Claas Service Office Pro (SOFF)
This feature is currently in beta.
The Claas Service Office Pro (SOFF) integration manages work orders between Claas and IntelliDealer. The interface exchanges transactional data that links the work order management, time, and attendance processes. Work orders may be created in IntelliDealer or in SOFF.
If this feature is enabled, then on the Customer - Work Order Header tab, in the Service Call field, the SOFF option is selected by default and indicates that the dealer wants this work order integrated with Claas SOFF. If you do not want to send a work order to SOFF, change the selection to No.
To open this screen, navigate to Configuration > Interfaces > Claas > Service Office.
Topics in this section are:
Credentials tab
Use the Credentials tab to authorize the connection between IntelliDealer and Claas SOFF. The values entered here are provided by Claas during onboarding.
The fields on the Credentials tab are:
| Field | Description |
|---|---|
| Client Id | The client identifier provided by Claas for the SOFF integration. |
| Client Secret | The client secret paired with the Client Id. The value is masked on entry. |
| APIKey | The API key provided by Claas to authenticate calls to the SOFF interface. |
| APISecret | The API secret paired with the API key. The value is masked on entry. |
| Queue Name | The name of the Claas event mesh queue that the dealer subscribes to for SOFF work order messages. |
| IntelliDealer Username To receive notifications | The IntelliDealer user ID that receives notifications generated by the SOFF interface (for example, processing errors). The user must already exist in IntelliDealer. |
Click Save to store the credentials. All fields are required.
Default Configuration tab
Use the Default Configuration tab to define, by location, the default values that the SOFF interface uses when it creates work orders in IntelliDealer. Each row represents a single location (company / division / location) and controls whether SOFF work orders are accepted for that location.
The grid lists each configured location along with its activation status and the default values currently saved. Click a row to edit its defaults, or click Create to add a row for another location.
The columns on the Default Configuration grid are:
| Column | Description |
|---|---|
| Location | The location key in the format company/division/location (for example, 01/01/01). |
| Status | Indicates whether the location is Active for SOFF work order processing or Deactivated. Only active locations send work orders to Claas SOFF. |
| Default Technician ID | The IntelliDealer technician number used when a SOFF work order does not specify a technician. |
| Default Salesperson Code | The default salesperson code applied to SOFF-created work orders. |
| Default Customer Number | The default IntelliDealer customer number used when a SOFF work order cannot be matched to an existing customer. |
| Default Work Type ID | The default IntelliDealer work order type used when a SOFF work order does not specify one. Limited to two characters. |
| Default Equipment Make | The default equipment make code applied when SOFF does not return a make for the unit. Limited to two characters. |
| Default Work Order reason | The default work order reason code used when SOFF does not provide one. Limited to five characters. |
To create or edit a row, fill in these fields:
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Location—when creating a row, select the company/division/location from the drop-down. When editing an existing row, the location is read-only.
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Active—select to enable SOFF work order processing for the location. See Activating a location for the prerequisites that must be met before activation succeeds.
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Default Technician ID, Default Salesperson Code, Default Customer Number, Default Work Type ID, Default Equipment Make, and Default Work Order reason—the default values described in the column table above. All defaults are required.
Click Save to store the row. Click Delete to remove the configuration for that location.
Activating a location
The Activate Selected and Deactivate Selected buttons on the listing apply to the rows selected with the row checkboxes. Only locations on the activate list send work orders to Claas SOFF (when the work order's Service Call value is Claas SOFF).
A location can be activated only after these prerequisites are met:
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SOFF mapping defaults exist for that location, including a default technician and a default work order type.
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A matching technician mapping exists at that location for the default technician employee number.
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A matching work order type mapping exists at that location for the default work order type.
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If a default equipment make is set, a brand mapping for that make must exist in the division.
Hover the location key when a row cannot be selected to view the specific reason activation is blocked.
Technician Mapping tab
Use the Technician Mapping tab to map each IntelliDealer technician number to the corresponding Claas technician identifier so that time and attendance entries from SOFF post to the correct IntelliDealer technician.
The grid lists the technician mappings already saved for the dealer. Click a row to edit it, or click Create to add a new mapping.
The columns on the Technician Mapping grid are:
| Column | Description |
|---|---|
| Company | The IntelliDealer company code that owns the mapping. New mappings use the signed-in user's default company and division. |
| Division | The IntelliDealer division code that owns the mapping. |
| IntelliDealer Technician Number | The technician number in IntelliDealer. Used as the key for the mapping; cannot be changed after the row is saved. |
| CLAAS Technician ID | The technician identifier used by Claas SOFF for the same person. |
| Monthly Work Order Start Digits | A two-character prefix used to identify the technician's monthly work order series in SOFF. Required when creating or editing a mapping. |
To create a mapping, click Create, select the technician from the IntelliDealer drop-down, enter the matching Claas Technician ID and Monthly Work Order Start Digits, then click Save. Click Delete to remove an existing mapping.
Note: If the Monthly Work Order Start Digits are not configured, time entries from SOFF cannot be applied and an error is logged that references this tab.
Work Order Type Mapping tab
Use the Work Order Type Mapping tab to map each IntelliDealer work order type to the corresponding Claas SOFF work type identifier. The interface uses this mapping when it creates a SOFF work order in IntelliDealer or sends a IntelliDealer work order to SOFF.
The grid lists the work type mappings already saved for the dealer. Click a row to edit it, or click Create to add a new mapping.
The columns on the Work Order Type Mapping grid are:
| Column | Description |
|---|---|
| Company | The IntelliDealer company code that owns the mapping. |
| Division | The IntelliDealer division code that owns the mapping. |
| IntelliDealer Work Order Type | The work order type code in IntelliDealer. Used as the key for the mapping; cannot be changed after the row is saved. |
| CLAAS Work Type ID | The work type identifier used by Claas SOFF for the same kind of work. |
To create a mapping, click Create, select the work order type from the IntelliDealer drop-down, enter the matching Claas Work Type ID, then click Save. Click Delete to remove an existing mapping.
Brand Mapping tab
Use the Brand Mapping tab to map each IntelliDealer equipment make code to the corresponding Claas brand so that equipment data exchanged with SOFF carries the correct brand identifier.
The grid lists the brand mappings already saved for the dealer. Click a row to edit it, or click Create to add a new mapping.
The columns on the Brand Mapping grid are:
| Column | Description |
|---|---|
| Make | The IntelliDealer equipment make code. Limited to two characters. Used as the key for the mapping; cannot be changed after the row is saved. |
| CLAAS Brand | The Claas brand name (for example, CLAAS, LEXION, or JAGUAR) selected from the Claas brand drop-down. |
| Brand ID | The Claas brand identifier that corresponds to the selected brand. The Brand ID is populated automatically when the brand is selected. |
To create a mapping, click Create, select the IntelliDealer make, choose a Claas brand from the drop-down, then click Save. Click Delete to remove an existing mapping.
Vendors tab
Use the Vendors tab to identify your vendor number(s). To access a Vendor Profile, click on a Vendor name or number.
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.
Manual Sync tab
Use the Manual Sync tab to start a manual run of the Claas Service Office work order sync without waiting for the scheduled job. The manual sync pulls available work order messages from the Claas event mesh queue and applies them to IntelliDealer.
Click Update Work Orders to submit the job. When the job is queued, a success message appears at the top of the screen. The actual processing is performed in the background; review results on the Logs tab or from Administration > Settings > Batch Jobs.
Use this tab to validate credentials and queue configuration immediately after setup, or to catch up on work orders without waiting for the next scheduled run.
Logs tab
Use the Logs tab to review the events recorded by the SOFF work order interface. The grid lists success and error events written when SOFF messages are processed and when IntelliDealer work orders are sent to SOFF.
Filter the log by these criteria:
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Event Type—defaults to Success, Error, Create, and Update. Clear or change the selection to show other event types.
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Start Date and End Date—limit the log entries to a date range.
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Work Order Id—the IntelliDealer work order identifier the event is related to.
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SOFF Work Order Id—the Claas SOFF work order identifier the event is related to.
Click a log entry to view the full message, including any error details returned by SOFF. Use the log entries together with Administration > Settings > Batch Jobs to investigate failed or skipped work orders.