Product Support - Equipment Invoicing

To access the Work With Security Switches screen, click the link for the desired system or switch. You can control access to the security switch for individual users or user groups.

Security Switches - Equipment Invoicing
Access Invoices Gives the user access to the Equipment Invoicing screen through the Equipment Invoicing link on Product Support Quick Links - Equipment list.
Add Invoice Allows the user to add a new equipment invoice accessed from the Equipment Invoicing screen. When enabled the Need to create a invoice? Click here to add link appears.
Change Invoice Allows the user to save changes to a new invoice on the Invoice Header tab. When enabled a Save button appears.
Delete Invoice Allows the user to delete a newly created quote on the Invoice Header tab. When enabled a Delete button appears.
Copy Invoice Allows the user to copy an equipment invoice. When enabled a Copy option appears on the drop down list accessible by moving the cursor over a Reference Number on the Equipment Invoicing screen.
Reverse Invoices Allows the user to reverse an equipment invoice, accessed from the Equipment Invoicing screen. The link Reverse the sale of a stock number appears if the switch is on.
Allow ? Stock Number on Sale Allows the use of a ? in place of a stock number on equipment sales.
Allow ? Stock Number on Trade Allows the use of a ? in place of a stock number on equipment trade ins.
Access G/L Defaults and Custom Accounting Tabs Controls user access to the Custom Accounting, G/L Defaults tabs, and related fields on the Trade Ins tab, through the Equipment Invoicing screen by clicking on a Reference Number. Available options are:
  • No Access—the Custom Accounting and G/L Defaults tabs are inaccessible on the Equipment Invoicing screen. On the Trade Ins tab these fields are hidden: Inventory Account, Overallowance Account, Cost Code and Subledger Description.
  • Only Cash Codes Within G/L Default—the Cash Code field is the only selectable field on the Custom Accounting and G/L Defaults tabs. On the Trade Ins tab these fields are hidden: Inventory Account, Overallowance Account, Cost Code and Subledger Description.
  • Access To Both Tabs—the user has full access to Custom Accounting, G/L Defaults tabs and accounting related fields on the Trade Ins tab.
Add Equipment (Trade in) Allows the user to add an equipment trade in to an equipment invoice.
Reverse Sale Give the user access to the Reverse Sales screen through the Reverse the sales of a stock number link on the Equipment Listing screen.
Add Parts Allows the user to add parts onto an equipment invoice.
Allow Parts Pricing Modification (Vendor 'GL' Not Affected)

When enabled, the user can modify the price field when adding a part to the Parts tab, regardless of its vendor. When disabled, for a part where the vendor is not GL, the price is display only. If the part has vendor GL then the user can modify the price.
Modify Parts Margins Allows the user to modify part margins when adding a part to the Parts tab. The Margin field is outlined if the switch is on.
Allow Parts Imports Gives the user access to the Import screen which allows the user to import parts. When enabled an Import button appears on the Parts tab.
Secure by Salesperson Prevents the user from searching by salesperson on Equipment Invoicing screens, by locking their salesperson ID in the Select Salesperson field.
Default Salesperson on Listing Screen Determines if the user's default user ID is automatically placed in the Select Salesperson field on the Equipment Quoting Listing screens.
Capture Electronic Signatures Allows you to capture your customer's signatures via an installed point-of-sale device. Captured signatures print on the respective invoices if the IntelliDealer laser forms overlay feature is used. When enabled, a Point-of-Sale Device link appears on the Printer Parameters tab within an equipment invoice.
Add Ship To's Allows the user to manually add a ship to address on demand from the Ship to Search screen by clicking the link at the bottom of the screen.
Secure Tax/AvaTax Codes Secures the Tax code fields so they cannot be changed once they have been assigned a valid tax code (including blanks).
Secure Taxable to Exempt Prevents the user from changing a tax code to a tax exempted code, if the default tax code is a taxable tax code.
Must Have Evaluation for Trade In The user must have an equipment evaluation for any trade ins.
Issue Stop Message if Trade In Value Differs From Evaluation A stop message is issued if a trade in value differs from the evaluation value.
Allow History Account Type for Trade In Inventory Account Allows the user to use a history account type for a trade in inventory account.
Access Multimedia Gives the user access to the Multimedia tab when creating or modifying an equipment invoice.
Add Multimedia Allows the user to add multimedia files to an equipment invoice in the Multimedia tab.
Modify Multimedia Allows the user to modify or delete multimedia files associated with an equipment invoice in the Multimedia tab.
Access Attachments Allows the user to modify the attachment units on an equipment invoice using the Attachments tab.
Access Memos Allows the user to view the memos associated to an equipment invoice using the Memos tab.
Modify Memos Allows the user to modify the memos associated to an equipment invoice using the Memos tab.
Access JD POs Gives the user access to the Access JD POs link on the Equipment Invoicing screen which, in turn, allows them to view any JD Quote II purchase orders on the Access JD POs screen. For more information, see the About JD Quote II topic.
Allow Customer Discounts Allows the customer to access the Discount drop down list.
Lock Defaulted Accounts

When enabled, the sale account and cost of sale account are locked cannot be edited on the G/L Defaults tab under these conditions:

  • Sale Account—if the sale account matches the sale account of the unit in equipment profile, it is locked. Otherwise it remains open for edit.
  • Cost Of Sale Account—if the cost sale account matches the cost sale account loaded for the sale account in chart of accounts, it is locked. Otherwise it remains open for edit.
Access JD Proactive Jobs Gives the user access to the John Deere Proactive Jobs interface.

Default Responsible Salesperson to Customer Profile

 Allows access to the checkbox Default Responsible Salesperson to Customer Profile. This checkbox determines whether the system should use the customer's default responsible salesperson from their customer profile to populate the Responsible field.
Allow Bill Invoice In Equipment Invoicing If selected, allows the user access to Java-based billing runs within Equipment Invoicing.

Revision: 2024.09