2024 Documentation Revision History
This section lists documentation updates for IntelliDealer:
2024.05 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1401 | EFT Overview | Updated page with correct screen direction and screen shots. |
| DOC-1786 | Email Header Configuration | Updated page information. Added Note on Printer Files. |
| DOC-2837 | Traffic Management - Listing | Updated page. |
| DOC-2871 | Added content for Taxation Of Trade-in AvaTax field. | |
| DOC-3055 | Add G/L Account | Added upload instructions and details. |
| DOC-3057 | G/L Preliminary Month End | Added warning on adjusting settings in optional reports. |
| DOC-3130 | Equipment Profile | Clarified meaning of amounts when there are two fields. Also identified fields that are hidden or disabled when Protect Supplier/Financial Information is enabled. |
| DOC-3156 | Added the Branch Transfer Guide. Updated the screen online help. | |
| DOC-3168 | How to Create a Kit in IntelliDealer | Remove green screen and update it to System Settings. |
| DOC-3169 | Parts Labels | Consolidated, revised and updated content about printing parts labels. |
| DOC-3180 | Revised and updated the Work Order Reversal content. | |
| DOC-3192 | Inspection Template Details | Added details around types of form inputs. |
| DOC-3093 | IntelliTech Setup | Revised and updated page. |
| DOC-3203 | Updates to displayed ID and salesperson on screens. | |
| DS-20104 | Shopify: Configuration | Added that you can't leave Configuration tab until you save. |
| DS-20223 | Noted the maximum number of units that can be attached. | |
| DS-20321 | BRP Parts Interfaces |
Added tip for submitting a parts order. |
|
IPS-4674, |
Customer Portal | Add link backs to Text Connect and Tethr It content. |
| IPS-5010 | Printer Output/PDF Viewer | Added details about fields on View PDF tab. Consolidated content. |
| IPS-6070 | Job Code Search | Updated screen shot and descriptions. |
| IPS-6260 |
Configure Printers and Configure Printers |
Remove CDK. |
| IPS-6292 | Added additional information about editing multiple configurations. | |
| OEM-2231 | Updated and revised content. |
2024.04 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1787 | Deleting Parts from the System (Deletion Listing Notes) | Removed outdated information. |
| DOC-3057 | G/L Month End Preliminary | Updated information of G/L Preliminary Month End screen. |
| DOC-3094 | Support Password | Improved description. |
| DOC-3098 |
Integrated Rental: Country and State Codes Country/Prov/State Code Selection |
Added list of Country and State codes expected by Integrated Rental. Added a warning to related pages with a link back to the new content. |
| DOC-3128 | Contact IntelliDealer Support | Added Center for Learning FAQ. |
| DOC-3129 | Improved and updated the Executive Summary content. | |
| DOC-3131 | Added new pages. | |
| DOC-3155 | Upload Parts Conversion File | Revised content to be clearer. |
| DOC-3168 | How to Create a KIT in IntelliDealer | Updated the content to use recent screens and added links to related content. |
| DOC-3172 |
Management Central - Financial Management Central - Equipment Management Central - Utilities Management Central - Parts KPI Management Central - Service KPI |
|
| DS-16524 | Open Sales Orders | Added detailed description for the types. |
| DS-18508 | General Ledger (G/L) Preliminary Month End | Added content explaining that Print Multi-Division Consolidated Reports is not always available. |
| DS-19649 | CNH eParts Catalog 4.0 | Added section for Start Digits. |
| DS-20138 | Vendor EFT | Added that if no records are found, Submit button is disabled. |
| IPS-4495 |
Product Support: Equipment Quoting Product Support: Equipment Invoicing Product Support: Service Quoting Product Support: Parts Quoting |
Changed Modify Parts Prices to Allow Parts Pricing Modification (Vendor 'GL' Not Affected) and updated description. |
| IPS-4519 | Call Analysis | Updated to add Multimedia option. |
| IPS-4521 | Printer Output | Page clean up and improvement. |
| IPS-4712 | Product Support - Service Work Order | Added new switches to bottom of table. |
| IPS-6155 | Inspections Approver Settings | Created new Inspections Approver Settings screen and added the link to inspections.main; |
| IPS-6228 | Add information about the select all checkbox. | |
| IPS-6246 |
Configuration: VESign (Electronic Document Signing) |
Rebrand IDSign to VESign as this solution is to be shared across both VitalEdge application platforms. |
| LA-777 | Updated and added new field content. | |
| LA-848 | Update description for the Allow Payments on Account field. | |
| OEM-2095 | Customer Profile: Supplier Mapping | Added Actions field. |
| OEM-2201 | Updated pages to new UX. | |
| OEM-2219 | Updated pages to new UX. | |
| OEM-2220 | Updated pages to new UX. | |
| OEM-2414 | Kubota Service Invoice Upload | Created help page for Kubota Service Invoice Upload. |
| OEM-2481 | John Deere: eCommerce | Added info about status sign-off for final invoicing. |
| OEM-2787 | BRP: Parts Ordering/Parts Locator | Updated general help to include Setup/Walkthrough for BRP Parts Ordering. |
| OEM-2812 | John Deere: Customer Services | Created page for John Deere Customer Services. |
2024.03.002 PPU
| Ticket | Link | Description |
|---|---|---|
| IPS-6248 | Configuration: VESign(Electronic Document Signing) | Updated description of Sender Email field. |
2024.03 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1400 | Add Alert, Edit Alert | Updated description for Customer/Salesperson/Technician field. |
| DOC-1512 | Parts Reports Overview | Added how to enable the PAR229 report. |
| DOC-2939 | Equipment Quoting: Include on Print | Added Printing a Preview of the Quote section. |
| DOC-2999 | Updated the data source. | |
| DOC-3001 | Accepting a Work Order Quote | Updated to account for VESign. |
| DOC-3003 | Real-time General Billing System | Added data source. |
| DOC-3004 | Journal Breakdown | Minor clarification of what's in the report. |
| DOC-3006 | Inspections Assign Service screen | Created Inspections Assign Service screen help page. |
| DOC-3008 | Browser Support | Updated the page. |
| DS-16817 | Updated description of a failed upload. | |
| DS-17430 | IntelliTech Scheduled Work Orders | Added priority code field. |
| DS-19985 | Komatsu New Parts System Setup | Added new section Setup Freight Carriers. |
| IPS-4448 | MyDealer: Customized Links | Added Customized Links help screen. |
| IPS-5832 |
Updated with information about FileBound 2.0. Added security switch Interfaces - Access. |
|
| IPS-5890 | Configuration: IDSign | Updated new name of the Sender fields. |
| LA-335 |
Added instructions for setting up payment on account. Added related fields to configuration screens. |
|
| LA-729 | Equipment Profile: Attachments | Updated the available fields. |
| LA-744 | Integrated Rental: Equipment Profile | Updated IntelliDealer Status to IR Fleet Type mapping table for Sold status. |
|
OEM-2472 DS-19948 |
Added new content for Worldpay Portal feature. Added a note about using a device from the same location that created the invoice. |
|
| OEM-2755 | Customer - Parts Invoicing Header | Updated the Ship Via field. |
| OEM-2768 | Vendor ETF | Revised and content cleanup. |
2024.02 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-2871 | Added content for Taxation Of Trade-in AvaTax field. | |
| DOC-2861 | Removed outdated info, updated screen shots. | |
| DOC-2928 | John Deere: DTF | Updated help page for JD DTF. |
| DOC-2930 | Price Update Step-by-step | Added details about system behavior after clicking download. |
| DOC-2936 | Customer Pricing Record | Noted that for a given field, if a specific value isn't specified then All must be selected. |
| DOC-2938 | Updated to latest information. | |
| DOC-2940 | Real-time General Billing System | Added FAQ. |
| DOC-2996 | Customer Profile | Added that setting PO Number to Y affects MyDealer too. |
| DS-19899 | AvaTax: Parts | Updated with details about product codes used for non-taxable items. |
| DS-19976 | Accept Segments | Added note to Create Sales Requisition field. |
| IPS-6045 | Updated the name of the switch. | |
| LA-731 | Updated description for Session Time Out field. | |
| LA-756 | Equipment Profile: Attachments | Updated screenshot. |
| OEM-2297 | Added new content for Shopify inventory integration, and updated existing Shopify content with configuration details. | |
| OEM-2401 | eCommerce Orders | Added content for new page for eCommerce. |
| OEM-2559 | John Deere Credentials | Remove all references to JDLink from this page. Instead use: AEMP Interface. |
| OEM-2564 | Added new pages. | |
| OEM-2641 | CNH: Vehicle Lookup | Updated screens, reference to previous interface name. |
| OEM-2675 | Added new page. | |
| OEM-2712 | CNH: Warranty Claims Submission | Added configuration for 'eWarranty' tab on CNH DEP Interface. Added note on Automatic PIP/PPP check on W/O |
2024.01 PPU
| Ticket | Link | Description |
|---|---|---|
| DOC-1322 | Customized Messages | Renamed the page and gave it an edit. |
| DOC-2165 | N/A | Removed security switch page for ID MobileAccess, as it now uses the same system settings as IntelliDealer, depending upon which area it is accessing. |
| DOC-2764 | Added further content to the Full Database Reorganization page. Added new page for backing up on-site servers. | |
| DOC-2824 | Inspections Template Details | Created help page for the Inspections Template Details screen. |
| DOC-2857 | Added reference to 'Create Primary Contact' button. Added detail on Primary Contact field. | |
| DOC-2866 | Updated pages around user password. | |
| DS-19254 | PDF Retention | Deleted reference to the 'Delete' button. |
| DS-19441 | Report Options | Added equations for calculating the Inventory Summary report. |
| DS-19604 | Each page was updated with further details for the AvaTax Entity Use Code field. | |
| DS-19826 | Parts Invoicing Header | Added info on redirect to the Details tab if the customer number had changed. |
| DS-19848 | Added details about the source of data. | |
| IPS-3681 |
Updated Maintain Agency Parameters with more context and more detailed instructions. Marked the ProDoc as deprecated. |
|
| IPS-5348 |
Configuration: VESign(Electronic Document Signing) |
Added content for beta release of VESign (Electronic Document Signing). |
| LA-730 | Equipment Profile | Updated the position of the Attached To field. |
| OEM-2615 | AEMP Interface | Added details on configuring Generic AEMP OAuth 2.0. |
|
OEM-2658 OEM-2584 |
Added all new content for configuring the interface and looking up job codes. | |
| OEM-2667 | Vermeer: Job Codes | Add new content for Vermeer Job Code import. |