This section lists documentation updates for IntelliDealer:
2023.12.001 Hotfix
| Ticket | Link | Description |
|---|---|---|
| OEM-2642 | Kubota: Price File Update | New content for Price File Update feature. |
2023.11 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1783 | Cloud Server Maintenance Window | Converted PDF to HTM content so it can be found in search results. |
| DOC-2761 | Customer Profile | Added details to A/R Type Parameter, and the section A/R Type Profile. |
| DOC-2763 | Word Wrapping on Accounts Payable Checks | Added page based on Knowledge Base article. |
| DOC-2762 | Inventory Count vs Inventory By Bin | Updated documentation around difference between Count vs By Bin inventory counts. |
| DOC-2798 | Customer Master Sold To Name & Address | Updated the scope of what the utility updates. |
| DOC-2800 | Added updated help pages for these A/P reports. | |
| DOC-2828 | Jacket Tab | Noted that criteria for History button to show. |
| DS-18947 | Configuration: Terminals | Reorganized page and added some details. |
| DS-19572 | John Deere: SVAP | Updated with Service Bus Name parameter and new screenshot. |
| DS-19647 | Added new page "Internal Accounts Receivable Credit Check System Overview" and noted that this feature is not supported by the Integrated Rental implementation. | |
| IPS-4629 |
Added page for Full Database Reorganization and System Notification Email Address, and content for related security switch. Updated the Web Admin security page and added hyperlinks to content. |
|
| IPS-5721 | Equipment Profile: Base & Options | Updated with edit instructions and added required security switch. |
|
IPS-5787 IPS-5789 |
Close Accounts Receivable Month End | Updated screen description and behavior. Added required security switch. |
| LA-687 | Customer Profile | Updated screen shots for new Individual profile type. |
| LA-699 | Added note regarding customers with active IR contracts. |
2023.10 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1380 | Rental Availability | Updated the data source. |
| DOC-2796 | Text Connect | Updated the requirements. |
| DS-15494 | Noted issue with opening multimedia while extensions are on. | |
| IPS-3305 | Customer A/R Agency Security | Updated the data source. |
| IPS-3456 | Updated Suppress MyDealer Pricing field description. | |
| IPS-5050 | Run Parameters | Added Run Date field to Outstanding and Outstanding Aged. |
| IPS-5687 |
Updated fields to new Display Name/Description. Added new page of hardware guidelines. |
|
| IPS-5765 | System Settings | Added near Deere DFT field information. |
| IPS-5788 | Close General Ledger Period | Reworked the G/L month content, documented the new feature and added security switch info.. |
| IPS-5826 |
Added the Access Date format security switch. Added the switch info to the My Profile page. |
|
| IPS-5834 | Multimedia | Added classification 'EDS' under multimedia. |
| LA-598 | Invoicing Write Back | Added new heading on Scheduled Depreciation. |
| LA-648 | Equipment on Rent | Updated field names to align with architecture update. |
| OEM-2508 | Kubota Syncron | Added new draft pages for beta release of Kubota Syncron. |
2023.09 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1308 |
Perform Equipment Base/Option Update Bobcat Base and Options Import Bobcat Base and Options: Configuration |
Updated content. |
| DOC-1396 | Maintenance Tables | Updated the description in the COTAB1 table for the Country Company Located In field. |
| DOC-1402 | Inventory Count | Updated content and streamlined TOC. |
| DOC-2670 | Exceptions Report | Added data source and screen description table. |
| DOC-2717 | Alias Account Upload | Added detail around how to activate and use the Alias Account Upload option. |
| DS-17695 | Added new note around best practices for using Point-of-Sale devices that require a signature. | |
| DS-19465 | My Profile | Added note on forced formatting of date in '-' (dashes). |
| DS-19535 | Check Run | Added note on limit for vouchers on a single check reversal. |
| IPS-4638 | System Settings - Division | Updated content. |
| IPS-4851 | Messages | Noted that messages can be sent from the IntelliDealer system. Related page clean up. |
| IPS-5674 | Updated Record Activity field name and added missing files. | |
| LA-671, LA-699 | IR Guide - GUI Integration | Added warning about lockout by division, added info about data from the comment field being part of what is sent to Integrated Rental. |
2023.08 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1403 | Equipment Listing | Provided more detail in the description of From/To Serial Numbers. |
| DOC-2679 | Bank Reconciliation - Checks | Updated formula for Unreconciled Difference field. |
| DOC-2704 | My Profile | Date Format option added. |
| DS-18149 | Executive Summary: Select View | Updated field description for Open Requisitions and Sales Order Aging. |
| DS-19241 | General Invoicing - Customer Details | Added overview information about totals balancing to zero and accounts. Also some content reorganization and added hyperlinks to related content. |
| DS-19353 | Parts Profile | Avatax Use Exemption field now includes link to Ava Tax documentation. |
| IPS-5553 | Batch | Added new label for last field. |
| IPS-5686 | Parts Quoting - Multimedia UI | Added Multimedia tab switch options. |
| OEM-2518 | John Deere Expert Services Configuration | Directed the reader to John Deere for instructions to obtain credentials. |
| OEM-2596 | Added details about Offer Partial Payment. |
2023.07 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1345 | IntelliTech Scheduled Work Orders | Updated IntelliTech time card information. |
| DOC-1374 | Performing a Bank Reconciliation | Removed reference to Time Balance Entry that has been removed from the UX. |
| DOC-1404 | Equipment Profile | Added detail to the 'Quote' status in the Status section of the field descriptions. |
| DOC-1680 | Create and Edit News | Added image dimensions for news items. |
| DOC-1781 | G/L Journal Upload | Consolidated and clarified content. |
| DOC-1836 | Price Update Step-by-step | Ported PDF document to HTML, added note that the Price effective date offset days if applicable to John Deere only. |
| DOC-2027 | Current Fiscal YTD - Total/Customer Profitability | Added clarification to the summarize by Salesperson option. |
| DOC-2028 | System Settings - Division | Added Print Check# On Journal Details. |
| DOC-2269 | Added information about when data is purged. | |
| DOC-2291 | Parts Month End Warning Email | Rewrote details on how to configure Parts Month End Warning Email. |
| DOC-2624 | Configure Printers (New) | Added clarification for print settings. |
| DOC-2625 | Customer Profile: Rental & Service | Added data source. |
| DS-19261 |
Updated screens and wordings. Added information on new configuration tabs for Wholegoods, which is pending vendor certification. |
|
| IPS-5399 | System Settings - Location | Completed draft of all fields. |
| IPS-5610 | Configuration - Freight - Add Wireless Inventory Control | Field option changed from 'both' to 'All'. |
| OEM-2466 | ARI PartStream - Brand Mapping | Added page on the Brand Mapping tab in ARI PartStream interface. |
2023.06 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-2185 |
Added Overallowance Amount field to Equipment Quoting. |
|
| Added behavior description for invoice. | ||
| Added behavior descriptions for invoice and accounting. | ||
| Added details to status descriptions for Margin Worksheet In/Out. | ||
| Added Equipment Attachments to the process description. | ||
| Set Worldpay as the Cash Code for MyDealer Customers | Added new section for configuring MyDealer customers. | |
| DOC-2245 | Real-time General Billing System | Added a new page to describe how to set up and use the new General Billing System. |
| DOC-2493 | Password Reset | Updated password criteria. |
| DS-14288 | Management Information Report | Added descriptions to formulas. |
| DS-17895 | IntelliTech - Logged On | Updated the description of the conditions that cause the Machine Details Hours to flash red. |
| IPS-5522 |
Added a new sample report to the overview. Updated and cleaned up related page. |
|
| IPS-5536 | Updated to say that upon generating a Work Audit Report, the user is routed to the Data Portal. | |
| IPS-5634 | Financial Management - General Ledger | Added new security switches for Fixed Assets Multimedia. |
| LA-597 | Integrated Rental: GUI Integration | Added a screen shot to Equipment Invoicing section showing a locked to IR warning message. |
| LA-629 | Outstanding Details - Customer | Added Description column to the fields. |
| LA-645 | Customer Profile | Updated fields for Individual name. |
| OEM-2154 | Updated for point-of-sale devices. | |
| Changed Signature Pad to Point-of-Sale Device. | ||
| OEM-2440 | Added new help pages. | |
| OEM-2515 | John Deere eCommerce: Parts Invoicing | Described how the To Email setting can be configured with multiple addresses. |
| Parts Invoicing Details, Ship Confirm Details, or Work Order Parts Requisitions Details | Noted that using the Update JD eCommerce for a canceled order adds a warning to the order. | |
| UX-240 | Using Google Analytics with IntelliDealer or MyDealer | Updated the implementation instructions. Added migration instructions for users previously using Universal Analytics. |
2023.05 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1399 | Wireless Inventory Control User Guide | Added the Wireless Inventory Control User Guide to the Online help. |
| DOC-2252 | General Interface Configuration | Added page for Configuration > Interfaces > General. |
| DOCPI-39 | Reorganized the online help Table of Contents. | |
| LA-568 | Integrated Rental | Added Integrated Rental User Guide. |
| DS-15516 | Alert Type Overview | Added information that End of Warranty alert is not sent for traded units. |
| DS-17508 | Updated and cleaned up related pages. | |
| DS-17612 | Updating a Surplus Return | Added details about character limit for the Return Part for this Vendor field. |
| DS-18687 | Quick Adding a Part Profile from Within a Part Invoice | Added restriction for special characters in part numbers. |
| DS-18765 | Kubota: eCommerce | Added Kubota eCommerce instructions. |
| DS-18865 | Bank Reconciliation - Checks | Page clean up. |
| DS-19038 |
Komatsu New Parts System Setup Komatsu New Parts System Automated Price Update |
Updated note with the back up users that receive reports. Updated and cleaned up related pages. |
| DS-19049 | Creating a Payment Schedule | Added note on negative amounts. |
| DS-19082 | Adding a Work Order General Ledger Account | Updated page. |
| IPS-5409 |
Parts Order Parameters has been renamed Vendor Parts Order. Updated and cleaned up related pages. |
|
| IPS-5455 | ||
| IPS-5630 | Relabel Access Job Scheduler to Access Batch Jobs. | |
| OEM-2217 | Added instructions for Canadian setup, including French, and Daily Usage in Canada. | |
| OEM-2500 | John Deere eCommerce | Added information on new hyperlink to Parts Invoicing. |
| OEM-4499 | John Deere eCommerce | Added information on how discount information is now handled within JD eCommerce. |
2023.04 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1348 |
Multimedia Classifications: Customer Profile Multimedia Classifications: Equipment Profile |
Added clarity on different multimedia distinctions. |
| DOC-2420 | Equipment Profile |
Added information on Edit and Delete buttons. |
| DOC-2421 | Improvements to Equipment Profile configuration content. | |
| DOC-2461 | How to Change the Stock Number |
Added new page for How to Change the Stock Number on an Equipment Profile with the Status "On Order" or "Presold" |
| DOC-2492 | Adjusting Taxes for an Exemption | Added instructions for making an exemption adjustment. |
| DS-18857 | Kubota: Interface Configuration | Added new page. |
| DS-18968 | Vouchers Information | Added a note that you cannot void a voucher that is on hold. |
| DS-18970 | Configure Printers | Added Configure Printers (New) page. Revised existing content. |
| DS-18991 | Trial Balance | Removed line saying which feature must be enabled. |
| IPS-5337 |
Creating a new Equipment Invoice |
Updated with information about accepting deposits during Equipment Invoicing. Updated related content for clarity and completeness. |
| IPS-5345 | Deposit: Parts and Work Orders | Added content for new configuration screens. |
| IPS-5371 | PDF text/email - Equipment Invoice | Added information around the Email and Text PDF options within a print preview. |
| IPS-5386 | Authorization List for User Security | Removed Access to Cloud Printing. |
| IPS-5419 | New information on General Billing run functionality now configurable within IntelliDealer. | |
| IPS-5450 | Screen Tour | Added a bullet point about informational messages. |
| IPS-5460 | CDK Voice Connect | Updated configuration parameters. |
| IPS-5462 | Summarized Financials | Added information on All Profit Centers and Specific Profit Centers options for summarized financial reports. |
| LA-4 | Equipment Profile | Added screen shots showing what it looks like when a unit is locked to Integrated Rental. |
| OEM-2398 | Worldpay and Partial Approvals | New page explaining how to setup for partial approvals and daily usage scenarios. |
|
OEM-2461 |
Worldpay Setup | Newer devices do not support signature capture. |
| OEM-2480 |
John Deere eCommerce: Deposit Parts John Deere eCommerce: Parts Invoicing John Deere eCommerce: Parts Invoicing Default |
Added that clicking the hyperlink provides comment details. Also updated or added related John Deere eCommerce help pages. |
2023.03 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1674 | Service Requests | Added definition of disconnected status. |
| DOC-2075 | Equipment Profile | Noted that Class can be edited if Base code is miscellaneous (IPS-4728). |
| DOC-2215 | Updated and standardized Job Code import and description. | |
| DOC-2350 |
Added configuration instructions for John Deere Interface credentials. Updated AEMP instructions. |
|
| DOC-2402 | Third Party Users | Added details about Validate Password button, which was added in OEM-2327. |
| DS-14288 | Parts Report Overview | Reorganized the material to be easier to read. |
| DS-16229 | Rental Duration | Add that rental duration codes cannot be renamed when they are used in rental rates, contracts or invoices. |
| DS-17165 | Maintenance Mode | Described how maintenance mode can be scheduled during ASP maintenance hours. |
| DS-18390 | Cash Receipts | Added a warning about the security switch that enables multiple users to access the same batch. |
| IPS-5303 | Parts Requisitions | Added information on new hover over menu with Shop Parts Return terminal. |
| IPS-5355 | Service Requests: Customer | Related content clean up. |
| IPS-5398 | System Settings | Removed Use AEMP JD Link. |
| IPS-5419 | Added Generate Invoice and Create Invoice button information for new billing run function. | |
| LA-76 | Ship To | Updated with information about how the Ship To addresses behave in MyDealer. |
| OEM-2290 | JDSC Equipment Upload | General updates to page structure and content. |
| OEM-2347 | Trial Balance |
Related content clean up. |
| OEM-2378 | Updated to account for multiple locations being mapped to one Shopify store. | |
| OEM-2429 | Authorization List for Product Support - Service Work Order | Added security switch Access CNH eWarranty Claim Submission. |
| OEM-2433 |
John Deere eCommerce: Deposit Cash Codes Parts Invoicing Details, Work Order Parts Requisitions Details, or Ship Confirm Details |
Added instructions for using the Set Cash Code for Unconfigured Locations button. Content clean up on related page. |
| OEM-2436 | Job History Tab | Updated to reflect that Job History duration is now expressed as HH:mm:ss instead of ms. |
2023.02 PPU
To improve the IntelliDealer Online Help documentation, some legacy content has been removed.
| Ticket | Link | Description |
|---|---|---|
| DOC-1417 |
Updated Limited Profile Screen field. Added details about limiting data entry fields to Customer Profile. |
|
| DOC-2343 | Updated and corrected these pages. | |
| DS-13404 | Equipment Profile | Improved visibility on In and Out status types. |
| DS-18338 | Deposit | Added fields Deposit Overage Part Number and Deposit Overage Threshold. |
| DS-18480 | Open Work Orders | Added descriptions for hamburger icon menu in far right of header. |
| DS-18544 | Customer - Parts Invoicing Header | Added details to AvaTax Entity Use Code. |
| DS-18582 | Claas Parts Inventory Manager
Claas Parts Inventory Manager: Transmit Claas Parts Inventory Manager: Part Vendors Claas Parts Inventory Manager: Exclude Customers |
Added new Claas Parts Inventory Manager pages. |
| DS-18614 | CNH Parts Catalog 4.0 | Corrected the required feature number. |
| DS-18622 | Billing Run/Billing Run Preliminary | Added note reminding users to performing a billing runs to clear out parts in 'Invoiced' status. |
|
IPS-5176, |
Added new help for Printer Output. | |
| IPS-5356 | Installation and Setup | The Avalara Tax General Ledger Account configuration has moved to Configuration > Interfaces > AvaTax. |
| IPS-5395 | Management Central: Utilities | Added information for new Data Reporting control switches on Switch 505: Management Central. |
| IPS-5418 | Message Screen | Subject field updated. |
| IPS-5425 | Removed details about automatic emails being sent when the Vendor Profile is changed as this functionality, delivered in IPS-5214, has been disabled. | |
| OEM-2292 | Kubota Model Verification | Added new page for Model Verification report. |
| OEM-2308 | John Deere Expert Services: Quotes |
Added new John Deere Expert Services pages. Updated configuration page. |
| OEM-2363 | Vermeer Part Sales Transmission: Configuration
Vermeer Part Sales Transmission: Credentials Vermeer Part Sales Transmission: Part Vendors Vermeer Part Sales Transmission: Vendors |
Added new Vermeer Part Sales Transmission pages. |
| OEM-2335 |
Shopify - Location Shopify - Update |
Added documentation for Shopify integration. |
| OEM-2373 | CNH eWarranty Claim Submission | Added Section 8 of the setup process. |
| OEM-2400 | ARI Parts Stream | MyDealer change: ARI Parts Stream documentation added, information on 'Manufacturer' field and ARI Parts Stream 'Brand Name' parameter. |
| OEM-2430 |
JD eCommerce: Default Customers |
Created pages for John Deere eCommerce, Added detail on how to use JD eCommerce from Parts Invoicing button. Also added button information to the general screen fields. |
2023.01 PPU
| Ticket | Link | Description |
|---|---|---|
| Elead CRM Integration | Added introduction to Elead. | |
| DOC-1725 | Avalara Implementation Guide | Revised and updated the Avalara Implementation Guide. Replaced green screen images. Removed out of date content. Also added hyperlinks into the guide from other help screens. |
| DOC-2253 | Maintenance Mode | Updated content replaces the PDF file for Maintenance Mode. |
| DS-15734 | Data Miner | General content clean up and edits. No behavioral changes. |
| DS-16700 | Work Order Assignment | Updated content. |
| DS-18625 |
On User Profiles page, added details of behavior when a single user is deleted from a group with the same name as the user. |
|
| DS-18639 | Komatsu NPS: Automated Price Update Settings | Updated screen shot of Automated Price Update Setting. General edits. |
| DS-18655 | About the Rental Rate Authorization System | General content clean up and edits. No behavioral changes. |
| DS-18677 | Printing a Work Order | Added a statement about when the Complaint, Cause and Correction is printed on a work order. |
|
IPS-5057 IPS-5319 |
Updated to include Text PDF button, and general updates. | |
| IPS-5214 | Added details about automatic emails being sent when the Vendor Profile is changed. | |
| IPS-5215 | My Profile |
Updated My Profile to include BCC and for improved UX. Also includes related content updates. |
| IPS-5306 | System Settings | Removed field for Internal Customer. Other edits and content updates. |
| OEM-2251 | ARI Part Stream | Updated the setup process to include new tab screen shots and additional steps. |
2022.12 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-2134 | Update Parts Cross Reference File | Updated to add CSV format and samples |
| DS-18469 | Work Order Adjustment Mass Change | Added note concerning transaction limit. |
| IPS-4541 | Customer - Work Order Header | Updated description of Hours field. |
| IPS-5182 | Customer Profile | Added field Do Not Share PI |
| IPS-5186 | Service Supervisor - Summarized selection | Added note on the Summarized field being select by default on the Scanned tab and the Scanned WIP Labor tab. |
| IPS-5188 | Message | Updated subject in Message table. |
| IPS-5189 | Product Support - Parts Invoicing | Added field Allow tabbing to Issue and Price fields |
| IPS-5190 | Product Support - Rental Counter | Updated description for default responsible salesperson throughout the system. |
| IPS-5191 | Parts Invoicing Details | Added fields: Apply Promotional Pricing and Add'I MyKomatsu Info |
| IPS-5198 | Open Work Orders | Updated page for UI updates in IntelliDealer |
| IPS-5227, IPS-5309 | Add ability to select cash codes rather than G/L Defaults for Equipment Invoicing payments. Updated screen shots, process updates, and system changes. | |
| OEM-2345 | Alias Account Management |
Added a new page |