This section lists documentation updates for IntelliDealer:
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. |