This section lists documentation updates for IntelliDealer:
2026.03.004 PPU
| Ticket | Link | Description |
|---|---|---|
| OEM-3672 | Configuration: MyKomatsu Integration | Added information about the the Auto-Fill Drop Ship Orders checkbox. |
2026.03 PPU
| Ticket | Link | Description |
|---|---|---|
|
COEM-111 OEM-3679 |
Added the PPP Claim Invoice Report tab. | |
| COEM-117 | Accounts Payable Vouchers - Kubota Invoices (New) | Added Download PDF Invoice button. |
| COEM-189 | Configuration: CNH Data Exchange Platform | Added configuration references for PoS and My Fleet tabs. |
| COEM-240 | Krone Parts Locator | Created page for Krone Parts Locator. |
| DOC-3807 | Clarified how retail price is determined. | |
| DOC-3801 | Special Part Numbers | Added DISC to Work Orders section. |
| DOC-3829 | Added helpful tips to improve efficiency. | |
| DOC-3833 | Clarified MobileTech (IDMA) sync behavior and noted that work orders opened in MobileTech cannot be accessed from IntelliTech. | |
| DOC-3847 | Equipment Listing | Added clarification for search filters. |
| DOC-3391 | Invoicing Write Back | Added clarification for Scheduled Depreciation billing requirements, updated Depreciation Processing descriptions, and documented read-only Traffic Ticket History in Write Back Results. |
| DOC-3806 | Formatting a CSV File for Budget Upload | Update the document by adding clearer screenshots and correcting Steps 8–9 to reflect selecting Comma and Text. |
| DOC-3814 | Accounting Transactions with a Vendor Refund Check | Added refund overview, clarified vendor refund scenarios, and improved explanation of vendor refund check transactions. |
| DOC-3846 | Formatting a CSV File for Category- Class- Subclass Upload | |
| DS-22579 | User Profiles | Updated ID MobileAccess |
| DS-22750 | John Deere Proactive Jobs - Attaching Work Orders | Revised content for clarity. |
| DS-22937 | Added a note to contact support to remove signatures from laser overlays. | |
| IPS-4603 | AvaTax: Offline Logging | Added a description for the Call Log Report button. |
| IPS-6200 | 601 - Financial Management - Accounts Payable | Renamed Change Outstanding Vouchers to Adjust Outstanding Vouchers. |
|
IPS-6862 IPS-7053 |
IntelliDealer Main Files and Descriptions | Added new log files. |
| IPS-6854 | 803 - Product Support - Equipment Base/Options | Renamed Delete Base/Options to Deactivate Base/Options. |
| IPS-7181 | AvaTax: AvaTax Interface | Removed AvaTax configurations from System Settings: Location to AvaTax Interface. |
| IPS-7193 | Real-time Billing System | Added documentation for new invoice header code T used for Real-Time Billing invoices. |
| IPS-7276 | Equipment Profile | Changed Basic and Extended Hours/Code/Date to Basic Warranty and Extended Warranty Hours/Code/Date. |
| LA-1573 | CRM Gatekeeper: Configuration | Added page for configuration screen of CRM Gatekeeper. |
| OEM-3531 | Added new pages for Vermeer Machine Campaigns. | |
|
OEM-3600 OEM-3601 |
Komatsu New Parts System Setup | Added OAuth 2.0. |
| OEM-3640 | Configuration: CNH CRA Grow | Added new page. |
| OEM-3646 | Added new Ordering Option Download Smart Supply Orders. | |
| OEM-3651 | Employee Profile | Updated screen shot. Added cross-reference to ADP Payroll Plus. |
| OEM-3673 |
Added the Price File Printer ID field. Added note in reports page about OEM configuration affecting the report outputs. |
|
| OEM-3692 | Komatsu - Retail Sales | Added the Import Previous Retail Sales Files button. |
| OEM-3694 | Interface Logs | Added new page. |
| OEM-3315 | Accounts Receivable - Cash Codes | Added four WorldPay duplicate check checkbox fields to the Cash Codes (CASHCODE) documentation for Charge Type = WorldPay. |
2026.02 PPU
| Ticket | Link | Description |
|---|---|---|
| COEM-29 | Added that closed and signed off segments can be submitted. Updated screenshots | |
|
COEM-88 COEM-89 COEM 91 |
Removed John Deere Fleet Care from Service Requests: Customer Tab, Service Request: Problem, and Service Request: Stock Number. |
Removed these interfaces and their related pages:
|
| COEM-109 | CNH DEP eWarranty Vehicle Lookup | Updated the PPP Tab section. |
| DOC-3391 | Updated the Traffic and Integrated Rental help to clearly explain that Traffic is not available in divisions using Integrated Rental, clarifying that Traffic menus are hidden and improving the wording in the GUI Integration section. | |
| DOC-3756 | Updated Equipment Balancing Report help to match the UI by removing the "Invoiced" status and clarifying that the "All" parameter excludes invoiced units. | |
| DOC-3758 | Centralized Inventory Management for Parts | Updated the Centralized Inventory Management documentation to clarify that central locations must use calculated reorder point OFCs, as fixed reorder point OFCs prevent IntelliDealer from combining multi-location demand during stock ordering. |
| DOC-3762 | InspectionPlus Template Builder | Added info on Service List modal in the template builder. General page updates. |
| IPS-7147 | System Settings: Location | Updated the System Settings help page to rename the InspectionPlus section to BTTRInspection, including the section list, heading, and field description reference. |
| DOC-3780 | Running a 1099 Form Print | Updated link for a valid 1099 form. |
| DOC-3808 | Job Codes | Added info on Machine ID 'X' for John Deere Expert Services. |
| DS-20686 | Customer Care: E-mail Logs | Updated the Customer Care: E-mail Logs help content to clarify that the screen initially displays email log results across all companies and divisions before filters are applied. |
| DS-22239 | Added documentation notes clarifying that parts included in kits cannot be deleted, updating both the Delete Part content and the Parts Kits (Kits tab) help to reflect this restriction. | |
| DS-22843 | Worldpay: Daily Usage | Updated the Worldpay: Daily Usage help content to define miscellaneous customers and clarify that saving or using stored card data is not supported, with related UI elements disabled. |
| DS-22974 | Configuration: AEMP Telematics | Added section on Komatsu KomTrax configuration. |
| DS-22978 | IntelliDealer Batch Jobs | Added entry for Komatsu Komtrax. |
| IPS-6626 | Campaign | Removed Fax references and updated screenshots on the Campaign help page to reflect the current UI where Fax is no longer available. |
|
IPS-6838 |
Added new log files. | |
| IPS-6924 | Changed field label from Fleet Date to Rental Fleet Date and updated related help content. | |
| IPS-6948 | InspectionPlus Assign Service | Added note on required restarts. |
| IPS-6988 | Configuring: Customer Add Settings | Updated the Customer Add Settings documentation to rename the Card Number Default field to Card Number Storage and aligned all related references accordingly. |
| IPS-7033 |
Added information about Tethrit Now 2.0 and added instructions for configuring TethrIt Now 2.0.
|
|
| IPS-7047 | InspectionPlus Assign Service | Added note on Salesperson modal behavior. |
| IPS-7186 | Updated note on signing expiry. | |
| LA-1523 | Configuration: Group Codes | Added info on Exclude from Integrated Rental checkbox. |
| LA-1548 | CRM Gatekeeper | Added mention of new entry behavior on each tab |
| OEM-3165 | John Deere Credentials | Added info around New Credentials System tab |
| OEM-3190 | John Deere eCommerce: Settings | Added info on Internal A/R Payments tab. (beta) |
| OEM-3498 | CNH Interactive Maintenance | Updated the Get Next Coupons section. |
|
OEM-3541 |
Ditch Witch Invoices | Added Invoice Details section. |
| OEM-3624 | Komatsu Parts Order Transmit | Updated the Dealer Code field with default information. |
| OEM-3628 | Ditch Witch Invoice Download | Updated Invoice Type Accounts and Surcharge Accounts sections. |
| OEM-3643 | Configuration: AEMP Telematics | Added Vermeer to Prerequisites section of supported interfaces. |
|
OEM-3557 OEM-3632 |
John Deere Complete Goods Events | Added information for these checkboxes: Create Pre-Sold Units and Always Update Model Year. |
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 | 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 | Update the SMR at Time of Claim field description to clarify that the value is sourced from workOrderMachineHours instead of CBHRS. | |
| DS-22598 | 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 | 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 |
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 |
Added content for Validate EZ Labor button. Added configuration details. |
|
| OEM-3246 |
800 - Product Support - Equipment Profile |
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. |