Configuration Properties
Use the Configuration Properties screen to create and maintain JSON-based property records that support interfaces and batch jobs. Each record is scoped by company, division, and location (when applicable) and stores settings in the JSONVALUES file.
Only property types that are enabled for this screen appear in the list and in the Create flow. A property type is hidden when the dealership is not licensed for the related feature, or when the type is maintained on a dedicated interface screen instead of this list. Some property types also require that legacy configuration data is not already present (for example, Text Connect).
The same property detail layouts used on this screen are embedded on several interface configuration pages. When a property is documented on an interface topic, use that topic for workflow context and refer here for the field reference when you open the record from Configuration > Properties.
To open the Configuration Properties screen, navigate to Configuration > Properties.
Note: The Properties menu item appears only when Access Maintain Users Security is activated for security system 994 WebAdmin on the user group Authorization List. That same switch also controls other administration options (for example, Administration > Settings > Security and Customer A/R Agency Security). See 994 - WebAdmin and Customer A/R Agency Security.
Topics in this section:
Screen Description
The listing shows property records for your company and division. Columns are:
| Column | Description |
|---|---|
| Property | The property type for the row. |
| Description | A short description of the property type. |
| Company | The company for the record. |
| Division | The division for the record. |
| Location | The location for the record, when the property type is location-scoped. |
Working With Property Records
To add a record, click Create, select a Property type, and click Continue. Complete the fields on the detail view and save.
To change a record, select it in the list, click Edit, update fields, and save. To remove a record, open it for edit and click Delete when the property type allows deletion.
Note: If a property type has no detail layout on this screen, the detail view shows Invalid property and cannot be edited here. Use the related interface configuration screen for that property type.
Available Property Types
Property types that can appear on this screen (subject to licensing and other rules) are:
| Property | Scope | Related Help |
|---|---|---|
| A/R Agencies Activate/Deactivate Batch Run Parameters | Company / Division | A/R Agencies Activate/Deactivate Batch Run Parameters |
| Text Connect Settings | Location | Configuration: Text Connect |
| Worldpay Text-To-Pay Settings | Location | Worldpay Setup |
| Claas Parts Inventory Manager | Division | Claas Parts Inventory Manager |
| Kubota Syncron Properties | Division | Kubota Syncron |
| Kubota KCom Manufacturer Codes | Company | Kubota eCommerce |
| JD eCommerce Parts Invoice Settings | Location | John Deere eCommerce, John Deere eCommerce: Settings |
| CNH DEP Make Configuration | Company | CNH DEP, CNH Work Order Transmit |
| CNH DEP Part Vendor Configuration | Division | CNH DEP |
| Vermeer WorkOrder Manufacturer Code | Company | Vermeer Job Codes |
A/R Agencies Activate/Deactivate Batch Run Parameters
Configures the user and run mode submitted with the batch job that activates or deactivates customer A/R agencies.
Fields are:
| Field | Description |
|---|---|
| Run Type | Required. Select Activate & Deactivate, Activate Only, or Deactivate Only for the batch run. |
| Report User | Required. IntelliDealer user ID (up to 10 characters) that runs the batch job report. |
Text Connect Settings
Location-level settings for VitalEngage Text / Text Connect. Requires feature 6267 Text Connect. See Configuration: Text Connect.
Note: Text Connect Settings does not appear in the create list when legacy Text Connect configuration already exists in the configuration table.
Fields are:
| Field | Description |
|---|---|
| Location | Required. Location that receives Text Connect messages for this configuration. |
| Enterprise Information System Location ID | Required. Registered CDK Text Connect EIS number for the location. Contact support to obtain this value. |
| Location Alert Phone Number | Required. Ten-digit phone number (digits only) for location alerts. |
Worldpay Text-To-Pay Settings
Location-level Skipify / text-to-pay settings for Worldpay. Requires the Worldpay payment interface feature. See Worldpay Setup.
Fields are:
| Field | Description |
|---|---|
| Location | Required. Location for text-to-pay deposits. |
| Worldpay Skipify Merchant ID | Required. Merchant ID from Worldpay Skipify. |
| Worldpay Skipify API Key | Required. API key from Worldpay Skipify. |
| Message To Send To Payer | Required. SMS text sent to the payer (maximum 500 characters). You can insert placeholders exactly as shown: {CUSTOMER_NAME} (customer name from Customer Profile), {ORDER_NUMBER} (sales order number), {AMOUNT} (amount owed), and {TEXT_LINK} (payment link from Worldpay). |
| Pay By Text Parts Invoice Deposit Printer | Required. Printer for parts invoice deposit receipts. |
| Pay By Text Work Orders Deposit Printer | Required. Printer for work order deposit receipts. |
Claas Parts Inventory Manager
Division-level Syncron and FTP settings for Claas Parts Inventory Manager. Requires feature 6263 Claas Parts Inventory Manager. See Claas Parts Inventory Manager.
Fields are:
| Field | Description |
|---|---|
| Division | Required on create. Company and division for the configuration. |
| Warehouse Group Code | Required. Warehouse group code (up to 18 characters). |
| PDF Report User ID | Required. User who receives PDF error reports (up to 10 characters). |
| Syncron User ID | Required. Syncron FTP user ID. |
| Automatically Add Parts To Part Master | Required. Select whether parts returned from the interface are added to Part Master automatically. |
| Claas FTP Server | Required. Host name or address for the Claas FTP server. |
| Claas FTP User ID | Required. FTP user ID. |
| Claas FTP Password | Required. FTP password. |
| Location / Warehouse Code grid | Required. At least one row. Map each Location to a Warehouse Code. Each location can appear only once. |
Kubota Syncron Properties
Division-level Kubota Syncron Smart Supply settings. Requires Kubota parts inventory management licensing. See Kubota Syncron.
Fields are:
| Field | Description |
|---|---|
| Division | Required on create. Company and division for the configuration. |
| Warehouse Group Code | Required. Warehouse group code (up to 18 characters). |
| PDF Report User ID | Required. User who receives PDF error reports (up to 10 characters). |
| Syncron User ID | Syncron user ID (for example, the shared production ID documented on the Kubota Syncron topic). |
| Error Notification | Optional. One or more users who receive email when Smart Supply processing fails. |
| Vendor / Syncron Vendor Code grid | Required. Map each parts Vendor to a Syncron Vendor Code. At least one row must use the Kubota Syncron vendor code. A vendor cannot be mapped more than once. |
| Location / Warehouse Code grid | Required. Map each location to a Kubota warehouse (dealer) code. Each location can appear only once. |
Kubota KCom Manufacturer Codes
Company-level mapping of equipment make codes used by Kubota KCom eCommerce. See Kubota eCommerce.
Fields are:
| Field | Description |
|---|---|
| Company | Required on create. Company for the make code mappings. |
| Kubota | Multi-select. IntelliDealer equipment make codes associated with Kubota. |
| Great Plains | Multi-select. Equipment make codes associated with Great Plains. |
| Land Pride | Multi-select. Equipment make codes associated with Land Pride. |
JD eCommerce Parts Invoice Settings
Location-level defaults for parts invoices created by John Deere eCommerce. Requires John Deere eCommerce licensing. See John Deere eCommerce: Settings.
Fields are:
| Field | Description |
|---|---|
| Location | Required. Location for these invoice defaults. |
| Salesperson | Required. Default salesperson on eCommerce parts invoices. |
| To Email | Required. Destination address for order notification email. |
| From Email | Required. Sender address for order notification email. |
| Comments / Memos | Select whether eCommerce order text is stored as invoice comments or memos. |
| Print Picpak | When selected, prints PicPak when the invoice is created. |
| Default Printer | Required. Default printer for PicPak. |
| CSO016 Printer | Required. Printer for CSO016 output. |
| Print Deposit Receipt | When selected, prints a deposit receipt when applicable. |
| Send Order Creation Email | When selected, sends email when an order is created. |
CNH DEP Make Configuration
Company-level equipment makes included or excluded when transmitting work orders to CNH DEP. See CNH Work Order Transmit.
Fields are:
| Field | Description |
|---|---|
| Company | Required on create. Company for the make list. |
| List Configuration Option | Required. Transmit All, Transmit All Excluding Configured Options, or Transmit Only Configured Options. |
| Include Makes / Exclude Makes | When the list option is not Transmit All, multi-select equipment make codes to include or exclude, depending on the option selected. |
CNH DEP Part Vendor Configuration
Division-level parts vendors included or excluded for CNH DEP. See CNH DEP.
Fields are:
| Field | Description |
|---|---|
| Division | Required on create. Company and division for the vendor list. |
| List Configuration Option | Required. Transmit All, Transmit All Excluding Configured Options, or Transmit Only Configured Options. |
| Include Part Vendors / Exclude Part Vendors | When the list option is not Transmit All, multi-select CASE parts vendors to include or exclude, depending on the option selected. |
Vermeer WorkOrder Manufacturer Code
Company-level equipment makes eligible for Vermeer work order transmit. See Vermeer Job Codes.
Fields are:
| Field | Description |
|---|---|
| Company | Required on create. Company for the make list. |
| Make Codes | Multi-select. Equipment make codes transmitted on Vermeer work orders. |