Documentation Revision History
This section lists documentation updates for IntelliDealer:
2025.08 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-3579 | Rental Counter: Details | Added info on the types of rental contract. |
| DOC-3580 | Authorization Maintenance: Billed Invoices | Added info on the types of 'Status' for invoice transmit. |
| DOC-3584 | Job Scheduler: Batch Jobs | Updated screen details. |
| DOC-3587 | Updated info around Agency Defaults and Security Switch behavior. | |
| DOC-3585 | Updated screenshots and content to match current system architecture. | |
| DOC-3586 | Equipment Invoicing | Added definitions to the Invoice Status field. |
| DOC-3602 | Customer Profile: A/R Agency | Added info around the 'i' button with the "Use Save Card" feature on customer A/R. |
| DOC-3607 | AvaTax: Locations | Updated the database used by Avalara for address verification. |
| DOC-3608 | Added Rules for Applying a Matrix, and new images to explain system interactions. | |
| DOC-3609 | Authorization Maintenance: In Progress Invoices | Added definitions to the Status field. |
| DOC-3591 | VitalEngage Text - Modify the notification frequency verbiage | Updated verbiage for frequency options to clarify notification behavior. |
| DS-22009 | Edit a Contact/ Add a Contact | Clarified behavior and added steps to flag Integrated Rental contacts as inactive instead of deletion. |
| DS-21362 | Rental Availability | Added how availability is calculated. |
| DS-22036 | System Settings: Company | Updated behavior for Warning and Error options. |
| DS-22058 | Configuration: Vendor EFT | Added new Line-Break fields. |
| IPS-6733 | Product Support: Work Orders | Added info around the Allow Quick Add system switch can now add the radio button to the Machine Quick Links section on an open work order. |
|
IPS-6839 |
IntelliDealer Main Files and Descriptions | Added new log files. |
| IPS-6876 | InspectionPlus Assign Service | Added information on the New Quote tab. |
| IPS-6899 | InspectionPlus Assign Service | Updated information on adding and saving a segment. |
| OEM-3055 | Configuration: Vendor EFT | Added Delete button content. |
| OEM-3162 |
Configuration: MyKomatsu Integration Parts Invoicing Details, Ship Confirm Details, or Work Order Parts Requisitions Details |
Added the Customer Pickup field. Added the Update Komatsu Shipment button. |
| OEM-3193 |
Configuration: Vermeer Credentials |
Updated content. |
| OEM-3274 | Updated screenshots, added new columns to description, reorganized content. | |
| OEM-3320 | Added new screen and security switch information for Request Queue screen. |
2025.07 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1290 | Creative a Payroll Positive Pay File | Updated outdated content. |
| DOC-1315 | About AP Uploads | Added info around Company tab setting for duplicate invoice numbers. |
| DOC-2929 | Revised existing content to be clearer. | |
| DOC-3421 | Price Matrix | Added overview content. |
| DOC-3567 | User Profile Import | Updated screenshots |
| DOC-3551 | Updated info around the Allow and Restrict options. | |
| DOC-3553 | Revised to include content from ProDocs. | |
| DOC-3569 | Updated the description for the Range field. | |
| DOC-3571 | Clarified how to include Data Miner queries in the Executive Summary. | |
| DS-15581 | Advance Deposits | Updated and revised content. |
| DS-21473 | Configuration: Vendor EFT | Added new options for Balance File checkbox. |
| DS-21807 | Full Database Reorganization | Added new info on scheduled submission process. |
| IPS-321 | Parts Quoting: Parts Tab | Documented the N/A checkbox field. |
| IPS-6793 | Added new page for Notifications tab. | |
| IPS-6935 | Work Orders: Linked Inspections | Updated screen details. |
| LA-1242 | Updated screen shot to remove Text Connect. | |
| OEM-2232 | Configuration: AM Studio | Added new content. |
| OEM-2778 | GLIF MMI 2.0 Transmit | Added info around Transmit radio buttons. |
| OEM-3004 | Ditch Witch: Equipment Ordering | Updated page layout and screen shots. |
| OEM-3033 | John Deere eCommerce: Tax Exempt Codes | Added new content. |
| OEM-3084 | Kubota: Draft Claims Submission | Created screen for Draft Claims Submission |
| OEM-3085 | Kubota: Warranty | Added new content. |
| OEM-3253 | Komatsu New Parts System: Automated Updates | Added info on Split File to Separate Vendors option in Komatsu NPS. |
| OEM-3278 | John Deere Complete Goods Events | Added info on new Attachment Handling options, Populate JD Order Number Into tab. |
| OEM-3296 | Kubota: eCommerce | Added info on the new Logs tab. |
| OEM-3316 | Added the new security switch Allow Access to Text-To-Pay. |
2025.06 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-3449 | Default Labor Sale Accounts and Rates | Updated content. |
| DOC-3500 | Using the IntelliDealer Online Help | Added notes on search terms and the Glossary. |
| DOC-3514 | Customer Profile: A/R Agency | Improved content. |
| DOC-3515 | Equipment Invoicing: Customer - Invoice Header | Updated the Contact field. |
| DOC-3519 | G/L Journal Upload | Added clarification around where uploaded G/L .csv files are added to the Account History. |
| DOC-3531 | Added new content. | |
| DOC-3547 | N/A | Removed the deprecated Caterpillar interface content. |
| DS-21301 | Recommended Service Schedules | Added default for Estimated Usage per Week. |
| DS-21664 | Warranty: Work Order Segments | Added help for Warranty: Work Order Segments screen for OEM interfaces that have warranty claims submissions. |
| DS-21686 | John Deere Complete Goods Events |
Renamed John Deere Sales Center to John Deere Complete Goods Events. Added new screen shots for new interface and new descriptions. |
| DS-21688 | Parts Profile: Amax Options | Added new screen for AMAX interface fields on/off toggle. |
| DS-21695 | Customer Profile | Updated the Statement Combination field. |
| DS-21713 | Accounts Payable: Outstanding Reports | Field name changed from Run Date to A/P Next Month End Date. |
| DS-21727 | Added note that there is limited data for Komtrax on the Telematics screen. Also general clean up of related files. | |
| DS-21849 | Added details about invoices paid with a debit card. | |
| IPS-6666 | Added VESign to Equipment Quoting and Invoicing. | |
| IPS-6696 | System Settings: Location | Updated info on previously added auto inspection email dropdown. |
| IPS-6778 | Vouchers | Added Source field. |
| IPS-6796 | InspectionPlus Linked Inspections | Updated radio button info for Linked/Active Inspections. |
| IPS-6806 | InspectionPlusTemplate Builder | Added info around error behavior with the Add Step button. |
| IPS-6814 | Customer Profile: Security Switch 996 | Added new Notifications switch. |
| IPS-6818 | Added field information and Assign Service details. | |
| IPS-6824 | Added Available Credit field. | |
| IPS-6865 | Added note about browser support for viewing PDF files. | |
| OEM-2845 |
Added new content for Komatsu Retail Inventory Management (RIM) 2.0 and removed content for the ASL interface. |
|
| OEM-2964 | CNH Data Exchange Platform: Configuration | Added info on new Service Component sub-tab in the Work Orders tab in CNH DEP. |
| OEM-3049 | CNH Data Exchange Platform: Configuration | Updated to include DSA Agreement. |
| OEM-3258 | Configuration: Vendor EFT | Added new info on the Use Company Name as Email From checkbox. |
| OEM-3268 | John Deere Complete Goods Events | Added info on the Populate JD Order Number Into field. |
| OEM-3269 | John Deere Complete Goods Events | Added info on the Mixed Case field, Existing Unit Year Threshold, and Equipment Order Cost field. |
| OEM-3292 | John Deere Complete Goods Events | Added note on .csv export option now being on the Logs tab. |
| OEM-3288 | John Deere Complete Goods Events | Added info on Equipment Order Location options. |
2025.05 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-3469 | Internal Accounts Receivable Credit Check System Overview | Added the Configuring a Special Credit Check Search section. |
| DOC-3480 | Text Variables | Added note on edited text variable issue. |
| DOC-3481 | Added reference to Parts Highlighting feature. | |
| DOC-3482 | Updated information and screenshots. | |
| DOC-3483 | Product Support: Equipment Profile | Updated info in the "Allow Stock Number to be Changed" field. |
| DOC-3486 | G/L Account Access List | Updated required switch settings. |
| DOC-3487 | Parts Profile | Verbiage update for "Reserved" field. |
| DOC-3490 | On-Demand Forms | Added screen info for On-Demand Forms. |
| DOC-3491 | Parts Accrual Feature | Added note on date retention in the "Deleting a Receipt Record' section. |
| DOC-3496 | Check Run | Added a section on reprinting a check. |
| DS-21687 | Browser Support | Updated note regarding extensions. |
| DS-21405 | Alias Account Management | Added note on 9 digit account maximum system logic. |
| IPS-6122 | Parts Invoicing Details, Ship Confirm Details, or Work Order Parts Requisitions Details | Added new Deposit button information. |
| IPS-6696 | InspectionPlus Templates List | Added info about the inspection report email. |
| IPS-6739 | InspectionPlus Main | Added info around new approver logic. |
| IPS-6794 | Updated security info and added additional context for FileBound 2.0. | |
| OEM-2920 | John Deere eCommerce: Orders | Updated the eCommerce Process. |
| OEM-3150 | Configuration: Vendor EFT | Updated screen shot for Vendor EFT screen. |
| IPS-6267 | Updated to include equipment quoting and invoicing. |
2025.04 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-3461 | InspectionPlus Use Cases | Added new section Useful To Know. |
| DS-17277 | JD Proactive Jobs: Problems | Added information on the Attach button. |
| DS-20953 | Deposit: Parts | Updated info on using the Deposits screen. |
| DS-21592 | Machine History | Added content to CSV export. |
| IPS-3860 | Address Validation | Added info on bulk validation function. |
| IPS-6662 | Added new fields for Divisions For Mass Update and Clear Settings. | |
| LA-628 | Integrated Rental: Customer Profile | Added Comment field. |
| OEM-2238 | John Deere Sales Center | Added info on Update Complete Events button. |
| OEM-2639 | CNH: My Fleet | Created new help screen for CNH: My Fleet. |
| OEM-2244 | Kubota eCommerce: Deposits | Added redirect to Deposits content. |
| OEM-2686 | Claas Parts Ordering | Added info around OEM Part Orders option in Product Support>Parts. |
| OEM-3188 | Updated for the new interface. |
2025.03 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-3399 | Parts Accrual Feature | Updated information to align with current information. |
| DOC-3400 | Reorganize and update content around adding a miscellaneous part. | |
| DOC-3405 | Parts Transfers Accounting Options | Updated out-of-date references. |
| DOC-3436 | Updated "notes" reference to "Floor Plan", updated names of G/L Application types to how they now appear in production. | |
| DOC-3438 | Executive Summary: Select View | Updated phrasing of "lost sales" to "lost sales calls" |
| DS-15586 | Real-time Billing System | Added a new item to the FAQ. |
| DS-17461 | Claas: Parts Inventory Transmit | Added info around the transmit side of the Claas inventory manager. |
| DS-21024 | Added note about how often scheduled jobs processes invoices. | |
| DS-21290 | Updated information around update logic for equipment defaults. | |
| DS-21316 | Added information about error details. | |
| IPS-6747 | Added information on switches added for Avalara ECM, renamed "Certificate Dashboard" to "Customer Exemption Certificates". | |
| IPS-6696 | System Settings: Location | Added Email Inspection Report dropdown information. Dropdown currently non-functional. |
| LA-789 |
Configuration: VitalEngage Text |
Text Connect has been replaced by VitalEngage Text. |
| OEM-2206 | CNH: MyDealer Parts Portal | Added new page. |
2025.02 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-3367 | Added clarifications. | |
| DOC-3370 | Feature Listing | Added content. |
| DOC-3380 | MyDealer: Troubleshooting | Added MyDealer data sources. |
| DOC-3384 | AvaTax: Installation and Setup | Updated directions for changed screens. |
| DOC-3395 | Drag and Drop Service Scheduling | Updates to out-of-date content. |
| DOC-3406 | Improve documentation for clarity and useability. | |
| DOC-3402 | Equipment Profile | Updated OEMs that use the equipment identifier field. |
| DOC-3410 | InspectionPlus Settings | Added note on interaction side panel in InspectionPlus. |
| DS-18041 | Updated the page and related content. | |
| DS-21311 | Added note about the interaction between AvaTax and Integrated Rental. | |
| IPS-6093 | InspectionPlus Settings | Reference Conversion Option in Unit of Measure field for Value Range templates. |
| IPS-6460 | Added new pages for new feature. | |
| IPS-6525 | Updated the password rules. | |
| IPS-6648 | Equipment Listing | Added information on the added "Base" field on the equipment listing screen. |
| OEM-2187 | Configuration: MyKomatsu Integration | Added a new page. |
| OEM-2778 | Added new pages for Volvo Parts Availability. | |
| OEM-3137 | Documentation updates and fixes. | |
| SDP-790 | Updated details around Default Group Code system setting, Machine Hour display settings. | |
| SDP-280 | Updated verbiage for Quantity and Total Used fields. | |
| SDP-291 | Scanned WIP Labor | Updated information around labor logged to a work order. |
2025.01 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-3312 | Kobelco Parts Availability | Added content to the page. |
| DOC-3313 | Komatsu NPS Parts Availability | Added content to the page. |
| DOC-3314 |
CNH CSPS Shipment Details Inquiry |
Added Parts Availability content and reorganized preexisting content. |
| DOC-3350 | Updated information around John Deere DTF and Parts Receipts. | |
| DOC-3351 | System Settings: Location | Marked parameters for Real Time Processing in Parts Invoicing as deprecated. |
| DOC-3352 | How to handle the account for a Service Agreement contract | Updated details, confirmed functionality around Service Agreement process. |
| DOC-3353 | Importing a Customer Pricing File | Updated format and details around customer price file imports. |
| DOC-3355 | Laser Overlay | Updated reference for System Settings in Accounts Receivable, Company tab. |
| DOC-3359 |
Cloud Server Maintenance Window |
Remove all references to Service Connect and replace them with the VitalEdge Support Portal. |
| DOC-3396 | Running a 1099 Form Print | Updated with information from the pro doc such as pre-requisites and examples. |
| DS-20979 | Financial Management - PO System | For Allow PO Request Takeover, added information about the PO statuses that allow for takeover. |
| DS-21023 | Vendor EFT | Added that Standard Entry Class must be in uppercase letters. |
| DS-21079 | FileBound Configuration | Updated the data source. |
| DS-21173 | Worldpay Daily Usage | Standardized formatting of menu items. |
| IPS-6517 | Data Portal | Updated the Invoicing Register and the Sales Analysis Allocation Register reports, and added the Work Order Register report. |
| IPS-6569 | InspectionsPlus: Templates List | Added detail around option on switch 923, user security at the location level. |
| IPS-6578 | Invoice History: Email Invoice | Added new page. |
|
IPS-6574 IPS-6631 |
Added detail around Approver settings and switch 923. | |
| IPS-6638 | InspectionsPlus: Templates List | Added information around the "Created At" column. |
| LA-755 | Integrated Rental: Invoicing Write Back | Updated the Scheduled Depreciation section. |
| OEM-2426 | Kubota: eCommerce | Added the option to use Worldpay. |
| OEM-2525 | John Deere: SMO | Added instructions for customer creation. |
| OEM-2577 | Screen has been updated. | |
| OEM-2875 | Terex | Updated information around new Terex interface features. |
| OEM-2750 | Komatsu Retail Sales | Updated information around feature updates, added information on the tabs (new Transmit tab included). |
|
OEM-2953 OEM-2963 |
Updated the pages for the new integration. | |
| OEM-3019 | John Deere: SVAP Credentials | Updated information around the new authorization portal options for SVAP. |
|
OEM-3110 OEM-3053 |
Added details about how many of each format is supported. Also general cleanup to the overview. |