PPU Dealer Notification

This page lists release notifications for IntelliDealer. Release notifications for ID MobileAccess are available at: ID MobileAccess Application Version History.

Select a month:

2026.03

PPU 2026.03.004

Interfaces

Ticket Description
DS-23207

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.
OEM-3672

Feature: Added the Auto-Fill Drop Ship Orders checkbox. When enabled (the default) the Komatsu eCommerce ticket is sent as a drop ship order to the Komatsu New Parts System, the parts are receipted and the purchase order is closed. If the checkbox is not enabled, the purchase order is created. You can make changes to the parts order (for example, adding freight) while you manually receipt the parts. See Configuration: MyKomatsu Integration.

PPU 2026.03.003

Accounts Payable

Ticket Description
DS-22524 Issue: Job codes were not properly appearing after being applied from a work order.

Solution: Warranty and retail job codes have been combined into one list and call a mergeBulkEntities method once and produce an error if any failed to update.

Administration

Ticket Description
OEM-3694 Feature: A button has been added to Administration > Settings > Logs - Interface Logs to beautify the json/xml request/response to make it easier to read. Interface Logs

APIs

Ticket Description
LA-1572 Feature: A new Cloud Endpoint has been added to be used by AI Tech Assist to get real time work order information from IntelliDealer.
DS-22802 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.
APIS-336 Issue: Customers did not know what value/format to send for estimatedCompletionDate.

Solution: estimatedCompletionDate was previously accepted as epoch milliseconds but now multiple formats—epoch milliseconds, YYYY-MM-DD—are accepted.

Configuration

Ticket Description
OEM-3651 Enhancement: The employee ID magnifying glass (embedded search option) in Financial Management > Payroll > Employee Profile > edit employee has been enhanced to use the modern technology stack. Employee Profile
IPS-7181

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

IPS-6854 Enhancement: Re-label System 803 "Delete Base Code" to "Deactivate Base Code". 803 - Product Support - Equipment Base/Options
IPS-6200 Enhancement: Re-label System 601 "Other - Change Outstanding Vouchers" to "Other - Adjust Outstanding Vouchers". 601 - Financial Management - Accounts Payable
DS-23074

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.
DS-23011 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.
DS-22989 Issue: The Komatsu Retail Sales Batch Job was creating error messages that were misleading.

Solution: Error messages in the Batch log are now accurate and state the correct outcome. Failed transmissions also now generate a PDF report of the transmission log.

Customer

Ticket Description
LA-1573

Enhancement:

  • Fixed an issue where filters were not showing correctly.

  • Shipping information is now populated when processing a quote entry.

  • Misc. Charges now display correctly when multiples of the same charge are included.

  • Updated tooltips across the CRM Gatekeeper tables for more readable dates and visual consistency.

CRM Gatekeeper: Configuration

Customer Care

Ticket Description
IAAD-69 Enhancement: Improved IntelliDealer stability by reducing the number of concurrent external ODBC connections by a single user.
DS-22998 Issue: The "Enable ODBC Access" checkbox would uncheck when enabling or disabling a user.

Solution: The "Enable ODBC Access" checkbox no longer unchecks when enabling or disabling a user.

Equipment

Ticket Description
IPS-7276 Enhancement: The field label Basic Hours/Code/Date has been changed to Basic Warranty Hours/Code/Date and Extended Hours/Code/Date to Extended Warranty Hours/Code/Date on the Equipment Profile screen.
DS-22964 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.
DS-22602 Issue: Users were unable to delete an equipment miscellaneous charge because it existed in a work order quote.

Solution: The edit check has been removed for the work order quote.

Integrated Rental

Ticket Description
LA-917 Issue: Integrated Rental was occasionally receiving equipment records with a missing serial number, which prevented updates from being applied correctly.

Solution: Equipment records are now sent to Integrated Rental with the correct serial number in situations where the serial number was changed after the initial update had been queued to send to IR.

Interfaces

Ticket Description
OEM-3692 Enhancement: All previously transmitted Komatsu Retail Sales files via the legacy version have been imported to prevent the new version from transmitting previously sent lines. Komatsu - Retail Sales
OEM-3687 Enhancement: Added parts validation to the custom imposition screen in John Deere eCommerce.
OEM-3685 Enhancement: The Komatsu New Parts System Price File Download interface has been updated to allow the Price File Printer ID to be specified.
OEM-3682 Enhancement: The Polaris Dealer List job has been improved and can now transmit properly from the Polaris > Interfaces configuration screen.
OEM-3680 Enhancement: The Ditch Witch Invoice interface has been updated to allow Write-Off functionality. This option is configurable by location and allows a write-off account and dollar threshold to be configured. When a voucher is created from a Parts Invoice, and if the difference between the selected PO Receipts and the parts total is within the write-off threshold, an additional write-off line is written to the voucher distribution lines for the configured write-off account.
OEM-3673 Enhancement: Updates have been made to multiple price file interfaces, including BRP, Ditch Witch, and Polaris, to allow the printer ID to be specified for part price file reports. BRP Parts Interfaces
OEM-3646 Enhancement: A Download Smart Supply Orders menu option has been added in parts ordering that initiates an order download when clicked. A security switch (Access Kubota Smart Supply Order Download) has also been added that, when enabled, displays the menu option. Parts Ordering
OEM-3640 Feature: The CNH Grow feature number can now be used and allows the dealership to enable/disable the use of CNH Grow at a dealership level. Configuration: CNH CRA Grow
OEM-3636 Feature: The early beta of the OEM Warranty Claims module has been released. This module allows dealers to view the data that has been submitted to CNH, Vermeer, and Kubota for warranty claims. Only claims submitted after this PPU is loaded will be visible on the OEM Warranty Claims listing screen.
OEM-3601 Feature: Komatsu NPS part availability has been updated to use Komatsu new OAuth service. This also includes an update to produce logs in Administration > Settings > Logs > Interface Logs tab. Komatsu New Parts System Setup
OEM-3600 Feature: Komatsu NPS parts ordering has been updated to use Komatsu new OAuth service. This also includes an update to produce logs in Administration > Settings > Logs > Interface Logs tab. Komatsu New Parts System Setup
COEM-240 Enhancement: Added an interface for the Krone PartsLocator under Configuration > Interfaces > Krone. Krone Parts Locator
DS-23104 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.
DS-23103 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.
DS-23012 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.
DS-23005 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.
DS-22991 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.
DS-22990 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.
DS-22750 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

Parts

Ticket Description
DS-22902 Issue: The close button on the Parts Pricing Profile part number pop out window would not close the screen when pressed.

Solution: The close button now correctly closes the screen when pressed.

Payment Processing

Ticket Description
OEM-3654 Enhancement: When FreedomPay SALE transactions have a network issue, the transaction is now cancelled. Be aware that a device could still be active and the customer could still enter credit card information and that information could still be accepted. However, the cancel transaction process will now reverse this.
OEM-3584 Enhancement: Added the ability to utilize SALE transactions with Worldpay, CNH Productivity Plus (when using a FreedomPay device), FreedomPay, and Versapay (when using a device). The non-swipe process has not changed.

Service

Ticket Description
DS-20597 Issue: The Email logs screen was blank when first accessed.

Solution: Email logs now appear correctly when first accessed.

Worldpay

Ticket Description
OEM-3315

Feature: Added four check boxes to Configuration > General Ledger > Accounts Receivable > Cash Codes (CASHCODE) configuration for Charge Type = Worldpay:

  • Disable Duplicate Check For Parts Invoicing;

  • Disable Duplicate Check For Service;

  • Disable Duplicate Check For Equipment Invoicing (two options).

By default, all transactions posted to Worldpay are checked for duplicate transactions. This is a way to disable that duplicate check by company/division/location and invoicing application. Worldpay performs the duplicate check when the option is enabled and uses these fields: invoice amount, the customer, and date.

Accounts Receivable - Cash Codes

VitalEngage Text

Ticket Description
LA-1582 Enhancement: The ability to search through a conversation message history along with search messages by user/users has been added in VitalEngage Text under the conversation history view.

IDMA

Ticket Description
LA-1586 Enhancement: Added the ability to start a new conversation in VitalEngage Text providing fewer required fields.
DS-22579 Issue: User access for ID Mobile Access was defaulting to status Active regardless of user settings.

Solution: There is now a Not Licensed status when the feature is not licensed for IDMA. User Profiles

Other

Ticket Description
PI-1929 Enhancement: Telemetry from the IntelliDealer backend is now collected in Azure Cloud.
IPS-7193 Enhancement: Invoice history now correctly shows the Real Time Billing indicator (T) on the date/time line for each invoice, so users can see which invoices were billed in real time rather than through a standard billing run. Real-time Billing System

Added Log Files
Ticket Description
IPS-7053 Enhancement: Added new log file LOGPSTP for parts stock transfer parameter (PARTSTP).
IPS-7052 Enhancement: Added new log file LOGRORT for rental item original rates (RMORAT).
IPS-7051 Enhancement: Added new log file LOGACCM for account master (ACCMAST).
IPS-7050 Enhancement: Added new log file LOGBCTL for bank reconciliation control file (BANKCTL).
IPS-7038 Enhancement: Added new log file LOGWPQH for parts and service quote header (WOPQH).
IPS-7037 Enhancement: Added new log file LOGWPQD for parts and service quote details (WOPQD).
IPS-7036 Enhancement: Added new log file LOGCGIM for equipment invoice miscellaneous charges (CGIIMC).
IPS-7035 Enhancement: Added new log file LOGOPT for equipment option master (OPTION).
IPS-7034 Enhancement: Added new log file LOGCOAD for Account Distribution (COACDIST).
IPS-6863 Enhancement: Added new log file LOGIUSE for data records in use (INUSE).
IPS-6862 Enhancement: Added new log file LOGIMGP for Multimedia objects (IMGPATH).

Log files can be reviewed at IntelliDealer Main Files and Descriptions and System Settings

PPU 2026.03.002

Other

Ticket Description
IPS-7261 Issue: License expiry dates for Mar 15, 2026 could potentially cause issues with feature renewal.

Solution: Licenses with an expiry date of Mar 15, 2026 have been extended to Mar 15, 2028. To see your licensed features go to Support > Feature Listing.

PPU 2026.03.001

Interfaces

Ticket Description
DS-23109 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.
DS-23124 Issue: When a user attempted to use or view the Properties settings in ADP Payroll Plus for multiple companies or divisions, the system would display/update the same settings.

Solution: The settings have been updated to arrange by company or division. All dealers that have multiple company or division settings in ADP Payroll Plus are encouraged to edit and save those settings before attempting an import.

2026.02

2026.02.001

Equipment

Ticket Description
DS-22941 Issue: Equipment Profile attachment and multimedia changes required "Change Equipment" security.

Solution: Security validation has been updated so that Change Equipment (System Code: 800) authority is not required for these specific changes.

2026.02.002

Rental

Ticket Description
DS-22878 Issue: Rental Return screen failed to display when a contract contained more than 120 return lines.

Solution: Logic has been updated to support large contracts.

2026.02.003

Administration

Ticket Description
DS-18539 Issue: Exporting an email log to CSV resulted in an "access denied" error.

Solution: Error handling has been added.

APIs

Ticket Description
APIS-292 Enhancement: Created an API for Bulk Stock Transfers between IntelliDealer locations.
APIS-293 Enhancement: Created an API to process returns via IntelliDealer.

Configuration

Ticket Description
IPS-6988 Enhancement: On Configuration > CRM > Customer Adds screen, labels have been updated: "Card Number Defaults" to "Card Number Storage", and "Select Code" to "Default As Cash" or "Select Default Code". See Configuring: Customer Add Settings.

Customer Care

Ticket Description
LA-1548 Enhancement: Show NEW/AUTO_PROCESS_FAILED count as a badge on the tab that is context aware depending on what is being filtered. See CRM Gatekeeper.
IPS-7033 Enhancement: Implemented TethrIt Now 2.0 which can be configured using a dealer-specific API key and Client ID. A dealer can use the Call Types modal to enter a unique API key to access TethrIt Now 2.0. In TethrIt Now 2.0, call details are available instantly after the call ends. See Tethrit Now and Configuration: Types Listing.
IPS-6626 Enhancement: On Customer Campaign screen, the "Fax" option has been removed from the "Not marketed within" field. See Campaign.
DS-22514 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.
DS-20686 Issue: Email logs screen displayed results for all companies and divisions when first accessing the screen.

Solution: Results are now displayed based on the user's assigned location. See Customer Care: E-mail Logs.

Equipment

Ticket Description
LA-1558 Enhancement: Added validation around the CRM Gatekeeper to warn when equipment is being processed with attachments or when it is in an unexpected state for a quote/invoice.
IPS-6924 Enhancement: Field label "Fleet Date" has been changed to "Rental Fleet Date" on the Equipment Profile screen. See Equipment Profile.
DS-22689 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.
DS-22541 Issue: The related parts popup screen in equipment invoicing displayed a blank screen.

Solution: Related parts now display in the popup screen.
DS-17450 Issue: When in edit mode, Equipment Profile costing data did not display based on user profile setting.

Solution: Costing fields now display correctly based on the user's profile setting.

FileBound

Ticket Description
DS-22754 Issue: Dealer received an error when exporting a parts invoice from FileBound to IntelliDealer using the non-batch export option.

Solution: Voucher creation is now allowed when the stock number is "?" and cost code is blank.

InspectionPlus

Ticket Description
IPS-7147 Enhancement: On System Settings: Location screen, the InspectionPlus section has been renamed to "InspectionPlus And Legacy Inspections" for clarity. See System Settings: Location.
IPS-7145 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.
IPS-7047 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.
IPS-6948 Enhancement: "InspectionPlus Form" has been changed to "InspectionPlus Assign Service" for required restarts when a user does not select the Return To History button. See InspectionPlus Assign Service.

Integrated Rental

Ticket Description
LA-1537 Enhancement: Updated the equipment update integration to change the statusName value from "NoCharge" to "No Charge" before sending data to IR.
DS-22887 Issue: Equipment configuration and options were being sent to IR even when the Exclude from IR option was checked in the Equipment Profile.

Solution: IR integration logic was updated to validate the Exclude from IR flag before sending equipment configuration/options.

Interfaces

Ticket Description
OEM-3645 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.
OEM-3643 Feature: Generic AEMP OAuth 2.0 configuration now allows Vermeer Fleet Telematics to work with IntelliDealer. See Configuration: AEMP Telematics.
OEM-3632 Enhancement: Added an option on the JD Complete Goods Events configuration screen to always update the model year with data from John Deere. See John Deere Complete Goods Events.
OEM-3630 Enhancement: Updated the Ditch Witch Invoice Download interface to display the warranty claim reference number on the details screen. See Ditch Witch Invoices.
OEM-3625 Enhancement: The JD eCommerce interface no longer allows the Ready to Ship status to be sent to John Deere after the Shipped status. The allowed order is Ready to Ship, then Shipped.
OEM-3624 Enhancement: The Dealer Code drop-down for Komatsu Part Orders now defaults to the location's default dealer number. See Komatsu Parts Order Transmit.
OEM-3610 Enhancement: Migrated Payroll Plus import to modern programming. Benefits include faster import, elimination of duplicate error messages, and a message when the import is complete.
OEM-3557 Enhancement: You can now create John Deere units as presold via Configuration > Interfaces > John Deere > Complete Goods Events (Create Pre-Sold Units checkbox). See John Deere Complete Goods Events.
OEM-3545 Enhancement: The Ditch Witch Invoice Download interface has been updated to allow invoice PDFs to be downloaded when provided by Ditch Witch. See Ditch Witch Invoices.
OEM-3541 Enhancement: The OEM Invoices screen has been updated to allow the voucher batch location to be selected when creating a new batch. See Ditch Witch Invoices.
OEM-3498 Enhancement: The CNH DEP Interactive Maintenance screen now supports importing multiple coupons onto the Work Order or Quotes segment and creating Work Orders or Quotes with multiple segments. See CNH Interactive Maintenance.
OEM-3442 Enhancement: Added support for Komatsu updates to the RIM indicator file with min and max Stocking Qty; these values update Part Master (PMROP and PMEOQ).
OEM-3327 Feature: Under the Quick links menu, added a menu option to access the John Deere Parts Advisor website.
OEM-3190 Feature: Beta release of John Deere eCommerce In House Account/Internal accounts receivable functionality. See John Deere eCommerce: Settings.
OEM-3165 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.
DS-22978 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.
DS-22945 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.
DS-22906 Issue: When updating John Deere SMO Equipment Options, a new record was created instead of updating an existing record.

Solution: Equipment Options record is now updated and sequence numbers are regenerated when options are removed.
DS-22892 Issue: Kubota Miscellaneous Charges tab for configuring IKQ and eCommerce displayed no content.

Solution: Code was corrected so that the screens display correctly.
DS-22882 Enhancement: The KubotaNOW Telematics interface has been updated to support Kubota's rate limiting requirements on the AEMP data feed.
DS-22865 Issue: John Deere CGE payment events failed to be processed.

Solution: A date parsing issue was resolved so that JD CGE payment events are processed properly.
DS-22599 Issue: Job codes received from John Deere could not be updated.

Solution: Logic was corrected to update existing job codes in IntelliDealer.
DS-22594 Issue: When creating a parts inventory summary report, the "does not contain" criteria did not work for John Deere parts.

Solution: John Deere parts are now excluded when the report is set to exclude them.
DS-22437 Issue: When using the Kubota eCommerce interface, the dealer was unable to get the location allocated taxes on the parts invoice.

Solution: The condition was updated to consider location taxes even if the customer has no contacts under their profile.
DS-22152 Issue: The transactional demand file generated by the Claas interface did not reflect the quantity with the costs correctly.

Solution: Parts per package were included in the calculation to get the correct quantities.
DS-20089 Issue: When parts invoices were created by third-party systems and an exception occurred, a CSO016 exception report was generated to random printers.

Solution: The dealer can set the CSO016 printer for the affected interfaces; the report is generated to the specified printer when required.
COEM-109 Enhancement: Added a CNH DEP integration to download CNH Purchase Protection Plan Master Part Schedule (MPS) and Terms & Conditions (TnC) PDF files from the CNH eWarranty Vehicle Lookup screen (PPP tab). See CNH DEP eWarranty Vehicle Lookup.
COEM-91 Issue: Deprecated interfaces were still available in IntelliDealer.

Solution: Removed menu item Configuration > Interfaces > Bobcat > Base & Options.
COEM-90 Issue: Deprecated Parts Manager Pro Parts Catalog interface was still available in IntelliDealer.

Solution: Removed menu item Configuration > Interfaces > Other > Parts Manager Pro Parts Catalog.
COEM-89 Issue: Deprecated interfaces were still available in IntelliDealer.

Solution: Deactivated menu items: Configuration > Interfaces > AGCO > AGCO Mapping; Configuration > Interfaces > Other > GlobalTRACS; Configuration > Interfaces > CNH > EPRW Picklists.
COEM-88 Issue: Deprecated interfaces were still available for configuration in IntelliDealer.

Solution: Removed John Deere Connect2, Fleet Care, Parts Receipt, and Bobcat Warranty URL configuration screens from the menu.
COEM-29 Enhancement: CNH eWarranty Claim Submission screen now supports selecting Closed and Signed Off segments for claim submission and includes a status tab for segment status. See Warranty: Work Order Segments and CNH DEP eWarranty Claim Submission.

Parts

Ticket Description
DS-22558 Issue: The user could not link to a parts profile from a stock transfer if the part number contained a special character.

Solution: The link was corrected to handle special characters.
DS-22239 Issue: Part number was deleted without checking if it existed as a kit.

Solution: A part can no longer be deleted if the part number is a kit or is part of a kit. See Deleting Parts from the System (Deletion Listing Notes).
DS-20334 Issue: A price file was not downloaded to the system.

Solution: Price file downloads were updated to make it easier to fix failed or partial downloads.

Service

Ticket Description
DS-22946 Issue: When using real-time billing, if the user quick closed or manually closed the last segment of a work order, the description/complaint/cause/correction information was cleared if that tab was open.

Solution: Quick/manual close was updated to always save the on-screen description/complaint/cause/correction content before real-time billing.
DS-22866 Issue: In Product Support > Service > Work Orders, when opening a work order and navigating through Description, Cause, Complaint, Correction, the labels overlapped on the screen.

Solution: UI layout was adjusted to prevent label overlap; styling/layout was updated for proper spacing and alignment.
DS-22821 Issue: When using InspectionPlus, after entering the A/R agency auth code in Work Order Quick Close, the system issued a warning.

Solution: The warning now appears only before A/R authorization, as intended.
DS-22628 Issue: Work orders with 999 description entries encountered an error when previewing a work order.

Solution: Error handling was added to address work orders with 999 description entries.
DS-22019 Issue: Work order printout did not display the retail price when a part had an associated core.

Solution: Pricing logic was updated so the retail price displays correctly for parts with associated cores.

VESign

Ticket Description
IPS-7186 Issue: User encountered an error when generating a VESign document for quotes with an expiry date greater than 120 days.

Solution: The date value passed to VESign for quotes was changed. See Rental Counter, Equipment Quoting, and Work Order Quoting/Parts Quoting.

Worldpay

Ticket Description
DS-22843 Issue: When a user had created an authorization to Worldpay for a miscellaneous customer, they could utilize the stored token functionality.

Solution: The "Use stored credit card" button and magnifying glass, "save credit card" checkbox, and "Alias" text box are now hidden on the A/R agency tab of all invoicing applications for miscellaneous customers. See Worldpay: Daily Usage.

IDMA

Ticket Description
DS-22901 Issue: Photos uploaded from iPhones through ID Mobile Access displayed at full size and did not resize when viewed in IntelliDealer.

Solution: When viewing images, the preview window now automatically centers the image and zooms out so the entire image fits the preview window.
DS-22817 Issue: IDMA and ID behaved differently when adding or updating parts in the inventory count; in IDMA only verified parts were shown.

Solution: IDMA was updated to match ID: show all parts regardless of verification; move a part to verified when a quantity is provided; show a green checkmark by the part number when verified.

Other

Ticket Description
IPS-6975 Enhancement: Added new log file LOGHLDF for system hold details (HOLDFILE).
IPS-6861 Enhancement: Added new log file LOGCR for cash receipts (CR).
IPS-6847 Enhancement: Added new log file LOGRDUR for rental duration details (RMDUR).
IPS-6846 Enhancement: Added new log file LOGRRAT for rental management rate details (RMRATE).
IPS-6845 Enhancement: Added new log file LOGRCTL for rental management control details (RMCTL).
IPS-6842 Enhancement: Added new log file LOGOSTD for Accounts Payable Outstanding details (OUTSTD).
IPS-6838 Enhancement: Added new log file LOGCMAX for customer master tax by branch details (CMASTX).
DS-22374 Issue: Dealership customers received parts invoice emails where accented characters were replaced by the ? symbol.

Solution: Accented characters are now allowed in the email message body.

Log files can be reviewed at IntelliDealer Main Files and Descriptions and System Settings

2026.02.004

Interfaces

Ticket Description
DS-23031 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.
DS-22874 Enhancement: John Deere updated URLs for Used Equipment Evaluations; hyperlink on serial numbers has been updated for John Deere Warranty.

2026.02.005

Interfaces

Ticket Description
DS-23057 Issue: John Deere Elips was generating billing history errors for company/division and experiencing JDBC connection failures.

Solution: Resource leaks have been addressed.

2026.02.006

Accounts Receivable

Ticket Description
DS-23084 Issue: A Customer merge on CR (database file) failed after the February PPU and left the merge flag uncleared.

Solution: The #FXCR rebuild program has been updated.

Interfaces

Ticket Description
DS-23085 Issue: When using legacy BSI, the dealer was seeing an error stating the system was unable to manually or automatically create a returning sales order and was not generating emails.

Solution: Email transmission has been corrected and sales order creation is ensured even if email transmission fails.

2026.02.007

Interfaces

Ticket Description
DS-23091 Issue: Certain requests were causing delays in the system.

Solution: A safeguard has been implemented to stop requests with no response within 20 seconds.

2026.02.008

Interfaces

Ticket Description
DS-23109 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.
DS-23124 Issue: When a user attempted to use or view the Properties settings in ADP Payroll Plus for multiple companies or divisions, the system would display or update the same settings.

Solution: Settings have been arranged by company or division.

2026.01

2026.01.001

Important Notice: For IBM i server ONSITE users, do not install this PPU unless Java 17 is installed and verified.

AvaTax

Ticket Description
IPS-7167 Enhancement: Avalara's transaction log retention period has been extended from 30 to 60 days.
DS-22837 Issue: Ship-to address was missing or incorrect on AvaTax reversal transactions.

Solution: The correct address is now applied.

Configuration

Ticket Description
IPS-6978 Enhancement: Service layer logic has been added to retrieve the date format value in DealershipEmployeeDetailsDTO (Data Transfer Object). All existing fields now have the date format value returned when the user begins a new session by logging into IntelliDealer.
IPS-6977 Enhancement: A new Date Format field has been added to Config > Misc. > Other > System Settings > Location, allowing dealers to choose their preferred format for a particular location from a drop-down as the default for their users (11 formats provided; default: MM/DD/YYYY). The field for the user's preferred date format in Administration > Settings > User Profiles has been updated with the same 11 formats. The user's default date format is set to the location's default for their assigned location; the user's chosen format has greater priority and, if changed from the location default, is used as the display format for date fields. Note: This change applies only to new UI screens and date picker fields at present, not to legacy screens, invoices, or reports; further updates are expected in upcoming releases for legacy screens, reports, invoices, and other generated documents.

Customer

Ticket Description
DS-22588 Issue: Users were unable to save notification values in the Customer Notification tab.

Solution: This has been fixed.

Equipment

Ticket Description
DS-22728 Issue: Serial Number column was blank in Machine History related search.

Solution: This has been fixed.
DS-22688 Issue: Equipment billing runs were failing with a connection error during batch job check.

Solution: Alternative identification methods are now used.
DS-22687 Issue: Null Pointer Error occurred on Account Distribution Report for over-allowance trade-ins during Real Time Billing Run.

Solution: This has been fixed.
DS-22548 Issue: System logic caused a formatting error with commas in price amounts over one million.

Solution: Commas are now removed during identification.
DS-22170 Issue: Users without security permissions were able to view the Edit/Lock button and inadvertently lock themselves out of the equipment listing.

Solution: Users without access will no longer be able to view the Edit/Lock button.

FileBound

Ticket Description
IPS-6474 Enhancement: New fields have been added to the FileBound Configuration screen below the Project ID and Field ID fields for Invoice Number, Vendor Number, Check Number, and Check Date. A batch job was also created that runs nightly to retrieve invoices from FileBound, update them, and then return the updated records to FileBound. Filebound
IPS-7059 Enhancement: A/P Check information is now written to FBLOG (FileBound internal logging file) when the user is licensed for FileBound 2.0.

General Ledger

Ticket Description
DS-22603 Issue: In some cases, an equipment invoice caused the Real-Time Billing Queue to remain stuck in "Processing", blocking subsequent invoices from being billed.

Solution: Improved the billing queue processing to prevent entries from getting stuck and to make recovery easier. VitalEdge employees can now manually restart processing using a new "Start Processing" button on the Billing Queue Dashboard, and additional exception logging has been added to better capture and diagnose errors. Note: The Start Processing button is not visible to dealers. Real-time Billing Queue

InspectionPlus

Ticket Description
IPS-7109 Enhancement: More information has been added to the Complaint tab on the Quote segment created from the Assign Service screen which now includes the Inspection Name, the Step Name, and the result. InspectionPlus: Assign Service
DS-22806 Issue: There was a problem with opening some InspectionPlus forms.

Solution: Resolved the issue with the inspection form data and InspectionPlus forms now open correctly.

Integrated Rental

Ticket Description
LA-1303 Enhancement: Updated the "Purchase Date" logic that is sent to Integrated Rental so it reflects the most appropriate promised or expected delivery date for equipment. This ensures shipping queues and statuses received are accurate within Integrated Rental's application.

Interfaces

Ticket Description
OEM-3599 Feature: Komatsu Komtrax has been added to Configuration > Interfaces > Other > AEMP Telematics. The AEMP configuration will look for a full model name (e.g. HM300-5) and serial number, then standard model name (e.g. HM300) and serial number. The AEMP configuration then adds Komtrax units to Product Support > Equipment > Telematics. Configuration AEMP Telematics
OEM-3598 Enhancement: An option has been added to the Ditch Witch Invoice download interface to display purchase order receipts that are selected for a parts invoice voucher as a separate voucher distribution line. The Customer Purchase Order field from Ditch Witch will be prioritized when setting the purchase order number for downloaded invoice data. Ditch Witch Invoice Download
OEM-3594 Enhancement: The JD Equipment Upload (Sales Center) interface has been updated to transmit MDP (Manufacturer Dealer Price) and Exchange Rate to John Deere when it has been set on the OEM Equipment Details associated with a unit.
OEM-3593 Enhancement: The JD Complete Goods Events interface will now update the MDP and Exchange Rate on the OEM Equipment Details screen when provided in a Create, Maintain, or Invoice event.
OEM-3583 Feature: Added Worldpay Credit Card logs to Administration > Settings > Interface Logs.
OEM-3539 Enhancement: Two new Security Switches have been added to system 601 - Accounts Payable. Access Ditch Witch Invoices must be enabled to access the Ditch Witch Invoice listing screen. Modify Ditch Witch Invoices must be enabled to create a voucher from a Ditch Witch Invoice or reset the voucher creation status. 601 - Financial Management - Accounts Payable
OEM-3502 Feature: Added AGCO+ and CNHProductivity Plus Credit Card logs to Administration > Settings > Interface Logs.
OEM-3488 Enhancement: JD eCommerce will now properly use the original order pricing when creating returns. Refunds will also be prorated to the correct amount depending on the number of parts returned.
OEM-3484 Enhancement: Updated the JD eCommerce interface to attempt to use the DBS (Dealer Business System) customer number, if provided, when creating returns.
OEM-3477 Enhancement: The JDQuote quote creation screen has been updated to allow the make, model, group code, and class to be selected when "?" is provided as the Stock Number. JD Quote
OEM-3468 Enhancement: Added a dropdown selection field to the SMO configuration (Configuration > Interfaces > John Deere > John Deere SMO) screen to set which field from the equipment profile should be transmitted as "best selling price" to John Deere through the SMO interface. John Deere SMO
OEM-3464 Enhancement: Added new functionality to the John Deere Complete Goods Events configuration screen (Configuration > Interfaces > John Deere > Complete Goods Events, Configuration tab > Equipment Creation tab) that will be locked behind a "Use IntelliDealer Group Code Mapping" checkbox which will allow for a Group Code mapping where the dealer can populate a list of Deere Group Codes (Category Code) and what their IntelliDealer equivalent is. Any new BASE records which are created would automatically have the mapped Group Code assigned, which would then apply to any units created with that BASE record and adds a Default Group Code option that will be used when a Deere Group Code is not mapped. John Deere Complete Goods Events
OEM-3450 Enhancement: The Ready for Payment status update is now sent to Deere only when DTF receipts are also received from Deere.
OEM-3426 Issue: The Polaris Vehicle Specifications API endpoint required an update to how it returned responses.

Solution: The new API URL has been migrated and now returns a single object instead of an array, and responses now include additional fields while omitting some attributes that were present in the previous version.
OEM-3413 Enhancement: For VitalEdge Magtek Credit Card Device program users: the ability to prevent multiple users from running on the same Windows server has been added. Additionally, IntelliDealer user IDs and passwords are no longer stored internally and are used to retrieve the device list.
OEM-3336 Enhancement: CNH PIP details have been added when looking at the CNH DEP eWarranty Vehicle lookup screens. CNH DEP eWarranty Vehicle Lookup, Configuration: CNH eWarranty Vehicle Lookup
OEM-3178 Enhancement: An EZ Labor API call request has been added to the CNH warranty claim creation process. This operation determines whether a claim can be submitted with only "EZ Labor" as a single line item for all labor, or if it requires Standard Repair Times to break down the labor into multiple line items. CNH eWarranty Claim Submission
OEM-3106 Issue: Dealers required the ability to filter jobs, checklists, and quotes by their respective IDs.

Solution: Introduced new fields for filtering Job and Checklist ID on the Jobs tabs and Quote ID.
OEM-2785 Issue: Expert Services jobs were only allowed to be imported into IntelliDealer Work Orders and Quotes.

Solution: Dealers will now be able to import jobs and checklists to Work Orders and Quotes.
DS-22669 Issue: The Kubota Invoice download interface was completing with the error "Unable to process invoice #####: Error: null" in the PDF report.

Solution: Kubota was sending a blank invoice type. In the future, the error will read: "Kubota Invoice has returned an unknown invoice type! [xxxx]". An entry has been added to the request/response queue in the Administration > Settings > Interface Logs menu.
DS-22644 Issue: The BRP Retail Sales configuration screen for Make would not allow multiple makes to be configured.

Solution: The BRP Retail Sales configuration screen for Make now allows multiple makes to be configured.
DS-22639 Issue: An "invalid expiration date" error occurred when attempting to save a John Deere Credit 2 transaction in authorization maintenance.

Solution: The validation routine for John Deere credit transactions in authorization maintenance has been changed to no longer require an expiration date.
DS-22598 Issue: John Deere Expert Services would generate an error when searching or viewing a Checklist.

Solution: Added a new Dealer Number field in the Jobs tabs for John Deere Expert Services to allow the user to select the dealer when searching Jobs/Checklists.
DS-22146 Issue: There were limited edit checks when moving units created by JD Complete Goods Events (CGE) between divisions.

Solution: Additional edit checks have been added when moving units created by JD CGE between divisions. The information and error messages around JD CGE equipment events have also been improved to show less superfluous data.
DS-20433 Issue: When a user had created an authorization to John Deere credit in parts invoicing, and then attempted to utilize the alternate charge, the customer's John Deere credit was charged.

Solution: IntelliDealer now cancels and deletes the John Deere authorization during the invoicing process to prevent the customer's credit from being charged.
APIS-291 Issue: An API was needed to create a Parts Stock Order that supports bulk part inputs.

Solution: Implemented a new API that enables creation of Parts Stock Orders using bulk parts as an input.

MyDealer

Ticket Description
DS-21500 Issue: In rare occasions, clicking on the My Parts Purchases tab within MyDealer caused the gear to spin until eventually timing out and displaying an error.

Solution: Made a modification to the queries used when fetching My Parts Purchase data to improve the performance.

Parts

Ticket Description
DS-22501 Issue: A Parts Invoice would crash with an "Unrecoverable error occurred while executing the Web application" error message when using the Worldpay Portal if Worldpay was not correctly configured and the Details tab was selected.

Solution: The error has been corrected, and the dealer can now normally access the Details tab.

Reports

Ticket Description
IPS-6539 Issue: The Vendor Parts Order (POR38231) report was not in the data portal.

Solution: The user can now generate a Vendor Parts Order (POR38231) report and send it to the data portal for viewing and printing. Security access to this report is found in 505 - Management Central - Utilities. Data Portal

Worldpay

Ticket Description
DS-22715 Issue: When a user pressed the 'X' (close) on all Worldpay devices, a blank picpak would print.

Solution: Pressing the 'X' on the app no longer prints a blank picpak.

VitalEngage Text

Ticket Description
LA-1374 Enhancement: The ability to search through a conversation message history has been added in VitalEngage Text under the conversation history view. VitalEngage Text: Conversation History
LA-1355 Enhancement: The ability to start a new conversation from the VitalEngage Text chat window has been added. Previously, conversations could only be initiated from the various touch points throughout IntelliDealer. VitalEngage Text: Window

Other

Ticket Description
PI-1904 Enhancement: If an automated email fails to be sent due to a network or connectivity issue, the system will now attempt to send it again a few hours later.
IPS-7178 Enhancement: A new Tomcat Events/Exceptions viewer has been added under Administration > Settings > Logs > Tomcat Events/Exceptions. Access to this feature is controlled by security switch 994 - WebAdmin Access Utilities. Interface Logs
IAAD-33 Enhancement: Standardized and corrected multiple PFWTAB search aliases in the IntelliDealer menu search to resolve missing and inconsistent mappings.
DS-22309 Issue: The Connection Verification test page was incorrectly displaying the word "FINAL" for the PPU Version.

Solution: The Connection Verification test page now displays the correct PPU Version for the release. This also removes the read to PFWTAB so the page no longer becomes inaccessible if a database reorganize or backup is in progress.
DS-21101 Issue: Unattended Rental Billing Runs were processing contracts from all locations.

Solution: Unattended Rental Billing Runs now process only for locations listed in the billing schedule.

2026.01.002

APIs

Ticket Description
LA-1545 Enhancement: CRM Gatekeeper quote entries can now pass Options as a property.
LA-1546 Enhancement: CRM Gatekeeper quote entries can now include non-stock items.
LA-1550 Enhancement: CRM Gatekeeper can be enabled or disabled based on the new feature flag PFW.6289 - Dynamics CRM Integration.

Interfaces

Ticket Description
DS-22838 Issue: Komatsu Retail Sales duplicate batch number error for multiple KAC dealer numbers with the same SFTP user ID.

Solution: One batch number (date + sequence) is now used for the entire dealer library.
OEM-3453 Enhancement: John Deere Complete Goods Events interface has been updated to handle invoice update events.

Integrated Rental

Ticket Description
DS-22840 Issue: New equipment was not being sent to Integrated Rental.

Solution: Validation for qualifying equipment has been added.

2026.01.003

Customer

Ticket Description
DS-22904 Issue: PPU 2026.01.001 caused issues on Customer Profile (unable to move tabs, Lock/Edit button not working).

Solution: The button has been returned to its original behavior.

2026.01.004

APIs

Ticket Description
APIS-182 Enhancement: AgPro - Phase 1 Equipment Invoice API is a one-way integration for pending sales "E" equipment invoice (rental, new, used).

2026.01.005

Integrated Rental

Ticket Description
DS-22933 Issue: Integrated Rental was not receiving a proper response from the IntelliDealer quick add work order endpoint.

Solution: Reliability has been improved when required information is missing.

Interfaces

Ticket Description
DS-22926 Issue: Komatsu Syncron interface added multiple quantities to sales order when a parts order existed.

Solution: Logic now checks line and order number.
DS-22929 Issue: John Deere eCommerce Status Update interface offered no options for new Return Orders.

Solution: Options are now shown for Return orders only.
DS-22930 Issue: Transmit Single Unit on Configuration > Interfaces > John Deere > Equipment Upload returned "Equipment [stock#] not found".

Solution: Unit data is now transmitted without additional OEM equipment details.
DS-22934 Issue: IntelliDealer sent Claas transaction demand with line feed \n instead of \r\n.

Solution: Fixed for Claas, Kubota Syncron Parts Invoice, and Terex Customer Orders.
DS-22939 Issue: Customer profile changes were not cleared from the screen when the user chose not to save.

Solution: The screen is now cleared.