John Deere Quote II
Use the John Deere Quote II screen to configure how equipment units are listed and priced in the JD Quote II system, the email address that receives confirmation email from JD Quote II, and optional company or division authorization tokens. The emails are system-generated and include a .csv file with one record for each equipment record that IntelliDealer sends to John Deere through the JD Quote II interface.
See also: About JD Quote II and John Deere Credentials (required features).
To open the screen, click Configuration > Interfaces > John Deere > Quote II.
Topics in this section are:
Quote tab
The Quote tab contains email and file options, the Old Configuration or New Configuration choice, and (when New Configuration is selected) the JDQuote II Terms and Field Mapping section. Click Save on this tab to store email, file, date stamp, configuration mode, and mapping fields. G/L account rows on the other tabs are saved from each row’s add or edit action.
Fields on the Quote tab are:
| Field | Description |
|---|---|
| To Email | Required. The address that receives JD Quote II confirmation email. |
| File Name | Required. The name of the .csv file attached to the confirmation email. |
| Send by Date / Send by Date and Time | Use the radio buttons to set whether the confirmation email shows a date only or a date and time stamp. |
| Old Configuration / New Configuration |
Old Configuration uses dealership-specific setup defined outside this screen (contact your system administrator for detail). New Configuration shows the JDQuote II Terms and Field Mapping section on the Quote tab and adds the G/L account tabs (Total Cost G/L Accounts, Invoice Amount G/L Accounts, Surcharge G/L Accounts, Freight G/L Accounts, Discount G/L Accounts) so you can choose pricing sources and maintain account lists. |
| Include CO/DIV in front of Stock # field | When selected, IntelliDealer includes company and division codes with the stock number for units listed in JD Quote II. Shown when New Configuration is selected. |
| Total Cost |
Two drop-down fields. In the first, select the base value for Total Cost in JD Quote II: Total Cost, Net Book Value, Price, Reference Amount, or Original Cost. In the second, select whether IntelliDealer ignores related G/L history or adds or subtracts the most recent history amount from accounts listed on the Total Cost G/L Accounts tab (Do not use, Plus Total Cost G/L Accounts, or Minus Total Cost G/L Accounts). For example, if the first value is Price and the second is Plus Total Cost G/L Accounts, IntelliDealer adds the latest qualifying history amount from those accounts to the unit’s price when deriving Total Cost for JD Quote II. |
| Invoice Amount |
Three drop-down fields. In the first, select the base for the invoice amount: Total Cost, Reference Amount, or Original Cost. The second control adjusts that base using history on accounts from the Total Cost G/L Accounts tab (Do not use, Plus Total Cost G/L Accounts, Minus Total Cost G/L Accounts). The third control adjusts using history on accounts from the Surcharge G/L Accounts tab (Do not use, Plus Surcharge G/L Accounts, Minus Surcharge G/L Accounts). The Invoice Amount G/L Accounts tab holds the separate invoice-amount map used for JD Quote II map data; keep it aligned with your dealership’s mapping rules even though these two drop-downs refer to the Total Cost G/L Accounts and Surcharge G/L Accounts lists by name. |
| Suggested Price | Select Base & Options or Reference Amount for the suggested price shown in JD Quote II. |
| Sales Cost | Select Base & Options or Reference Amount for the sales cost shown in JD Quote II. |
| Base Cost | Select Total Cost or Original Cost for the base cost value sent for units in JD Quote II. |
| Select freight by |
Select G/L Account to derive freight from the most recent history on accounts listed on the Freight G/L Accounts tab. Select Options - FRT to use the configured FRT option charge instead. |
Tokens tab
Use the Tokens tab to maintain JD Quote II authentication tokens by location. Tokens are stored per company and division (or as one default for all locations).
The grid lists Company / Division (or Default (all locations)) and Token. Use Search to filter the list. Use the Create button to open a dialog: choose company and division for a location-specific token, or define a default token that applies when no location-specific row exists. Edit or remove rows from the dialog actions for each entry. Token updates apply immediately when saved from the dialog.
Total Cost G/L Accounts tab
The G/L account tabs (Total Cost G/L Accounts, Invoice Amount G/L Accounts, Surcharge G/L Accounts, Freight G/L Accounts, and Discount G/L Accounts) share one layout: a grid with G/L account and Sub-type, Search mappings, and actions to add, edit, or delete rows.
Only the map field and how JD Quote II uses the list changes from tab to tab.
On this tab, IntelliDealer stores map field COST.
Use the Total Cost G/L Accounts tab for accounts whose unit history adjusts Total Cost when you choose Plus Total Cost G/L Accounts or Minus Total Cost G/L Accounts on the Quote tab.
The same account list is referenced by the second drop-down on the Invoice Amount row (labeled Plus or Minus Total Cost G/L Accounts). IntelliDealer uses the most recent relevant history amount from these accounts when those options are selected.
Fields when adding or editing a mapping are:
| Field | Description |
|---|---|
| G/L account | General ledger account (lookup). |
| Sub-type | Optional sub-type code stored with the mapping. |
Invoice Amount G/L Accounts tab
Use the Invoice Amount G/L Accounts tab for map field INVC: G/L accounts that belong to the invoice amount mapping for JD Quote II. Maintain this list according to your dealership’s rules for invoice amount map data.
On the Quote tab, the Invoice Amount row’s second and third drop-downs are labeled for Total Cost G/L Accounts and Surcharge G/L Accounts; use those tabs to choose how history on those lists changes the calculated invoice amount. The Invoice Amount G/L Accounts tab is the dedicated map for invoice amount accounts in map data, separate from the freight or discount lists.
Freight G/L Accounts tab
Use the Freight G/L Accounts tab for accounts (map field FRTCAR) IntelliDealer examines when Select freight by is set to G/L Account on the Quote tab. The system uses the latest freight-related history from these accounts for the unit.
Discount G/L Accounts tab
Use the Discount G/L Accounts tab for accounts (map field DISC) used when JD Quote II pricing depends on discount-related G/L history for listed units, distinct from total cost, invoice amount, freight, and surcharge lists.
Note: When New Configuration is selected, the Surcharge G/L Accounts tab is also available. Use it for accounts referenced by the third drop-down on the Invoice Amount row (Plus Surcharge G/L Accounts / Minus Surcharge G/L Accounts).