activation

• Dealer administrators control activation via Administration → NextGen Configuration.

• Enabling or disabling the NextGen toggle applies dealership-wide and takes effect upon user session refresh or re-login.

Unified COA Workspace Navigating to Financial Management → General Ledger → Chart of Accounts opens a single unified workspace organized into three central tabs: Chart of Accounts, Account Profile, and Alias Account Management.

Chart of Accounts Landing & Search The main landing screen supports multi-criteria search by Account Number, Description, Profit Center, Account Type (Balance Sheet, Profit or Loss, Expense, or All), Location, Application Type, and Status (Active, Inactive, All). Results are paginated with Next/Previous controls. Header action buttons include:

• Create Account and G/L Account Upload (opens modern NextGen workflow modals).

• Print Chart of Accounts, Update Balances, and Account Master Listing (redirects to existing LANSA utility screens in a new browser tab with no change to underlying behavior).

Global & Menu Search Integration

• Menu Search: Recognizes "Chart of Accounts", "Account Profile" and "Alias Account Management" and routes users directly to the unified workspace.

• Global Search: Searches G/L accounts across the same filter attributes (Account Number, Description, Profit Center, Account Type, Location, Application Type, Status) and routes directly into the NextGen workspace.

Account Profile Tab & Guided Creation Account Profile is integrated directly within the main Chart of Accounts workspace (Financial Management → General Ledger → Chart of Accounts) and is governed by System 999 — General Ledger: Access G/L Accounts.

• Account Profile Landing: Displays a listing screen with Account Number, Name, Status, and row-level Edit actions.

• Create New Account Modal: Clicking Create Account opens a modal with two options: Add Existing Account and Add New Account. Duplicate account number checks fire automatically during entry.

• Rapid Creation: Clicking Create Account opens the creation modal with a Save & Create Another button for rapid entry of new accounts.

Account Profile Maintenance & Layout Rules Clicking Edit on an Account Profile opens a modal that dynamically adjusts its layout and fields based on account type:

• Balance Sheet Types: Display general detail fields only.

• P&L and Expense Types: Display general detail fields, Application Type-specific fields, and a Distribution section with percentage allocation rules.

• Special Bank Account Fields: For accounts configured as a Special Account with keyword BANK, additional Bank Routing Number and Account Number fields appear with MICR check guidance.

G/L Account Upload Clicking G/L Account Upload opens the upload modal directly (the legacy Support Password prompt has been removed).

• Requires System 602 — Access G/L Account Upload.

• Supports Alias Account Formats: None, Bobcat, CNH, and John Deere.

• Processes CSV files at the row level — valid rows are imported successfully while invalid rows trigger an error report delivered to the user's Messages, without rejecting the entire file.

Alias Account Management The Alias Account Management tab is integrated directly within the main Chart of Accounts workspace (Financial Management → General Ledger → Chart of Accounts). Core functionality and system behavior remain completely unchanged — only its location has changed to provide a single consolidated hub.

Help & Enablement

• Help Documentation:

  • Chart Of Accounts - NextGen

  • Create Account Profile - Next Gen

• Center for Learning: An e-learning course for NextGen Chart of Accounts is available in the Center for Learning.

Enhancement: NextGen Customer Pricing consolidates parts discount maintenance into a unified workspace featuring dedicated tabs for Individual, Group, and All Customer pricing (navigated via Product Support > Parts > Customer Pricing).

This feature is disabled by default (Opt-In), allowing select dealerships participating in the NextGen Early Adopter program to explicitly enable NextGen Customer Pricing via Administration > NextGen Configuration while legacy Customer Pricing functionality remains fully available. See NextGen Overview.

Note:  Dealerships must have the system setting Utilize Parts Customer Discount Pricing enabled for customer pricing rules to apply.

ID NextGen Early Adopter Release

Enhancement: Modernizes Customer Parts Pricing into a responsive, centralized NextGen workspace providing full functional parity with existing pricing logic, streamlined rule maintenance, and improved bulk management. This release is available to select dealerships participating in the NextGen Early Adopter program. Full availability of this new functionality will be available in the November Release. This works along with the NextGen Configuration screen and early-adopter opt-in settings described for NextGen Customer Pricing in this release. See NextGen Overview.

Administration & Early Adopter Activation

Governed at the dealership level via Administration > NextGen Configuration.

• Configured as Default OFF / Opt-In during the Early Adopter window (requires Feature 9000 licensing and Security Switch 994).

• Customer pricing rules requires the Utilize Parts Customer Discount Pricing setting to be enabled under `Configuration → Miscellaneous → Other → System Settings` (Location tab -> Parts).

• Enabling or disabling the NextGen toggle applies dealership-wide and takes effect upon user session refresh or re-login.

Unified Customer Pricing Workspace Navigating to Product Support > Parts > Customer Pricing opens a modernized workspace organized into three dedicated tabs:

• Individual Customer Pricing: Displays and maintains customer-specific pricing rules.

• Group Pricing: Manages pricing rules applied to customer pricing groups.

• All Customers: Manages global parts pricing rules applicable across all customer accounts.

Search, Filtering & Customization

• Collapsible Filter Drawer: Clicking Show Filter / Hide Filter opens a left-hand filter drawer that adapts its fields to the active tab. Includes multi-select dropdowns for Location, Source, Class, and Type, single-select Program ID filtering, and direct lookup controls for Customer Number/Name, Vendor, and Part Number.

• Advanced Description Matching: Description search supports granular text criteria matching (Contains, Starts With, Ends With, Exact Match).

• Global Search Bar: Performs instant keyword searching across visible grid columns within the active tab.

• Grid Controls: Supports customizable column layouts (Customize Columns), inline column sorting, and responsive pagination.

Rule Creation & In-Place Maintenance

• Tab-Specific Action Buttons: Primary action buttons dynamically update based on the active tab (Create Individual Customer Pricing Record, Create Group Pricing Record, or Create Customer Pricing for All).

• Inline Creation Modals: Modals include direct shortcut buttons to "Create Program ID" or "Create Pricing Group" without leaving the active workflow.

• Full Pricing Parameter Support: Supports all existing pricing codes (CP/CM, LP/LM, SP/SM, FP, AP/AM, NP/NM), quantity break tiers (with real-time sequential validation ending at 99999), effective date ranges (From/To), and transaction application flags (Shop, Counter, or Both).

• Row-Level Actions: Each record row provides an Edit button to adjust existing pricing rules and a Delete icon with confirmation modals and success notifications. Clicking Customer or Vendor links navigates directly to their respective profiles in an alternate view.

Bulk Operations & Price Inquiry

• Customer Pricing Import: Modernized multi-step CSV upload wizard supporting custom column mapping, preview validation, and row-level error reporting before committing updates (requires Security Switch 824).

• Delete Program ID: Mass-deletes all customer pricing records associated with an obsolete Program ID with confirmation prompts displaying total affected records (requires Security Switch 824).

• Price Inquiry Integration: Validates calculated sell prices and margin details for specific customer, location, and part combinations directly from the header action bar.

Help & Enablement

• Help Documentation:Customer Pricing - NextGen

• Center for Learning: An e-learning course for NextGen Chart of Accounts will be available soon in the Center for Learning.

Issue: On Printer > Printer Output, exporting a single spool file as CSV or TXT downloaded an uncompressed file with a `.zip` extension, causing an invalid file error in Windows.

Solution: Single spool files exported as CSV or TXT now download with the correct `.csv` or `.txt` file extension.

Issue: On Parts > Parts Ordering > Order Correction, adjusting received quantities cleared the purchase order's Comment and Memo fields.

Solution: Comment and Memo details are now retained when purchase order quantities are adjusted during order correction.

Issue: On Product Support > Parts > Customer Pricing, when you used Customer Pricing Import with the dry-run option, the system displayed a message that the file was imported successfully even though no validation or save was performed.

Solution: The dry-run step now confirms that the file was uploaded and opens the import configuration window; a success message that pricing records were imported appears only after you run Create Pricing Records and the commit import completes.

Enhancement: VitalEngage Text can skip the SMS consent process when the dealer already has customer consent on file. See VitalEngage Text: Opt-in Form.

Issue: When creating a deposit invoice in Parts Invoicing and closing the Worldpay portal window before completing payment, resuming the invoice displayed an HTTP 530 error for the payment portal URL.

Solution: The system clears invalid Worldpay portal authorization records when the invoice is restarted, so deposit invoices can be processed without error.

Issue: The NextGen Chart of Accounts option Update Balances fails and produces message queue errors.

Solution: Removed LegacyBatchJob and instead submit the job directly with a 4-character job name.

Issue: On Administration > Settings > Logs (Log Query tab), searching by User ID with leading or trailing spaces (e.g. DMCNAME11) returned no results even when matching log entries existed.

Solution: The User ID filter now trims leading and trailing spaces before the query runs, so searches with accidental spaces return the same results as without spaces.

Issue: When maintenance mode were active, frequent IntelliDealer batch jobs were being rescheduled multiple times, causing a backlog of duplicate jobs that would all run simultaneously once maintenance mode ended.

Solution: IntelliDealer will ensure only a single rescheduled job is ever queued at a time, always retaining the earliest scheduled retry and discarding any redundant ones. See Job Scheduler: Batch Jobs

Enhancement: IntelliDealer has been updated to display full location details instead of generic branch keywords on listing screens under Administration > MyDealer Settings > Terms and Conditions (including Customized Links, Customized Messages, and Terms and Conditions).

Enhancement: IntelliDealer now includes a Payroll API with two endpoints to support integration with external payroll systems such as Paycom:

• Employee Payroll Profile (GET /payroll/v1/employees) — Returns employee payroll data including employee name and number, pay type, pay cycle, pay frequency, payroll ID, earnings code, hire/termination dates, and clock-in/out punch records. Supports filtering by employee ID, pay cycle, and date range.

• Technician Time (GET /payroll/v1/technician-time) — Returns technician punch data matching the IntelliDealer Scan History view for a specified pay period. Includes technician name and number, work order number, labor date, time in/out, total hours per day, and premium codes. Requires company, division, location, and a begin/end date range.

Both endpoints require authentication via OAuth Bearer token and subscription key, follow standard IntelliDealer API pagination, and return HTTP 200 on success or 422/404 on validation errors.

Note:  Scan History is the primary source for time punches; billing files remain the most accurate source for posted payroll amounts. Work Order Total Amounts are not included in this release.

Issue: Polaris fluid analysis sample data were not available in IntelliDealer, requiring users to access external systems.

Solution: IntelliDealer will automatically fetch fluid analysis sample data from Polaris and display the results in a new Fluid Analysis tab on the Equipment Profile. See Equipment Profile: Fluid Analysis

Enhancement: The Create Rental Contract API is now published and available on Vital Gateway, allowing approved dealers and vendors to create rental contracts directly in IntelliDealer from external applications.

Issue: Calling transferPickList through the API Gateway would return a success even though no picklist was created in IntelliDealer and the request used was an invalid or unlicensed Feature value (for example "6144" without proper resolution).

Solution: BSI picklist APIs now resolve Feature from a number (6144) or full code (PFW.6144), defaults to the BSI feature (PFW.6403) when omitted, and returns a clear authorization error when the feature is not licensed or not recognized.

Issue: When creating an equipment invoice via the API with two segments and a trade-in on segment 2, the trade-in description were placed on segment 1 while the remaining trade-in details were placed on segment 2, leaving both segments with incomplete trade-ins and putting the invoice into an error state.

Solution: The API will use the correct segment and trade-in sequence, so the trade-in description and details will remain together and valid equipment invoices with trade-ins will be created successfully.

Issue: The Modify Equipment BSI API returned a 422 Unprocessable Entity error ("Branch" is not a valid value) when attempting to update equipment details or transfer a unit to a different branch.

Solution: Removed the same-location validation check (validateUpdateEquipmentBranch in BSIService) introduced in release 2026.07.002, restoring pre-APIS-405 API behavior to allow equipment branch updates and transfers.

Issue: On CRM > Customer Profile > Call History, attempting to view customer call records returned a general internal failure error when a call record was associated with an inactive or disabled salesperson.

Solution: Updated Customer Call History (CallHistoryUpdateDTO) with error handling so customer call records display successfully even if an assigned salesperson has been disabled or removed.

Issue: Line break formatting and spaces were missing when submitting 3Cs (cause, complaint, correction) data for a work order segment in Mobile Access.

Solution: The LANSA data sanitization filter has been adjusted so line break formatting will be preserved.

Issue: In Equipment Invoicing (Equipment > Invoicing > Equipment Invoices), when changing the stock number on the Details tab for an invoice with linked inspections, the system did not display a warning or confirmation message, and active inspection links were not refreshed.

Solution: When a user changes the stock number on the Details tab, IntelliDealer displays a notification message and refreshes the inspection status to ensure linked inspections correspond to the selected unit.

Issue: In Equipment Invoicing (Equipment > Invoicing > Equipment Invoices), accessing the Printing Parameters tab or attempting to print an invoice for a customer account whose ID contained an apostrophe or single quote (such as O'SUL001) caused the screen to freeze and become unresponsive.

Solution: Special characters and apostrophes in customer IDs are now properly handled during document generation, allowing the Printing Parameters tab to load and equipment invoices to print without interruption.

Enhancement: IntelliDealer has been updated to seamlessly process stock number updates on Equipment Profiles for Integrated Rental integrations. When an existing stock number is updated, IntelliDealer now includes the previous stock number in the update payload to Integrated Rental, ensuring the new stock number is applied while automatically deactivating the old stock number.

Issue: When setting up a new MyDealer user ID, the system did not provide a warning if the user ID was a duplicate of an ID in a different division.

Solution: The system now validates across all divisions—not just the current division. If the same MyDealer user ID already exists in another division, a warning modal is displayed to alert the user of the duplicate before proceeding.

Enhancement: The NextGen Chart of Accounts, Account Profile, and Alias Account Management screens have been modernized and consolidated into a unified single-screen interface with three dedicated tabs. This feature is disabled by default (Opt-In), allowing Early Adopter dealerships to explicitly enable NextGen Chart of Accounts when ready while legacy Chart of Accounts functionality remains fully available. See NextGen Overview

Issue: In Equipment Profile (Equipment > Profiles > Equipment Profile) and Customer Profile (Customer Management > Customer Profile), the header action menu did not display related submenus (such as Service, Parts, and Finance) even when corresponding Quick Links were available for the record. Additionally, the expandable indicator for Custom Screens was missing from the Customer Profile menu.

Solution: Header action menus in Equipment Profile and Customer Profile now display all relevant submenus (Service, Parts, Finance) when linked data exists, matching Quick Links availability. The Customer Profile menu also includes the expandable visual indicator for Custom Screens to ensure consistent navigation across profiles.

Issue: During background product updates (PPU Apply), file access conflicts between active alert services and installation utilities could prevent updates from completing successfully.

Solution: Updated PPU Apply (PFWPPU1) to automatically pause alert services at the start of installation and restart them upon completion, ensuring uninterrupted update deployment.

Enhancement: IntelliDealer has been updated to actively allocate file object locks when adding or removing triggers—replacing soft lock checks—to improve trigger update success during file contention. The process now manages both RPG and request queue triggers while files are locked and provides enhanced email notifications upon success or failure, including details on locking jobs if a file allocation timeout occurs.

Issue: When using Wireless Shop Parts Return to return multiple parts to a work order requisition in one save, some parts could incorrectly show as “No Master” even though the part exists in the parts profile. This could prevent the requisition from processing or closing out the work order.

Solution: Wireless Shop Parts Return now sets the “No Master” flag only for parts that are actually missing from the parts profile. Valid parts returned in the same transaction are no longer incorrectly flagged.

Issue: On Product Support > Service > Work Order Billing Run (Real-Time Billing), when an automated billing run attempted to process a work order that was currently open or in use by another user, the system displayed an uninformative "Invalid user on invoice/order" error message.

Solution: Updated the Real-Time Billing error messaging to clearly indicate that the work order is currently in use and identify the user holding the lock, allowing administrators to quickly resolve the conflict.

Issue: On Product Support > Service > Work Orders (Real-Time Billing), when closing a work order through the billing popup, the selected print format was not always sent to the billing process. This caused the system to apply the wrong printer form type, resulting in a printer queue message requiring a manual response before the work order would print.

Solution: Updated the Real-Time Billing billing popup to correctly pass the user's selected print format when closing a work order, ensuring the appropriate printer form type is applied and work orders print without requiring manual intervention.

Enhancement: IntelliDealer now supports static message templates within VitalEngage Text. A new Templates option under Configuration > Interfaces > VitalEngage Text allows authorized users to create, edit, activate, and delete message templates. In VitalEngage Text conversations, users can select a template to pre-populate the chat text box before sending. Access to template management is governed by the Allow Access to add templates in VitalEngage Text security switch in System 995 User Security. See VitalEngage Text: Templates

Enhancement: VitalEngage Text now automatically saves and restores in-progress message drafts per user and conversation. Drafts are saved to the database whenever a user switches conversations, clicks the Back button, or closes the application. Reopening a conversation automatically restores the saved draft text into the chat window, allowing users to navigate through IntelliDealer without losing unsent messages. Saved drafts are also retrieved and accessible within the ID Mobile Access (IDMA) application.

See VitalEngage Text Window

Enhancement: While LA-1693 established general draft persistence and IDMA retrieval, this change defines specific desktop application behaviors like an Back Button Saving where drafts are saved by selecting the Save as draft option (accessible via the message action menu) or by clicking the Back button. Saving a draft now also explicitly clears the chat text box. Reopening the conversation automatically populates the saved draft back into the input field for editing or sending.

Issue: Integrated Rental equipment updates were failing when a unit was moved to a location that did not have the same category, class, and subclass configuration set up.

Solution: Integrated Rental equipment updates no longer fail when a unit's category, class, or subclass has not been configured at the destination location within IntelliDealer.

Enhancement: Migrated Old Legacy XML BSI create Rental Contract API to Java(Ws-cdkhe).

Issue: When calling the Add Equipment endpoint on the Equipment API, the request fails with a 422 Unprocessable Entity and a generic error message.

Solution: The API now returns a clear, field-specific error instead of the generic one.

Issue: The equipment count date and method were not available through the API.

Solution: Read/write support for lastCountDate and lastCountMethod has been added.

Feature: Implemented a standalone Avalara Tax API that accepts quote details, calculates applicable taxes through Avalara, and returns the tax calculation response for use within CRM quote processing.

Enhancement: Implemented the contract and validation layer for the Avalara Tax API, including request and response schema validation.

Enhancement: Implemented execution-layer logic for a standalone Avalara Tax API that processes quote details, invokes Avalara tax calculations, and returns tax responses for CRM quote processing.

Enhancement: Developed Avalara APIs with a focus on logging and error handling.

Enhancement: Implemented Avalara Tax API communication with quote process (CPQ), including request creation and response handling.

Enhancement: Implemented the Avalara Tax API, integrated it with the quoting process (CPQ), and validated the end-to-end quote tax calculation workflow.

Enhancement: For dealerships with Real-Time Billing activated, Equipment Quotes and Equipment Invoices now support an optional Visual Refresh PDF Format, providing a modernized layout with improved readability and a more professional presentation.

Dealers can enable the refreshed format for Equipment Quotes and Equipment Invoices through the Invoice Visual Refresh PDF Format settings under Configuration > Miscellaneous > Other > System Settings >> Location tab. The default setting is unchecked, and legacy PDF output continues to be used until checked.

Users can preview Generic Equipment Quotes and Equipment Invoices within a PDF viewer. From the PDF viewer, users can Print, Email, Text, Download, or send for VESign, depending on their licensing and system configuration. Custom Equipment Quotes continue to use the legacy format until migrated into the Visual Refresh flow.

Additional improvements included in this release:

• Miscellaneous charge descriptions now display correctly on Equipment Quote and Equipment Invoice PDFs, even when charge codes exceed previous length limitations. (IPS-7535)

• All Visual Refresh invoice headers now share a layout independent of the legacy overlays. Branding and footer sections remain unchanged. Two tax/exemption field labels can now be customized through Administration > Settings > Language Maintenance. Details for label customization are listed in (IPS-7586)

  Note:  Note: In this release, Visual Refresh invoice support is available in English only. French language support is not currently available.

Also, within Invoice History, invoices are stored with the layout used when they were generated. Switching between the legacy and Visual Refresh layouts does not change the version stored in Invoice History.

Issue: Exporting from the Equipment Listing screen did not respect field-level security for *ALL.

Solution: Correctly enforce field-level security.

Enhancement: Added a Price Update Contacts screen in IntelliDealer to manage Price File contacts. You can view, add, edit, and delete contacts, with all requests routed through ws-cdkhe to ws-pricefiles. See Configuration: Price Update Contacts and Parts: Price Update.

Issue: Service Scheduler displays the required work order and segment data for TV monitors, including dealer, technician, work order number, job name, unit type, started flag, status, and priority-ordered jobs aligned with Work Order API validation.

Solution: A new GET endpoint, cloudapi/cdk/heavyequipment/v1/workorders/ServiceToday, returns scheduler details using Work Order API validation. The response uses enumerated names instead of raw codes where appropriate.

Issue: Dealers needed an API to create Parts Profile records in bulk.

Solution: POST /create supports bulk creation of Parts Profile records with record-level validation and partial-success responses.

Issue: Dealers needed an API to update Parts Profile records without submitting separate requests for each part.

Solution: POST /bulk-update updates one or more Parts Profile records in a single request, updating only provided fields and supporting partial success with record-level validation and error reporting.

Issue: Dealers needed an API to retrieve Parts Profile records, including multimedia and custom screen data, in bulk.

Solution: POST /retrieve returns one or more Parts Profile records in a single request, including linked multimedia and custom screen data, with partial success for records that cannot be resolved.

Issue: API Gateway returned 404 when required query parameters were missing because those parameters were marked required in the OpenAPI contract, so APIM operation matching failed before the request reached the backend.

Solution: Affected Work Order cloud API endpoints now treat required query parameters as optional for gateway matching but validate them in the backend. Missing required parameters return 422 instead of 404.

Issue: Swagger documentation had minor inconsistencies and did not include the Equipment Invoice API.

Solution: Applied minor fixes and improvements to Swagger documentation and added support for the Equipment Invoice API.

Issue: The Modify Equipment API did not support updating supplier-related financial fields such as Reference Amount (CBECS), so dealers and integration partners had to update those attributes manually in IntelliDealer.

Solution: The Modify Equipment API now supports updating additional supplier-related financial fields, including Reference Amount (CBECS), with validation, partial updates, and audit logging.

Issue: The Parts Stock Order API did not accept MACHINE_DOWN as an order type.

Solution: MACHINE_DOWN is now an allowed order-type value, mapped to the internal MD order type.

Issue: The Parts Availability API returned availability details but did not include pricing context such as price group, discount, or adjusted price, so dealer portals, eCommerce, and other integrations had to perform separate pricing lookups.

Solution: The Parts Availability API response now includes priceGroup, discount, and adjustedPrice for requested, branch, and substitute part records. Existing response fields and structure are unchanged.

Issue: The Customer Search API did not consistently return soldToAddress1, soldToPostalZipCode, contact, businessEmailAddress, transSalesperson, and custSalesperson, forcing downstream integrations to perform additional lookups.

Solution: The Customer Search API response now includes soldToAddress1, soldToPostalZipCode, contact, businessEmailAddress, transSalesperson, and custSalesperson for each customer record, with null or empty values when data is unavailable.

Issue: The Customer Search API response did not include a last-modified timestamp, so API consumers could not reliably identify recently modified records or perform incremental synchronization.

Solution: The Customer Search API response now includes a lastModifiedDate field (epoch int64) for each customer record. lastModifiedDate can also be used as a request filter to retrieve records modified after a specific timestamp.

Issue: The customerView API returned HTTP 422 when customer numbers contained special characters such as ampersand, apostrophes, spaces, commas, brackets, or $ because URL-encoded values were treated literally instead of being decoded before lookup.

Solution: customerView now decodes URL-encoded company, division, and customerNumber values before building CustomerId and performing the customer lookup.

Issue: In Unattended Rental Billing Parameters, the Print Component section displayed without print option checkboxes, so users could not view or update Print Category/Class/Subclass Comments, Print Extended Description, or Print Signature.

Solution: Unattended Rental Billing Parameters now displays all Print Component options correctly, and users can view, modify, and save these settings.

Enhancement: In Configuration > General Ledger > Accounts Payable > Currency, a new edit check warns when an account designated as an A/P account in Special Accounts is entered in the Foreign Exchange Payables Account field. Existing currency configurations are not affected.

Issue: CRM Gatekeeper no longer allowed filtering on date added after a UI update.

Solution: Filtering on date added is restored in CRM Gatekeeper.

Enhancement: A new division-level setting, Margin Worksheet Use Original Cost for New Units, controls how cost is calculated for new equipment on the Margin Report Worksheet. When off (default), the worksheet uses Net Book Value for new units and attachments. When on, it uses the unit's original cost. Configure this in division equipment settings (DIVTAB1).

Issue: In Product Support > Equipment > Equipment Profile > Warranty Dates tab, clicking Save after editing a row incorrectly displayed an "Are you sure you want to delete?" confirmation instead of saving the changes.

Solution: The delete confirmation now appears only for user-initiated deletes. Edited warranty dates save without a delete prompt

Issue: In Equipment Profile > Multimedia, Customer Profile > Multimedia, and Customer Profile > Contact, clicking Reset after applying filters returned users to the Profile tab instead of keeping them on the current tab.

Solution: Reset now restores filters to their default values while keeping users on the current tab.

Issue: In Product Support > Equipment > Equipment Profile > Equipment Listing, sorting the Price/Cost column did not always display records in the correct order for some costing modes even though sort indicators were shown.

Solution: The Price/Cost column now sorts correctly based on the displayed value for each costing mode (List Price, Cost, Net Book Value, and Reference).

Issue: In Product Support > Equipment > Equipment Listing, some Equipment Profile fields were not available in the column picker (for example, Supplier Invoice Date and Settlement Date), even though they appeared in the Equipment Profile and CSV export.

Solution: The Equipment Listing column picker now includes Supplier Invoice Date, Settlement Date, Equipment Identifier, Finance Start Date, Delivery Date, Traded Date, Date Not Available For Sale, Basic Warranty Date, Extended Warranty Date, Last Preventative Maintenance WO Date, Modified, Floor Plan Due Date, and Source when allowed by field security. Date Promised (Reserved) was already available and is unchanged. See Equipment Listing

Issue: Voucher number prefixes were incorrect because of shared singleton bean usage.

Solution: Prefix handling was corrected for voucher numbers.

Enhancement: The InspectionPlus Assign Service screen was updated for clearer UI/UX. Add N/A and Add Job Code(s) moved from below the job code rows into a step-cell menu. Step name, comment, and job code description typography was updated. Media, Trash, and Add icons and tooltips were refreshed. Selected job codes display a clipboard-with-checkmark icon in the table.

Enhancement: JD Equipment Upload processing has been moved from a background polling job into the event-driven Request Queue. Equipment changes through the equipment profile now create queue entries. The transmit functionality in the equipment upload tab now creates the queue entries and the request queue executor drives the upload processing, removing the need for a recurring job. The 'transmit single unit' tab does not use the queue. See John Deere: Equipment Upload Configuration.

• The existing five-minute polling job for JD equipment synchronization is fully retired in favor of event-driven processing.
• Queue entries provide durable visibility into pending, sent, and failed uploads, enabling targeted retry and reprocessing when needed.

Issue: The Reset Password functionality was removed from the CNH Credentials modal during migration to Configuration > Interfaces > CNH > Credentials.

Solution: Restored the Reset Password functionality in the new modal. See CNH: Credentials

Enhancement: AGCO Shop B2B (PFW.6530) Parts Order transmit is available. See AGCO Shop B2B

Feature: Updated rental invoicing to perform credit card capture at the time the rental invoice is billed for Worldpay, Versapay, CNH Productivity Plus, and FreedomPay. When a rental contract is billed from the Invoicing tab or through a rental billing run, authorized credit card payments are captured immediately instead of waiting for a delayed capture at invoice print or from a nightly process. Dealers receive funds sooner, and rental invoicing now aligns with equipment invoicing capture behavior.

Enhancement: RSA SSH key management was added for Wells Fargo Receivables Manager. Dealers can generate, validate, and download SSH keys from a new Keys tab under Configuration > Interfaces > Other > Wells Fargo. Keys are written to the IBM i IFS where existing code expects them. See Wells Fargo Receivables Manager

Enhancement: AEMP 2.0 interfaces were updated to allow matching on PIN instead of serial number.

Issue: problemExtendedDescription formatting differed between MANUAL and JD_SVAP order types. Changes to preserve long URLs in SVAP requests caused normal text to lose proper word wrapping, and some SVAP invoice completion events were generated with missing financial totals.

Solution: Extended description formatting now wraps text at word boundaries while preserving long URLs. Validation prevents publishing invoice completion events when all totals, labor, and parts values are missing.

Issue: When the listing screen loaded with an invalid dealer number, the screen threw an error.

Solution: A dealer number select field is now shown when job or checklist details are loading.

Issue: When a large response was received, WebClient failed to convert the data and threw a DataBuffer exception during expert services checklist fetch.

Solution: The WebClient buffer is increased only for checklist details and job details APIs.

Enhancement: JD eCommerce now supports the configuration of default imposition parts of up to 30 characters in length.

Issue: Historical CNH transmit used one large query joining in the same cursor. On production dealers this contributed to high QZDASOINIT temp storage and long runtimes.

Solution: The query was optimized by splitting the monolithic SQL cursor into a lightweight segment query plus per-segment enrichment (billing details, invhdf1 RDH/RDC/RDS/RDT, memos).

Issue: When using real-time billing, work order credits were not authorized by JDC2 for CNH Productivity Plus and AGCO+.

Solution: The order of JDC2, CNH Productivity Plus, and AGCO was changed to align with Worldpay and Versapay. 4The A/R tab is always displayed during invoicing, but authorization buttons are unavailable until the dealer is directed to the A/R tab before the final close screen.

Issue: For some vendors, the prefix field in the transmitted transactional demand file was sent as Other instead of the correct prefix.

Solution: The logic now sends the correct prefix values based on Kubota Smart Supply interface properties.

Issue: When no response was received from the Polaris API, the screen threw a General Internal Failure.

Solution: When no response is received, a proper error message is displayed on the screen or tab.

Issue: The JD Prism New rewrite interface failed to create parts transfer records.

Solution: Missing@Transactional annotations were added in the creation methods to create PO/transfer records.

Feature: AGCO Shop B2B (PFW.6530) Price File interface is available.

Enhancement: JD eCommerce can handle pending payment events transmitted by John Deere when Deere is delayed capturing the customer payment.

Enhancement: Non-PDC orders can be cancelled through JD eCommerce. Previously only PDC orders could be cancelled by John Deere.

Enhancement: Orders imported from Terex CDI are set to Release on Parts Order.

Enhancement: The date format in BRP Retail sales transmit file headers is updated to yyyy-mm-ddThh:mm:ssZ.

Enhancement: John Deere Complete Goods invoice events now populate all provided serial numbers on the equipment profile.

Issue: Komatsu min/max quantities were updated when PMASL and PMOAR conditions were not met.

Solution: Min/max quantities are updated only when PMASL = Y and PMOAR = Y and both min and max values are not 0.

Enhancement: s*: Added JOHN_DEERE_SALES_CENTER_EQP_UPLOAD("PFW.6258") feature check to enable triggers related to CGIBASE

Enhancement: Added new log file LOGPRUC for Price Update Control. (PRUCONT). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGWQYH for WEBQRY Header file. (WEBQRYH). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGPSOP for Parts Stock Order Parameters file. (PARTSOP). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: The YTDJRL journal file logging now captures all journal entry sources, including system-generated entries. Previously, only uploaded or manually keyed journal entries were logged.

Issue: With dark system themes (e.g. Dark Blue, Dark Purple), the selected location row in the top navigation location dropdown used a dark background but the branch name text did not switch to white, making the current location hard or impossible to read.

Solution: The active location row in the location dropdown now uses white text on dark themes, matching the header location label.

Issue: On the Real-Time Billing Queue screen (Service > Real-Time Billing Queue), the filters section collapsed automatically when filters were applied, requiring users to reopen it to adjust criteria. Additionally, the Customize Columns button did not display the count of visible columns.

Solution: The filters section now remains open after filters are applied, allowing users to refine their search without additional clicks. The Customize Columns button now displays a badge showing the number of visible columns.

Issue: The On Order column on the parts search screen did not include the back order amount.

Solution: The On Order column now includes the back order amount in its calculation.

Issue: Dealers needed to retrieve Parts Profile inventory information in bulk.

Solution: POST /inventory retrieves inventory information for one or more Parts Profile records in a single request with partial success.

Issue: Dealers needed to search and filter Parts Profile records by fields such as bin location using operations such as equals and not equals.

Solution: POST /search now supports extensible search filters, including bin location, with equals and not equals operations.

Issue: On the PDF Archive screen (Home > Printer Output/PDF Viewer > View PDF > PDF Archive), only the first page of results was shown, the pagination footer was hidden, and users with large archives could not page through older items.

Solution: The standard grid pagination footer is now shown, and data reloads when users change pages so the full archive can be browsed. See Printer Output/PDF Viewer

Feature: Endpoints that mimic legacy business logic were added to sell parts from consignment, allowing a technician to sell parts from their truck while working on a work order.

Issue: Dealers with large customer bases needed to collect texting consent before sending messages, but the daily consent email limit of 1,000 made large campaigns take many days to complete.

Solution: Dealers can now set the daily limit for consent emails.

Issue: SMS texts from VitalEngage Text were blocked by carriers because no welcome message with opt-out instructions was sent when customer consent was received.

Solution: VitalEngage Text now sends a welcome message with opt-out instructions when customer consent is received.

Enhancement: A date filter was added to show how many emails were sent within a selected date range. See VitalEngage Text Consent Dashboard

VitalEngage Text: Opt-in Form

Issue: A trigger on the part count file was crashing due to invalid field data.

Solution: The trigger was removed to avoid crashes when creating part inventory counts.

Issue: Billing history auxiliary (MNBDA) records were not created during real-time parts billing, causing missing data for manufacturer retail sales interfaces.

Solution: Added logic to automatically generate MNBDA records during the parts billing run, ensuring manufacturer interface data is populated correctly.

Issue: When using real-time parts billing, the CMASTR table sometimes remains open.

Solution: Ensure CMASTR closes properly when printing invoices via real-time parts billing.

Issue: In IntelliDealer, the Print Parts Invoices flag defaults to checked when a new customer is created. But when creating a customer via BSI, the flag defaults to unchecked.

Solution: Updated the API so that when creating a customer via BSI, the flag defaults to checked.

Issue: The Modify Customer API handled blank or omitted Avalara Entity Use Code (CUAEU) values inconsistently compared to the UI and BSI integrations. When the API received a blank value, the customer record was saved with a null/empty Avalara Entity Use Code instead of the standardized BLANK (NOT SET) value used by other customer creation flows. This created data inconsistencies across integrations and raised concerns about potential downstream impacts to Avalara tax calculations, reporting, and synchronization processes for large-scale customer updates.

Solution: Added validation and normalization logic for Avalara Entity Use Code handling within the Customer API flow. Blank, empty, or omitted values are now normalized to AvalaraEntityUseCode.BLANK to align API behavior with UI and BSI customer creation behavior. Additional validation was introduced to reject invalid or unknown Avalara entity use codes while preserving compatibility with existing integrations such as Fortellis-Elead. Response serialization was also updated to always expose the explicit blank value consistently to API consumers. Testing confirmed that the fix resolves the inconsistency without introducing breaking changes to downstream integrations.

Issue: Dealers need to apply customer payments to Accounts Receivable from external systems without using the cash receipt UI or chaining multiple API calls across batch creation, validation, payment application, and batch job submission.

Solution: We added POST /process to perform the full cash receipt workflow in one request: create/reuse a batch, validate customers and invoices, apply payments and adjustments, and submit the ARCU001 update job.

Issue: Dealers may not know what the valid cash receipt field values are when calling the process API. They need a way to look up existing cash receipt and currency data before submitting a payment.

Solution: Added GET /details and GET /getCurrencyDetails so dealers can query cash receipt and currency data in IntelliDealer and enter the correct values on POST /process.

Issue: Equipment Locator API response did not expose rental classification fields from CGIBASE, although Category/Class/Subclass values are available in IntelliDealer UI and are required for rental workflows.

Solution: Added CBCAT, CBCLS, and CBSCLS to the Equipment Locator response DTO, mapped them from equipment category/class/subclass values, ensured fields are always present including null cases, updated API documentation and sample responses, and added unit tests for populated and missing classification values.

Enhancement: Increased the response time of the AI Tech Assist Work Orders API.

Enhancement: Added segment description to the AI Tech Assist Work Order API and 3Cs (cause, complaint, and correction) APIs.

Issue: On the Product Support > Equipment > Equipment Profile > Equipment Listing screen, the Inventory Account and Sale Account fields were available as on-screen column selections but were not included in the CSV export.

Solution: The Equipment Listing CSV export now includes the Inventory Account and Sale Account columns when selected.

Issue: The Equipment Invoicing Trade-Ins tab didn’t edit check the equipment inventory account. Users were able to specify a trade-in unit with inventory account A while that unit has inventory account B in the Equipment Profile, resulting in an equipment balancing issue.

Solution: The system now validates that the inventory account entered on the Trade-Ins tab matches the unit's Equipment Profile when the account application type is 'inventory.' The same validation applies on the G/L Defaults tab when clicking the Release or Bill Invoice button (shown when real-time billing is activated).

Issue: Some InspectionPlus history results were not displayed.

Solution: Corrected table data so all results display.

Issue: When a user was using InspectionPlus and the session timed out, the time out modal was not triggered. Upon return, the user was able to continue interacting with the screen unaware that data wasn’t being saved due to session being closed.

Solution: Ensure the time out modal is triggered while InspectionPlus is the open screen.

Enhancement: Added a new InspectionPlus button to the Stock Add Ons and Attachments tabs, allowing users to launch and access the new InspectionPlus functionality directly from these pages. See Stock Add Ons and Traffic: Attachments.

Enhancement: Added a new InspectionPlus button to the Attachments tabs, allowing users to launch and access the new InspectionPlus functionality directly from this page. See Equipment Invoice: Attachments.

Enhancement: CNH PPP Claim Invoice Report can now retrieve PPP claim invoice detail data from CNH DEP for a specific invoice using the company code, invoice number, and invoice year to display all returned invoice header and line-item fields. This is done in the PPP Claim Invoice Report tab located on the CNH eWarranty Vehicle Lookup screen and provides a reporting-only entry point from CNH MyFleet. See CNH DEP eWarranty Vehicle Lookup.

Enhancement: CNH Credentials are now consolidated into a single Credentials page. Credential fields (User ID, Password, Subscription Key) have been removed from individual interface configuration screens (DEP, CSPS, eWarranty, eQuipment) to eliminate duplicate data and reduce confusion. The Subscription Key field has been added to the CNH Credentials page for the DEP interface. No changes to underlying credential storage or nightly password update behavior. See Configuration: Credentials.

Feature: Dealers have an interest in making their equipment inventory available for purchase at third-party websites, and as such require a standardized process to transmit inventory details daily to said third-party vendors. Different dealer-vendor combinations require specific configurations in transfer protocols, file formatting, and value selection and transformation.

The Equipment Inventory Feed interface provides a standardized process to transmit inventory details daily to third-party vendors. Use the tabs to configure the specific transfer protocols, file formatting, and value selection and transformation required by the dealer-vendor combination. See Configuration: Equipment Inventory Feed.

Issue: When the user clicked Save on the Base & Options screen after adding an option number via the JD SMO EquipmentOptionAdd API, the system returned the error message "option not found".

Solution: Added validation on EquipmentOptionAddedInFieldService API for the option.

Issue: When using the John Deere Expert Services interface to create a work order quote, the submit event returned successful, and instead of closing the Quote window it closed the complete tab/window.

Solution: Corrected the interface to now just close the Quotes window.

Issue: The Komatsu Parts Order Transmit screen was not defaulting to the dealer code from the Vendor Profile.

Solution: If no default dealer number is configured for the location, then the interface defaults to the matching dealer number from the Parts order location. See Komatsu Parts Order Transmit.

Issue: The menu item Configuration > Interfaces > John Deere > JS PM Manage was misspelled.

Solution: Corrected the spelling to JD PM Manage.

Issue: When receipting parts from a John Deere DTF purchase order, an error message was issued with the cause listed as “There are parts that do not exist on the parts order.”

Solution: Force purchase order numbers recieved from John Deere to be upper case so IntelliDealer can link to the correct purchase order.

Issue: Komatsu Syncron interface could not validate negative reserved quantiles.

Solution: If the reserved quantity is negative, inflate the quantity on hand by the quantity reserved, then set the quantity reserved to 0.

Issue: When using CNH Reward Card to pay a balance greater than the card amount, insufficient funds message is returned.

Solution: Allow a partial authorization amount when using the CNH Reward card option. This will authorize for the amount on the card.

Issue: Large Komtrax files caused an error Exceeded limit on max bytes to buffer, in the new Komtrax AEMP solution. Also addressed an issue where Komtrax does not supply the closest distributor data.

Solution: Changed the Komtrax client to handle a larger buffer. Also, the Distributor box in the Equipment Profile now displays ‘Not Available’ when no distributor data is supplied.

Issue: When the John Deere Warranty interface found no token details with the dealer number selected, it would throw a General Internal failure on the UI and had unhandled exceptions.

Solution: Added clear error messages that include the Dealer number in the message about missing credentials.

Issue: The CNH DEP eWarranty popup failed to open when opening work orders.

Solution: Resolved the issue that prevented the CNH DEP eWarranty popup from automatically opening on workorders for units with active PIPs/Campaigns.

Issue: The John Deere Warranty Services (beta) Submit Delivery Receipt form did not import customer details from the unit.

Solution: Updated the logic to import units customer data into the Submit Delivery Receipt form.

Issue: Previously Signed Off segments were eligible to be selected from the list of valid segments for John Deere Warranty Claim submission.

Solution: Do not allow for Signed Off segments to be selected.

Issue: Unit Machine hours are not automatically added to the Usage amounts in the John Deere Claim Submission Form.

Solution: Update Machine Hours in the Work Order to Usage Amounts in the Claim Submission and default the Units of Measure field to Hours.

Issue: When using the John Deere Warranty (beta) interface, the Outstanding PIPs popup did not open creating a work order.

Solution: Updated the logic to open PIPs during the work order creation.

Enhancement: Update the label of the John Deere Warranty Claim Submission form’s Cause tab to Repair.

Issue: A John Deere database task continually attempted to retry, causing performance issues.

Solution: Payment events received from the John Deere CGE interface without an equipment identifier are now rejected.

Feature: CLAAS Service Office Pro (PFW.6525) is an integration for managing work orders from end to end. It is limited to the exchange of transactional data that links the work order management and time and attendance processes. See Claas Service Office Pro (SOFF).

Enhancement: The Claas SOFF interface can now receive messages related to Work Order updates from Service Office and consume the latest work order related payload for processing. It also acknowledges any duplicates to Service Office.

Feature: Acknowledge Service Office Azure Queue messages when event or message is consumed or processed in IntelliDealer. See Claas Service Office Pro (SOFF).

Feature: Receive Timesheet messages from Claas service Office and create a labor time for Monthly Work Orders. See Claas Service Office Pro (SOFF)

Enhancement: The Claas SOFF interface can now receive Timesheet messages from Service Office and create a labor time for monthly Work Orders. See Claas Service Office Pro (SOFF).

Enhancement: You can now send CNH Point of Sale historical data 6 months at a time via Eventhub. See Configuration: CNH Data Exchange Platform.

Enhancement: Several OEM Invoice interfaces, including Komatsu ASN, Kubota, BRP Invoices, and Ditch Witch Invoice Download, have been updated to support processing multiple parts invoices that require manual PO receipt matching.

Enhancement: An option has been added to John Deere CGE to update Sold status units. See John Deere Complete Goods Events.

Enhancement: Improved JD eCommerce in-house account payments. See John Deere eCommerce: Orders.

Enhancement: The John Deere SMO interface now supports excluding specific divisions from transmitting data to John Deere. See John Deere: SMO.

Enhancement: Added new log file LOGPCNT for parts inventory count details (PARTCNT). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGCNTH for Service Agreement Contract header details (PMCNTRH). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGCNTD for Service Agreement Contract details (PMCNTRD). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGAPBT for Accounts Payable batches (APBAT). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGCRDP for Cash Receipts batch details (CRDEP). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGEFTH for Electronic Funds Transfer header details. (EFTH). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGEFTD for Electronic Funds Transfer details. (EFTD). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGPORH for Purchase Order Receipt header details. (PORH). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGPOVI for Purchase Order Vendor details. (POVENI). See IntelliDealer Main Files and Descriptions and System Settings.

Enhancement: Added new log file LOGWOGL for Work Order G/L account details. (WOGL). See IntelliDealer Main Files and Descriptions and System Settings.

Issue: Background billing and in-use updates were marking work orders as modified overnight, even when no meaningful business change occurred. Pedigree uses dateModified to detect real work order changes, so these technical updates caused unnecessary reprocessing and sync churn.

Solution: Updated the work order in-use and billing save path so technical billing lock updates no longer change dateModified, while normal business edits still continue to update it.

Enhancement: When reversing a Work Order, a new message now displays on the reversal screen indicating that invoices will be processed through the Real-time Billing Queue and should be monitored there for billing status. See Work Order Reversal.

Issue: The user was unable to zoom into images from Work order attachments on the Multimedia tab.

Solution: The image is now centered in the window so it is entirely visible and zooming in or out works correctly.

Issue: On the Service > Work Orders > Work Order Listing screen, when dealers exported the listing to CSV the resulting file did not include a Last Activity Date columnn, even when the field was selected in the export options.

Solution: The Work Order Listing CSV export now includes the Last Activity Date field when selected.

Enhancement: Modified Opt-In Form configuration screen UI to use a modern interface.

Enhancement: Added Message Signature option in gear icon to include signature by enabling the toggle button and saving the signature in the text field below. See VitalEngage Text: Window.

Enhancement: The VitalEngage Opt-in Dashboard has been renamed the Consent Dashboard. See VitalEngage Text: Consent Dashboard.

Issue: Komatsu Retail sales transmit produced errors in the batch log screens about parts invoices not being able to send to Komatsu. However, the interface assumed it was sent. These errors are related to closed parts invoices and requisitions.

Solution: The interface now handles closed parts invoices and requisitions properly to prevent NPE errors that caused them to not be sent.

Issue: John Deere Equipment upload did not send delete records when a stock number changed.

Solution: When a stock number changes, the interface now records an entry in the AUDIT database to inform John Deere Equipment upload that a stock number has changed.

Enhancement: Ditch Witch invoices no longer show the Due Date if it is equal to the Invoice Date.

Enhancement: Updated historical data payload fields based on CNH's request.

Issue: When attempting to transmit CNH historical work order data with TRANSMIT_ALL make codes configured, the interface failed to transmit and sent the message "Error attempting to apply AttributeConverter".

Solution: Added a null guard to the WorkOrderServiceCallConverter, so a null column maps to a None attribute.

Issue: Work Order APIs sometimes returned status as a structured object instead of a string, which made the contract unclear for consumers and Create/Update payloads.

Solution: The API contract and documentation now specify whether status is object or string consistently across segments; Create/Update accept the same shape (preferably object) with backward compatibility where required.

Issue: Filtering errors occurred for Stock Number special condition ? and REVERSAL on Retrieve Equipment Invoice API; Customer and Salesperson filters used equipment instead of equipment invoice.

Solution: Removed the special Stock Number condition and corrected Customer and Salesperson filtering to use equipment invoice

Issue: Equipment Identifier (CGIBASE.CBEQI) exists in IntelliDealer but was not exposed on Equipment Create/Modify APIs for reconciliation.

Solution: Optional EquipmentIdentifier on Create/Modify APIs maps to CGIBASE.CBEQI has been added.

Issue: The Service Request API required Technician Key, Job Code, and Estimated Hours. SVAP / Expert Alert requests sometimes lack those values and could not be created.

Solution: Job Code and Estimated Hours are optional. Technician Key is optional (use supplied value or generate a timestamp). Duplicate detection was updated; non-SVAP behavior is preserved.

Issue: Create/Update Work Order API needed to accept labor hours with start and stop date/time and premium code.

Solution: Create/Update Work Order API now accepts labor hours with start and stop date/time and premium code.

Issue: Service Scheduler displays need work order and segment data for TV monitors. The API must return dealer, technician, work order number, job name, unit type, started flag, status, and priority-ordered jobs, aligned with Work Order API validation.

Solution: New the GET endpoint cloudapi/cdk/heavyequipment/v1/workorders/ServiceToday returns scheduler details using Work Order API validation. Response uses enumerated names instead of raw codes where appropriate; the unused code was removed.

Issue: Invalid control numbers and supplier invoice validation occurred in the BSI createEquipment API.

Solution: Control number defaults when equipment status is now QUOTE based on equipment type. Supplier invoice dates default to null when equipment status is QUOTE.

Issue: Migrate Old Legacy XML BSI create Equipment Invoice API to Java(Ws-cdkhe).

Solution: Migrated Old Legacy XML BSI create Equipment Invoice API to Java(Ws-cdkhe).

Issue: Promised date was wrong on equipment created from AGCO open orders.

Solution: Equipment promise date (CBDTP) uses field 21 from the feed with the correct date format.

Enhancement: The menu Configuration > Interfaces > Volvo > Parts Linq Interface was renamed and reorganized to reflect MQ Client usage across Parts Linq, Parts Orders, MMI, and Parts Store. MQ Client holds the settings previously under Parts Linq Interface. KeyStore lets dealers validate the keystore; VitalEdge staff can upload a new JKS keystore without a development change request. See Volvo: MQ Client

Enhancement: The system supports two additional serial number types supplied by Deere.

Enhancement: eCommerce interface field renamed from dBSCustNum to dbsCustomerNumbers.

Enhancement: JD Complete Goods Events includes an option to refresh options and pricing on Invoice events even when Create PO is disabled. See John Deere Complete Goods Events

Enhancement: Configuration > Interfaces > CNH > NGPC StartDigits was upgraded from the legacy infrastructure to modern architecture standards. See CNH NGPC Start Digits

Enhancement: Configuration > Interfaces > Other > Payworkd Import was upgraded from the legacy infrastructure to the new architecture. See Configuration: Payworks Import

Enhancement: John Deere SMO contact messages now support dealer-defined fields. Dealers can map IntelliDealer salesperson values to the six user-defined text fields (userText1 through userText6) in outbound contact messages (ContactCreatedInDbs, ContactUpdatedInDbs). Enable User Defined Salesperson Mappings was added on the SMO configuration screen, plus a Salesperson Mappings tab with a per-division grid to map salesperson fields to SMO user text fields (or exclude values). See John Deere: SMO

Enhancement: Configuration > Interfaces > Other > ESCO was upgraded from the legacy infrastructure to the new architecture. See ESCO

Enhancement: Configuration > Interfaces > John Deere > MST SPG was upgraded from the legacy infrastructure to the new architecture. See John Deere MST/SPG

Enhancement: Configuration > Interfaces > John Deere > ERS was upgraded from the legacy infrastructure to modern architecture standard. See John Deere ERS

Enhancement: Configuration > Interfaces > John Deere > Quote II was upgraded from the legacy infrastructure to the new architecture. See John Deere Quote II

Issue: JDElips transmission for parts invoices with multiple linked stock numbers sent only the first stock number.

Solution: JDElips links lines to the correct stock number, or to blank when none applies.

Enhancement: When Claas sends a relevant item file, parts not in PARTMAST but present in PARTPRC with sell and cost price are added to PARTMAST for that location automatically instead of manual entry one part at a time.

Issue: Values sent to SMO for inventorySubStatusReferenceId needed to change.

Solution: Rented maps are sent to Rental with Deere status values. In Use is not sent when inappropriate; the prior status is used instead (CBSBC per product guidance).

Issue: JD Dealer Rewards was not correctly transmitting parts invoices due to an error in the filtering process.

Solution: JD Dealer Rewards parts invoice data now transmits successfully.

Issue: Dealers could not change Auto-fill drop ship orders or Include on-order parts in availability on Configuration > Interfaces > Komatsu > MyKomatsu Integration without entering Identity and Shared Secret.

Solution: Those check boxes do not depend on Identity and Shared Secret, so Identity was made optional. If Identity is entered, Shared Secret remains required.

See: Configuration: MyKomatsu Integration

Issue: With Vermeer credentials missing (Interfaces > Vermeer > Credentials), the screen threw a general internal failure.

Solution: The screen validates configuration and shows a clear error when credentials are not set up.

Issue: After an invoice was authorized to an external agency (for example Versapay or Worldpay), switching the invoice to Internal A/R showed message 2026 and the user could get stuck in a loop.

Solution: The message can still appear, but if the authorization record is missing IntelliDealer removes the ccauth record. The user can switch tabs and return to A/R to authorize, consistent with other agencies.

Enhancement: A Work Orders tab was added under Configuration > Interfaces > John Deere > Dealer Rewards so you can specify work order types for transmission. Filtering by work order type was added in DeereDealerRewardsJob and DeereDealerRewardsLaborPerformanceJob. See Configuration: John Deere Dealer Rewards

Enhancement: In Real-Time Billing, completed General invoices from work order reversal billing purge automatically after billing when purge rules apply.

Enhancement: Parts real-time billing no longer requires a beta object to exist.

Enhancement: Financial Management > Real-Time Billing Queue processing was improved so billing items are less likely to remain in the queue indefinitely. IntelliDealer automatically requeues eligible unsuccessful billing attempts and recovers items stuck in Processing by requeuing them for another attempt. Queue cleanup was updated so completed or successfully billed entries are kept for two months before removal under the defined rules. See Real-time Billing Queue

Issue: During rental billing, if a unit was on hold on the Rental > Return tab and the hold record lacked a start or end date, Real-Time Billing Queue could error and the invoice did not finish.

Solution: Rental billing treats missing hold dates as zero days, matching legacy behavior. Area: Rental > Return tab and Real-Time Billing Queue.

Issue: In Product Support > Service > Work Order Quoting, labels for Description, Cause, Complaint, and Correction overlapped.

Solution: Layout and styling were adjusted so labels and fields align and read clearly.

Issue: A previous change to an authority error while printing spool files was contributing to system crashes.

Solution: Error message monitoring has been added to assist support personnel when responding to future potential errors.

Issue: Loading a conversation history with no conversation caused an exception.

Solution: The API now returns an empty list when no history exists.

Issue: VitalEngage Text consent modal moved while editing the Email Address field.

Solution: The modal is no longer draggable so the email field can be edited normally.

Enhancement: A new menu VitalEngage Opt-in was added under Configuration > Interfaces, gated by function number 6291 (Text Consent Opt-in). Opt-in Form and Opt-in Dashboard configuration screens were added under that menu. A new security switch, Allow Access to Send Bulk Emails using VitalEngage Opt-in, controls access to Opt-in Dashboard. See VitalEngage Text: Opt-in Dashboard

Enhancement: You can send bulk emails to all customers and contacts that have email addresses on their profiles. See VitalEngage Text: Opt-in Form

Enhancement: Infrastructure was added to roll out future NextGen UI updates.

Issue: In certain input fields such as memos, stock numbers, and API fields, text containing specific character sequences (e.g., zone=a) was being truncated, resulting in unintended data loss. Solution: The input sanitization process has been refined to target only recognized security-related patterns, preserving legitimate text entries across all input fields.

Issue: In Customer Profile > Send Message (legacy email window), users could edit the From email address, which could make messages appear to come from a different sender.

Solution: The From field is now read-only after it is populated so the sender address cannot be changed. See Messages

Enhancement: Data Miner file download now writes in-use logging to the new LOGIUSE database file.

Issue: The description field was updated unintentionally.

Solution: Logic was tightened so descriptions are only updated through the intended path.

Issue: In the VMASTR file there is a field (VMSECC) and the dealer has requested documentation for the code.

Solution: The notes for the field have been updated.

Issue: In Wireless Inventory Control > Parts Inventory Control, dealers using single-character branch codes (e.g., G, R, S) in System 990 saw a restricted menu showing only "Receive Parcels," even when their security was set up correctly.

Solution: Branch values sent from wireless are now padded to match the expected format before security checks, so single-character branches are correctly recognized and all authorized menu options appear as expected.

Issue: In InspectionPlus, inspections for stock numbers that exist in multiple divisions could not be saved or completed successfully. When saving an inspection, the serial number was removed from the form and a "General Internal Failure" error prevented the program from completing successfully.

Solution: The inspection query now correctly identifies equipment by its unique record, ensuring inspections save and complete as expected when stock numbers are shared across divisions.

Issue: In some cases, real-time billing invoices remained in processing and did not complete.

Solution: Resolved a problem with IFS file renaming that caused certain signed invoices to fail before completion.

Enhancement: Provided the ability to determine which databases are missing their triggers on the new screen: Administration > Settings > Trigger Check. See Trigger Check.

Enhancement: Updated Administration > Settings > Batch Jobs to be faster and display a list of currently running jobs. See IntelliDealer Batch Jobs - Complete Reference.

Enhancement: Created new Cloud Endpoints for IntelliDealer that allow integration into the AI Tech Assist product.

Issue: Work order create and edit APIs were allowing operations with customers marked as inactive or prospect. This resulted in successful API responses (200 OK) even though such customers should not be permitted, leading to inconsistencies with IntelliDealer behavior where an error “1582 Customer is flagged as deleted or do not use” is shown.

Solution: Added a validation to check customer status during both work order creation and update flows. Introduced a CustomerDeletedOrProspectException to handle this scenario and return the appropriate error message. The validation is implemented in validateWorkOrder and invoked via validateWorkOrderForCreateOrUpdate, ensuring consistent enforcement across both add and edit APIs.

Issue: Swagger documentation had minor inconsistencies and did not include the Equipment Invoice API.

Solution: Applied minor fixes and improvements to Swagger documentation and added support for the Equipment Invoice API.

Issue: On the Configuration > Miscellaneous > Other > System Settings - Location tab, the fields Prompt for Signature When Closing Work Orders and In Cycle Count, Include Non-Stock (OFC=5) Parts were swapped and saved to each others position in the table data.

Solution: Corrected to save to the correct position in the table data.

Issue: The Configuration > Parts > General > Freight configuration screen was not checking whether the selected part had been marked as deleted.

Solution: The system now issues an error if the selected part is not active. See Setting up Freight Parameters for a Branch Location.

Enhancement: Changed label Add a Branch to Add a Location on menu Configuration > Utilities. See Add A Location.

Enhancement: On the Customer Care > CRM > Email Logs, Cloud Emails tab, added a side sheet that expands when the Details button is clicked, displaying email details along with the event type. See Customer Care: Email Logs.

Enhancement: On the Customer Care > CRM > Email Logs screen added a toggle between the old email logs (Customer Emails tab) and the new email logs (Cloud Email Logs tab). The Cloud Email Logs tab is only visible for dealers using the new email system. See Customer Care: Email Logs.

Issue: On the Product Support > Equipment > Equipment Profile screen, the Floor Plan Due Date field was missing from the column selection in IntelliDealer, even though it appears as a column in the CSV export.

Solution: Added the Floor Plan Due Date field to the column selection.

Enhancement: Added Link Inspection(s) button to Equipment Traffic and established a connection with inspection logic.

Enhancement: Added to functionality to hide Link Inspections button when the stock number is empty or '?'.

Enhancement: Added a confirmation modal when a stock number is removed from traffic ticket with linked inspections.

Enhancement: If a template has enabled Media Required for a Service List, then when the user is completing the form a message is shown in the Service List modal.

Enhancement: Modified the existing InspectionPlus template to support equipment traffic and a new Link Inspections button. See Linked Inspections.

Enhancement: Added a Link Inspections button to Equipment Traffic that links to InspectionPlus. See Linked Inspections.

Enhancement: On the Linked Inspection screen of equipment invoices, if the inspection is not started the user can change the stock number by clicking an icon next to the Form Number. See Linked Inspections.

Enhancement: In Product Support > Equipment > Equipment Invoicing, the system now checks relatedInspectionPlus forms when closing an equipment invoice from the G/L Defaults tab. When a user clicks Release (for non‑real‑time billing) or Bill Invoice (for real‑time billing), billing is blocked if any associated InspectionPlus forms are still in progress. Only forms with a status of Cancelled, Completed, or Attention are treated as complete; all other InspectionPlus statuses are considered in progress and must be resolved before the invoice can be released or billed. See Equipment Invoicing.

Enhancement: Added Link Inspection(s) button to Equipment Invoice and established a connection with inspection logic. See Linked Inspections.

Enhancement: Added the ability for equipment invoices to link to InspectionPlus. See Linked Inspections.

Issue: Images associated with an InspectionPlus form were saved too large in size and at too high of quality, causing the Azure PDF Generator to timeout or inconsistently generate all the pages of the report.

Solution: Images are now resized and the quality of the images is slightly lowered.

Enhancement: On the InspectionPlus > Assign Service Quote tab and the user clicks Add Segments, a warning message is displayed below the saleperson lookup field that varies depending on whether All Steps In One Segment toggle is on or off. Once the segment is added to the quote:

• If toggle is off—only the job codes that were selected, the ones that were added in the form (with blank clipboard icon), and the ones provided in the template are shown in the finalized table.
  

• If the Toggle is on—the job codes, makes, and models that were added in the form (with blank clipboard icon) but not added as a segment are shown as italic token text and bold text for job codes from the template. The job code details which were added in the segment details modal are displayed with heading single segment details. See InspectionPlus Assign Service.

Enhancement: Implemented a new All Steps In One Segment workflow in the Quote tab of InspectionPlus to let users roll multiple failed inspection steps into a single quote segment, while preserving step-level details. See InspectionPlus Assign Service. When the All Steps In One Segment toggle is Off, the existing behavior remains: users see checkboxes beside job codes and can select multiple rows. When the toggle is switched On:

• The primary footer button label changes from Add Segments to Add Segment.
  

• A new Edit Segment Details button becomes available to manage the single segment’s configuration.
  

• The table hides job-code checkboxes, disables the mass-update toggles and the Add icon in the Step column, and restricts editable fields to Complaint only.
  

• A Segment Details modal is opened to define the single segment, including:
  

• Radio selection for Job Code vs N/A
  

• Required Lookup for Job Code or required N/A Description
  

• Auto-populated required Make and Model
  

• Required Quantity To Apply (default 1)
  

• Lookup fields for Type, Technician, Reason, Rate Code (required per Assign Service rules)
  Include Extended Description checkbox

The modal’s save action (Save Segment Details or Save Changes) saves and displays a concise Segment Details string in the UI, while Cancel manages the toggle state based on whether required data has been entered (turning the toggle back off if nothing valid is saved).

Issue: In some cases, John Deere DTF took several minutes to run and caused ODBC and SQL errors. Log files were not written correctly to DTFLOG. This was caused by a delay in the DTF scheduled jobs when other DTF jobs were running.

Solution: Instead of using a delay, the job is now rescheduled.

Issue: The Request Queue would read up to 500 records per interface and start processing. Once it started on these 500, it never checked for maintenance mode and starting maintenance mode was forced to wait until the Request Queue was done the 500 records.

Solution: The Request Queue now checks for maintenance mode before starting the next record, so the dealer only ever needs to wait for one record to finish processing.

Issue: Dealers needed a more efficient way to download and upload data from the CNH Data Exchange platform on the Service Components screen.

Solution: Introduced new bulk actions to streamline data management. Dealers can now use Download Template (Bulk) and Upload Template (Bulk) to manage mappings in bulk. Additionally, a Delete All option has been added, allowing users to remove all mappings for a specific location at once, eliminating the need for manual deletion of individual records. See Configuration: CNH Data Exchange Platform.

Enhancement: Added the full promotion description to the Extended Description of the line item for John Deere eCommerce Parts Invoicing tickets. It is highly recommended that, on the System Settings: Location screen, you set Parts Invoice Extended Description as Allow Unique Descriptions Per Line to ensure that every line has its own description instead of one massive list.

Enhancement: If a Parts Invoice detail line is marked as One Time Sales on the Parts Invoice, it should be transmitted to Terex as “Sale One Time Sale” in the Order Type field of the Customer Orders file during the Transmit.

Enhancement: Improved the processing speed of the Polaris Parts Inventory Transmit.

Enhancement: Improved the performance of the John Deere Expert Services job code import. The nightly job now uses the request queue to obtain the job codes and will halt when maintenance is running. Other improvements include:

• performing mass updates/deletes/inserts
  

• reusing login data to eliminate extra unnecessary authentication calls
  

• grouping job codes together for multiple models to reduce the number of needed calls

Enhancement: Send the Equipment status to John Deere SMO using the field: inventorySubStatusReferenceId.

Enhancement: Migrate the existing JD Warranty Credits to the REST API, and use the new API when Use new Warranty API selected on the John Deere Warranty Configuration screen. See John Deere Warranty Credits.

This is a beta release. Non-beta dealers should not activate the new version.

Enhancement: Logs for John Deere Complete Goods Events can now be accessed from Product Support > Equipment > JD CGE Logs. Access to this screen is restricted by the Access JD CG Events Logs switch in the Equipment Profile security section. See 800 - Product Support - Equipment Profile and John Deere: CGE Logs.

Feature: Equipment invoices are now captured in real-time so dealers don’t need to wait for nightly processing, speeding up payments from the credit companies to the dealer. This feature affects Worldpay, Versapay, CNH Productivity Plus and FreedomPay. See Parts Invoicing Details.

Issue: John Deere query parameter labels didn’t allow IntelliDealer to display more than 100 quotes.

Solution: Updated the drop down values for the JD Expert Services > Quotes tab with new labels from John Deere.

Enhancement: Removed the JD Elips nightly transmit report message ‘there are bad records in the export list’. This message was produced when a work order reversal was done, which caused confusion.

Enhancement: Convert Australian Banking Association (ABA) format from Lansa to F5.

Enhancement: Added support for the Request Advance message to John Deere Complete Goods Events.

Enhancement: Migrated the existing JD Warranty Credits to the REST API. The new API is enabled when Use New Warranty is checked to true on Configuration > Interfaces > John Deere > Warranty - Main tab. See John Deere Warranty Credits.

This is a beta release. Non-beta dealers should not activate the new version.

Enhancement: Updated John Deere Warranty Info to use new APIs. See John Deere Warranty Credits.

This is a beta release. Non-beta dealers should not activate the new version.

Enhancement: Updated John Deere Warranty Submit Delivery Receipt to use new APIs. See John Deere Warranty Credits.

This is a beta release. Non-beta dealers should not activate the new version.

Enhancement: Updated John Deere Warranty retrieving PIPs to use new APIs. See John Deere Warranty Credits.

This is a beta release. Non-beta dealers should not activate the new version.

Enhancement: For any screen using a John Deere interface such as PIPS, Warranty Info, Submit Delivery Report or Claim Submission, the machine serial number is now validated with John Deere. See John Deere Warranty Credits.

This is a beta release. Non-beta dealers should not activate the new version.

Enhancement: Update John Deere Warranty Claim Submission to use new APIs. See John Deere Warranty Credits. This is a beta release. Non-beta dealers should not activate the new version.

Enhancement: Update John Deere Warranty claims to use the new API for adding attachments during the Warranty Submission from the new warranty claim services. See John Deere Warranty Credits.

This is a beta release. Non-beta dealers should not activate the new version.

Enhancement: Migrated the existing JD Warranty Dates to the REST API when the New Warranty system checkbox is enabled on the John Deere Warranty configuration screen. The UI remains the same. See John Deere Warranty Credits.

This is a beta release. Non-beta dealers should not activate the new version.

Enhancement: These legacy EFT formats were removed: Bank of America, Busey Bank, Comerica, CPA-CIBC, CPA-CUPS, CPA-TD, Legacy Active Pay, Legacy CPA, Legacy NACHA, MB Financial, MT Bank, PNC Bank, Washington Trust Bank, Wintrust, CPA-Scotiabank, and Chase - JP Morgan. See Configuration: Vendor EFT.

Feature: You can now send historical work order data to CNH, 6 months at a time. See Configuration: CNH Data Exchange Platform.

Enhancement: On the Configuration > Interfaces > Other > Terex Service Parts Interface screen, removed the checkbox Use New Transmit Process. The Terex interface now uses the new code instead of legacy code. See Terex Retail Sales: Configuration.

Issue: On the Equipment Profile, Ditch Witch Service Bulletins screen, the View PDF links were incorrect.

Solution: Updated the Ditch Witch Service Bulletins PDF link.

Issue: Dealer is unable to run the CNH reports without a transmit. The Run Legacy Report requires a dealer code to be submitted.

Solution: For CNH, Kubota, Bobcat, and Polaris, added the ability to only create a report without transmitting to the vendor and removed the dealer code requirement. See Trial Balance Report.

Issue: BRP reported that the Parts Order POST was working but the Order Status GET had authentication issues.

Solution: Enhanced the BRP DCP token refresh logic to ensure the token is always refreshed if found to be invalid.

Issue: The log files were recording NullPointerExceptions for John Deere DTF when it was not properly setup.

Solution: Added a check to make sure John Deere DTF is properly setup and record that message in the DTFLOG file instead of logmastr files.

Issue: The descriptive date is identical to the numeric date, both using the format YYMMDD. This results in displays such as “260312260312” which are hard to understand.

Solution: Added the check box Display Descriptive Date as Alphanumeric for NACHA-1 to NACHA-10 formats under Vendor EFT screen. If selected, the descriptive format is MMM DD (for example SEP 15 ). See Configuration: Vendor EFT.

Issue: Company Wrench requested a change to the NACHA file format where the Type ‘5’ Company/Batch Header record (positions 54–63) currently contains the fixed value “EFT PAYMENT”. Their bank requires a different value (“PURCHASE”), and there is no existing way for users to modify this field.

Solution: Added a configurable Entry Description field to the Nacha_1–10 configuration screen, allowing users to define the value populated in positions 54–63 of the Type ‘5’ record. Note that:

• Field is optional (not mandatory)
  

• Defaults to “EFTPAYMENT” to preserve existing behavior
  

• Input is limited to 10 characters
  

• Supports user-defined values (such as “PURCHASE”) to meet bank-specific requirements. See Configuration: Vendor EFT.

Enhancement: Update the data mappings for the John Deere SMO CustomerBalancesUpdatedInDbsendpoint to:

• IntelliDealer 30 day total (current invoices) = SMO Current
  

• IntelliDealer 60 day total (invoices over 30, less than 60 days) = SMO 30 days
  

• IntelliDealer 90 day total (invoices over 60, less than 90 days) = SMO 60 days
  

• IntelliDealer 120 day total (invoices over 90, less than 120 days) = SMO 90 days
  

• IntelliDealer over 120 day total (invoices over 120 days) = SMO 120 days

Enhancement: Send the salesperson ID to John Deere SMO using the salesPersonSoldByReferenceIdfield.

Issue: The UPS Worldship interface doubled the shipping charges due to voided shipments that hadn't been cleared.

Solution: Added additional logic to UPS WorldShip to reduce the incidence of freight lines being double counted when a shipment void has been performed.

Issue: On Claas orders, the Shipment Date and Estimated Date were not displaying in Shipment Information even though there was a Tracking Number in OEM Parts Orders > OEM Part Order Details.

Solution: Added handling for both standard and non-standard Claas date representations so delivery and ETA dates are now populated reliably on the OEM Parts Orders .

Issue: The date filter on the Administration > Settings > Request Queue listing window was not functioning correctly, and sorting on the Interface column produced an error.

Solution: The date filter and sorting the Interface column now work correctly.

Feature: Users can configure Krone Agroparts Connect by managing vendors and dealer numbers, then entering and updating Agroparts Connect user credentials per dealer number at Configuration > Interfaces > Krone > Parts Ordering. See Krone: Parts Ordering.

Enhancement: In the Komatsu interface, .xml files generated by the Customer machine data transmit, customer data transmit, retail sales transmit, parts inventory transmit, and distributor maintenance transmit operations are now stored as compressed files with the .gz extension to reduce storage. Note that:

• This functionality is only for newly created files, not for pre-existing files.

• A new File History tab (located at Configuration > Interfaces > Komatsu > Retail Sales, Transmit tab), displays compressed files (files with .gz extension).

• This functionality affects only the storage, not the transmission. Komatsu receives .xml files only.

See Komatsu - Retail Sales.

Enhancement: For Krone, created a new scheduled job to generate parts inventory text files and upload them via FTP per the Agroparts specification. See IntelliDealer Batch Jobs - Complete Reference.

Issue: On the Kubota Draft Claim Submission screen, dealers want to be able to select a signed off status segment for submission for warranty but only segments in warranty status were shown.

Solution: Display segments for Kubota Draft Claim with signed off status in Work Order Segments. See Warranty: Work Order Segments.

Issue: Dealers do not receive a notification when an import job has failed.

Solution: Added an optional Error Notification setting on Kubota Syncron configuration so selected users are emailed when the order download job fails (per division/configuration). See Kubota Syncron.

Issue: In Financial Management > Accounts Payable > Vouchers > Maintain Non‑Batch Vouchers, when vouchers were created from FileBound, the system did not always mark the related purchase order as PO Fully Applied to Voucher (ZDPFR field) even when all invoice amounts had been matched and recorded. This could cause purchase orders to appear as not fully applied, making it harder to confirm that the full PO amount had been used on vouchers.

Solution: Updated the voucher creation process for FileBound vouchers so the PO Fully Applied to Voucher flag (ZDPFR) is now set correctly when the full purchase order amount has been applied to vouchers. Also ran a background fix job to update existing POVENI records where this flag was not previously set, so historical purchase orders now correctly reflect when they have been fully applied.

Enhancement: Added logging to capture error details when sending email fails. This helps with internal troubleshooting by identifying the error type and reviewing server logs.

Enhancement: For quotes processed via CRM Gatekeeper, updated the description formatting to match the import description formatting.

Issue: In the JP Morgan Check Outsourcing file, City and State values sometimes appeared in Payee Address Line 2 or 3, and then repeated again in the designated City and State fields, causing duplication.

Solution: Updated the logic to remove any City/State values from Address Line 2 and 3, when detected, so they only appear in their proper fields.

Enhancement: Added the checkbox Include On Order parts in Availability to enable and disable adding the on order quantity to Komatsu MyKomatsu price and availability interface in MyDealer. See Configuration: MyKomatsu Integration.

Issue: Unable to open Komatsu Parts Order Transmit from a consolidated parts order.

Solution: Pass in the parts order to fetch the Komatsu dealer numbers to allow the request to work.

Issue: An issue was causing the Work Order Quick Add API and JD Expert Services to create segments with no date fields populated when the Quick Add Work Order Defaults were not configured for the location the work order was created.

Solution: Segments are now created correctly for these APIs.

Enhancement: Moved the Avalara-specific Warranty and Internal Taxable checkboxes from Configuration > Miscellaneous > Other > System Settings > Location to Configuration > Interfaces > AvaTax > Location.

Also, the Warranty checkbox has been renamed to Transmit Warranty Transactions and similarly, the Internal Taxable checkbox is now Transmit Internal Transactions. Additionally, checking or unchecking either or both of these checkboxes and saving changes triggers a user warning to notify users about any potential increase that could happen in terms of the transactions transmitted to Avalara.

AvaTax: AvaTax Interface

Issue: When a nightly job is run during maintenance mode, the job would say it was rescheduled, but the run never occurred.

Solution: The run is now rescheduled and reports the date/time it is expected to run:

“Rescheduled because of maintenance window to 2026-02-23 14:33”

• If the date/time is after the next rescheduled run, it reports: Job will not run due to Maintenance window - not rescheduled (next run is sooner).

• More clarity has also been added to the second job run error message.

Issue: Attempting to save language configurations would generate an internal failure error on the Language Maintenance screen.

Solution: Eliminated the interaction that prevented the user from saving updates on the Language Maintenance screen.

Issue: The equipment profile "Machine Memos" field could be edited when a user did not have security permissions to do so.

Solution: A security check has been added when updating Machine Memos.

Issue: The Download PDF button on the Coupons screen within Interactive Maintenance was not responding.

Solution: The Download PDF button now correctly downloads a PDF.

Issue: The Rate Code was showing as required even if the switch that controlled a mandatory rate code was switched off.

Solution: The rate code is no longer mandatory if the Mandatory Rate Code switch in Security Switch 813 is switched off.

Issue: The CNH DEP eWarranty Vehicle Lookup screen was not properly showing error messages that were returned from CNH if there was an issue retrieving vehicle details.

Solution: The CNH DEP eWarranty Vehicle Lookup screen now correctly displays error messages.

Issue: Under certain conditions some batch jobs were getting stuck with FTP connection issues. This was preventing the next scheduled run from starting.

Solution: All FTP connections in ws-cdkhe timeout after 2 minutes. When the current batch job fails to connect, the next scheduled run will succeed if the network issues are resolved.

Issue: When a user selected a dealer number in Komatsu Part Availability and went into the detail view, the dealer number was blank.

Solution: The dealer number is now passed from the listing screen to the detail view so the user does not need to select it again.

Issue: A Parts Billing Run (#BIL01S) was failing due to an incorrect flagging and deletion of a part if done by a user in JD Complete Goods Events (JD CGE).

Solution: The validation logic has been improved when disabling stock units for JD CGE Order Cancellation events.

Issue: When a user attempted to attach a JD Proactive Job (SVAP) to an invoice from invoice history and the work order was duplicated, the user was unable to know which work order was being linked to and a combination of both invoices was displayed.

Solution: Changed the drop-down to show "Include All Segments Billing Date: MM/dd/YYYY" followed by all the segments for that invoice, then repeats for the next work order. John Deere Proactive Jobs - Attaching Work Orders

Issue: The PMROP and PMEOQ file values in PartMaster were set to 0 during a Komatsu RIM 2.0 Parts Order update.

Solution: If the values sent by Komatsu are zero (or null), a PartMaster update is no longer performed.

Issue: The PMROP and PMEOQ file values in PartMaster were set to 0 during a Komatsu RIM 2.0 Parts Order update.

Solution: PartMaster is no longer updated if Komatsu values are zero or null.

Issue: During nightly transmit job, retail sales file for one dealer incorrectly included configuration branch data of another dealer; file transmission failed on Komatsu side.

Solution: Logic has been updated to properly segregate dealer data.

Issue: On Customer Care > Marketing > Campaigns screen, when using the magnifying glass on selection criteria the user received an error.

Solution: Embedded JavaScript commands were removed to address the error.

Issue: A RecordNotFoundException occurred when generating the Equipment Original Cost Errors Report during a Real Time Equipment Invoice Billing Run, causing the billing run to fail.

Solution: Report generation was updated to properly handle equipment data for the Equipment Original Cost Errors Report.

Issue: The related parts popup screen in equipment invoicing displayed a blank screen.

Solution: Related parts now display in the popup screen.

Issue: InspectionPlus Form and InspectionPlus Template were not included in the file-in-use clean-up job.

Solution: Missing system types were added to the clean-up job.

Issue: When creating a new quote in Add Segments, the required Salesperson could be populated in a way that was not visible or easily changeable before segments were added.

Solution: In Add Segments (New Quote), IntelliDealer now uses a clear hierarchy to default the Salesperson. The user can see, change, and validate the salesperson using a Salesperson lookup before saving. See InspectionPlus Assign Service.

Issue: The nightly transmit of Polaris Parts inventory reported a successful transmission even though nothing was transmitted because the Transmit Parts Inventory Nightly checkbox was not selected.

Solution: An error message was added to the Polaris Inventory Nightly job when the nightly job is disabled in configuration.

Issue: Dealers were unable to set up multiple sets of John Deere Expert Services credentials by division.

Solution: A new screen under Configuration > Interfaces > John Deere > Credentials allows dealers to enter and save multiple sets of credentials. See John Deere Credentials.

Issue: After switching to the new Komatsu AEMP version, the user had to manually run the update.

Solution: A nightly batch job was added for Komatsu Komtrax AEMP. See IntelliDealer Batch Jobs - Complete Reference.

Issue: CNH eQuipment generated an error report when the interface attempted to update a unit that was not On-Order or Pre-Sold.

Solution: CNH eQuipment was prevented from generating an error report when attempting to update non On-Order/Pre-Sold status units.