Documentation Revision History

This section lists documentation updates for IntelliDealer:

2026.01 PPU

Ticket Link Description
DOC-1362 Customer Merge Utility Notes Added the Customer Merge Utility Notes to IntelliDealer ProDocs, documenting merge behavior, prerequisites, limitations, and updated files.
DOC-1667 Equipment Profile Added Machine Quick Links entries for Costing, Margin, and Washout.
DOC-3719 Utilities Added note on UEE/Inspection Deletion option.
DOC-3729

IntelliDealer Parts Invoicing

IntelliDealer Parts Invoicing - Configure Printers

Created page for the Parts Invoicing and Configure Printers tab in the configuration section of IntelliDealer
DOC-3734 MyDealer: Configuring User Profiles Propagate the password rules so they are easy to review.
DOC-3749 Equipment Costing Added Salesperson Cost Overview section. Updated cross-references in related files and added new glossary terms.
DS-17920 System Settings- Division Updated System Settings Division documentation to correct the JDMINT group code setting and its drop-down options.
DS-17981 Ditch Witch Parts Ordering Created page for the Ditch Witch Parts Ordering interface.
DS-17947

Komatsu Factory Campaign Summary Details

Active Komatsu Factory Campaigns

Update the SMR at Time of Claim field description to clarify that the value is sourced from workOrderMachineHours instead of CBHRS.
DS-22598

John Deere Expert Services: Jobs

John Deere Expert Services: Quotes

Updated the John Deere Expert Services Jobs help content to clarify that checklist retrieval is dealer-specific and aligns the documentation with current system behavior.
DS-22847

AvaTax: Installation and Setup

System Settings: Location

Added details about how to use Location Address Lines.
IPS-4394 CRM Equipment Transmit Created page for the CRM Equipment Transmit screen for the Elead interface.
IPS-6474 Configuration: FileBound Added new fields and updated the screen shot.
IPS-6539 Data Portal Added entry for Vendor Parts Order report.
IPS-6668 Real-time Billing Queue Added Processing Restart section.
IPS-6669 Real-time Billing Queue Updated the description of the Reference Number field.
IPS-7109 InspectionPlus Assign Service Screen Updated field information. Formatting edits
IPS-7167 AvaTax: Offline Logging Updated note on retention time.
IPS-7178 Logs Created page for new Logs screen. Formerly Interface Logs.

LA-1374

LA-1355

VitalEngage Text Conversation History

VitalEngage Text Window

Added the conversation history search field and start a new conversation button. Updated screen shots.

 

COEM-66 John Deere: SMO Added info around radial buttons for Submit Initial and Load Estimate on the Initial Data Load tab.
OEM-2164 Kubota - Interface Configuration Creates tabs for Kubota, Vendors, Dealer Numbers on Kubota - Interface Configuration .
OEM-2194 Financial Transmit Created page for the Financial Transmit.
OEM-2196 SFI Created page for the SFI interface.
OEM-2197 WOLAB Timecard Integration Created page for the WOLAB Timecard Integration.
OEM-2214 John Deere: Warranty dates Updated the John Deere interface documentation to include the new Warranty Dates tab, which allows users to configure automated and manual equipment warranty synchronization via the John Deere Warranty Date PINs API.
OEM-2279 CNH CSPS Interface Added Direct Ship for CSPS Stock Orders on CNH CSPS Interface page.
OEM-3178

CNH eWarranty Claim Submission

Configuration: CNH eWarranty Vehicle Lookup

Added content for Validate EZ Labor button.

Added configuration details.

OEM-3246

CNH DQR Inspections

CNH My Fleet

Equipment Profile

Work Order: Segments

Work Order Quoting: Details

800 - Product Support - Equipment Profile

810 - Product Support - Work Orders

813 - Product Support - Work Order Quoting

Added new page for CNH DQR Inspections.

Updated related pages with buttons, security details and so on.

OEM-3336 CNH DEP eWarranty Vehicle Lookup Added new page for DEP eWarranty Vehicle Lookup.
OEM-3464 John Deere Sales Center Added info around the Use IntelliDealer Group Code Mapping checkbox.
OEM-3468 John Deere SMO Added info around the Best Selling Price dropdown.
OEM-3477 JD Quote Updated fields that appear on this screen.
OEM-3539 601 - Financial Management - Accounts Payable Added info around Access and Modify Ditch Witch Invoices switch.
OEM-3598 Ditch Witch Invoice Download Added info around the Split Parts POs to Distribution Lines checkbox.
OEM-3599 Configuration AEMP Telematics Added Komatsu Komtrax to the list of compatible OEMs.