Configuration: Point of Sale Data Transmit

Use the Point of Sale Data Transmit screen to configure the AGCO Point of Sale (PoS) interface. The interface transmits invoice information to AGCO for parts, whole goods (equipment invoices), and work orders. When enabled, it can also transmit customer and contact feeds. Billing data is exported to CSV files, encrypted with PGP, and transmitted to AGCO through the configured server connection.

The nightly batch job AGCO PoS runs automatically after you complete configuration. You can also generate and transmit files manually from the Transmit tab. See IntelliDealer Batch Jobs and Administration > Settings > Batch Jobs.

To open the Point of Sale Data Transmit screen, navigate to Configuration > Interfaces > AGCO > Point of Sale Data Transmit, then select the desired tab.

Topics in this section are:

• Initial Setup

• Walkthrough

• Main Configuration Tab

• Vendors Tab

• Dealer Numbers Tab

• Part Vendors Tab

• Makes Tab

• Transmit Tab

Initial Setup

Complete this setup before you use the AGCO PoS interface:

1. License feature 6248 - AGCO Point of Sale Data Interface.

2. Open Configuration > Interfaces > AGCO > Point of Sale Data Transmit.

3. On the Main Configuration Tab tab, enter the PDF Report User ID for the user who receives the nightly PDF report. The report lists billing history written to CSV files and any errors that occurred during file creation.

4. Enter the FTP server User ID, Password, and Server credentials AGCO provides for file transmission. Click Save.

5. Select the optional pricing and feed options on the Main Configuration Tab tab, based on dealership preference, then click Save.

6. On the Vendors Tab tab, confirm AGCO vendor profile records are assigned. Use Assign Manufacturer if your AGCO vendors are not listed.

7. On the Dealer Numbers Tab tab, assign an AGCO dealer number to each location that participates in the interface.

8. On the Part Vendors Tab tab, set List Functionality and configure part vendors for each division that should be included in or excluded from the parts feed. Click Save.

9. On the Makes Tab tab, set List Functionality and configure equipment makes for each division that should be included in or excluded from the work order and whole goods feeds. Click Save.

10. After configuration is complete, AGCO may require a historical data load. From the Transmit Tab tab, select each applicable File Type, enter the required date range, and click Transmit. AGCO typically requests three years of parts data, three years of work order data, and six years of whole goods data.

Walkthrough

After setup, the AGCO PoS interface runs with minimal daily interaction. The nightly AGCO PoS job transmits billing history for the previous 14 days for parts, work orders, and whole goods. When Send Customer Feed is enabled on the Main Configuration tab, the nightly job also transmits customer and contact feeds.

You can manually generate and transmit files from the Transmit tab. Select a File Type, optionally restrict the run to a single location, enter a date range when required, and click Transmit. IntelliDealer submits the AGCO PoS Manual batch job and displays a success message when the job is queued.

Note:  CSV files are created in javaxml/ToBeSent/AGCO/PoS and moved to javaxml/Sent/AGCO/PoS after they are successfully transmitted. Files are encrypted with PGP before transmission. If files remain in the ToBeSent folder, they have not yet been transmitted to AGCO.

Main Configuration Tab

Use the Main Configuration tab to enter FTP credentials, select the PDF report user, and choose which optional pricing fields and feeds are sent to AGCO.

Fields on the Main Configuration tab are:

Field	Description
User ID	Required. The user ID for the AGCO FTP connection.
Password	Required. The password for the AGCO FTP connection. The value is masked on entry.
Server	Required. The server address AGCO provides for file transmission.
PDF Report User ID	Required. The user who receives the nightly PDF report for the interface.
Send Customer Feed	When selected, customer and contact feeds are included in the nightly AGCO PoS job.
Send Part Dealer Net Price	When selected, part dealer net price is included in the parts feed.
Send Part Retail Price	When selected, part retail price is included in the parts feed.
Send Labor Unit Cost	When selected, labor unit cost is included in applicable feeds.
Send Labor Unit List Price	When selected, labor unit list price is included in applicable feeds.
Send Equipment Sell Price	When selected, equipment sell price is included in the whole goods feed.
Send Trade-In Price	When selected, trade-in price is included in applicable feeds.

Click Save to store Main Configuration settings.

Vendors Tab

Use the Vendors tab to identify your vendor number(s). To access a Vendor Profile, click on a Vendor name or number.

On the Vendors tab for Point of Sale Data Transmit, assign vendor profile records with the AGCO manufacturer code. AGCO vendor records must be configured before you assign dealer numbers or configure part vendors.

Dealer Numbers Tab

Use the Dealer Numbers tab to assign a dealer number to each dealership location. These values must be obtained from the dealer. These dealer numbers identify which locations can access the vendor's interface. See also Dealer.

On the Dealer Numbers tab for Point of Sale Data Transmit, assign an AGCO dealer number to each dealership location. These dealer numbers identify which locations are included when PoS files are created and transmitted.

Part Vendors Tab

Use the Part Vendors tab to control which part vendors are included in the parts feed for each division.

Fields on the Part Vendors tab are:

Field	Description
List Functionality	Required. Controls how the configured vendor list is applied when the parts feed is built. Options are Transmit Only Configured Options, Transmit All, and Transmit All Excluding Configured Options.
Division	The division the part vendor configuration applies to. Configuration is done for each division.
Vendor	The part vendor number included in or excluded from the parts feed, depending on the selected list functionality.

The list functionality optionsare:

• Transmit Only Configured Options—transmits only the listed vendors. If the list is empty, nothing is transmitted for that division.

• Transmit All—transmits all part vendors in the division, regardless of the list.

• Transmit All Excluding Configured Options—transmits all part vendors except those listed. If the list is empty, all part vendors are transmitted.

Click Save to store the selected list functionality. Click Create to add a part vendor row for the selected division.

Makes Tab

Use the Makes tab to control which equipment makes are included in the work order and whole goods feeds for each division. The Makes tab uses the same list functionality options as the Part Vendors tab.

Fields on the Makes tab are:

Field	Description
List Functionality	Required. Controls how the configured make list is applied when work order and whole goods feeds are built.
Division	The division the make configuration applies to.
Make	The equipment make code included in or excluded from the feeds, depending on the selected list functionality.
Description	The description of the make as it appears in IntelliDealer.

Click Save to store the selected list functionality. Click Create to add a make row for the selected division.

Transmit Tab

Use the Transmit tab to manually generate and transmit AGCO PoS files for a selected file type and date range. Manual transmits submit the AGCO PoS Manual batch job.

Fields on the Transmit tab are:

Field	Description
File Type	Required. The type of feed to generate and transmit. Options are Parts, Work Orders, Whole Goods, Customers, and Contacts.
Location	Optional. Restricts the transmit to the selected location. When no location is selected, data for all locations is transmitted.
Start Date	The start date for the data range. Required for Parts, Work Orders, and Whole Goods. Not required for Customers or Contacts.
End Date	The end date for the data range. Required for Parts, Work Orders, and Whole Goods. Not required for Customers or Contacts.

Click Transmit to submit the manual batch job. When the job is queued successfully, a confirmation message appears.