This section lists documentation updates for IntelliDealer:
2026.09 PPU
| Ticket | Link | Description |
|---|---|---|
| APIS-412 | Documented the Fluid Analysis tab on Equipment Profile and the Polaris Lab Sample Data Nightly Job that synchronizes sample data. | |
| COEM-34 | Kubota Service Invoice Upload | Documented country routing by Company Location, nightly and manual transmission behavior, void handling, validation, and PDF reporting for United States and Canada locations. |
| COEM-215 | Kubota Syncron | Documented the Newly Added Location Transactional History File export on the Kubota Syncron Transmit tab. |
| COEM-310 | Documented Krone Agroparts Connect parts ordering configuration, the Validate and Submit to Agroparts transmit workflow, and OEM Parts Order logging for Krone transmits. | |
| COEM-367 | Added PO/Order Number Mapping section. Updated the Orders tab for Customer PO Number, configurable parts invoice mapping, and Customer Order / PO Number search. | |
| DOC-3497 | Documented when PAR128S prints for manual, John Deere DTF, Komatsu NPS, and Parts Pricing Profile price updates, and when OEM automated price file runs do not produce the summary report. | |
| DOC-3640 | Documented that John Deere warranty dates imported before 01/01/1975 are stored on the equipment profile as 01/01/1975 to prevent billing and work order errors. | |
| DOC-3642 | Updated Equipment Add Defaults help to clarify which equipment add paths use configured defaults, corrected the topic title and navigation naming, and replaced incorrect work order quick-add procedure content. | |
| DOC-3651 | Overhauled freight and fuel surcharge setup documentation for the current Freight and Ship Via screens, removed EVIA references, and updated Add Freight workflow and field descriptions. | |
| DOC-3669 | Parts Invoicing | Documented cancelled purchase order references in the Extended Price column |
| DOC-3697 | System Notification Email Address | Noted that the Vendor A/P Name, A/P Address and/or EFT Banking Information Change notification is not currently effective. |
| DOC-3704 | Documented that Miscellaneous Vendor vendors are paid by physical check only and are never included in vendor EFT payments. | |
| DOC-3711 | Documented ship-to address logic for miscellaneous customers on invoice preview and print, including mandatory transaction-level Ship To entry, IN STORE PICKUP in the ship-to area, and the sold-to layout. | |
| DOC-3740 | FileBound Overview | Added Updating and Posting FileBound Vouchers section. |
| DOC-3750 | Documented that the JDLink Group field and manual GPS tab JDLink association are no longer used for telematics. Added guidance to configure JDLink through AEMP Telematics instead. Removed GPS tab mapping references from the JDLink setup topic. Added ASL Group ID description. | |
| DOC-3787 | Running a 1099 Form Print | Clarified where dealers can obtain IRS-standard 1099 forms for printing. |
| DOC-3971 | Updated Vendor Parts Order printing to document that the POR38231 report is sent to the Data Portal when the PDF checkbox is selected. Added Data Portal access note for security switch 505. Rewrote the Data Portal intro as a centralized repository for system-generated reports (real-time billing, Aged Trial Balance, vendor parts orders, and others). | |
| DOC-4002 | Separated automatic and optional G/L preliminary reports, corrected optional report warnings on the preliminary and month end screens, and aligned report descriptions between both topics. | |
| DOC-4036 | Cloud Server Maintenance Window | Updated the backup retention days to 30. |
|
DOC-4045 |
Documented Primary Supplier logic, including how saving a primary alternate supplier updates the main Profile tab cost, cost code, and vendor with the Net Calculated value. Clarified Net Calculated, currency exchange, and cost code behavior on alternate supplier records. | |
| DOC-4047 |
Configuration: Parts Highlighting Configuration: Parts Requisition Highlighting Add Highlighting/Change Highlighting - Parts Requisition Highlight Parts Invoicing Details, Ship Confirm Details, or Work Order Parts Requisitions Details |
Documented serial numbers and stock numbers excluded from the Sold to Machine in Last XX Days parts requisition highlighting lookup, including performance guidance for non-equipment units. Clarified that configured highlighting applies to Parts Invoicing Details or Work Order Parts Requisition Details only—not the Executive Summary. Updated parts requisition highlighting UI description. |
| DOC-4049 | Technician Service Scheduling | Added Road Technician section. Documented road technician setup, Road Tech calendar, branch location on work order blocks, and unassigned sidebar configuration using road non-real technicians. |
| DOC-4052 | Configuration: Profit Centers | Added profit center deactivation prerequisites, chart of accounts dependency checks, and consolidated pre-deactivation verification guidance on the Profit Centers topic. |
| DOC-4058 | Corrected Transmit Warranty Transactions and Transmit Internal Transactions on the AvaTax Location tab. | |
| DOC-4068 | AvaTax: Offline Logging | Added AvaTax Communication Log Report section on the AvaTax Logs tab. Documented Calls Made, Calls Avoided, Avoidance Percentage, the 12-month reporting period, monthly totals by system, and ACLR PDF column descriptions. |
| DOC-4069 | Targit | Expanded URL field guidance for TARGIT Cloud and customer-managed TARGIT Anywhere deployments. |
| DOC-4070 | Creating a Purchase Order from a Parts Invoice | Consolidated with Advanced Ordering configuration. Revised procedure for clarity. |
| DOC-4088 | Documented how Real-time Billing determines the billing date. | |
| DOC-4093 | Classes | Removed obsolete EARNDEDN override text from the Account Number field description. |
| DOC-4096 | Configuration: Location Settings | Consolidated the configuration procedure to reference the Screen Description section. |
| DS-23604 | IntelliDealer Batch Jobs | Documented the Billing Queue Run Job, including scheduling guidance for Real-time Billing. |
| DS-23848 | Job Scheduler: Batch Jobs | Added new section Maintenance Mode and Rescheduled Jobs. |
| DS-24025 | CNH My Fleet | Documented Technical Alerts and Operator Alerts fields on the VIN-level CNH My Fleet detail view. |
| IPS-7605 | Initial launch of the NextGen project includes Overview, Rollout to show the status of the screens, and new content for Chart of Accounts, and Customer Pricing. | |
| LA-1620 | Documented VitalEngage Text message templates configuration, template insertion in conversations, and the Allow Access to Add Templates in VitalEngage Text security switch. | |
| LA-1693 | Added Saving Message Drafts section. | |
| LA-1883 | Documented downloading a saved opt-in consent form PDF from the Consent Dashboard. | |
| OEM-3757 | Documented CNH DEP Price File tab and CNH DEP Price File batch jobs. | |
| OEM-3811 | Added Use New Transmit checkbox and added batch jobs. | |
| OEM-3836 |
Komatsu: Warranty Claim Submission |
Documented Komatsu warranty interface configuration, validate and submit claim workflow, attachments, warranty claim search (beta), and OEM Warranty Claims listing and create workflow. |
|
OEM-3855 |
Running Jobs Tab | Added Terminate for authorized VitalEdge employees on the Running Jobs tab. Documented Show all libraries, the Library column. |
| OEM-3910 | CNH: SRT Codes Lookup | Documented the SRT Basket for queuing CNH DEP SRT operations. |
| OEM-3904 | Documented Payment, Request Advance, and Logistics Update message types in the JD CGE Logs Message Type filter. | |
| OEM-3916 | Documented the Order Type field on OEM Equipment Details, populated from John Deere Complete Goods Events messaging. | |
| OEM-3969 | Kubota: Draft Claims Submission | Added that Canadian dealers see only the Comment tab in the draft claim Comments section. |
| OEM-3971 | Documented the Stihl USA Download button on Vendor Parts Order and Consolidated Parts Order for CSV export. Added the United States download workflow to Stihl Parts Order Download. | |
| OEM-4011 | Configuration: AEMP Telematics | Added Sany to the list of compatible AEMP Telematics OEMs and documented Sany setup. |
2026.08.003 PPU
| Ticket | Link | Description |
|---|---|---|
|
DS-23958 DS-23959 |
John Deere: Claim Submission | Added Labor Panel Fields and Battery Claim Type Fields sections. |
| OEM-3984 | Claas: Machine Online Order |
Added PO Vendor to Default Configuration tab. Updated the related help. |
2026.08 PPU
| Ticket | Link | Description |
|---|---|---|
| COEM-311 |
Kubota: Invoice Download Interface |
Added Usage Notes for configuration, manual import, voucher creation, and country-based API routing on Kubota Invoice batch jobs and for usage by Canadian Kubota dealers and clients. |
| COEM-346 |
Added content for new Equipment Inventory tab. Revised page with a section for each tab. Added more overview information. Added related batch jobs to the reference. |
|
| COEM-427 | Configuration: Equipment Inventory Transmit | Renamed from Equipment Inventory Feed to Equipment Inventory Transmit. |
| COEM-347 | Stihl Parts Order Download | Added Configuration Tabs, Ship Via Methods, and Vendors sections and tabs for Canada (6235) and USA (6438). |
| COEM-365 | Added info for the Cancellation Reason drop-down list for cancelled orders on the Update JD eCommerce screen. | |
|
DOC-3159 DOC-3160 DOC-3161 DOC-3162 DOC-3163 DOC-3165 |
Running a Vendor Labels Report Running a Parts Vendor Listing Report Running a Parts Vendor Labels Report Accounts Payable - Outstanding Report Accounts Payable - Outstanding Aged Report |
Added details about running reports. Removed printer fields from the Run Parameters modules. |
| DOC-3716 | AvaTax: Parts | Updated the page and added clarifications. |
| DOC-3759 | Updated legacy references to alias account management. Added cross-references to OEM alias configuration. | |
| DOC-3831 | Updated OFC Reclass documentation to align with current best practices. | |
| DOC-3830 | Added overview documentation for Consolidated Parts Ordering, including when to use the feature, workflow, setup, OEM transmit support, and common issues. Added cross-references from related parts ordering topics. | |
| DOC-3976 | Added process for clearing and deleting in-progress authorization records. Added a cross-reference from A/R Agency. | |
| DOC-3986 | Updated screenshots. | |
| DOC-4000 |
Configuration: Point of Sale Data Transmit |
Added and updated content for AGCO. |
| DOC-4012 | Added a note that the Configure Printer Files link on the Utilities screen is not available to ASP (hosted) dealers. | |
| DOC-4013 | Legacy Running Jobs | Added info around batch job queue order, and details around the Held or Waiting status. |
| DOC-4015 | Printer Output | Corrected the content and updated the screenshot. |
| DOC-4026 | AvaTax: Work Orders and Work Order Quotes | Added procedure for correcting codes on a requisition. |
| DOC-4036 | Cloud Server Maintenance Window | Updated the backup retention. |
| DOC-4053 | AvaTax: Offline Logging | Added information on the purpose of the AvaTax Communication Log Report on the AvaTax Logs tab. |
| DOC-4058 | Corrected Transmit Warranty Transactions and Transmit Internal Transactions on the AvaTax Location tab. Documented work order defaults, save confirmation, Avalara transmission behavior, and internal customer rules. | |
| DS-23515 | John Deere: DTF | Added troubleshooting information for stuck Deere DTF Send and Deere DTF Receive batch jobs, and timeouts. |
| DS-23651 | Upload Parts Cross Reference File | Page clean up and clarification. |
| DS-23729 | Invoice History Listing | Added Integrated Rental to the Full Text Search. |
|
DS-23778 |
Added Security section for Parts Month End menu access and screen buttons. | |
| DS-23794 | John Deere Complete Goods Events | Updated Update Options on Invoice Event and the Invoice event description for invoice option updates that write both equipment options and master Base & Options records. |
| DS-24036 | AvaTax: Work Orders and Work Order Quotes | Documented AvaTax Actual and Quoted tax calculations for work order quotes, printed quote tax when quoted totals match actual or are overridden, and per-line surtax guidance for Florida dealers. |
| IPS-7169 | Updated AvaTax Audit Information Tab section with additional information. Added AVATAX AUDIT JOBS to IntelliDealer Batch Jobs - Complete Reference. | |
| IPS-7286 | Linked Inspections | Added information on un-linking inspections when a stock number is removed or changed on an equipment invoice. |
| IPS-7315 | Configuration: FileBound | Added new checkbox Require Vendor Match to Auto-Close. |
| IPS-7521 | System Settings: Location | Added the Invoice Visual Refresh PDF Format section under Real-Time Processing. |
| OEM-3878 |
Updated SFI documentation for SFTP transmit migration: added Use New Transmit field, Processing section, and nightly job details. Added Satisfyd Transaction Transmit to the batch jobs reference. |
|
|
OEM-3882 |
CNH CSPS Shipment Details Inquiry | Updated info on tracking behavior for CNH CSPS shipment details. |
| OEM-3892 | Added the Transmit Ready for Pickup/Ready to Ship when Payment Received option on the Settings > General tab. Updated order and return customer assignment in the process overview. | |
| OEM-3895 | CNH My Fleet | Added info for the linking to the Equipment Profile under the Serial Number field. |
| OEM-3911 | CNH DQR Inspections | Updated Dealer Number drop-down description for CSPS-authorized dealer number filtering. |
| OEM-3970 | Added info for Wells Fargo CCR, CHK, DAC, and MTS EFT formats, including configuration fields, and EFT format codes. | |
| PI-1895 | Added the Price Update Contacts button and configuration screen content. | |
| PI-1993 | Customer Care: Email Logs | Added the Recipient column on the Cloud Emails tab side sheet. Added section on the SendGrid Activity Logs tab. |
| PI-2217 | 832 - Product Support - Parts Price Update | Added security switch Manage Price Update Contacts. |
2026.07 PPU
| Ticket | Link | Description |
|---|---|---|
| APIS-316 | Added full feature documentation. | |
| COEM-119 | John Deere: Equipment Upload Configuration |
Equipment transmit now uses an request driven event queue. Removed Deere Equipment Upload - Manual from IntelliDealer Batch Jobs. |
| DOC-1987 | Improved layout and updated content with current cross references. Added metadata. | |
| DOC-2425 | Trial Balance | Improved layout and updated content with current cross references. Added metadata. |
| DOC-2428 | Rental Counter - Functionality | Added new section Rental Record Retention describing retaining and purging rental contracts. |
| DOC-2495 | IntelliDealer Settings | Improved layout and updated content with current cross references. Added metadata. |
| DOC-2566 | Updated system settings references. | |
| DOC-3446 | Equipment Invoicing: G/L Defaults | Added information for Depreciation Account field. |
| DOC-3963 | Content updates to Company Level Keywords. Added Limit Number column for each keyword table. | |
| DOC-3968 | Improved layout and updated content with current cross references. Added metadata. | |
| DOC-3972 | Added information and configuration considerations on the FileBound Jobs that run in batch. | |
| DOC-3974 | Equipment Profile | Updated references that previously mentioned "options" when it should be "attachments" |
| DOC-3977 | Claas Service Office Pro (SOFF) | Updated content with additional technical infomation. |
| DOC-3978 | Updated references to legacy prerequisites and Scheduled Jobs for standalone dealers. | |
| DS-18287 | Worldpay: Daily Usage | Added note about re-authorization. |
| DS-19275 | Updated field information and screen shots. | |
| DS-23200 | EFT Format Codes | Added codes for EFT formats. |
| DS-23613 | Equipment Listing | Updated the screen-shot, the existing field documentation, and added missing hidden column content. |
| DS-23650 |
Creating a New Rental Contract Parts Analysis - Method Screens Parts Invoicing Details, Ship Confirm Details, or Work Order Parts Requisitions Details |
Updated wording on Parts screens where the On Order field is described to clarify that back-ordered quantity is included in the quantity. |
| DS-23682 | Updated the description of the Taxation Of Trade-in AvaTax drop down. | |
| DS-23771 | CNH: Credentials | Added info on editing credentials and Generate New Password button. |
| IPS-7020 | Add Currency/Change Currency | Renamed the Foreign Exchange Bank Account field to Foreign Exchange Gain/Loss Account. Updated and revised related content. |
| IPS-7056 | InspectionPlus Assign Service | Updated content and screen shots. |
| IPS-7169 | AvaTax: Offline Logging | Added new AvaTax Audit Information Tab section. |
| IPS-7414 IPS-7415 IPS-7440 |
IntelliDealer Main Files and Descriptions | Added new log files (LOGPRUC, LOGWQYH and LOGPSOP). |
| IPS-7445 | System Settings- Division | Added Margin Worksheet Use Original Cost for New Units. |
|
LA-1755 |
Added Daily Email Limit dropdown and section on Alert Settings. | |
| LA-1820 | Added new content for the Consent Dashboard. Added new batch job VitalTextBulkEmailJob. Updated related links. |
|
| OEM-2333 | Vermeer Parts Ordering | Created page for Vermeer Parts Ordering. |
| OEM-3218 | AGCO Shop B2B | Created page for AGCO Shop B2B interface. |
| OEM-3669 | Updated credit capture details during the invoicing process. | |
| OEM-3780 |
Worldpay: Surcharging using Fee Assist |
Created new page for Worldpay Surcharging. Updated existing pages with new configuration fields. |
| OEM-3856 | Added section on the Keys tab. | |
| OEM-3875 | Configuration: AEMP Telematics | Added info for the Serial Number Match Field, and PIN matching for Generic AEMP OAuth 2.0. |
2026.06.005 PPU
| Ticket | Link | Description |
|---|---|---|
| APIS-316 | New feature page and related security switch. |
2026.06 PPU
| Ticket | Link | Description |
|---|---|---|
| COEM-113 | CNH DEP eWarranty Vehicle Lookup | Updated section on the Invoice Detail Report section. |
| COEM-317 |
Configuration: CNH DEP eWarranty Vehicle Lookup |
Updated CNH interfaces for the consolidated log-in credentials screen. |
| COEM-356 | Added new page for Equipment Inventory Feed configuration. Added new batch job to the reference. | |
| DOC-3805 | Month-End and Year-End Procedures | Revised the content for better organization. Added hyperlinks to procedures. Added task checklists at the end of the page. |
| DOC-3929 | Files | Updated Join Types table and field definitions. |
| DOC-3934 | Service Requests | Added content for the Synchronize button. |
| DOC-3935 | Customer Pricing Record | Updated information around the PARTMAST file. |
| DOC-3947 | Rental Availability | Updated data source. |
| DOC-3948 | Troubleshooting Printers | Updated printer troubleshooting. |
| DOC-3953 | Noted that the Customer: entityID value is John Deere's customer number. | |
| DOC-3960 | Import | Added note about picpak rules and rename behavior. |
| DOC-3961 | Updated Alert Management System with VitalEngage Text details. |
|
| DOC-3962 | Customer Care: Email Logs | Added note on Cloud Emails tab still being developed. |
| DOC-3964 | Parts Profile: Edit | Added note for Average Cost field. |
| DOC-3965 | Starting a Writer that has Ended | Updated verbiage and screen shots. |
| DS-23017 | Work Order Reversal | Updated info around Real Time Billing and the reversal process. |
| DS-23232 | Service Request | Added detail to Extended Description field. |
| DS-23346 | Komatsu Parts Order Transmit | Updated the Dealer Code field. |
| DS-23402 | Daily Cycle Count | Added clarifications to the fields. |
|
IPS-7340 IPS-7341 |
Added info around InspectionPlus related options. | |
|
IPS-7355 |
IntelliDealer Main Files and Descriptions | Added new log files. |
| IPS-7373 | Moved Reprint Parts Month End from Parts Reports to Parts Month End. | |
| LA-1612 | CRM Gatekeeper | Added section on Import Descriptions. |
| LA-1692 | VitalEngage Text Window | Added Message Signature option. |
| LA-1752 | VitalEngage Text: Consent Dashboard | Updated the title of the screen. |
| LA-1756 | Added section on Scheduler Settings. | |
|
OEM-3639 OEM-3731 OEM-3726 OEM-3730 OEM-3731 |
Added info for screen tabs and functions. | |
| OEM-3734 | Configuration: CNH Data Exchange Platform | Added info around the 6 month retention period via Azure Eventhub |
| OEM-3794 | John Deere Complete Goods Events | Added info on the Update Units Sold checkbox. |
| OEM-3808 | John Deere eCommerce: Orders | Added Payment Method field. |
| OEM-3816 | John Deere: SMO | Added section on the Excluded Divisions tab. |
|
OEM-3831 DS-23536 |
Ditch Witch Invoices | Added note about Invoice Date and Due Date. |
| OEM-3860 | Wells Fargo Receivables Manager | Added note on Private Key Password field. General page updates. |
2026.05 PPU
| Ticket | Link | Description |
|---|---|---|
| COEM-118 | CNH CSPS Claim Entry | Added page for CNH CSPC Claims Entry function. |
| COEM-261 | Configuration: John Deere Dealer Rewards | Added Work Orders tab and missing content. Updated screenshots |
| DOC-1919 | Added overview information, required feature, required security, etc. Similar updates to related files. | |
| DOC-3848 |
Configuration: Equipment Profile Update Supplier Invoice Amount |
Reorganized and updated content. |
| DOC-3853 |
Executive Summary: Edit View Properties Accounts Receivable: A/R Outstanding |
Called out screen dependency on external APIs. |
| DOC-3854 | Added further details for when Description, Cause, Complaint or Correction are locked. | |
| DOC-3869 | Updated the description of Hours 2 field. | |
| DOC-3897 | Data Portal | Updated table and report information. |
| DOC-3901 | Updated information about emails for interfaces. | |
| DOC-3905 | Systems - Work With System Access | Updated the list of all systems. |
| DOC-3911 | Internal Accounts Receivable Credit Check System Overview | Updated information around deprecated process for Special Credit Checks. |
| DOC-3914 | John Deere Complete Goods Events | Updated description of Use Mixed Case Descriptions field. |
| DOC-3932 | Traffic: Attachments | Corrected the Datasource. |
| DS-19161 | Clarified the usage precedence of the AvaTax Entity Code fields. | |
| DS-23305 | Laser Overlay | Added info around overlays and InspectionPlus. |
| DS-23113 | Equipment Profile | Clarified what happens when changing some fields. |
| DS-23366 | Configuration: MyKomatsu Integration | Updated field description for Identity and Shared Secret. |
| DS-23400 | Noted that the From field is read-only. | |
| IAAD-82 | Real-time Billing Queue | Updated content and screenshots. |
| IPS-7246 | Clarified required access. | |
| LA-982 | IntelliTech Setup | Removed Sign Off Prompt and Sign Off Default fields. |
|
LA-1617 LA-1618 LA-1671 |
New security switch added for bulk emails requesting opt-in consent. New page for dashboard. | |
| OEM-1693 | Reorganized, revised, and updated content. | |
| OEM-3584 | A/R Agency | Added "Credit Card Processing Overview" section. |
| OEM-3769 | John Deere MST/SPG | Added new page for John Deere MST/SPG interface function. |
| OEM-3772 | John Deere: SMO | Added Salesperson Mappings tab, and updated other content. |
| OEM-3767 | John Deere Quote II | Updated page for John Deere Quote II interface function. |
| OEM-3768 | John Deere ERS | Added new page for John Deere ERS interface function. |
| OEM-3770 | ESCO | Added new page for ESCO interface function. |
| OEM-3776 | Added new page for configuring Payworks Import, and added usage information. | |
| OEM-3778 | CNH NGPC Start Digits | Updated content to match revision of screen. |
| OEM-3799 | John Deere Complete Goods Events | Added Update Options on Invoice Event checkbox. |
| OEM-3805 | Volvo: MQ Client | Created page for Volvo: MQ Client interface. |
2026.04 PPU
| Ticket | Link | Description |
|---|---|---|
| COEM-38 | CNH DEP eWarranty Claim Submission | Added success message display for claim submission and documented the Correct Claim button functionality. |
| COEM-97 | Kubota Syncron | Added a new Error Notification configuration field to the Kubota Syncron screen, enabling one or more users to receive email alerts when the Smart Supply import job fails. |
| COEM-108 | Warranty: Work Order Segments | Added note on status visibility for Kubota draft claims on a work order. |
| COEM-186 | IntelliDealer Batch Jobs | Krone Parts Locator job added to the list. |
| COEM-212 | Komatsu: Retail Sales | Added functioning re-directs for Transmit and File History tabs. |
| COEM-281 | Krone: Parts Ordering | Created page for Krone > Parts Ordering. |
| DOC-2627 | Rental Control Setup - Billing/Invoice | Updated the Print Invoices In Billing Run description to clarify that this setting will control the generation and posting of invoices during a billing run, rather than just the printing function. |
| DOC-3708 | Real-time Billing System | Updated the Real-time Billing help documentation to clarify the hierarchy between location-level and user-level security settings, and corrected misleading information by indicating that Real-time Billing for Parts is not currently available. |
| DOC-3832 | Tips and Tricks for Parts Inventory Accuracy | Added helpful tips to improve parts inventory accuracy. |
| DOC-3870 | AvaTax: AvaTax Interface | Added guidance for updating the Avalara AvaTax license key, including immediate disconnection behavior, risk of transaction gaps, and recommended timing and steps to safely apply the change. |
| DOC-3871 | Exchanging a Rental Unit | Added clarification on how rental unit exchanges handle billing, credits, and utilization, ensuring revenue and reporting are correctly attributed to the replacement unit. |
| DS-21231 | System Settings - Division | Added missing option for Show Equipment Parts History Link. |
| DS-21570 | Add a Location | Updated the Add A Branch page to Add a Location. |
| DS-22334 | Setting up Freight Parameters for a Branch Location | Added validation note restricting freight parameter configuration to active part numbers and performed minor content cleanup for clarity. |
| DS-22881 |
Equipment Invoicing or Quoting: Memos |
Updated VESign Status to include frequency of status checks. |
| DS-23185 | AvaTax: Work Orders | Noted that the Entity Use Code cannot be modified during work order updates. |
| DS-23188 | Configuration: Vendor EFT | Added configurable “Entry Description” field (default “EFTPAYMENT”, max 10 characters) to the Vendor EFT Nacha_1–10 screen for type ‘5’ records. |
| DS-23190 | Configuration: Vendor EFT | Added information on Display Descriptive Date as Alphanumeric checkbox. |
| DS-23274 | Trial Balance Report | Updated Trial Balance help documentation to include CNH-specific requirements, adding Destination Name and clarifying Dealer Code as mandatory fields when CNH is selected. |
| DS-23356 | John Deere Complete Goods Events | Added info on the Group Code Mappings tab. |
| IPS-4853 | Added naming conventions for files in a zipped archive. | |
| IPS-7085 | InspectionPlus Assign Service | Added info on the All Steps In One Segment toggle. |
| IPS-7163 | Vouchers: Non-Batch | Updated the Source and Invoice Number fields to align with Filebound behavior. |
| IPS-7210 | Equipment Invoicing: G/L Defaults | Added note on invoicing logic for Release and Bill History buttons and in progress InspectionPlus forms. |
|
IPS-7084 IPS-7206 IPS-7207 IPS-7229 IPS-7241 IPS-7243 |
Linked Inspections | Added information on the process for Equipment Invoicing and Traffic ticket functionality, including non-started inspections and adding a stock number. |
| IPS-7272 | Added section on No Service List toggle and multimedia requirements. | |
| LA-1594 | Added VitalEngage Text Consent Branding page. | |
| OEM-2144 | Created page for BRP: Invoices tab and Price File tab in BRP > Interfaces. | |
| OEM-3121 | Terex Retail Sales: Configuration | Removed reference to Use New Transmit Process checkbox. |
| OEM-3152 | Configuration: CNH Data Exchange Platform | Added section on Historical Data Transmit tab. |
| OEM-3200 | Configuration: Vendor EFT | Removed references to discontinued legacy EFT formats. |
|
OEM-3387 OEM-3389 OEM-3489 OEM-3403 OEM-3490 OEM-3491 OEM-3495 OEM-3497 OEM-3698 |
John Deere: Warranty | Added info on new sub tabs in Configuration > John Deere > Warranty. |
| OEM-3693 | Parts Invoicing Details, Ship Confirm Details, or Work Order Parts Requisitions Details | Added note on third party card payment processing. |
| OEM-3666 | Shopify: Configuration | Added configuration options to support switching between Legacy (REST) and GraphQL methods for Shopify order import. |
| OEM-3695 | Added switch for Access JD GC Event Logs and new page for CGE Logs. | |
| OEM-3714 | Running Jobs Tab | Created page for Running Jobs tab at Administration > Settings > Batch Jobs. |
| OEM-3717 | Trigger Check | Added new page. |
| OEM-3735 | John Deere eCommerce: Orders | Added Extended Description information. |
| OEM-3736 | Configuration: CNH Data Exchange Platform | Upload page and Updated CNH Data Exchange Platform configuration screenshots to reflect newly introduced buttons. |
|
PI-1954 PI-1980 PI-1990 |
Customer Care: Email Logs | Updated help for two tabs on the screen. |
2026.04.001 PPU
| Ticket | Link | Description |
|---|---|---|
| LA-1594 | VitalEngage Text: Opt-in Form | Added new page. |
| OEM-3749 | Configuration: MyKomatsu Integration | Added information on Include On Order parts in Availability checkbox. |
2026.03.004 PPU
| Ticket | Link | Description |
|---|---|---|
| OEM-3672 | Configuration: MyKomatsu Integration | Added information about 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-165 | CNH Credentials | Added new page. |
| 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. |