Vermeer: Job Codes
Use the Vermeer Job Codes interface to import Vermeer jobs into work orders in real time and to create or update flat-rate job codes through bulk import from the Vermeer One platform.
To open Vermeer One configuration, navigate to Configuration > Interfaces > Vermeer > Vermeer One.
Topics in this section include:
Setting up the Vermeer One Interface
Prerequisites: The dealership must have a Vermeer One account and a license for IntelliDealer feature 6431 - Vermeer Job Codes.
Setup a Vermeer Vendor
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Navigate to Configuration > Interfaces > Vermeer > Vermeer One, then click the Vendors tab.
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If no Vermeer vendors exist, or you want to set up an additional Vermeer vendor, click Assign Manufacturer.
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Search for a vendor, hover over the vendor number, and click Select. Or create a new vendor by clicking Create. Both options automatically assign a Vermeer manufacturing code to the vendor.
You return to the Vendors tab and the selected vendor is added to the list.
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Click the Dealer Numbers tab.
The Vermeer One Vendors tab opens.
Setup Vermeer Dealer Numbers
Perform these steps only if you have not yet set up Vermeer dealer numbers.
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Navigate to Configuration > Interfaces > Vermeer > Vermeer One, then select the Dealer Numbers tab.
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To edit existing dealer numbers, click the pencil icon on the far right of the line you want to edit.
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To add new dealer numbers, click Create.
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Choose the relevant Vermeer vendor number and location, then enter your dealer number. You can also add a description to this dealer number.
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When you are satisfied with your entries, click Save.
Configuring Bulk Job Code Import
Prerequisites: The dealership must be licensed for feature 6431 - Vermeer Job Codes. Vendor and dealer number setup must be complete before you import job codes from Vermeer.
On the Vermeer One screen, click the Job Codes tab. Use the Configuration and Import sub-tabs to store API credentials, control how existing flat-rate hours are updated, and run bulk imports.
Configuration Sub-Tab
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Click the Configuration sub-tab.
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Enter values for these fields:
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API Key — Vermeer One API key used for bulk job code download and import.
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Make — Equipment make code assigned to job codes created or updated during bulk import and work order import.
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Update Existing Job Code Hours with Vermeer Hours — When this option is selected, IntelliDealer overwrites Total Hours and Assist Hours on an existing flat-rate job code when Vermeer job data is imported into a work order for a non-warranty segment (retail job codes use a V suffix). When this option is cleared, IntelliDealer still updates other job code details from Vermeer, but leaves Total Hours and Assist Hours unchanged on existing records. This option is selected by default. Warranty segment imports always apply Vermeer warranty hours to the segment regardless of this setting.
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Click Save.
Import Sub-Tab
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Click the Import sub-tab.
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To download and import the full Vermeer master job code file, click Import Master Job Codes File. IntelliDealer submits a batch job to update job codes. A success message appears when the job is submitted.
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To import job codes changed within a date range, enter Date From and Date To, then click Import Job Codes. IntelliDealer submits a batch job for the selected range.
Review batch job status and any related reports on the Administration > Settings > Batch Jobs screen when you have security access.
Walkthrough of Adding Vermeer Job Codes to a Work Order
To open the Vermeer Job Codes interface from a work order, use the Segments tab. Use these steps to import job codes into the work order, including warranty and maintenance job codes.
Prerequisites: The setup procedures must be completed successfully.
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Navigate to Product Support > Service > Work Orders and open the work order to which you want to import the Vermeer job.
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Click the Segments tab, and ensure that the mandatory fields (such as Status, Technician, Type, Reason, and Rate Code) are filled in.
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On the same Segments tab, click Work Order Options to find and click the Vermeer Job Codes option.
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Enter your username and password and click Sign in.
You can save the username and password to the browser. Login is required once per session and is saved to session storage.
After you sign in, the Vermeer site opens to the Job Codes section, with Job Codes and Planned Maintenance on separate tabs. The model and serial number of the unit on the work order in IntelliDealer are auto-populated in the Vermeer search box. Job codes that match the search parameters appear in the list.
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To view more details about a job code, click the Code in the first column. The site shows work steps and parts.
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Select a job Code, and click Send To Dealer (the paper plane icon in the last column).
After the job code is sent successfully, a green Success: sent to the dealer message is shown, and the paper plane is disabled. Job code details such as job code number, estimated hours, and job code description are imported into the work order segment fields in IntelliDealer.
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Click the Click here to copy job code description link to copy all extended descriptions into the Description field.
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Click i next to the Job Code Number field to view details for the imported job code (such as parts, work steps, and hours).
After a job code is imported into a work order, the imported job codes are visible under Product Support > Service > Job Code. If the same job code is imported twice or at two different times, IntelliDealer updates the existing record in the flat-rate file. Whether estimated hours on an existing retail job code change depends on the Update Existing Job Code Hours with Vermeer Hours setting on the Job Codes tab. See Configuring Bulk Job Code Import.
Segment Status
If the segment status is:
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Warranty — The job code number matches the job code in the Vermeer One platform, and warranty hours from the job code are added to the estimated hours.
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Other than Warranty — The imported job is added with a suffix V to identify it as a non-warranty segment, and the estimated hours field is filled with retail hours.
Planned Maintenance Job Code
Planned maintenance job codes are a series of job code steps and parts that are needed to schedule service. The job codes are indicated with PM in the first two characters. For example: PM1800.