This section lists documentation updates for IntelliDealer:
2024.12.001 PPU
| Ticket | Link | Description |
|---|---|---|
| DS-20537 | Vendor EFT | Added new fields: Balance Source, Use Record Count as Block Count, and Include Addenda Count in Detail Records position 55-58. |
2024.11 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-3267 | Bins | Updated configuration setting information. |
| DOC-3324 |
InspectionPlus On-Demand Forms |
Various updates and enhancements to InspectionPlus online help. |
| DOC-3327 | Work Order Reversal | Added details about how work order reversal uses real-time billing. |
| DOC-3328 | Provided greater detail for the Use Average Cost for Parts field. Also revised and edited the page. | |
| DS-20745 | Updated home page image requirements. | |
| IPS-6526 | System Settings: Location | Reordered location fields from the General settings to new Location Fields table. |
| IPS-6554 | Security Switch 923: InspectionPlus | Added info around new switches for InspectionPlus. |
| IPS-6575 | FileBound Configuration | Identified matched fields that require the other to be filled. |
| OEM-2859 |
Added new page. Updated MyDealer: Payments page with additional prerequisites for Authorize.net. |
|
| OEM-3047 | John Deere: eCommerce | Added note on On Hold and Cancelled status. |
2024.10 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1287 |
Accounts Payable - Outstanding Details By Due Date |
Various updates and improvements. |
| DOC-3305 |
Inspections Form Type Input Details Inspection Type Attributes |
Updates around legacy Inspections and InspectionsPlus. |
| DOC-3306 | Added new domain for shopping URLs. | |
| DS-20546 | Vermeer Field Inventory | Updated page with information around the Dealer Accounts tab. |
| DS-20643 | John Deere Sales Center | Updated details around the John Deere Sales Center interface. |
| DS-20816 | Parts Reports Overview | Updated Parts Order Fax to Vendor Parts Order. |
| IPS-5215 | Updated details about BCC. | |
| IPS-5833 | Updated to include Real-time Billing. | |
| IPS-6293 | Updated description and added new samples for Purchase Order Receiver reports. | |
|
IPS-6330 |
Real-time Billing Queue | Added new page. |
| IPS-6358 | Updated details of printing. | |
| IPS-6459 | Avatax - Company Codes | Created new page for Avatax - Company Codes tab. |
| LA-914 | IR - Invoicing Write Back | Added statement around all invoicing being written to internal AR instead of anything else. |
| OEM-2914 | John Deere eCommerce | Added note around ensuring a tracking number is applied before invoicing an order. |
| OEM-3028 | John Deere Equipment Upload Configuration | Added new Base Record Pricing field and revised existing content. |
| SDP-240 | Edit Link/Add Link | Added that the Web Classification allows an image to appear in MyDealer. |
2024.09 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-3089 | Full Database Reorganization | Added note on Maintenance Mode tag during full database reorg. |
| DOC-3096 | Print File Descriptions | Added table identifying column names on a file description print out. |
| DOC-3296 | Updated defaults from blank to 0.00 for defaulting to W/O RATE/HR. General page clean up. | |
| DOC-3297 | Work In Process | Updated information around the Work In Process functions within IntelliDealer. |
| DS-20293 | MyDealer Settings: Location tab | Updated description for Dealership Website URL field. |
| DS-20370 |
John Deere: Proactive Jobs Configuration Financial Management - General Ledger Product Support - Equipment Invoicing John Deere Proactive Jobs - Invoicing an Agreement John Deere Proactive Jobs - Creating Work Orders |
JD SVAP is renamed to JD Proactive Jobs. Updated screen shots, renamed pages, added buttons and their behavior, and updated name of security switch. |
| DS-20658 | Claas: Relevant Item Viewer | Created help screen for Claas: Relevant Item Viewer. |
| DS-20730 |
Rental Counter - Printing Parameters Rental Counter - Print Selection Work Order Reversal - Invoice History Confirming Partial Shipment of a Parts Invoice |
Updated to include support for other types of VESign documents. |
| DS-20760 | Content update and improvement. | |
| IPS-6452 | Product Support - Service IntelliTech | Removed unused switch. |
| IPS-6504 | Product Support - Work Orders | Added Access Memos and Change Memos. |
2024.08.003 PPU
| Ticket | Link | Description |
|---|---|---|
| IPS-6358 | Receipt History | Added note on Print Receipt History button. |
2024.08 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-2031 | UPS WorldShip Interface | Updated field mapping table, added Support for Cost Center Calculator (CCC) Pricing section, merged two pages into one, added organization with hyperlinks. |
| DOC-2138 | Special Accounts | Added section "When can Accounts be added to Special Accounts?" |
| DOC-2937 | Rental Control Setup - Billing/Invoice | Updated Bill Method option 4. |
| DOC-3208 | IntelliTech Scheduled Work Orders | Added information around the "Based on First Segment" checkbox. |
| DOC-3230 | Internal Accounts Receivable Credit Check System Overview | Replaced green screen with latest IntelliDealer screens. |
|
DOC-3235 DOC-3246 |
Revised and clarified content. Added new examples of using Total lines and formatting reports. Added note about the interaction between Show Column as % of Reference and Show Column as % of Reference. |
|
| DOC-3273 |
Equipment Margin Worksheets - Approvals Margin Programs - Listing Screen Margin Programs - Configuration Screen Margin Additional Costs - Listing Screen Margin Additional Costs - Configuration Screen Margin Reserves - Listing Screen Margin Reserves - Configuration Screen |
Revised content related to Margin Worksheets. |
| DS-18685 | System Settings - Division | The Equipment Cost/Value field is no longer password protected. |
| OEM-2405 | Kubota Syncron - Smart Supply | Updated setup and configuration information. |
| OEM-2419 | Updated help for new CNH Data Exchange Platform interface. | |
| IPS-4250 | AvaTax: AvaTax Interface | Added content for the Location tab. |
| IPS-5744 | Re-organized the content to match what is in IntelliDealer. Added content to Rental - Invoicing. | |
| IPS-5872 | Configure Printers (New) | Updated IP Address description. All iSeries model are now referred to as Legacy. |
| IPS-6079 | System Notification Email Address | Added new info around FileBound configuration error notification emails. |
| IPS-6439 | Added note that signature capture buttons do not show when VESign is enabled. | |
| LA-946 | Equipment Profile: Parts List | Removed reference to old deletion method. |
| LA-962 | Equipment Profile: Warranty Dates | Updated screen shot and added details about adding and deleting rows. |
| LA-969 | Customer Profile: Cross Reference | Updated info around row add/deletion |
| LA-971 | Customer Profile: Maintain Agency Parameters | Updated screen shot and added description for Delete rows button. |
| LA-974 | Maintenance Mode | Updated screen shot. |
| LA-975 | Rental Configuration - Job Site Address Validation | New page added. |
2024.07 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-2029 | Summarized Financials | Corrected and revised content. |
| DOC-2859 | Equipment Profile: Parts List | Added data source. |
| DOC-2864 | Parts: Parts Price Update | Updated email address for dealership notification emails on price updates. |
| DOC-3171 | Security Switch Overview | Reviewed and revised all security switch content. Added an overview topic. |
| DOC-3184 | Email Header Configuration | Added When are emails sent? section and more steps to additional configuration. |
| DOC-3207 | Receive/Cancel Unit | Added information of how equipment Status changes. |
| DOC-3253 | Removed 'Location' from Customer Profile fields. Removed 'Division' from Salesperson Information fields. | |
| DS-18126 |
Changing the Stock Number on an Equipment Profile with the Status "On Order" or "Presold" |
Added information of how equipment Status changes. |
| DS-18413 | Parts Requisitions | Updated terms around the "Include Adjustments" checkbox. |
| DS-18475 | Changed wording of Next Month End - Bank Reconciliation to Next Month End - Check Reconciliation. | |
| DS-20072 |
John Deere Expert Services: Configuration |
Added information about mandatory rate codes. |
| DS-20266 | Kobelco Parts Ordering | Updated field label on Freight tab. |
| DS-20276 | MyDealer: Configuring User Profiles | Added instructions for enabling the MyKomatsu button. |
| DS-20308 | MyDealer Settings: System tab | Added that logo image appears in emails. |
| IPS-5790 | Close Accounts Receivable Month End | Updated screen shot of confirmation dialog. |
|
IPS-5905 IPS-6055 |
Updated screen shots. | |
| IPS-6078 | Added Reconciliation Type to the Financial section. Updated related content to link to the new field. | |
| IPS-6260 |
Product Support: Work Order Quoting |
Remove CDK. |
| IPS-6312 | Real-time General Billing System | Renamed 'Mass Update' button to 'Add/Edit Schedules'. |
|
IPS-6325 IPS-6326 |
Re-label Branch Transfers to Location Transfers. | |
| IPS-6335 | Added Select Invoice Number search field, updated screen shot. | |
| IPS-6337 | CertCapture has been replaced by Avalara Exemption Certificate Management (ECM), so removed CertCapture from the documentation. | |
| IPS-6383 | Customer: Work Order Header | Added info on the No Inspections (Legacy) and Active Inspections button. |
| LA-587 | Added AvaTax fields. | |
| LA-700 | Updated to reflect new UX. | |
| LA-735 | Traffic History | Updated to reflect new UX. |
| LA-740 | Open Quotes | Updated to reflect new UX. |
| LA-927 | Integrated Rental: Equipment Profile | Added Reference Amount to the Equipment Profile Information table. |
| OEM-2802 | John Deere: SMO | Added page. |
| OEM-2905 | John Deere eCommerce: Orders | Added a description for the Type field. |
| OEM-2909 | John Deere eCommerce: Status Update Tool | Added information and screenshots around Order and Return tab on Status Update screen. |
2024.05.005 PPU
| Ticket | Link | Description |
|---|---|---|
| LA-907 | MyDealer Profile Configuration | Updated Password field with criteria. |
2024.05 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1401 | EFT Overview | Updated page with correct screen direction and screen shots. |
| DOC-1786 | Email Header Configuration | Updated page information. Added Note on Printer Files. |
| DOC-2837 | Traffic Management - Listing | Updated page. |
| DOC-2871 | Added content for Taxation Of Trade-in AvaTax field. | |
| DOC-3055 | Add G/L Account | Added upload instructions and details. |
| DOC-3057 | G/L Preliminary Month End | Added warning on adjusting settings in optional reports. |
| DOC-3130 | Equipment Profile | Clarified meaning of amounts when there are two fields. Also identified fields that are hidden or disabled when Protect Supplier/Financial Information is enabled. |
| DOC-3156 | Added the Branch Transfer Guide. Updated the screen online help. | |
| DOC-3168 | How to Create a Kit in IntelliDealer | Remove green screen and update it to System Settings. |
| DOC-3169 | Parts Labels | Consolidated, revised and updated content about printing parts labels. |
| DOC-3180 | Revised and updated the Work Order Reversal content. | |
| DOC-3192 | Inspection Template Details | Added details around types of form inputs. |
| DOC-3093 | IntelliTech Setup | Revised and updated page. |
| DOC-3203 | Updates to displayed ID and salesperson on screens. | |
| DS-20104 | Shopify: Configuration | Added that you can't leave Configuration tab until you save. |
| DS-20223 | Noted the maximum number of units that can be attached. | |
| DS-20321 | BRP Parts Interfaces |
Added tip for submitting a parts order. |
|
IPS-4674, |
Customer Portal | Add link backs to Text Connect and Tethr It content. |
| IPS-5010 | Printer Output/PDF Viewer | Added details about fields on View PDF tab. Consolidated content. |
| IPS-6070 | Job Code Search | Updated screen shot and descriptions. |
| IPS-6260 |
ASL Parts Profile Configure Printers and Configure Printers |
Remove CDK. |
| IPS-6292 | Added additional information about editing multiple configurations. | |
| OEM-2231 | Updated and revised content. |
2024.04 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1787 | Deleting Parts from the System (Deletion Listing Notes) | Removed outdated information. |
| DOC-3057 | G/L Month End Preliminary | Updated information of G/L Preliminary Month End screen. |
| DOC-3094 | Support Password | Improved description. |
| DOC-3098 |
Integrated Rental: Country and State Codes Country/Prov/State Code Selection |
Added list of Country and State codes expected by Integrated Rental. Added a warning to related pages with a link back to the new content. |
| DOC-3128 | Contact IntelliDealer Support | Added Center for Learning FAQ. |
| DOC-3129 | Improved and updated the Executive Summary content. | |
| DOC-3131 | Added new pages. | |
| DOC-3155 | Upload Parts Conversion File | Revised content to be clearer. |
| DOC-3168 | How to Create a KIT in IntelliDealer | Updated the content to use recent screens and added links to related content. |
| DOC-3172 |
Management Central - Financial Management Central - Equipment Management Central - Utilities Management Central - Parts KPI Management Central - Service KPI |
|
| DS-16524 | Open Sales Orders | Added detailed description for the types. |
| DS-18508 | General Ledger (G/L) Preliminary Month End | Added content explaining that Print Multi-Division Consolidated Reports is not always available. |
| DS-19649 | CNH eParts Catalog 4.0 | Added section for Start Digits. |
| DS-20138 | Vendor EFT | Added that if no records are found, Submit button is disabled. |
| IPS-4495 |
Product Support: Equipment Quoting Product Support: Equipment Invoicing Product Support: Service Quoting Product Support: Parts Quoting |
Changed Modify Parts Prices to Allow Parts Pricing Modification (Vendor 'GL' Not Affected) and updated description. |
| IPS-4519 | Call Analysis | Updated to add Multimedia option. |
| IPS-4521 | Printer Output | Page clean up and improvement. |
| IPS-4712 | Product Support - Service Work Order | Added new switches to bottom of table. |
| IPS-6155 | Inspections Approver Settings | Created new Inspections Approver Settings screen and added the link to inspections.main; |
| IPS-6228 | Add information about the select all checkbox. | |
| IPS-6246 |
Configuration: VESign (Electronic Document Signing) |
Rebrand IDSign to VESign as this solution is to be shared across both VitalEdge application platforms. |
| LA-777 | Updated and added new field content. | |
| LA-848 | Update description for the Allow Payments on Account field. | |
| OEM-2095 | Customer Profile: Supplier Mapping | Added Actions field. |
| OEM-2201 | Updated pages to new UX. | |
| OEM-2219 | Updated pages to new UX. | |
| OEM-2220 | Updated pages to new UX. | |
| OEM-2414 | Kubota Service Invoice Upload | Created help page for Kubota Service Invoice Upload. |
| OEM-2481 | John Deere: eCommerce | Added info about status sign-off for final invoicing. |
| OEM-2787 | BRP: Parts Ordering/Parts Locator | Updated general help to include Setup/Walkthrough for BRP Parts Ordering. |
| OEM-2812 | John Deere: Customer Services | Created page for John Deere Customer Services. |
2024.03.002 PPU
| Ticket | Link | Description |
|---|---|---|
| IPS-6248 | Configuration: VESign(Electronic Document Signing) | Updated description of Sender Email field. |
2024.03 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1400 | Add Alert, Edit Alert | Updated description for Customer/Salesperson/Technician field. |
| DOC-1512 | Parts Reports Overview | Added how to enable the PAR229 report. |
| DOC-2939 | Equipment Quoting: Include on Print | Added Printing a Preview of the Quote section. |
| DOC-2999 | Updated the data source. | |
| DOC-3001 | Accepting a Work Order Quote | Updated to account for VESign. |
| DOC-3003 | Real-time General Billing System | Added data source. |
| DOC-3004 | Journal Breakdown | Minor clarification of what's in the report. |
| DOC-3006 | Inspections Assign Service screen | Created Inspections Assign Service screen help page. |
| DOC-3008 | Browser Support | Updated the page. |
| DS-16817 | Updated description of a failed upload. | |
| DS-17430 | IntelliTech Scheduled Work Orders | Added priority code field. |
| DS-19985 | Komatsu New Parts System Setup | Added new section Setup Freight Carriers. |
| IPS-4448 | MyDealer: Customized Links | Added Customized Links help screen. |
| IPS-5832 |
Updated with information about FileBound 2.0. Added security switch Interfaces - Access. |
|
| IPS-5890 | Configuration: IDSign | Updated new name of the Sender fields. |
| LA-335 |
Added instructions for setting up payment on account. Added related fields to configuration screens. |
|
| LA-729 | Equipment Profile: Attachments | Updated the available fields. |
| LA-744 | Integrated Rental: Equipment Profile | Updated IntelliDealer Status to IR Fleet Type mapping table for Sold status. |
|
OEM-2472 DS-19948 |
Added new content for Worldpay Portal feature. Added a note about using a device from the same location that created the invoice. |
|
| OEM-2755 | Customer - Parts Invoicing Header | Updated the Ship Via field. |
| OEM-2768 | Vendor ETF | Revised and content cleanup. |
2024.02 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-2871 | Added content for Taxation Of Trade-in AvaTax field. | |
| DOC-2861 | Removed outdated info, updated screen shots. | |
| DOC-2928 | John Deere: DTF | Updated help page for JD DTF. |
| DOC-2930 | Price Update Step-by-step | Added details about system behavior after clicking download. |
| DOC-2936 | Customer Pricing Record | Noted that for a given field, if a specific value isn't specified then All must be selected. |
| DOC-2938 | Updated to latest information. | |
| DOC-2940 | Real-time General Billing System | Added FAQ. |
| DOC-2996 | Customer Profile | Added that setting PO Number to Y affects MyDealer too. |
| DS-19899 | AvaTax: Parts | Updated with details about product codes used for non-taxable items. |
| DS-19976 | Accept Segments | Added note to Create Sales Requisition field. |
| IPS-6045 | Updated the name of the switch. | |
| LA-731 | Updated description for Session Time Out field. | |
| LA-756 | Equipment Profile: Attachments | Updated screenshot. |
| OEM-2297 | Added new content for Shopify inventory integration, and updated existing Shopify content with configuration details. | |
| OEM-2401 | eCommerce Orders | Added content for new page for eCommerce. |
| OEM-2559 | John Deere Credentials | Remove all references to JDLink from this page. Instead use: AEMP Interface. |
| OEM-2564 | Added new pages. | |
| OEM-2641 | CNH: Vehicle Lookup | Updated screens, reference to previous interface name. |
| OEM-2675 | Added new page. | |
| OEM-2712 | CNH: Warranty Claims Submission | Added configuration for 'eWarranty' tab on CNH DEP Interface. Added note on Automatic PIP/PPP check on W/O |
2024.01 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1322 | Customized Messages | Renamed the page and gave it an edit. |
| DOC-2165 | N/A | Removed security switch page for ID MobileAccess, as it now uses the same system settings as IntelliDealer, depending upon which area it is accessing. |
| DOC-2764 | Added further content to the Full Database Reorganization page. Added new page for backing up on-site servers. | |
| DOC-2824 | Inspections Template Details | Created help page for the Inspections Template Details screen. |
| DOC-2857 | Added reference to 'Create Primary Contact' button. Added detail on Primary Contact field. | |
| DOC-2866 | Updated pages around user password. | |
|
DS-16777 IPS-3681 |
Updated Maintain Agency Parameters with more context and more detailed instructions. Marked the ProDoc as deprecated. |
|
| DS-19254 | PDF Retention | Deleted reference to the 'Delete' button. |
| DS-19441 | Report Options | Added equations for calculating the Inventory Summary report. |
| DS-19604 | Each page was updated with further details for the AvaTax Entity Use Code field. | |
| DS-19826 | Parts Invoicing Header | Added info on redirect to the Details tab if the customer number had changed. |
| DS-19848 | Added details about the source of data. | |
| IPS-5348 |
Configuration: VESign(Electronic Document Signing) |
Added content for beta release of VESign (Electronic Document Signing). |
| LA-730 | Equipment Profile | Updated the position of the Attached To field. |
| OEM-2615 | AEMP Interface | Added details on configuring Generic AEMP OAuth 2.0. |
|
OEM-2658 OEM-2584 |
Added all new content for configuring the interface and looking up job codes. | |
| OEM-2667 | Vermeer: Job Codes | Add new content for Vermeer Job Code import. |