John Deere Expert Services: Quotes
John Deere Expert Services is a web-based inspections system developed by John Deere that allows the dealer create inspection steps (job codes) and create an inspection for machines using these steps. If the inspection step concludes that service needs to be done, the dealer can create a work order for it using the inspection steps.
The IntelliDealer John Deere Expert Services interface allows dealers to import Expert Services jobs into IntelliDealer Work Orders and Work Order Quoting. Jobs are imported as Job Codes in the system and are available on a read-only basis after they have been imported. The Job Codes are refreshed nightly with data from Expert Services.
When importing quotes and work orders from John Deere Expert Services the rate code is made mandatory when these security switches are enabled:
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For work orders, 810-Mandatory Rate Code
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For work order quotes, 813-Mandatory Rate Code
For setup and configuration see John Deere Expert Services .
Search Options
A few search options are available:
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Status searches by the status of the quote on the John Deere portal.
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Customer Response searches by the customer response on the John Deere portal.
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Equipment Model searches for the specified model.
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Serial Number searches for equipment by serial number.
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Part Number searches on part numbers.
Work Order Quoting Integration
The integration with Work Order Quoting works the same way as the Work Order integration.
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From anywhere in IntelliDealer, navigate to Product Support > Service > Work Order Quoting, and select the Work Order Quote you wish to add Expert Services jobs to.
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On the Details tab, under Quote Options, an entry for Expert Services is available:
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Click this entry to launch the Expert Services search window, the same as from the Work Order integration. Entries can be selected and added to the quote by selecting the check boxes and clicking the Add to Quote button:
After a job code has been imported into a Work Order or Work Order Quote, job codes are visible under Product Support > Service > Job Codes:
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Expert Services job codes have an X character in the control character field.
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It is not recommended to import Expert Services job codes from the IntelliDealer job codes list. Expert Services job codes should only be imported using the Expert Services search screen in Work Orders and Work Order Quotes to ensure the most up to date information from the Expert Services system is being pulled
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These job codes in IntelliDealer exist for reference and reporting purposes only.
Converting John Deere Quotes to an IntelliDealer Quote
You can turn the entire John Deere quote into an IntelliDealer quote. The result is that all the selected John Deere quotes become one quote in IntelliDealer. Each segment in the John Deere quote becomes a separate segment in that one quote.
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On the Product Support > Service > John Deere Expert Services page, locate the quotes to convert using the search functionality.
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Put a check mark beside each quote to convert and click the Create Quote button.
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Fill in the details of the pop-up and click Submit to create the quote. Or, to exit, click the Cancel button.
Adding John Deere Work Order Quotes to an IntelliDealer Work Order
To add John Deere Work Order Quotes directly to an IntelliDealer work order:
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In Product Support > Service > Work Order, select the Work Order you wish to add Expert Services quotes to.
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On the Details tab, under Work Order Options, an entry for Expert Services is available. Click this entry to launch the Expert Services search window, the same as from the Work Order integration.
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Select entries and add them to the quote by selecting the check boxes and clicking the Add to Work Order button.
The values on the pop-up default to the values of the previously displayed segment.
For a quote imported from Expert services with 3 segments, IntelliDealer creates 3 segments with the description and all the parts for each segment.
Feature: PFW.6265 - John Deere Expert Services
Revision: 2024.07