APIs
DS-20264 - Customer API - Fixed 'General internal failure has occurred.' 422 error.
Configuration
DS-17730 - When editing configuration for branch transfers non-active salespersons will now be displayed and proper error issued upon save.
Equipment
IPS-4115 - When real-time processing is activated in Equipment Invoicing via security system 802 (Allow Bill Invoice In Equipment Invoice), the 'Bill Invoice' button will immediately process the transaction after a confirmation dialog window.
DS-20223 - Changed Equipment Quoting/Invoicing to allow more than 100 attachments across multiple segments.
General Ledger
DS-20195 - The scheduled general billing run will purge general invoices that have been billed and do not have any more invoices to issue.
IDMA
DS-17468 - The Service Job Report in ID MobileAccess will display a JPEG logo in the CMYK format. If the logo is not a valid image, the company name will be displayed in place of the logo.
Inspections (Beta)
IPS-6275 - InspectionPlus - Beta May Release (fixes and enhancements)
IPS-6301 - Inspections 2.0 Renamed to ID InspectionPlus
Integrated Rental
LA-761 - Previously, when account information changed through Chart of Accounts, we only sent the main account change to Integrated Rental. We now check to see if any changes were made to the Cost of Sale account on the parent and if so, we send that account information to IR as well.
Interfaces
OEM-2856 - The BRP Promotions interface allows dealers to view promotions for BRP equipment within IntelliDealer.
OEM-2837 - Kubota Syncron - Adjusted logic for generating transactional demand file data when parts invoicing allows for a 'One Time Sale' transaction to be coded on a line item.
OEM-2836 - The BRP Service History interface has been updated to the latest version (DCP). To access the new version, a switch has been added to the configuration screen under Configuration > Interfaces > BRP > Interfaces > General
OEM-2828 - The BRP Vehicle Specifications interface has been updated to the latest version (DCP). To access the new version, a switch has been added to the configuration screen under Configuration > Interfaces > BRP > Interfaces > General
OEM-2613 - Fixed an issue where duplicate models were being transmitted to John Deere SMO.
OEM-2497 - This update creates Parts return records for the dealer to review and process from the Kubota Smart Supply inbound return files.
DS-20277 - locate a dealer number for JD Part Availability even when there are vendors that do not have dealer numbers.
DS-20259 - produce more helpful and clear error messages from the FTP clients (i.e instead of: 'Unable to connect!', the following will be returned: 'Unable to connect: server as user id'.
DS-20251 DS-20251 Validating the work order if needs to be transmitted, to prevent from adding or retrying more requests to the Request Queue.
DS-20235 - The JD eCommerce orders screen will no longer erroneously log the parts invoice number as the parts order on non-PDC-shipped orders.
DS-20104 - This update includes a new save modal that appears after changing tabs, ensuring that orders are properly imported.
DS-20102 - The JD eCommerce interface will now stop the creation of duplicate parts invoices or returns when John Deere accidentally transmits the same request twice.
Payment Processing
OEM-2855 - Under this task below changes has been performed.
- Removed “Originator Status Code�, “Addenda Type Code�, “Reconcile in BANKREC� fields for both NEW NACHA and NEW CPA EFT formats.
- In NEW NACHA EFT format “Addenda Record Indicator� field is shown as radio button with “PRINT� or “Don’t PRINT� options. By default “PRINT� option is selected on this field.
OEM-2846 - We have added Balance File checkbox to New NACHA format. If this field is checked it will add an offset record to balance the batch in EFT file.
DS-20191- To NEW NACHA EFT format below fields has been added
- Added a text field called 'Company Name' which populates in Batch Header Record at position 05-20. If left blank, it will be defaulted to the Immediate Origin value.
- Added a checkbox called 'Nine Filler' when checked it prints repeating 9’s at end of file until a multiple of 10 is achieved in line count.
- Added a radio button called 'Sum As' based on the selection the values in the EFT is summed either as Credits or Debits in the file.
- Added a text field called 'Service Class Code' which by default has 200 if user’s want they can update it to other values like 220,225 etc.
Service
LA-875 - We now display the name of the contact, salesperson and responsible salesperson beside their codes on the Work Order and Parts Invoicing profile screens.
DS-17630 - Fixed issue with quick close from work order listing screen when customer on work order contained a special character.
DS-17629 - Changed work order reversal logic to generate the the general invoice after the new work order in created. To prevent double reversal when an errors occurs.
Text Connect
LA-872 - LA-872 - Made a small change to the new Text Connect configuration area. It will now show both the User ID as well as the User Name in the Intellidealer User ID dropdown. Previously, it only showed the user’s User ID.
VESign
IPS-6300 - Hide VESign button for signing when a location is deactivated.
IPS-6292 - Updates to VESign configuration logic. The sender first & last name will only be updated if changed.
Other
DS-20288 - Fixed connection configuration for Data Miner Cloud repository.
DS-20136 - This update includes the addition of a AEMP_TELEMATICS feature check to prevent an error message when running a AEMP telematics job.
DS-17812 - moving the temporarily created files for Bank Electronic Upload and Rental Category Class upload from /apache-tomcat-9.0.12/temp to /pfw/DATALIBRARY/javaxml/output.
DS-20252: Updated FTP properties for ELead FTP site.
OEM-2816 - Update to transmit work order parts adjustments as returns in the nightly transactional demand file for Kubota Syncron.
DS-20256 - EFT: the New Nacha format could cause a check to be stuck in checks tab; it was not going into the files tab after the EFT submit is done. This has been resolved.
DS-20255 - Reports: A technical change was affecting the names of reports generated before the change. This has been resolved.
DS-20245 - IR: Added amount format validations to Integrated Rental invoice payloads to prevent rounding issues in the billing run.
DS-20261 - MyDealer: Fixed an issue with some of the MyDealer administration screens in IntelliDealer showing language keys instead of the language value.
DS-20186 - allow Kubota Invoice Voucher interface to utilize specified digital certificates when newer certificates are available preventing general internal failure
OEM-2735 - required updates for Komatsu's new part availability and ordering servers
DS-20229 - prevent update to SALDETW2 causing Kubota Syncron transactional files from transmitting
Accounts Payable
OEM-2832 - Updated EFT formats 'New Nacha' and 'New CPA' have been implemented.
OEM-2768 - CPA EFT has been converted to support newer technology.
DS-20153 - Added a configuration field called Trailer Record Filler to New CPA EFT format, where Blank or Zero option can be selected. The selected value will be printed in Z or trailer record at index 112-1464
DS-20138- EFT: Disabled the submit button when there are no records found to be downloaded
DS-18627 - Added a new EFT format called CPA-CIBC - Settlement which has following features:
- Added configuration option to save Currency Indicator.
- Added configuration option called Error Correction Totals, where Blank or Zero option can be selected. The selected value will be printed in Z record at index 69 - 112.
- In CpaDetailRecord originatorDirectClearerSettlementCode has been set to 01.
- In CpaHeaderRecord below changes have been made
1 versionNumber is printed at index 1249 - 1252 which always has value 0001.
2 numberOfSettlementAccountSeries is printed at index 1253 - 1254 which always has value 01.
3 From index 1255 the settlement account details are printed.
Configuration
IPS-5872 - Configure New Printer - Added meaningful labels for the IP address validation.
DS-20055 - Added error handling in deposit configuration to handle case where part sale account matches a cash code charge account.
DS-20054 - Ensure Deactivate Tax Code report DEACTT is created under correct user.
DS-20077 - Customer Care: Add an edit check to not allow special characters when creating a new form or copying an existing one.
Equipment
DS-20103 - Addressed an issue with the alignment and decimal places in the columns of the Equipment Profile Attachments tab.
DS-19978 - Equipment Profile: Refactored to delete base and options and calculating the other total price.
General Ledger
IPS-5870 - Changed G/L preliminary Month end modal to regular page
DS-20016 - Special Accounts: Allows user to clean up duplicate accounts created using green screen.
DS-19457 - The General Unattended Billing Run will clear the G/L update lock after it has completed billing any pending invoices.
DS-18508 - G/L Month End: Made changes to hide Close All Divisions Within Company checkbox and Print Multi-Divisional Consolidated Reports when there is only one division
Inspections 2.0 (ID InspectionPlus)
IPS-6201 - Updates to beta Inspections 2.0 (ID InspectionPlus)
Integrated Rental
DS-20044 - Made a slight adjustment to how we determine a work order is closed and billed in order to accurately reflect that change in Integrated Rental. We now look for an invoice date on the work order and if found, we send an update to IR indicating the work order is closed.
Interfaces
OEM-2843 - This update downloads the particular Kubota Smart Supply order export file based on the warehouse group code provided in the kubota syncron properties.
OEM-2815 - This update creates Stock Transfer records for the dealer in the right locations provided from the Kubota Smart Supply order export files.
OEM-2790 - Ditch Witch: Logic has been updated to support the updated Radius Delimited File.
OEM-2787 - The BRP Part and Dealer Locator interfaces have been updated to the latest version (DCP). To access the new versions of the interfaces, a switch has been added to the configuration screen located under Configuration > Interfaces > BRP > Interfaces > Parts Inventory Transmit.
OEM-2725 - MEMOS associated with Internal/Related customer's equipment will no longer be sent to John Deere SMO.
OEM-2718 - The BRP Parts Inventory Transmit interface has been updated to the latest version (DCP). To access the new version, a switch has been added to the configuration screen under Configuration > Interfaces > BRP > Interfaces > Parts Inventory Transmit
OEM-2717 - The BRP Parts Master interface has been updated to the latest version (DCP). To access the new version of the interface, a switch has been added to the configuration screen located under Configuration > Interfaces > BRP > Interfaces > Price File.
OEM-2481 - Some additional optional functionality has been added to the JD eCommerce interface to prevent issues with parts invoices and returns being invoiced before all necessary status updates are sent to John Deere.
1 The security switch that enables this functionality can be found under 823 - Product Support - Parts Invoicing and is labelled Restrict JD eCommerce Order Invoicing
2 Turning on this switch for a user will prevent a JD eCommerce parts invoice from being invoiced until all appropriate status events are transmitted to John Deere.
3 The valid statuses for invoicing are: Ready to Ship, Shipped, Ready for Pickup, Picked Up, and Returned (only applies to return orders).
a For example, when no status update events have been transmitted for a JD eCommerce order and the Invoice button is selected, this error message will be shown:
b Once the Ready for Payment and Ready for Ship events have been transmitted to John Deere, invoicing of this parts invoice may proceed as normal.
DS-20150 CNH DEP - Transmitting work orders based on the make configuration. Ultimately, this will prevent sending request payloads with out including userID's in the header
DS-20126 - Additional logic has been added to the JD eCommerce status update screen to determine which statuses are available to be transmitted to John Deere when taking an order off On Hold.
DS-20107 - produce a more helpful error message when Claas sends an invalid parts order acknowledgement
DS-20088 - The AGCO eOrdering interface will now allow a quote to be created properly even if miscellaneous charges with null/blank pricing are found.
DS-19649 - Provide a configuration screen in CNH eparts 4.0 interface to configure brand and start digits for the parts availability and pick list.
MyDealer
LA-848 - Added the ability for dealers to configure what payment on account payment type to allow in MyDealer. The new options are None, ACH Payment, Credit Card Payment, and Both Payment Types. Previously, it was set to allow both payment types and the customer could choose between ACH and CC. Now the dealer has control what options the customer has. If the Payment on Account switch was turned on prior to this update, the new default with this update will be ACH only. To allow customers the option of paying on account by credit card, dealers can modify the MyDealer profile of a customer contact or use the MyDealer Mass Update Tool and set the option to Credit Card Payment or Both Payment Types (ACH and CC).
Service
DS-18054 - Display Description, Cause, Complaint and correction on accepted Work Order Quote.
Text Connect
LA-777 - Created a new Text Connect configuration screen located at Configuration>Interfaces >Text Connect which resolves the inability to assign a user a phone number as a result of changes made by CDK. You can use the new configuration to assign a Text Connect Alert Phone Number to either an IntelliDealer user and/or location. The pre-existing Text Connect configuration screen located at Configuration > Properties and the User Profile Text Connect Phone Number field located at Administration>Settings>User Profiles are both now Read-Only for your reference and will sunset in a future release. The existing configuration stored in the Text Connect properties area (for locations) has automatically been brought over to the new configuration area. For IntelliDealer users, you must assign phone numbers using the new system. See Text Connect online help for more details.
VESign
IPS-6269 - The default from email for VESign is defined.
IPS-6258 VESign status will now be set to canceled if customer does not sign off on any optional signatures of a multi-segment document.
IPS-6228 - Added Select All check box to VESign configuration listing screen.
IPS-5889 - Enhancements to the VESign Dashboard.
Other
OEM-2844 - update all CL calling Legacy OEM with new package names
DS-20189 - remove oem version from Contact Support page. Use PPU version instead.
DS-20170 - When VESign auto accepts parts quote segment now ensures user is passed from submitted jobs.
DS-16254 - Change the Open Requisitions Executive summary screen to exclude parts requisitions that are billed.
DS-15312 - After clicking the envelope from the home screen, a list of messages is displayed. Some messages that should appear in this list may have been purged in error. This issue has been resolved.
DS-20179 - Unconditionally apply updates to the OEM Engine
IPS-6159 - Resolved issue with password reset emails not being sent correctly
DS-20159 - Prevent DTF restarts in QBATCH with level check on ECOMMORD
OEM-2812 - Allow the Deere Customer Services and Linkages to specify individual OAuth credentials
Cleared PPU, no contents
This PPU has been cleared and has no contents.
This PPU has been cleared and has no contents.
DS-20141 - Integrated Rental - resolved invoicing error caused by unhandled data conditions.
DS-20097 - The JD eCommerce Status Update Tool will now allow return order status messages.
DS-20130 - Fixed incorrect SQL that was preventing CLRLIB command in affected libraries.
DS-20146 - Updated Ditch Witch EDT endpoint to resolve parts ordering issue.
DS-20137 - Fixed an issue with some IR invoices not being processed in IntelliDealer, due to unexpected data conditions.
IPS-6248 - Update Sender Email Address for dealer locations registration in OneSpan.
DS-20109 - The JD eCommerce interface will now use the appropriate part pricing when creating parts orders for PDC shipped orders.
OEM-2800 - Kubota Syncron - Adjusted logic for determining Item file unit cost and supplier purchase price.
OEM-2782 - Kubota Syncron - Now processes Transfer records from the consumed order file.
DS-20075 - Fixed a 'Bad Request' issue, when trying to import the job code from Vermeer one with a callback url.
Accounts Payable
DS-19935 - Ensure A/P voucher batch status of "U" processing an upload is always cleared when a error occurs.
APIs
IPS-5885 - Add logic in backend to add workorders from assign service screen.
Configuration
LA-765 - A warning message will now appear when attempting to print more than 100 invoices at once.
Equipment
LA-741 - The Open Work Orders popup in Equipment Profile has been converted from the older technology to the new modern look and feel.
LA-738 - The Equipment Memos popup in Equipment Profile has been converted from the older technology to the new modern look and feel.
LA-729 - The Equipment Attachment Tab in Equipment Profile now displays additional columns to align with the number of columns shown in the Equipment Attachments popup launched from the Quick Links section.
DS-19988 - Made a small change to the Equipment Attachment popup to hide the pricing columns based on the user profile security settings.
DS-19874 - Base Code search now allows for up to 20 characters in search field.
FileBound
IPS-6079 - Added new System Notification Emails for FileBound 2.0 errors
IPS-5820 - Created new logging file to store outbound exchanges from IntelliDealer to FileBound
IPS-5760 - Added a nightly job to send Parts purchase order sender data to fileBound.
IPS-5470 - Added a nightly job to send A/P purchase order receiver data to fileBound.
IPS-4210 - Added a nightly job to send Parts purchase order receiver to fileBound.
General Ledger
DS-20045 - General Billing - Fixed issue with single character location value in billing schedule setup.
DS-19987 - Create check reconciliation upload folder with proper authority.
Inspections (Beta)
UX-682 - (Beta) additional features and fixes
Integrated Rental
LA-762 - Added in an extra validation to ensure units that no longer qualify to be sent to Integrated Rental (Invoiced, Internal etc) are not locked by IR.
LA-744 - Modified the Fleet Type mapping for equipment data sent to Integrated Rental to include specific mappings if the unit is on a rental contract in IR’s system.
DS-19873 - Added the same validation error that’s used in General Invoicing ('Rental credit amount is greater than life to date rental income') to the Integrated Rental invoicing application.
Interfaces
OEM-2783 - The webservice name is now included in requests when transmitting Equipment Options to John Deere SMO
OEM-2781 - The John Deere SMO transmit logic has been revised to transmit equipment even when there’s no customer associated with it.
OEM-2755 - The JD eCommerce interface will now populate the Ship Via field on parts invoices created by the interface. Customer pickup orders will have the value PICKUP, PDC shipped orders will have the value PDC, and regular dealer-shipped orders will have the value SHIP.
OEM-2748 - JD Customer Linkage - Modified exported CSV file by Adding Email Address as header and passing primary contact’s business e-mail address as the data to that header
OEM-2744 - CNH DEP Telematics - Fixed the issue by converting string format to the json format which UI needed to display the units without an error
OEM-2732 - The parts inventory manager for Kubota Syncron will now generate and transmit 'partial' files throughout the week, and 'full' files only when a user manually transmits.
OEM-2724 - \u001a special character is removed form John Deere SMO JSON requests.
OEM-2695 - Holding the transmit to the CNH from the queue when password is expired and retrying to send those after new password added.
OEM-2691 - Updated the CNH request payload with the values CNH provided in feedback.
OEM-2685 - CNH Work Order Transmit - Check the request queue for the last request with the same work order ID. If the new request matches, then don’t add another request.
OEM-2640 - This is the initial release of the CNH Data Exchange Platform - Point of Sale data transmit interface (CNH PoS). This interface allows for a live transmit of part and equipment sales of CNH units from IntelliDealer. Information is transmitted as updates are made to a parts invoice or equipment invoice. As well, the interface contains a historical data transmit that allows historical invoices to be transmitted to CNH for a given date range.
OEM-2589 - BETA TESTING - EDT Parts Order Interface – Update to existing parts ordering screens. Dealers will be notified by Ditch Witch when this can be enabled in all systems.
OEM-2496 - Kubota Syncron - Creating parts Order based on the order export file, retrieved from the Syncron server
OEM-2414 - This is the initial beta release of the Kubota Service Invoice Upload interface. This interface allows service history data to be transmitted to Kubota on a nightly basis. The interface also allows for a historical data transmit of service invoice information for a given date range.
DS-20074 - fix issue with refreshing screen and adding job code fields on work order.
DS-20050 - The AEMP Telematics interfaces will now allow serial numbers from the AEMP provider with spaces before or after the serial number to be matched properly with their corresponding IntelliDealer units.
DS-20039 - The AGCO eOrdering and CNH Retail Offers interfaces will once again allow a ? character to be used as the stock number when creating equipment quotes.
DS-20037 -: By not removing decimals, exact hours of SRT jobcodes pulled to workorders.
DS-19990 - JD Warranty interface: Validating Vendor payment Term Days and maximum days of month before setting dueDate. This fix would allow to create vouchers.
DS-19985 - Limiting the carrier code characters to maximum length of '6'
to avoid internal failure when transmitting the Parts PO and changed the labels to make the verbiage on the screen more understandable.
DS-19982 - JDParts configure printers: Displaying invalid location entries by changing their labels, that way we can identify and delete those unwanted entries.
DS-19952 - Updating the Batch Jobs by saving the errors to the Job History to display it in ID when transmit was unsuccessful.
DS-19726 - For CNH AMAX and AGCO API interfaces, when configured to use last receipt date, ensure date is exactly that.
MyDealer
LA-783 - Replaced the links shown in the footer of MyDealer generated emails to VitalEdge/Intellidealer links.
LA-771 - Updated the logo on the MyDealer login page to the new VitalEdge logo.
LA-335 - Added the ability for a customer to make a payment on account in MyDealer using a credit card. This feature is currently only available with Versapay.
DS-17590 - Addressed an issue in the MyDealer Divsion Tab setting area where the Invoice Payment Batch Location field wasn’t updating properly after changing divisions.
Parts
DS-20063 - Validating fields properly for dropShip allowed orders and enabling 'Submit' button based on the validations to transmit parts order to Claas.
DS-19946 - Prevent update of labor pricing when using the Customer Pricing import function.
Payment Processing
OEM-2698 - Added a new EFT format: 'Chase - JP Morgan'. This format can be used to generate a NACHA EFT for Chase/JP Morgan.
OEM-2472 - provide the ability to utilize Worldpay portal for users that do not have a Worldpay device
DS-19948 - prevent the usage of a Worldpay device not registered to the company/division/location of the invoice.
DS-19730 - Added a new EFT Format: 'WEX'. The format can be added to your system at the following location: Configuration > General Ledger > Accounts Payable > Vendor EFT screen. When generating an EFT file using the WEX format, a csv file is generated containing voucher data for all vendors setup with the WEX format. Configure a vendor to use the WEX format by updating the Payment Terms tab 'Electronic Funds Transfer' fields in the vendor's profile. Please note: The the bank number, branch and account are mandatory fields, even though they are not relevant to the WEX format. They should be filled out with arbitrary data (eg. all zeros) in order to setup the vendor for the WEX format. (see screenshot)
Reports
IPS-5708 - Out Of Balance (OOB) report will use the voucher batch update date, rather than voucher batch creation date.
DS-19991 - Aged trial Balance Report - Refactored code to export excel file for the case when field value is 0.
Service
DS-19996 - Populate the AvaTax Entity Use Code on work orders when creating from job jackets.
DS-19947 - When creating a work order from a service request, complete the service request when the 'SAVE and Close' button has been pressed.
DS-20057 - resolving CNH Productivity Plus ‘Unbalanced Tax Amount' error when transmitting equipment invoices when credit card mask is showing 16 characters or more
DS-20060 - Change Vermeer work order location to use one from the callback url
DS-20038 - (Beta) For the CNH DEP SRT Import, the SRTs are now importing successfully into W/O Quotes.
DS-19554 - resolving CNH Productivity Plus ‘Unbalanced Tax Amount' error when transmitting equipment invoices
DS-20035 - Restore Vermeer iWarranty
Wireless
DS-20034 - Fixed issue with wireless parts receipting process, where data was not committed to the database.
APIs
OEM-2759 - Removed customer-related fields, that are no longer needed by Vermeer in workOrder transmit payload.
Interfaces
DS-19942- Issue related to Date field in Kubota Inventory Details screen has been fixed.
Accounts Payable
DS-19714 - Added security to AP report. Now, a user without access to Data Portal will receive the appropriate message when creating an 'AP Outstanding' report.
DS-19767 - A code change to add missing vouchers in the current bucket in AP aging report.
Configuration
LA-731 - Small change to the Session Timeout field in IntelliDealer settings. It now allows the user to choose from a 12-hour or per-minute setting.
OEM-2564 - Implemented Radius Price Configuration for Ditch Witch.
Configuration > Interfaces > Ditch Witch > Radius Price Configuration
Equipment
DS-19076 - Create IFS folder for equipment invoice when accepting equipment quote.
LA-756 - Enhanced the Equipment Profile Attachments tab. We have removed the 'trash can' and added checkboxes beside each row with the ability to 'select all'. This allows the user to detach multiple rows (or all attachments) quickly. We also added the ability to view up to 100 rows, similar to how other listing screens work throughout IntelliDealer.
General Ledger
DS-18486 - The last day of month will be used for the period on reports generated from financial summary and G/L month end Preliminary.
DS-19830 - Implemented restrictions between CASH and A/R accounts to be consistent.
DS-19876 - Fixed Close GL Period showing wrong month name as fiscal year month
Inspections (Beta)
IPS-6045 - Update security switches for Inspection 2.0.
IPS-6117 - Fix job, Inspections 2.0 to add populate default approver to Branch Manager in the database table INTAPPRV with location AA/AA/AA
IPS-6141 - Clean up all the inspections data and add CancelComment, machineDown, extraInfo columns in infhdr table.
IPS-6164 - Added restart logic to dashboard for Inspections 2.0.
IPS-6106 - If the feature for the new inspections module (currently beta) is activated, then a new button will be shown on the work orders screen. Upon adding an inspections created in the new inspections module, the current (Legacy) button will be hidden. Also, the label on the current 'No Inspection' button will change to 'No Inspection (Legacy)'. The legacy button will continue to allow legacy inspections to be added to a work order. When a legacy inspection is added, the new inspection module button will be hidden.
Integrated Rental
DS-19644 - In Equipment Invoicing, if an equipment attachment is currently on an Integrated Rental contract, we now display an error to the user indicating they cannot release the invoice until the unit is no longer on an IR contract. Previously, it only checked to see if the parent, or prime, was on an active IR contract.
LA-709 - Added 'Company' to the list of data types IntelliDealer sends to Integrated Rental during the preload.
LA-733 - Removed a validation in the endpoint Integrated Rental hits to provide IntelliDealer with rental contract details that prevents a blank salesperson from being passed to us.
LA-749 - Small change to the Miscellaneous Charge Code payload we send to Integrated Rental which now sends the 'Notset' value as 'All'.
LA-752 - In the equipment update payload IntelliDealer sends to Integrated Rental, we have made a small change to the verbiage (from 'False' to 'Null') on the isLocked field value.
LA-770 - Corrected an issue with contract information sent from Integrated Rental when the salesperson code was only 2 characters. We now trim the extra space in that scenario.
Interfaces
DS-18928 - The Kubota Parts Inventory Transmit interface has been updated to show errors encountered during transmission on the Job History screen. Previously the interface would report the job had completed successfully event if errors were present in the PDF error report.
DS-19070 - updating the host when there is newly created CLAAS configuration property. Issue effected new implementations.
DS-19436 - Fixed issue with Vermeer Warranty submissions and having multiple dealer/vendor numbers configured.
DS-19692 - Kubota Inventory Details Lookup takes the last 5digits of the serial number to retrieve inventory details from Kubota
DS-19846 - The CNH Customer Survey interface will now properly transmit data on a nightly basis.
DS-19969 - update JD SVAP work order index to include notify id for unique occurrences.
OEM-2297 and OEM-2703 - The Shopify integration has been updated to allow the import of Shopify orders into Parts Invoicing in IntelliDealer. New configuration is required to support importing Shopify orders, and can be found on the configuration screen under Configuration > Interfaces > Other > Shopify. An option to automatically import orders after they have been created in Shopify is available, as well as an option to import orders on demand for a given date range.
OEM-2419 - on CNH Fault Codes Screen displaying the active results by default and allowed to display other results as well by adding an radio button with options (ALL, ACTIVE, INACTIVE) .
OEM-2559 - The option to configure the sunset JDLink AEMP interface has been removed from the John Deere Credentials configuration screen. New versions of JDLink must be configured using the JDLink configuration screen.
OEM-2624 - The Kubota KCom parts order and pricing interfaces will now allow lowercase part numbers to be passed in. Lowercase part numbers will automatically be converted to their appropriate uppercase values.
OEM-2641 - The CNH eWarranty Claim Submission interface has been updated to support the latest API versions. As well, an option to attach work order multimedia to the CNH claim has been added on a new tab. Multimedia may only be added as an attachment after the claim has been submitted to CNH.
OEM-2653 - An option has been added to the CNH DEP eWarranty Vehicle Lookup interface to allow an automatic popup of the Vehicle Lookup screen when adding a segment to a new Work Order. If the option is selected, the popup will only be shown if active PIPs or PPP plans exist for the unit assigned to the Work Order.
OEM-2675 - Makes Tab has been added on Distributor Maintenance screen. This will allow different transmit options to be configured based on which work orders are transmitted as part of the Komatsu work order feed.
OEM-2712 (Beta) - An option has been added to the CNH eWarranty Claim Submission interface to allow SRT codes to be looked up and imported into the labor section of the claim submission form.
OEM-2729 - A new CNH eWarranty Vehicle Lookup interface has been added for the DEP (Data Exchange Platform) interface suite. This interface functions similar to the original CNH eWarranty Vehicle Lookup interface and is available from both the Equipment Profile and Work Order Options menu. The interface does require the appropriate CNH makes to be configured on the configuration screen located under Configuration > Interfaces > CNH > CNH Data Exchange Platform > eWarranty. An option to search additional serial numbers is also present as the interface will only search Machine Serial Number by default.
Parts
DS-19934 - Show discount refresh popup on parts invoice header when Avalara is active.
IPS-5871 - Change label quantity verbiage in wireless inventory control
OEM-2401 and OEM-2739 - A new screen for OEM eCommerce orders has been added under Product Support > Parts > eCommerce Orders. This screen acts as a centralized location to display Parts Invoices created in IntelliDealer by a variety of OEM interfaces. Currently this screen will be available to display JD eCommerce orders, Shopify orders, and Kubota KCOM parts orders with additional eCommerce interfaces to be added in future releases.
Printing
DS-19937 - Resolved the issue causing the printer list to not load in a pop-up window.
Work Orders
DS-19883 - Do not allow a negative value to be entered into the WO rate/hour field.
DS-19929 - an error was occurring when attempting to export to CSV from the 'Product Support > Service > Work orders' listing screen. This would occur if there was a work order in the list with only a customer tab (i.e. no additional segments). This issue has been resolved.
DS-19944 - Correct Javascript error when creating a work order with customer that contains a special character.
OEM-2704 - CNH Fault Code details were added to the CAUSE area of the work order segment.
Worldpay
DS-19747 - improved the retry logic for Worldpay device configuration. Under certain conditions the wait time was not sufficient. On certain call to Worldpay during configuring the device, the system will try the calls after 1, 8, 27, 64 and 125 seconds
OEM-2645 - Worldpay Text-To-Pay (Skipify) enables the dealer to send a text message with a link to the customer. The customer can click on the link in the text message and then enter the credit card information. Once the customer enters the credit card information and the credit card is successfully charged, a deposit invoice will be created.
Other
DS-19329 - Change error message when adding a security group with no users assigned to the authorizations tab in dataminer.
DS-19698 - Fixed the extension of excel files when downloading multiple files at a time.
DS-19722 - Deposits created from partial credit card payments will have the contact number formatted correctly.
IPS-6057 - All features with a current license expiry date of March 15, 2024 will be extended until March 15, 2026. To see your licensed features go to Support > Feature Listing.
DS-19984 - Removed bottleneck when downloading price files to ensure robustness of IntelliDealer.
IPS-5679 - Rebrand to VitalEdge Technologies - IntelliDealer
LA-768 - Handling an issue when 'Invoiced' equipment sent to Integrated Rental as 'Deleted'. With new change only equipment status and fleet type will be changed.
DS-19951 - Removed logic from PDF archive program SPLPDF18CL which caused problems when called by #CCPTER
DS-19940 - Resolved an issue that was preventing vouchers from being created for Komatsu ASN Service Parts invoices.
LA-763 - Addressed an issue when IntelliDealer sending an equipment update as "DELETED" to Integrated Rental if the unit's status moved into one of the following status:
Invoiced
Transferred
Quoted
LA-764 - Previously, Integrated Rental was forced to enter a salesperson for an equipment update. Now Integrated Rental can skip salesperson for the equipment which do not require salesperson.
DS-19930 - Fixed issue with price file downloads failing for large files.
DS-19939 - updating to utilize PPUVersion instead of deprecated build number for Versapay, Deere Elips and some Deere JDC2 transactions.
DS-19918 - Fixed error retrieving the OEM engine version when job had no files library.
DS-19920 - Updated parts trigger to flag a part for JDPRISM transmission upon a change in price.
OEM-2671 - Vermeer: This interface imports all the job codes from the vermeer system and save them to database.
OEM-2701 - Vermeer: This interface updates the job codes in Flatrate files received from the Vermeer system with a nightly batch process.
Accounts Payable
DS-19789 - Prevent access to voucher batch while upload is running.
DS-19734 - A/P Outstanding reports will now include vouchers that don't have any distribution lines on them.
DS-19910 - Resolves issue where no report generated during A/R moth end when selecting to print both summary and detail Aged trial balance report.
DS-17581 - Cash Receipts A/R account edit check will now pull the appropriate currency code from cash code based on the charge account.
APIs
APIS-15-An external API is created for updating list of customers profiles.
AvaTax
DS-19662 - Allow changes to the scheduled for purging Avalara logs.
DS-19249 - Resolves a Parts invoice Avalara Address validation not working when editing a parts invoice not in the location you are assigned to.
DS-18660 - Bypass other location table errors when saving Labor product from AvaTax settings.
Configuration
IPS-6049 - Configuration > Interfaces > John Deere > Warranty Dates is loaded as expected.
IPS-6031 - Configuration > Interfaces > Bobcat > Alias Account Management, columns are sorted as expected in Alias Account Management Screen.
DS_19840 - Configuration>Miscellaneous>Printing>Configure Printers (New) page opens now without any issue.
DS-19254 - Ensure a SPLPDF record exists in PFWTAB to control when PDF files are archived.
Customer
DS-19750 - Prevent "General Failure error" when setting customer to inactive.
DS-19729 - Correct appearance of text connect pop up from customer A/R history screen.
Data Portal
IPS-5978 - The billing data page now sorts in ascending and descending order based on the column name when the user clicks it.
Equipment
LA-730 - In Equipment Profile, the "Attached To" field has now been moved to the right of the Stock Number field. This field will only show when it's attached to another unit.
LA-724 - The Equipment Attachments popup in Equipment Profile has been converted from the older technology to the new modern look and feel to better align with Equipment Profile.
IPS-5916 - Updated the format of the confirmation modal for the Base & Options tab in the Equipment Profile
DS-19587 - Do not allow attachment to be added or removed from equipment invoice if unit is in use.
DS-19559 - set PO Creation user to the same value as authorized for Deere sales center equipment order, CNH Equipment ordering, and Ditch Witch Equipment ordering
DS-13729 - Equipment invoicing will now set margin worksheet cost of sales entry's C.O.S on the custom accounting window to the segments cost sale account instead of always using the first segments.
Green Screen
IPS-5898 - Removed deprecated Attn Key menu options for hosted LPARS.
IDSign (Beta Release only)
IPS-5645 - Adds the the ability to use IDSign (Electronic Document Signatures) in parts and work order quoting.
Click here for more information
Inspections (Beta Release only)
IPS-5726 - Inspections
Integrated Rental
LA-732 - Altered the name of a few fields in the Charge Code payload Intellidealer sends to Integrated Rental to better align with their naming conventions.
LA-727 - Addressed an issue where Intellidealer wasn't sending an equipment update to IR if the unit's status moved into one of the following status': Invoiced, Transferred, Quoted and Deleted
LA-723 - Netbook value and costing error responses returned to Integrated Rental for scheduled depreciation will now include the stock number affected.
LA-717 - When processing equipment meter date updates coming from Integrated Rental, we now validate that the date being passed from IR is equal to or greater than what is currently on the unit's profile. If the date is older than what's on file, we use the current value.
LA-715 - Resolved an issue where a work order with a '?' stock number was being sent to Integrated Rental.
LA-714 - Addressed an issue where Intellidealer wasn't always defaulting a salesperson when receiving an equipment update from Integrated Rental. If the unit requires a salesperson, but and none was passed in from IR, Intellidealer needed to add one using the equipment quick add default value.
DS-19642 - Intellidealer will no longer process a lock request on a unit if the unit no longer qualifies to be sent to Integrated Rental.
DS-19580: Adding additional logging to help identify the root cause of an Integrated Rental billing run issue.
Interfaces
OEM-2696 - This resolves a BRP Parts Ordering Interface Authorization error.
OEM-2661 - updated the Application field with the record type being sent for the John Deere SMO Request Queue.
OEM-2655 - The Deere Supplier Customer Number has been added to SMO Customer / Contacts transmits.
OEM-2625 - Update IBM MQ client to 9.3.3.0
OEM-2615 - Now users can access fleet data through AEMP OAUTH 2.0 authorization protocol.
OEM-2584 - Added CNH SRT jobcodes to both WorkOrder and Quotes.
DS-19744 - improved the detection and linkage of linked general invoice and equipment invoices to SVAP agreements
- improved detection and linkage of linked work orders to SVAP events
DS-19595 - improve the Komatsu Price File Report that is generated during downloading and applying price files by adding the job steps to the report
DS-18524 - allow user to unselect parts that are duplicated in the Kubota Parts Ordering transmit
MyDealer
LA-141 - Issue: Display the Machine Serial Number on the Equipment on Rent Display.
Resolution: Modified the response object to add one more key called 'machineSerialNumber' in order to display it on the frontend
Parts
OEM-2605 - Modified Parts order fields as per the Claas specifications.
DS-19826 - In parts invoicing, redirect to the details tab if the customer number was changed and the user saved, closed or went to a tab other than details.
DS-19724 - Addressed an issue where sorting wasn't working correctly in the Equipment Profile Parts List screen.
DS-19665 - Prevent leading spaces when creating a parts purchase order.
DS-19640 - Allow the newer version of the OEM Engine to launch during PPU Apply.
DS-19633 - Prevent a parts or WO quote from being accepted if the customer is "MASTER".
Rental
DS-19631 - Legacy rental counter allows time minutes of 60 to be keyed on return tab which is not a real time. Bump it back to 59 minutes for Java. This resolves an Avatax issue.
DS-15166 - Resolves - Configuration > Rental > Rental Control setup > Internal server error message is displayed when user tries to save rental setup details after entering data in all the screens.
Service
DS-19338 - Close button in shop parts return will now only be displayed when called from requisitions.
DS-1328 - Added Check on close to prevent closing work order if either the warranty account is blank or the internal account is blank and there are values posted for warranty or internal.
Voice Connect
DS-19257 - Utilize the appropriate phone identification from Webex phone systems. This will fix issues where Click to Call calls issued from Webex phone systems were receiving "502 bad gateway".
To update the phone device ids, navigate to "Configuration > Interfaces > CDK > Voice Connect", open the "Device List" tab, then click the "Update Device List" button. This only needs to be done once (and will happen automatically every Sunday at 11:59pm).
Vouchers
DS-16135 - Reset the voucher batch status when the voucher batch update process aborts due to active maintenance mode.
Work Orders
OEM-2667 - Add Vermeer Job Codes to Work order Quotes Segment and enable the users to update JobCode related fields in real time.
DS-19862 - Addressed an issue with a malformed link in the Text Connect authorization endpoint, used by Intellidealer.
OEM-2672 - Addressed an issue with parts transactional demand file for Syncron.
OEM-2678 - Populate new table KUBPARTPRC with Kubota price file data.
OEM-2649 - Updated Kubota Syncron/Smart Supply to read new table KUBPARTPRC instead of PARTPRC for kubota vendors
OEM-2643 - A new feature has been added to automate the Kubota Price File update. Created database table to store the raw Kubota price file data.
OEM-2642 - A new feature has been added to automate the Kubota Price File update. With this feature, the price file will automatically be updated each month. Configure the associated vendor in Configuration > Interfaces > Kubota > Price File Update. Feature PFW 6432 is required.
DS-19787 - correcting issue with MachineParts\Machine duplicated, and without Part for Deere elips parts transmit
DS-19759 Fixed the SVAP synchronization issue by updating deere svap aggreement's location based on the attached invoice's location when it was newly created
DS-19746 - A/R aged trial balance report fix sort when sorting by customer name.
APIS-16 - The Customer View API is for third parties to be able to view customer information from IntelliDealer
DS-19764 - fixed the issue with General Internal Failure while opening CNH Telemetry Page. CNH Work order transmit will add SAP Primary dealer code/CSPS dealer number in its payload.
DS-19701 - DTF orders associated with JD eCommerce direct ship orders will now be shown with Status "Ecomm-pending" in DTF Parts Receipts screen. Now those orders can be updated or received as similar to "Pending" status orders.
DS-19725 - JD eCommerce - Ship to Zip Code includes extended zip code
OEM-2673 - Changed the format of Location column to include Company/Division/Location - Location Description in John Deere Ecommerce configuration orders tab screen.
APIS-9: REST API for viewing an existing service request
APIS-10: REST API for deleting or resolving an existing service request
DS-19687: Resolved an issue where on occasion certain equipment history transactions were not being sent to Integrated Rental.
DS-19547 - performance improvements to John Deere Elips history and Polaris Repair Order interfaces
Other John Deere Elips changes
-remove invalid characters job name
-added segment to job name
-removed the added double quotes to the beginning and end of the part description
DS-19711 - improved reporting for failed John Deere Elips transmissions
DS-19700 - add missing database field for Polaris whole goods transmit
Accounts Receivable
IPS-5789 - Added edit checks to A/R month end. To ensure late charges, statements and cash receipts have been completed.
IPS-5787 - Improvements to A/R Month End UI.
To see more in online help, click here.
AvaTax
DS-19560 - When checking reversal invoice while processing an Avatax reversal use TID for the lookup to prevent error Invoice History record not found in [MNBDH] for keys.
DS-19375 - AvaTax tax description will now use Jurisdiction name + Jurisdiction type when the tax is not a state tax.
DS-18973 - The issue with Avalara [Ship To Address] not verifying on Rental Invoice has been resolved by assuming a US address when ZIP is blank. (This allows the address to be validated using latitude/longitude.)
Configuration
DS-19422 - We are now verifying the vendor number in the Payroll Plus configuration screen.
DS-18947 - Change Terminal configuration to not show batch ID's.
Navigate to: Configuration > Miscellaneous > Other > Terminals
Customer Care
LA-687 - Made a small change to the Customer Profile field layout. After the change where we separated out First, Last and Middle Initial into their own lines, it shifted around columns and fields that were normally on the top, were no longer. This change will align the columns back to their previous positions.
To see more in online help, click here.
LA-686 - Made a handful of changes to accommodate a new authentication process that CDK now uses to validate its users. With that came adjustments to the endpoints that we use including the click to text widget and one way text communication. This change comes in part due to the change in carrier that CDK uses (they previously used Zipwhip but are in the process of migrating its user base over to Twilio).
DS-19484-Customer Services and customer linkage has been migrated to new URL's.
Navigate to: Customer Care > CRM > John Deere Customer Linkage.
Equipment
IPS-5827 - Equipment - updated the parts search on the Parts List tab.
IPS-5721 - Mass delete of Options: Added a new delete button for mass deletion. The user can delete single/multiple rows simultaneously with a better user experience.
DS-19557 - Update customer on attachment unit when changing customer on equipment invoice.
Integrated Rental
LA-701 - Made a small change to the way we process Integrated Rental invoices that used Avalara. When we post the Avatax entry within the billing files, we now use T5 as the transaction code which aligns with how Intellidealer posts the Avatax entry. This was to account for any custom reports that may be using that transaction code field.
LA-699 - Prior to allowing a customer to be set to inactive, we now check to see if that customer is currently on an Integrated Rental contract. If it is, it will display an error message to the user informing them the customer is currently on an Integrated Rental contract and cannot be set to inactive.
LA-693 - When sending updates to Integrated Rental for closed work orders, we now check to see if there was any quoted values for any segments. If so, we will use those dollar amounts. This now aligns with how the work order billing run system works.
Interfaces
OEM-2659 - JD eCommerce - Changes have been made to show IntelliDealer Customer Number: \{dbsCustNum} in comment/memo of parts invoice when dbsCustNum is not empty.
OEM-2658 - On CNH Data Exchange Platform property detail screen added list configuration dropdown, based on that select, makes list will be decided whether to include or exclude or transmit all the workorders.
OEM-2657 - Updated default date range for fault code searches to last 30 days on the CNH Fault Code screen. And added close buttons to CNH Fault Code, CNH SRT Job Code screens to keep in line with other ID screens/views.
OEM-2656 - John Deere SMO - The date field format in "/CostTransactionRefDataChangedInDbs" transaction now show's the time as noon which avoids dealer's in SMO to see it as day before as it's in UTC time zone.
OEM-2654 - John Deere SMO - Equipment will not be sent when the customer Number is marked as internal/related.
OEM-2650 - Kubota Syncron Nightly Transmit - The nightly job sends supplier information on Saturdays.
OEM-2600 - We are currently removing invalid characters from model descriptions before sending them to John Deere SMO.
DS-19705 - restoring menu option Configuration > Interfaces > Vermeer > Part Sales Transmission when 6424 is licensed.
DS-19572 - Allow Service Bus Name to be configured in IntelliDealer > Configuration > Interfaces > John Deere > SVAP. Deere is has multiple servers that require this change for new setups. All previously configured dealers will be automatically configured for jd2d-cert-01.
DS-19251 - under some conditions IntelliDealer would set the start date to either null or after the completion date of SVAP linked work orders. This will set the start date to the completion date if null or set the completion date to match the start date if the completion date is before the start date.
Parts
IPS-5842 - Parts Invoicing - update to parts lookup.
Navigate to: Product Support > Parts > Parts Invoicing
IPS-5841 - Parts Profile - Updated parts search.
Navigate to: Product Support > Parts > Parts Profile
OEM-2451 - provide dealer the ability to import Vermeer job codes in work orders
OEM-2452 - When the work is completed and all segments closed on the work order, send a real time updated data to Vermeer's work order endpoint.
DS-19656 - Fixed the issue that caused the general internal failure error, so that the A/P Outstanding - Aged report will generate successfully.
DS-19657 - Fixed the issue concerning sorting and page breaks.
DS-19658 - Various issues fixed on the A/P Outstanding report, so that missing details are now appearing.
OEM-2647 - Fix all Validation errors related to UserId, locationId, and date fields found while submitting Work Order Data to the CNH DEP system.
DS-19651 - CNH SRT JobCodes interface is able to return the response from CNH for a given part/VIN number.
DS-19622 - during the registration of the Worldpay devices to IntelliDealer, we've added some waits to slow the process of processing subsequent commands to the Worldpay device to prevent issues with those subsequent commands:
> Configuration > Interfaces > CDK > Point-of-Sale Devices - Create button
DS-19491 - display Worldpay lane instead of company, division, branch in part invoicing print parameters, and work orders printing parameters
Accounts Payable
DS-19541 - Allow up to 29,997 vouchers to be processed on single check reversal.
Accounts Receivable
DS-19505 - A user can now see bank and A/R account information for multiple locations.
DS-19469 - Aged Trial Balance - All the issues on Excel report have been resolved. Sorting issue on PDF report has been resolved as well. Users are now able to generate Excel reports without error and view data in PDF report in correct order.
DS-19439 - When printing statements, allow overlay retrieval at the division level
Administration
IPS-5826 - Add security switch to access date format on user profile screen.
DS-19551 - Required restart screen will now display over 800 restarts.
DS-19454 - Prevent user from changing email address if Mobile Access user and allow 'Equipment Profile' to be selected for 'Start At' field.
Navigate to: Administration > Settings > User Profiles
Configuration
DS-19555 - Allow view/copy function for alternate GL accounts when branch name contains a special character.
DS-19470 - On Shopify configuration screen, fixed sorting issue and location display on 'Intellidealer Location' column.
IPS-5765 - Field added to configuration screen, "John Deere Main DTF Account".
Navigate to: Configuration>Miscellaneous>Other>System Settings
General Ledger
IPS-5788 - G/L Month end no longer a pop-up.
For more information, click this online help link.
Integrated Rental
LA-692 - Resolved an issue where a blank salesperson was being set to the equipment default on an Integrated Rental equipment update when it should not have been.
LA-691 - When running statements, we now only update the CRDES (Description) field in the Cash Receipt file if the previous value was blank.
LA-689 - If a stock number is marked as an internal unit we now send the record to Integrated Rental with an inactive record status.
LA-688 - Updated logic in Integrated Rental invoice processing to use the equipment inventory account from the stock number if it is different from what is passed via the payload from Integrated Rental. This ensures we are always using the current inventory account for the unit.
LA-648 - Converted the Equipment on Rent popup in Customer Profile to the new interface.
Interfaces
OEM-2646 - Add request Queue service to transmit work orders to CNH DEP. This helps in not sending multiple requests for the same payload.
DS-18504 - Added conditions to the processing of Deere DTF data, to be based on feature 6111 being licensed
OEM-2410 and OEM-2508 - Kubota Syncron is a parts replenishment interface that reports parts stock levels, open orders, and transactional demand to Kubota on a nightly basis. This interface is currently in Beta.
Parts
DS-19442 - Add part sale account validation to the Inventory Count update process.
DS-19428 - Prevent special terms upload from crashing when importing more than 9,999 records.
DS-17334 - Vendor Parts Order - When printing a PO, the vendor's main address is now replaced with the manufacturer's (parts) address if available.
Printing
IPS-5687 - The feature allows users to easily copy and reuse printer configurations while setting up a large set of printers. This saves users time and effort by eliminating the need to enter all the form fields for each printer manually.
Reports
IPS-5587 - Developed new UI using React for A/P report. User can generate and view A/P report using new UI.
IPS-5050 - Developed new A/P outstanding report. User can generate and view A/P report in F5 screen.
Other
IPS-5845 - Added check to ppu apply to ensure system is on LANSA version 15.
IPS-5835 - Use EDS multimedia classification to control copying or moving of multimedia when parts/WO quotes are accepted or when parts quotes are converted to WO quotes and vice versa.
IPS-5834 - Create new classification for EDS multimedia.
DS-19591 - improve the performance of UPDIASSVR by not setting the file authorities of the files in the /pfw/DATALIBRARY/javaxml/logs
files - make the /pfw/DATALIBRARY/javaxml/logs delete files on the same cadanece as /pfw/DATALIBRARY/javaxml/sent.
For the self hosted dealers the default is 12 months. For the lpars (i.e. ASP environments) it is 3 months.
DS-19423 - Allow user to sign out of IntelliDealer when executive summaries are rebuilding.
DS-19405 - The file extension issue has been fixed. The user can successfully generate excel report with correct extension file name.
DS-19608 - Restore functionality to Deere Expert Services
OEM-2619 - On John Deere PDC direct ship order, when we create the ship direct parts order, automatically Deposit invoice gets created.
OEM-2618 - For John Deere Create order ShippingAddress field has been changed to shipToAddressDetails field.
OEM-2609 - Changes have been made to show JD Customer Number: \{ckcEntityId} in comment/memo of parts invoice when a values exists for ckcEntityId.
OEM-2553 - Now, Both Promotions and impositions are applied on John Deere return order
OEM-2454 - This interface will transmit the work order attributes in IntelliDealer system to CNH Data Exchange Platform at the same of creation or update.
OEM-2421 - CNH Telemetry API Phase 1 - Telemetry API intends to provide the parameter information of different parts of an equipment, which are collected from the modem real time and enables the DMS users to understand the part parameters before or while creating the work order in DMS.
OEM-2404 - log Kubota K-Com in logreq database
OEM-2420 - CNH Faults API Phase 1 - Faults API provides faults data, which enables dealers to have information about the equipment while creating the work order in the DMS.
OEM-2422 - CNH SRT API Phase 1 - The SRT API is intended to provide details related to an SRT code, its description, timesheet, model, product line, region etc., which enables dealers to have information on rates and work units at the time of creating a work order repair/quote.
DS-19564 - If Tax Description is longer then 40 characters returned from Avatax truncate to a length of 40 so it can be saved in Database.
DS-19543 - prevent Kubota k-com/ecommerce error when Kubota K-Com sends DBSCustId
DS-19536 - Added the header to service quote endpoint
DS-19533 - The credentials for BRP's Dealer Authorization interface have been updated.
DS-19525 - Prevent a Work Order Quick Add API error when customer contact number is not provided. In addition, we added the ability to change a work order from a contact number to a general contact number.
DS-19335 - do not process Deere DTF PartInvoiceD files to the legacy DTF files
DS-19292 - correctly create the detail lines in recv.jdp file when receiving a Deere price file due to high ascii characters in the header record
DS-19119 - create equipment deposit invoice when capturing a signature from a Worldpay or Versapay device for all cash codes
Accounts Payable
DS-19535 - Resolves issue in check run report AP6000D when there are more then 10,000 vouchers for a single check number. The report will now run up to a maximum of 20,000.
Accounts Receivable
DS-19374 - remove CNH Productivity Plus voice authorization button from A/R agency tab.
Customer
DS-19446 - Added duplicate phone number check at company and division level.
DS-18981 - Allow scheduling a call from customer profile contact tab when customer number contains an ampersand "&".
Equipment
DS-19493 - Prevent description details from being removed when adding a deposit or viewing deposit details on an equipment invoice.
DS-18240 - Creating Equipment now copies multimedia from associated Base multimedia into the new Equipment.
DS-16912 - Correct Group Unit Analysis Equipment Purchases to ensure details match summary totals.
DS-13157 - Tax 3/4 flags in equipment invoicing custom accounting will no longer be cleared on equipment invoice reversals. This was done so the reversal sales show properly on the Tax 3/4 reports. This change will only correct equipment reversals created after the fix is applied.
Integrated Rental
LA-673 - Fixed an issue that caused excess equipment payloads to be sent to Integrated Rental when creating a new unit using the equipment copy function.
LA-671 - IntelliDealer will now prevent access to Traffic for divisions configured for use with Integrated Rental. Traffic is now available for divisions that are not tied to an IR integration.
LA-669 - Added "erpNotes" property to the customer payload being sent to Integrated Rental.
LA-668 - Added Company and Division to the equipment Health Sync payload sent to Integrated Rental.
LA-662 - Made a small adjustment to the customer payloads sent to Integrated Rental. We are now sending a customer to Integrated Rental as "Inactive" if the customer has entity use code as "CDKOMIT"
LA-653 - Adjusted what records are looked at when determining when to send makes to Integrated Rental. We now only send makes where there is a description filled in. This will prevent the description from being overwritten with blanks in IR's system.
LA-634 - When a unit's status changes to one that we don't send to Integrated Rental (Transferred, Quoted, Deleted), if there are any open work orders for that unit, we now send an update to IR marking the work order closed in their system.
LA-598 - Created endpoint to allow Integrated Rental to send us scheduled depreciation on equipment.
LA-595 - Added a validation when processing Integrated Rental invoices that checks to see if the customer in the "Billing Customer" field of the payload has an active A/R agency.
Interfaces
OEM-2604 - JD SMO - Now we are sending positive salePrice of equipment to JD SMO
OEM-2603 - JD SMO - Sending deleted customers as well when initial load submitted for customer to JD SMO
OEM-2602 - JD SMO - Sending StockUnitStatus and InventoryStatus to JD SMO
OEM-2601 - JD SMO - Sending default group code during initial group code load for the equipment with no group code to JD SMO
OEM-2597 - JD SMO - John Deere SMO required addition of proper filtering to send all the requested customers
OEM-2591 - JD SMO - An "Add All Makes" button was added to the John Deere SMO configuration screen in the "Equipment Makes" tab, where all the makes for a particular division can be added at once.
OEM-2547 - JD SMO - Update the Equipment History data sent to John Deere SMO
DS-19512 - John Deere eCommerce - If all parts exist in PARTMAST table then create the ship direct parts order. If at least one part is missing in PARTMAST table then we are following older way of creating purchase order.
DS-19350 - prevent update to view with bad character data for AGCO Pos, BRP Retail Transactions, Claas Transactional Demand, CNH Customer Survey, Deere Dealer Rewards, Deere, Elips, Komatsu Distributor Maintenance, Polaris Repair order, Polaris Retail Sales, Toro Sales Data, Vermeer Part Sales and Vermeer Retail Sales
DS-18635 - Validating MyKomatsu FTP properties before even creating records in the to-be-sent folder; that way we can avoid using unnecessary disk space
DS-18634 - Validating the MyKomatsu FTP properties before even creating records in the tobesent folder; that way we can avoid using unnecessary disk space
MyDealer
LA-654 - Added part description to the keyword search filter in shop for parts in MyDealer
LA-630 - To better support OEM integrations within MyDealer, the location dropdown when shopping for parts as a guest is now mandatory.
Parts
DS-19466 - Changed sort order in POR38231 to use PPSEQ sequence number instead of PPPRT part number.
DS-19462 - Report POR38231 now separates comment lines, instead of joining them together with spaces removed.
DS-19290 - Only display 3 character values for Avatax Use Exemption when updating or creating a part.
DS-17269 - Allow multimedia to be added to a part profile when linking from quoting and invoicing screens.
Other
DS-19245 - Updated the sender address to prevent 'Unknown Host' failures when using the email to SMS function of the alert system.
DS-19389 - IntelliDealer will no longer cache the Deere DTF OAuth tokens. This is to prevent the authentication issues that are happening to DTF
DS-18555 - prevent a cause of the error "Credit card device is currently busy" when using Worldpay devices
OEM-2567 - allow the dealership to ask the customer for the CVV or postal/zip code or both during a keyed Worldpay transaction on the Worldpay devices.
This is configured in > Configuration > Interfaces > CDK > Point-of-sale Devices. The default is to ask for postal/zip code only
OEM-2438 - JD eCommerce - When a dealer does not have inventory and the PDC is performing a ship direct (NoFill Order) order. Then ship direct parts order will be created and it gets populated into parts invoice letting the user know the customer has received or will be receiving the parts.
OEM-2580 - In John Deere return order's Comments/Memos section we can now see information related to ShippingOrInpersonReturn and ShippingCostTotal.
Also, removed the PROMO logic that is applied on return's order.
OEM-2596 - allow dealers to disable Worldpay partial payment feature. There is a new configuration option 'Offer Partial Payment' in \ configuration \ General Ledger \ Accounts Receivable \ Cash Codes for each company/division/location for the Worldpay cash codes. This is enabled for all current dealers by default.
Accounts Payable
DS-19425 - Add additional batch number and date edits to voucher upload.
Accounts Receivable
DS-19236 - Fixed issue where linkage in account history would link to wrong details.
Administration
DS-18652 - Change application to use the correct security switch for "System Notification Emails" menu option.
APIs
APIS-5 - Updated the Work Order API with the ability for Dealers and Vendors to View and remove work orders.
APIS-7 - Updated the Work Order API with the ability for Dealers and Vendors to Edit work orders.
Data Miner
DS-18903 - Add a join choice for fields BDLID & BDTID when linking files INVHH with MNBDD in Data Miner.
Equipment
DS-16122 - Change error message for invalid tax 1 or tax 2 from custom accounting screen when releasing equipment invoice.
Integrated Rental
LA-663 - Addressed an issue where a dealer is licensed to Integrated Rental and the cloud server is not responding, users were not able to login to either MyDealer or IntelliDealer. It was displaying the message "General internal failure has occurred".
LA-647 - Integrated Rental invoices were not displaying properly (full invoice was not showing) in Firefox. Now the invoice (first page) is fully displayed in Firefox, Chrome and Edge.
DS-19342 - Improved performance of IR reads during equipment profile history lookup, improving overall performance of screen when opening equipment.
Interfaces
DS-19395 - JD eCommerce - added the ability to update the tracking information once the invoice is moved to invoice history
DS-19366 - In Configuration > Interfaces > Other > Payment Card Interface
Gift Card tab - Issue related to deactivating gift card's is fixed.
Parts
IPS-5686 - Added multimedia tab to parts quoting which requires the new security switch in 822 to access, add and modify multimedia.
IPS-5685 - Add security switch to access, add and delete multimedia for parts quoting.
DS-19435 - add spaces for the column headers to match the ARI parts price file template stream template.
DS-19376 - Fixed issue in parts invoicing (ship confirm) where part quantity reserved amount was not set correctly when line was partially invoiced.
DS-19309 - When sending an Order invoice to KCom, we transmit the Freight part number value as zero when the freight part number is deleted or doesn't exist and transmit the actual price if the Freight part number exists.
DS-19170 - correcting issue where the original part and substituted part are switched for BRP
DS-17770 - Use OFC value entered on parts 'suggested ordering parameters' instead of value from parts profile.
Other
IPS-5098 - Date Picker enhancements including allowing a user to decide how a date is displayed (i.e. MM-DD-YYYY, YYYY-MM-DD, or DD-MM-YYYY)
DS-19385 - Data Miner - Corrected division errors when using virtual fields.
OEM-2565 - Migrate John Deere Expert Service URLs from Akana to OKTA
OEM-2566 - Migrate John Deere Expert Service Work Order URLs from Akana to OKTA
OEM-2576 - JD eCommerce shipping/freight amounts to include taxes for only Canadian customers.
DS-19352- Corrected the issue where the A/R report Aged Trial Balance would not export details from the Data Portal PDF. Detailed data will now display based on parameters used to run the PDF report. It is recommended that Excel 2007 and newer be used to open exported Excel files due to row limitations in earlier versions of Excel.
DS-19413 - Equipment locator date modified field format was updated. This fixes out of sync equipment inventory in AGCO's system.
DS-19353 - When a part is added to parts requisition via a miscellaneous purchase order the AvaTax product code will now be defaulted to the value in parts profile.
Accounts Payable
DS-19009 - Do not allow a check reversal for an inactive customer.
Accounts Receivable
DS-18025 - Allow only users with access to system 601 ""Access Payroll Plus Import & Vouchers"" to see payroll plus vouchers in outstanding A/R.
APIs
APIS-3 - Equipment Lookup API has been enhanced with the ability to search for the following and also, included in response :
- In/Out
- CustomerNum
- CustomerName
- Date modified
- Make
- Model
- Engine Serial Number
- Machine Serial Number
- Group
- Type
- Location
- Parent stock Number
Avatax
DS-19246 - Wireless parts returns will now set legacy tax codes to blank for AvaTax enabled parts invoices.
Configuration
IPS-5644 - Modified locationOptionService to enforce the bobcat vendor name to uppercase.
IPS-5612 - 'Freight Part Number' field removed from screen.
Configuration–>Miscellaneous–>Other–>System Settings: Location tab, Parts section
IPS-5611 - Change wireless order picking to use Freight configuration for freight part number.
IPS-5610 - Add Wireless Inventory Control to Freight configuration.
Configuration > Parts > General > Freight
DS-19341 - Fixed issue where a cash code that has no associated AR Agency could not be added to system.
DS-19300 - improving the authentication, and adding retry logic for John Deere JDLink AEMP to prevent nightly failures
Data Portal
DS-19061 - an issue with Data Portal security was preventing access to some authorized users. This has been resolved.
ELead
LA-644 - When sending information to ELead, if the salesperson on Customer, Equipment or Service payloads does not exist we now set the salesperson name to blank. It previously would cause a General Internal Failure error.
LA-642 - Updated the FTP server address and credentials used to send multimedia to Elead
Equipment
DS-19282 - When releasing an equipment invoice with a deposit, only display error "4238 Deposit in Excess of Invoice" when the deposit amount is greater than the total invoice amount.
General Ledger
DS-16456 - Stop the account number field from clearing after entering and saving information in the subledger adjustment screen which is accessed by selecting 'View the key subledgers for all accounts' link.
Integrated Rental
LA-643 - Added the field "isLocked" to the equipment payload sent to Integrated Rental.
LA-631 - MyDealer will now display an error message if an Integrated Rental invoice PDF could not be found to email or download.
LA-318 - We have refined the number of equipment history records being sent to Integrated Rental. Previously, it would send all equipment history for any unit when a new history record was created. We now only send the new record except for certain predetermined conditions where we still need to send all history records.
Interfaces
OEM-2466 - The interface offers the export of ARI Brand part price data from Intellidealer into a CSV file. That file can then be uploaded to ARI PartStream.
OEM-2431 - remove legacy migration from Claas Parts Inventory Management since it is no longer needed. This does not affect your current configuration.
Configuration > Interfaces > Claas > Claas Parts Inventory Management
DS-19280 - record Komatsu shipping reference number by 4 digit KAC dealer number, instead of by company/division/location. This will prevent the error message from Komatsu:
"System had already processed the file with reference number (XXX), hence this file will not be created."
DS-19261 - updated language for Deere Equipment Upload, Deere Machine Finder, and Kubota Ecommerce Wholegoods configuration
- Cost to Current Cost and
- Price to Price with Options
updated language for Kubota IKQ Customer Price Value to IKQ Equipment Net Price Value
added costing fields to IKQ Equipment Net Price Value and aligned both NetPrice and MSRP to be consistent with other interfaces like Deere Equipment Upload, Deere Machine Finder, and Kubota Ecommerce Wholegoods. The choices for both Net price and MSRP are:
- Current Cost = original cost(CB_OCS) + adjusted cost(CB_ACS)
- Net Book Value = original cost(CB_OCS) + adjusted cost(CB_ACS) + depreciation(CB_WRD)
- Price with Options = base And Option Price(CB_SUB) + Other Total Price (CB_OTH)
- Reference Amount = Reference Amount Est Cost (CB_ECS) <-- it is expected dealer will edit/update this value in equipment profile
- Original Cost = original cost(CB_OCS)
- Base + Options = base And Option Price(CB_SUB)
- None = 0
DS-19180 - set the machine serial number in the Komtrax interface to the machine serial number from the equipment profile if the user does not use the magnify glass to choose the Komtrax unit in the equipment profile - GPS tab
- force upper case on make/model for Komtrax equipment profile - GPS tab
MyDealer
LA-638 - Fixed an issue where MyDealer customized links created for one branch was showing in any branch.
DS-18000 - Fixed an issue where the MyDealer invoice screen would show an error when searching and sorting by certain columns.
Parts
IPS-5534 - Utilize new vendor parts order report instead of PAR119 when emailing.
DS-19343 - add the 'Finalize completed XXXXXX records were updated' message to the Komatsu ASL log when the job has been completed. The update has always been updating PARTMAST with the proper code, just not reporting when it had finished.
DS-16652 - Change report to not print SO# comment line if part not received and table switch "CMBR3 - Parts Not Received on P/O Receiver" set to 'N'.
Payment Processing
OEM-2516 - send Shipping and Billing address to Worldpay for MyDealer shopping cart orders. The customer will be able to edit the billing address prior to sending to Worldpay. This will provide better rates for the dealer on MyDealer Worldpay credit card transactions.
- set lane number to 1 for all MyDealer Worldpay ecommerce transactions
OEM-2262 - remove Versapay's original client id, original merchant id and original eservices id
- minor language changes and reconfiguration of lower portion of the cash code maintenance edit
DS-19302 - send the language to Worldpay device instead of IntelliDealer.ui.configuration.creditcarddevices.lane
Print Services
IPS-5670 - Allow for user to specify tray when printing from cloud printer.
DS-19212 - when adding a printer, a "General internal failure" error could occur. This issue has been resolved.
DS-19116 - some non-beta dealerships could access the 'add cloud printer' beta feature, causing an ABS Alert. This feature has been hidden for non-beta dealerships.
Rental
DS-19287 - Rental counter: when a user changes a stock number from RESERVE or REQUEST to a real stock number, default AvaTax product code from the category/ class/sub class configuration.
Reports
DS-19255 - The Work Order Audit report returned to displaying an incorrect invoice date of "1969-12-31" when a null value was encountered. A fix has been reapplied to display a blank when there is a null value.
Service
DS-19295 - Allow user to decline inbound or outbound traffic in a job jacket.
System Settings
DS-18836 - in System Settings, 'Send Parts Month End Email Reminder' has been changed to 'Send Overdue Parts Month End Email Alert'.
Also, on the email notification screen, the email notification name has changed from ""Parts Month End reminder email"" to 'Overdue Parts Month End Alert'.
Wording of the corresponding email has been improved as well.
Other
LA-639 - Similar to the change that went out for Intellidealer recently, in IDMA we've made the first and last name of a customer mandatory as well.
IPS-5656 - Exported Excel files were displaying numeric values as strings. This has been fixed.
DS-19150 - Do not allow a backslash to be entered when creating a job code.
DS-19133 - attempt to resolve deadlock causing AHMPT to spike when Kubota makes price lookups requests
DS-19346 - prevent 'General internal failure' being returned to Deere ecommerce platform when processing an ecommerce return
DS-19356 - utilize the required dealer id for the new Deere parts catalog oauth authentication
LA-645: Title, First Name, Middle Initial and Last Name fields will display and update independently of the Customer Name field when the category is not Business. Customer Name will always show in Display, Create and Edit mode on the Customer Profile screen. Please see IntelliDealer Online Help - Customer Profile.
OEM-2442 - Allow MyDealer to JD Parts catalog to use OAuth credentials instead of Akana credentials for authentication.
DS-19315 - A/R Report Aged Trial Balance would not open in Excel. This issue has been resolved.
OEM-2555 - Beta only: Updates to resolve issue found in testing for John Deere SMO (Sales Marketing Optimization).
.
DS-19317 - Changed G/L month end preliminary to compare date to match month end date or after, instead of just after.
LA-635/DS-19319: The customer name will only be cleared if first name or last name is filled in when Customer category is "Individual".
LA-641 - Addressed an issue where the locked to IR flag was getting set to "No" when Integrated Rental sent a contract update payload to clear the contract in Intellidealer.
DS-19291 - Added conditional startup for performance profiler based on environment.
Accounts Payable
DS-19130 - Remove the in use flag when closing an A/P Adjust Outstanding Voucher after navigating away from the main Adjust Outstanding listing screen.
Administration
IPS-5634 - Add new security switches to system 602 for accessing, modifying and adding Fixed Assets Multimedia and change fixed asset maintenance to use the new switches.
Avatax
DS-19036 - When displaying or printing special taxes from AvaTax the Jurisdiction Name instead of the tax name.
Configuration
DS-17645 - Add insert fields "Receipt Number" and "Branch" for "Demo/Loan" alert to help distinguish between receipt numbers for the same stock number.
DS-19068 - Removed stock specific insert fields (stock number, description, make, model, serial number) for alert 'Customer in Store - Equipment".
DS-19190 - Add Finance and Maintenance expense to the 'Select Application Type' drop down in the account lookup screen for the W/O G/L account configuration.
Customer
IPS-5657 - Customer lookup from customer portal will now populate the keyword instead of the search 1 or 2 input.
LA-48 - First and Last Names in Customer Profile are now mandatory if the category is set to Individual.
Equipment
DS-19056 - In equipment invoicing, use average cost for the margin calculation when 'Use Average Cost for Parts in IntelliDealer' is checked in Equipment invoicing configuration.
DS-19112 - Resolves issue where authorization line was not appearing on equipment quote printout
DS-19139 - Fixes JavaScript error on equipment invoice detail window when a special character is in the customer number.
General Ledger
DS-17596 - Fixed tabbing order in G/L Prelim Month End and allow tabbing to go out of the grid
IPS-5522 - User can generate A/R report with F5 screen and view in the data portal.
IPS-5648 - General Ledger account history changed to utilize new invoice history interface.
Integrated Rental
LA-597 - Small adjustment to Equipment Invoicing and how it determines if an invoice can be released that's currently on a contract in Integrated Rental.
LA-603: Created a new Rental Details popup in Equipment Profile to display contract details for units out on rent in Integrated Rental.
LA-607 - Small change to the equipment status mapping for units sent to Integrated Rental depending on whether it's during the preload, or post preload.
LA-610 - Added feature license checks to all endpoints utilized by Integrated Rental.
LA-616 - Addressed an issue where an Equipment Not Found exception was occasionally occurring when Integrated Rental attempted to remove an attachment.
LA-617 - When viewing invoices generated by Integrated Rental in IntelliDealer, they will now display the first full page instead of half the first page.
LA-618 - Updated logic to prevent failures when an Integrated Rental invoice payload contains no depreciation amount for rerent units.
LA-619 - Created a new endpoint for Integrated Rental which when called will return all the history associated with a particular unit.
LA-621: Addressed an issue where the Integrated Rental contract number in Equipment Profile wasn't updating properly when using the stock number quick search field.
LA-624 - Added the ability for Integrated Rental to update hour meter dates in Equipment Profile.
LA-625 - Corrected an issue where an error response sent back to Integrated Rental didn't contain the error message.
LA-628 - Added comments from Customer Profile to the customer payload sent to Integrated Rental.
LA-629 - The description from the cash receipts file has been added to the A/R Outstanding view.
Interfaces
DS-19151 In JDCustomerLinkage .csv download, if the first name and last name for an individual customer are blank, the customer name value will be added in the BusinessName column.
OEM-2440
An Imposition Parts tab has been added to the JD eCommerce configuration screen to support the handling of future impositions and charges not remitted by John Deere. The tab requires imposition part numbers to be configured for all locations that will be receiving eCommerce orders with impositions (i.e. taxes and fees) that are not remitted by John Deere. Currently all tax impositions are remitted by John Deere for US dealers, but impositions for fees such as tire and battery recycling may be required in future."
OEM-2522 - OEM interfaces that export work order invoice history information have had their handling improved when processing work orders with more than 10,000 labor entries.
OEM-2412 - Kubota K-wholegoods interface deliverables: equipment lookup, tax lookup, and order push.
OEM-2413 - Kubota K-wholegoods interface deliverables: pricing lookup, inventory lookup.
OEM-2445 - Kubota K-wholegoods interface: update to shipping charge logic.
OEM-2446 - Kubota K-wholegoods interface deliverables: order push.
MyDealer
DS-19167 - Fixed an issue in the My Orders screen in MyDealer where it was displaying incorrect results.
DS-19181- Removed the checkbox from showing beside lump sum payment invoices generated by MyDealer in the Outstanding Invoice area of MyDealer.
DS-19283 - Fixed an issue in the My Invoices screen in MyDealer where it was displaying multiple invoices relating to the same lump sum payment.
Parts
DS-19157 - print credit card information on parts invoice when Cash code invoice description is blank
Payment Processing
OEM-2154 - change credit card devices to Point-of-Sale Devices and update other various language around signature capture devices and credit cards.
OEM-2447 - refactor Worldpay/Versapay (2CP) to have more common code between the two and upcoming credit card interfaces
OEM-2531 - remove references to PAX device in credit card configuration as this device is no longer going to be supported.
Reports
IPS-5523 - All reports follow the phone number formatting based on their locale
Other
DS-19085 - Resolve issue where google maps is not loaded.
DS-19098 - ID Mobile Access will now display the correct error message if a user tries to add an attachment to a unit and their user profile doesn't contain a salesperson.
DS-19192 - Allow for larger URL addresses for 'My Links' when customizing home page
DS-19193 - Combination search now enables to filter data based on multiple search parameters.
IPS-5536 - Add ability to send user to Data Portal when running Work Order Audit report.
IPS-5653 - Multiple areas changed to utilize new invoice history interface:
- Accounts Receivable History
- Key Sub Ledgers
- Fixed Asset History
- Part Purchases
- Rental Counter Invoice Tab
- Parts Profile History
- Job Jacket if work order is billed
- Outstanding Invoices got there Rental Supervisor A/R drill down
- Service Supervisor Technicians not logged in
- Service Supervisor Scan History
- Service Analysis Reports Efficiency
- SAM Completed work orders
- Rental Supervisor Revenue history
- Management Central Customer Invoice History
- Management Central Customer Equip Sales
- Management Central Customer Salesman Equip Sales
- Group Unit Analysis Sales by month
- Flat Rates history
- Parts invoicing - Sold parts by serial
- Management Central Open Work Orders
- Management Central SAM Details
OEM-2551 - The JD eCommerce interface has been updated with improved handling for return orders created for orders with promotions.
OEM-2514 - The John Deere eCommerce integration has been updated to support promotions available from shop.deere.com. A new tab has been added to the configuration screen located under Configuration > Interfaces > John Deere > eCommerce to allow promotional part numbers to be configured for each location.
DS-19230 - set shipping address for parts invoices created by Kubota K-Com/ecommerce when the customer is coming to pickup the parts at the dealership
DS-19120 - prevent Kubota k-com/ecommerce from failing to create parts and deposit invoices when the customer's email is longer than 35 characters
DS-19187 - set parts invoicing address line 1, 2 and 3 properly when Kubota K-Com/ecommerce is set to customer pickup
LA-620 - Added sending Avalara tax and use code information in Equipment, Customer, and Charge Code payloads to Integrated Rental as a List rather than a single object
DS-19101 - Refactored a portion of the ACH payment logic to make it more efficient
Accounts Payable
DS-19049 - To prevent negative payment amount, on the outstanding terms and schedules tab, added edit to vouchers/adjust.
IPS-5553 - In voucher batch add screen, changed "Select Location" label to "Configured Bank/Payables/Discount G/Ls For Location".
DS-19026 - To eliminate incorrect file generation, prevent the user from accidentally double-clicking the submit button in Financial Management > Accounts payable > Vendor EFT. After the submit, the user must choose a different bank account and/or format before clicking submit again.
Accounts Receivable
IPS-5629 - Removed production check from Billing Schedule menu item.
Administration
DS-19099- Ensured that user profile data is not copied from one user to another during a refresh.
IPS-5630 - Changed wording of security switch 994 - 'Access Job Scheduler' to 'Access Batch Jobs'.
Configuration
DS-19082 - Add edits to the Work Order GL configuration screen to ensure application types are correct for the cash code.
DS-15516 - Do not sent 'End of Warranty' alerts for traded units.
DS-18595 - Add edit to ensure that ALERT method for "Call to Customer is Overdue" is assigned to location ''AA'.
Customer
IPS-5552 - Added a new field to the file WEBUSERE called HVDTEFMT. This field will be used to control the used date format preference at later date.
File Change: WEBUSERE
Equipment
DS-19115 - Resolved Equipment Deposit issue when adding multiple deposits. The 'over invoice amount' error was displayed when the invoice total was not exceeded.
IPS-5531 - When a unit is removed off of an equipment invoice or quote, do not clear the customer number when the unit remains in a Sold or Pre-sold status.
General Ledger
DS-19166 - Changed menu option Financial Management > General Ledger > G/L Preliminary Month End to use the correct security switch, which is "602 - Access G/L Preliminary."
DS-18865 - Print all reconciled and outstanding bank reconciliation details on Bank Reconciliation report BNKRC06.
Integrated Rental
LA-580 - When a unit gets invoiced in IntelliDealer and it's on an open work order, an update is sent to Integrated Rental to close out the work order in their system.
LA-594 - Added a currency field in the dealer configuration setup for Integrated Rental.
LA-614 - Resolved an issue where an error message was not returned to Integrated Rental when IR sent an invoicing payload that contained a null depreciation account.
LA-587 - Added Avalara tax and use code information to Equipment, Customer, and Charge Code payloads sent to Integrated Rental.
IntelliText
IPS-5455 - Improvements to Text Connect Contact List screen:
- Remove the global search bar across the top.
- Add the filter input in the column headers including Starts With, Contains, etc. dropdown.
- On initial load in the front-end, sort the contact list alphabetically by First Name, with the Main Customer first in the list and the Primary Contact second in the list.
- After the initial load with the customized order described above, all column sorting behaves normally (for example, ascending alphabetical order with the main customer and primary included in the sort)
- Add " (Main Customer)" and " (Primary Contact)" to the right of the name for the main customer and primary contact.
- Default the page size to 20.
Interfaces
DS-18796 - Prevent users from running Komatsu interim price updates until after the user has run the Komatsu master price update. Komatsu, BRP and Polaris price master price updates correct the PRUCONT records to make sure the updates run properly.
Force Polaris to always run master price update, since Polaris sends the entire price file.
DS-19038 - In Configuration > Interfaces > Komatsu > New Parts System, Price File Download tab, allow Komatsu price update to run when PDF user ID is blank.
The reports from S#PARTPRC are generated to:
- User specified in Configuration > Interfaces > Komatsu > New Parts System - Price File Download
- If that user is blank, the User in Configuration > Miscellaneous > Other > System Settings - Job Schedule User
- If that is blank CDKJOBSCH
This also affects BRP and Polaris parts price updates.
DS-18967 - Prevent a 'general internal failure' in Vermeer Field Campaigns interface when a bad user ID or password has been supplied. Will provide 'Invalid user id or password'.
DS-19071 - Transmit the segment in John Deere warranty claims as the lowest number selected in the segment popup. If user selects segment 02 only, IntelliDealer will transmit the segment to Deere as 02, no matter which segment started as. If user selects 02 & 03, IntelliDealer will transmit the segment to Deere as 02, no matter which segment started as.
OEM-2437 - The JD eCommerce interface now adds tracking information to orders created by the interface when provided by John Deere.
OEM-2500 - A hyperlink to return orders created by the JD eCommerce interface has been added to the Orders screen under Configuration > Interfaces > John Deere > eCommerce.
DS-18951 - When attempting to display an invalid John Deere SVAP Agreement, display 'Unable to locate SVAP agreement with ID xxxxxx' instead of 'Failed to make a connection to https://servicesextcert.deere.com/svapng/dms/agreement/xxxxxx'.
DS-19011 - Transmit non-Claas parts in Dealer Item file as they are in part master file (PARTMAST) without the 18 leading zeros. Only Claas parts should be prefixed with up to 18 leading zeros IPS-5580 - Customer portal changed to utilize new invoice history interface.
MyDealer
LA-588 - Updated the error message when a user pays an outstanding invoice in and the email address configured in the Intellidealer MyDealer configuration area isn't a valid email address.
DS-19078 - The font used in the Ship To section of emails generated by MyDealer now match the font used in other areas of the email.
DS-18960 - Added French language support in the MyDealer shop for parts area.
DS-19062 - Addressed an issue in the MyDealer mobile view where columns weren't being hidden correctly based on settings in the hamburger menu.
DS-19063 - Fixed an issue where the lump sum payment confirmation message was not working properly in MyDealer.
Other
IPS-5460 - Force web socket connection to true for Voice Connect Configuration create and update.
IPS-5588 - Avoid repeated account distribution reads in new billing runs to improve overall performance of run and report generation.
IPS-5445 - Updated agency language for CBS to IBS (Interstate Billing Service).
IPS-5598 - Encrypted all plain text passwords for extra security.
Parts
DS-18687 - Reasonability check to ensure that a part number entered in the parts quick add and parts ordering/invoicing screens does not contain more than 10 special characters ('<', '>', '&' and '"').
DS-17612 - In Surplus Return, do not allow a part number that is greater than 15 characters.
IPS-5586 - Remove fax number and fax date and time from Vendor Parts Order screen.
Rental
DS-18983 - Resolved Rental Availability display issue where special characters were showing.
DS-17553 - When changing rental reservation to rental contract, ensure PO is entered, if required, on customer profile.
DS-19001 - Fixed issue with feature licensing when serial number started with a leading or multiple "0" values.
Reports
IPS-5515 - Updated verbiage for REN005 report to be generic 'Billing Run Edit' rather than 'Rental Billing Run Edit'.
Service
DS-17508 - Job Jacket - when Traffic tickets are purged from the system allow new ones to be created from Job Jacket.
Worldpay
OEM-2217 - Added the ability to use Worldpay in Canada with an Ingenico Lane 3000 and Link 2500. Signature capture is NOT supported on any Canadian device.
LA-583 - Updated A/R Statements to support Integrated Rental generated invoices and resolved an issue where some IR invoices were grouping together.
IPS-5182 - Added a new field to the file WEBUSRE called HVDTEFMT. This field will be used to control the used date format preference at later date.
File Change: WEBUSRE
OEM-2499 - The John Deere eCommerce integration has been updated to handle shipping discount information received from John Deere. Freight charges will be automatically updated to their post-discount value or removed from the parts invoice if the order contains free shipping. Discount amounts will be visible in either the Comments or Memos section of the parts invoice depending on the parts invoice configuration option selected.
Interfaces
DS-19054 - prevent creating parts orders with invalid parts for Claas Parts Inventory management. Any part that is not in partmast for the branch the parts order is will be in a CPIMS1357 - Claas Parts Inventory Manager Service Report PDF that is generated. Previously this report showed any part that wasn't in partmast or partprc. It now includes any part that isn't in the branch for the parts order. This is to prevent CCPTER issues with invalid parts in a parts order from Claas
Work Orders
DS-19040 - During a Work Order reversal, resolved issue where having more than 999 detail lines in a general invoice (table GBD) would cause the new general billing run to lose or duplicate other lines.
Accounts Payable
DS-19049 - Added edit to vouchers/adjust outstanding terms & schedules tab to prevent negative payment amount.
IPS-5553 - In voucher batch add screen changed "Select Location" label to "Configured Bank/Payables/Discount G/Ls For Location"
DS-19026 - prevent user from accidentally double-clicking the submit button in Financial Management > Accounts payable > Vendor EFT creation causing the file to be generated incorrectly. After the submit the user must choose a different bank account and/or format before clicking submit again.
Accounts Receivable
IPS-5629 - Removed production check from Billing Schedule menu item.
Administration
DS-19099- Ensured that user profile data was not copied from one user to another during refresh.
IPS-5630 - Changed wording of security switch 994 - 'Access Job Scheduler' to 'Access Batch Jobs'
Configuration
DS-19082 - Add edits to the Work Order GL configuration screen to ensure application types are correct for the cash code.
DS-15516 - Do not sent 'End of Warranty' alerts for traded units.
DS-18595 - Add edit to ensure that ALERT method for "Call to Customer is Overdue" is assigned to location ''AA'.
Customer
IPS-5182 - Added a new field to the file WEBUSERE called HVDTEFMT This field will be used to control the used date format preference at later date.
File Change: WEBUSERE
Equipment
DS-19115 - Resolved Equipment Deposit issue when adding multiple deposits, the 'over invoice amount' error was displayed when invoice total was not exceeded.
IPS-5531 - When a unit is removed off of an equipment invoice/quote do not clear the customer number when unit remains a Sold or Pre-sold status.
IPS-5337 - Equipment Invoicing added ability to accept deposits.
IPS-5345 - Provides the dealer the ability to configure deposit details for equipment invoicing.
General Ledger
DS-19166 - Changed menu option Financial Management -> General Ledger -> G/L Preliminary Month End to use correct security switch "602 - Access G/L Preliminary."
DS-18865 - Print all reconciled and outstanding bank reconciliation details on Bank Reconciliation report BNKRC06.
Integrated Rental
LA-580 - When a unit gets invoiced in IntelliDealer and it's on an open work order an update is sent to Integrated Rental to close out the work order in their system.
LA-594 - Added a currency field in the dealer configuration setup for Integrated Rental
LA-614: Resolved an issue where an error message was not being returned to Integrated Rental when an invoicing payload sent from IR contained a null depreciation account.
LA-587 - Added Avalara tax and use code information to Equipment, Customer, and Charge Code payloads sent to Integrated Rental Integrated Rental
IntelliText
IPS-5455 - Improvements to Text Connect Contact List screen:
- Remove the global search bar across the top
- Add the filter input in the column headers including Starts With, Contains, etc. dropdown
- On initial load in the front-end, sort the contact list alphabetically by First Name, with the Main Customer first in the list and the Primary Contact second in the list.
- After the initial load with the customized order described above, all column sorting behaves normally (for example, ascending alphabetical order with the main customer and primary included in the sort)
- Add " (Main Customer)" and " (Primary Contact)" to the right of the name for the main customer and primary contact
- Default the page size to 20
Interfaces
DS-18796 - prevent users from running Komatsu interim price updates until after the user has run the Komatsu master price update.
- Komatsu, BRP and Polaris price master price updates will correct PRUCONT records to make sure the updates will run properly.
- Force Polaris to always run master price update, since Polaris sends the entire price file.
DS-19038 - allow Komatsu price update to run when PDF user id is blank in > Configuration > Interfaces > Komatsu > New Parts System - Price File Download
The reports from S#PARTPRC will be generated to:
- User specified in Configuration > Interfaces > Komatsu > New Parts System - Price File Download
- If that user is blank, the User in Configuration > Miscellaneous > Other > System Settings - Job Schedule User
- If that is blank CDKJOBSCH
This also affects BRP and Polaris parts price updates.
DS-18967 - Prevent a 'general internal failure' in Vermeer Field Campaigns interface when a bad user id or password has been supplied. Will provide 'Invalid user id or password'
DS-19071 - Transmit the segment in John Deere warranty claims as the lowest number selected in the segment popup. If user selects segment 02 only, IntelliDealer will transmit the segment to Deere as 02, no matter which segment started as. If user selects 02 & 03, IntelliDealer will transmit the segment to Deere as 02, no matter which segment started as.
OEM-2437 - The JD eCommerce interface will now add tracking information to orders created by the interface when provided by John Deere.
OEM-2500 - A hyperlink to return orders created by the JD eCommerce interface has been added to the Orders screen under Configuration > Interfaces > John Deere > eCommerce.
DS-18951 - when attempting to display an invalid John Deere SVAP Agreement, display 'Unable to locate SVAP agreement with ID xxxxxx' instead of 'Failed to make a connection to https://servicesextcert.deere.com/svapng/dms/agreement/xxxxxx'
DS-19011 - transmit non-Claas parts in Dealer Item file as they are in part master file (PARTMAST) without the 18 leading zeros. Only Claas parts should be prefixed with up to 18 leading 0's IPS-5580 - Customer portal changed to utilize new invoice history interface.
MyDealer
LA-588 - Updated the error message when a user pays an outstanding invoice in and the email address configured in the Intellidealer MyDealer configuration area isn't a valid email address.
DS-19078 - The font used in the Ship To section of emails generated by MyDealer now match the font used in other areas of the email.
DS-18960 - Added French language support in the MyDealer shop for parts area.
DS-19062 - Addressed an issue in the MyDealer mobile view where columns weren't being hidden correctly based on settings in the hamburger menu.
DS-19063 - Fixed an issue where the lump sum payment confirmation message was not working properly in MyDealer.
Other
IPS-5460 - Force web socket connection to true for Voice Connect Configuration create and update.
IPS-5588 - Avoid repeated account distribution reads in new billing runs to improve overall performance of run and report generation.
IPS-5445 - Updated agency language for CBS to IBS
Parts
DS-18687 - Reasonability check to ensure that a part number entered in the parts quick add and parts ordering/invoicing screens does not contain more than 10 special characters ('<', '>', '&' and '"').
DS-17612 - In Surplus Return, do not allow a part number that is greater than 15 characters.
IPS-5586 - Remove fax number and fax date and time from Vendor Parts Order screen.
Rental
DS-18983 - Resolved Rental Availability display issue where special characters were showing.
DS-17553 - When changing rental reservation to rental contract, ensure PO is entered if required on customer profile.
DS-19001 - Fixed issue with feature licensing when serial number started with a leading or multiple "0" values.
Reports
IPS-5515 - Updated verbiage for REN005 report to be generic 'Billing Run Edit' rather than 'Rental Billing Run Edit'
Service
DS-17508 - Job Jacket - when Traffic tickets are purged from the system allow new ones to be created from Job Jacket.
Worldpay
OEM-2217 - Added the ability to utilize Worldpay in Canada with an Ingenico Lane 3000 and Link 2500. Signature capture is NOT supported on any Canadian device.
DS-18991 - safeguard check for Kubota dealer numbers when using the Trial Balance report screen
DS-18992 - Remove edit check when adding a comment cash code in parts invoicing.
DS-18978 - Processing request window pop-up was not closed after email of parts order.
DS-18982 - Only prevent parts order from updating an invoiced parts invoice when Real Time Processing is activated.
Integrated Rental
LA-306 - Show the 11 character invoice number for invoices from Integrated Rental when printing A/R Statements
OEM
OEM-2403 - Process JD eCommerce parts order data received via DTF
DS-18962 - add items to the Claas relevent item file that are not in part master(PARTMAST) but are in relevent item file(CLPIMRLVI)
Other
DS-16113 - When processing a new JDMINT order, increase the number of attempts to assign a new stock number from 1000 to 1000000
DS-18950 - properly create API and CLOUD users should they be missing from all libraries
Accounts Receivable
DS-18390 - Cash receipts batch system will no longer prevent users from updating other users batches when they have authority to do so.
DS-18310 - The Bank Electronic Cash Receipts interface will no longer try to auto-match payments to inactive customer numbers. Customers must be active to be available for the auto-match feature.
Administration
OEM-2436 - The Batch Jobs > Job History screen has been updated to show the job duration in hours, minutes, and seconds instead of total milliseconds.
AvaTax
DS-18920 - AvaTax now transmitting labor product for taxable warranty work orders
Configuration
OEM-2443 - create/display only properties in configuration > properties that are appropriate to be configured here. There are some records that are maintained outside this tool.
IPS-5399 - Added missing "Update Deere Parts Orders With DTF Receipts" checkbox to Location settings.
IPS-5398 - Removed unused "Use AEMP JDLink" option from XMIT table.
IPS-5356 - Location of AvaTax G/L Setting moved from Configuration> Miscellaneous> Other> System Settings to
Configuration > Interfaces > AvaTax
IPS-5312 - Removed deprecated table "CASE" from PFWTAB.
IPS-5296 - Configure Printers has been updated to be consistent with the UI and behaviors on the improved Printer Output / PDF Viewer screens.
DS-17804 - Configuration > Miscellaneous > Other > System Settings
To save any changes a floating footer save button is available all the time.
DS-16229 - Add validation check to not allow an existing rental duration to be renamed when the rental duration exists in rental rates, contracts or invoices.
Customer
DS-18940 - Cell number on customer portal now links to Text Connect
Data Portal
DS-18921 - Infrequently, an error could occur when attempting to view Management Central>Utilities>Data Portal, due to unhandled security settings. This has been resolved.
Integrated Rental
LA-386 - CDK no longer sends work order information to Integrated Rental for units that don't exist in their system.
LA-381 - When CDK receives a contract update from Integrated Rental and the contract value is blank, the locked to IR flag will no longer be set to locked.
LA-226 - Added support for displaying the full Integrated Rental invoice number in Cash Receipts
LA-225 - Addressed an issue where a user could add or remove attachments on units that were locked to Integrated Rental.
LA-105 - CDK now sends division and location information for a deleted work order segment to Integrated Rental
LA-41 - When a contract number is added to a unit (from Integrated Rental) or the unit is locked to Integrated Rental, the active on IR flag will now be properly set.
LA-5 - Resolved an issue in equipment profile with long Integrated Rental invoice numbers.
Interfaces
OEM-2455 - Improved the performance of John Deere Sales Center - Complete Goods Events (Australia) when processing large files with a high number of units and events.
OEM-2449 - Resolved an issue with the John Deere Sales Center - Complete Goods Events (Australia) interface that was sometimes causing an error to be shown when a maintain unit and invoice event came through in the same file.
OEM-2433
An option has been added to the John Deere eCommerce configuration screen to allow default cash codes to be easily configured for all unconfigured locations.
- Click the *Set Cash Code for Unconfigured Locations* button on the configuration screen under Configuration > Interfaces > John Deere > eCommerce | Deposit Cash Codes to launch the window
- Enter your cash code in the Deposit Cash Code box and click *Set Cash Code for Unconfigured Locations*
- The interface will attempt to set the deposit cash code for all locations that do not already have a cash code configured. Any locations that already have a cash code configured will be left as-is.
- If the cash code selected does not exist in a given location, error messages will be shown at the top of the screen. The cash code will still be added for all locations where the cash code does exist, regardless of whether error messages appear.
OEM-2429 - Access to the CNH eWarranty Claim Submission interface is now controlled by the security switch Access CNH eWarranty Claim Submission under Product Support - Work Orders (810)
OEM-2392 - Resolved an issue where John Deere ELIPS would sometimes fail to transmit files when data on open work orders exceeded a certain size.
OEM-2381 - split Deere DTF and equipment upload scopes. This has caused issues for dealers when Deere has only configured one of but not both DTF or equipment upload scopes.
OEM-2378 - The Shopify inventory update interface has been updated to support the configuration of multiple Shopify stores.
OEM-2356 - preparing for beta release of Claas parts orders. This will allow dealers to transmit parts order to Claas from parts orders, machine down parts invoices and consolidated parts orders.
OEM-2347 - Polaris Financial Transmit. This allows the dealer to transmit financial information to Polaris for a specified GL month. The financial submission can be accessed in the *Financial Management* > *General Leger* > *Financial Reporting* screen, by clicking the "Trial Balance" link, and selecting "Polaris" from the Report Type dropdown. Feature PFWF.6426 must be licensed to use this interface.
DS-18914 - Voucher batches shown on the selection window for Komatsu ASN Invoices, Kubota Invoice Download, and John Deere Warranty Credits will now use the batch G/L date and not the batch created date. This was preventing some valid batches from showing in the batch selection list.
DS-18879 - Fixed to allow users to update the PDFUserId in Kubota Ecommerce "Parts Inventory Transmit" tab.
DS-18857 - Display the total number of Kubota dealer numbers correctly when the total is greater than 10 and display only 10 in configuration > interfaces > Kubota > Interface Configuration - Kubota tab
MyDealer
LA-458 - An email is now being sent to the customer and dealer with payment details when a customer makes a payment using ACH in MyDealer.
LA-388 - You can now search for invoices using PO Numbers in MyDealer on the Outstanding tab.
LA-76 - MyDealer now supports alternate ship to addresses in the Checkout screen.
IPS-5375 - Improved performance when making changes to the list of parts in the MyDealer shopping cart.
DS-18886 - Mandatory related parts minimum quantities in MyDealer will now always match the parent part quantity.
DS-18841 - Fixed an issue where the "Total Availability" of a part was not showing correctly in the Shopping Cart area of MyDealer.
Parts
DS-18848 - Prevent Parts orders from being updated when on a parts invoice that is to be billed
DS-18811 - Ensure the salesperson ID is valid when updating Inventory Count or Surplus Returns.
DS-18791 - Ensure that cash code entered into parts invoice screen is valid for customer.
DS-18338 - Parts Deposit configuration added edit to prevent deposit part number from matching overage part number.
Printing
IPS-5353 - Added ability to text invoices from invoice history preview window.
DS-18913 - On the Printer Output tab of the Printer Output / PDF Viewer screen, the user can view a list of print jobs, using the search function. Then, under "Report Name", clicking the left icon for one on the reports should display the file contents in a pop-up window. However, this action was causing a "General internal failure" error to occur. This has been resolved.
Navigation: From any IntelliDealer page, click the printer icon on the top-right of the screen, then select Printer Output / PDF Viewer. The Printer Output tab will appear.
DS-18863 - Users unable to delete a large number of reports is fixed by limiting the number of parameters passed to query the reports.
Rental
DS-18909 - Allow user to close email window when emailing a rental contract during the create invoice process.
DS-17862 - Correct dates used to extract details for the Rental Report by Location.
Service
IPS-5303 - Added link to shop parts return from requisition listing window
DS-18916 - Correct work order retrieval when entering technician *ACT or *N/A in the Supervisor Work order Assignment screen tab.
DS-16188 - Ensure the customer number used to display equipment is correct when pressing the stock number magnifying glass in the Work Order Quick add screen.
Text Connect
IPS-5355 - Added sorting and phone number formatting to Text Connect phone pop-up
Work Orders
DS-18802 - Prevent closing a work order when there is a deposit applied and no customer G/L or the customer G/L is not the same on all segments.
Other
IPS-5407 - Fixed help links for new printer output screens. New links will not use previous breadcrumbs to build path; instead, they will use distinct paths for both tabs.
DS-18897 - When copying a data miner report, bring over the alignment and format column features.
DS-18653 - disconnect passive FTP data connections that are taking longer than 5 minutes
DS-17165 - Dealer initiated maintenance can now be set during ASP maintenance hours.
DS-18892 - prevent 500 error when loading the Claas relevant item file viewer from Parts Ordering options menu
DS-18888 - transmit Claas parts inventory file no matter how many leading zeros are in PARTMAST compared to Claas relevant Item File. For example, Claas relevant item file contains 000000000006728600, we will select part numbers with:
6728600
06728600
006728600
0006728600
Integrated Rental
IPS-5448 - Resolved issue where overtime amounts were not being reflected when billing Integrated Rental invoices.
Accounts Payable
DS-18745 - prevent Payroll Plus loop of asking to delete previous import due to an error importing previous failed Payroll Plus import
IPS-5425 - "A/P Vendor Change emails" functionality turned off. (Based on additional feedback)
- Released in PPU 2023.01.003 (issue IPS-5214), A/P Vendor Change emails has been turned off until further improvements and functionality can be provided to customers.
Administration
DS-16690 - When renaming a security group, rename the corresponding group in the Customer A/R Agency Security and G/L Account Access areas.
DS-18754: Now able to save the "Allow Tax on Work Order Labor Changed" checkbox in the Location Tab in System Settings.
AvaTax
DS-18300 - Prevent halt during billing run if an invoice was already transferred to AvaTax. This could occur if response timed out.
DS-18439 - Add AvaTax Entity use code to Work Order Quick add.
Configuration
DS-18826 - Prevent crash when upon opening pop-up in Area sales G/L configuration when there are large number of G/L accounts configured.
OEM-2430 - Updates to JD eCommerce
- Resolved an issue where the Update JD eCommerce button in Parts Invoicing failed to display on eCommerce orders
- Status updates can now be sent for JD eCommerce orders from different locations than the user assigned location
- The eCommerce fulfillment number has now been added to the memos field on Parts Invoice created by JD eCommerce
- Freight charges on shipped orders will now be added to Parts Invoices created by JD eCommerce. This will require a freight part to be configured on the new Freight tab under Configuration > Interfaces > John Deere > eCommerce
- The Payment Cash Codes tab nomenclature has been updated to Deposit Cash Codes
- When configuring a new Deposit Cash Code, the Cash Code box is now a searchable field. Cash codes present in the search window are driven by the default customer for the division configured on the Default Customers tab (if available).
- Deposit Cash Codes will now show the appropriate cash code description on the listing screen.
- The Orders tab on the JD eCommerce configuration screen has been moved to the first position in the list to allow for faster order lookup.
Customer
IPS-5363 - Customer Profile screen load time reduced.
Customer Care
DS-18815 - Fix the Next & Previous buttons on the Location Tax listing screen.
Data Portal (currently in Beta)
DS-18737 - Updated UI so sorting on the report name and report number fields within the data portal can happen correctly without throwing error.
IPS-5033 - G/L Account Number will now be available in the Data Portal global search field
IPS-5173 - The Work Order Audit Report will now be available in the Data Portal in both PDF and Excel files as it has been updated to current technical standards.
IPS-5394 - Storing of username data supports access to reports within the Data Portal and allows for display in the Created By column on the Data Portal listing screen.
IPS-5395 - New switch to control access to data portal menu option. Reports that will be converted from Lansa to Java in future will no longer go to the printer output option and will now display in the Data Portal.
IPS-5396 - Only users with access permission can view the data portal and its reports. A new column titled "Created By" is available in the data portal listing screen and is hidden by default.
IPS-5417 - Data portal URL matches with its path on the system.
Equipment
DS-17250 - On Equipment Quoting, enhanced performance of media file upload.
DS-18753 - The Telematics display on the main Equipment Profile screen was erroneously showing older telematics data instead of prioritizing the most recent telematics data. The most recent data will now be shown by default. In some cases, this was preventing the Telematics details popup from launching.
- The Telematics display on the GPS tab on the Equipment Profile will now properly show all relevant telematics data. Previously only select fields were populated.
- Telematics details for equipment with only JDLink Machine Data information can now be properly viewed from the Equipment Profile.
DS-18819 - Resolved an issue that could prevent the BRP Vehicle Specifications link on the Equipment Profile from properly loading the Vehicle Specifications page.
Integrated Rental
IPS-5326 - IR - Created new logging file to store all outbound traffic (payloads) for data going from IntelliDealer to Integrated Rental.
IPS-5368 - IR - We are now passing division object to validate Integrated Rental status.
IPS-5403 - IR - Warranty fields in Equipment Profile are no longer disabled when unit is locked to Integrated Rental.
IPS-5415 - IR - Changed the secondary equipment meter type to miles instead of hours.
IPS-5416 - IR - Resolved issue where the currency type processed with Integrated Rental invoices was preventing the invoices from showing in Cash Receipts.
IPS-5421 - IR - Resolved an issue where updating a contact from Integrated Rental failed if the customer contact was set up for MyDealer.
IPS-5422 - IR - Year, Engine Serial Number, Transmission Serial Number, and Sound Guard Serial Number fields in Equipment Profile are no longer disabled when unit is locked to Integrated Rental.
IPS-5423 - IR - Fixed issue where changes to equipment options on "Invoiced" units were being transmitted to Integrated Rental.
Interfaces
DS-18582 - allow dealers to specify the Claas warehouse group codes for multiple CDK divisions for the Claas Parts Inventory Management Interface. Configuration > Interfaces > Claas > Claas Parts Inventory Management
DS-18584 - utilize the store priority table when searching for parts not found in the desired location for BSI, Kubota ecommerce and other similar interfaces
DS-18667 - The voucher batch selection screen used to create vouchers for JD Warranty Credits, Kubota Parts Invoices, and Komastu ASN Invoices has been updated to only show voucher batches in the appropriate A/P month. Historical/invalid batches will be unavailable for selection.
DS-18812 - prevent General Internal Failure message when importing specific segments from John Deere Expert Services quotes
OEM-2292 - Release of the Kubota Model Verification interface. This interface offers a manual or nightly job that verifies all Kubota model / serial numbers in the system against Kubota's warranty api. The results are written to a pdf report and can be used to see which Kubota equipment in the system have accurate model / serial numbers.
OEM-2373 - The CNH eWarranty Claim Submission interface has been enhanced with search functionality for Component/Defect and Failure Codes from within the claim submission screen itself. This search functionality allows for component/defect and failure codes to be searched live from the CNH eWarranty system and mirrors the functionality available in the current CNH claim submission process provided by CNH.
- Note: the CNH eWarranty Claim Submission interface is currently in testing and is not yet available for General Release.
OEM-2400 - The ARI PartStream MyDealer integration will now auto-populate the Manufacturer and Description when requesting parts not found on the MyDealer shopping cart screen. In order to enable the Manufacturer field to be populated, ARI must enable the "Brand Name" parameter for your dealer API key.
OEM-2416 - Improved the handling of blank and null addresses received through the JD eCommerce interface.
OEM-2427 - prevent 'unable to connect' error when transmitting Komatsu Distributor Maintenance
MyDealer
DS-18124 - MyDealer - Fixed display issue on the My Orders screen when user switches to French language.
DS-18762 - MyDealer - Exclude the lines with blank part numbers from showing on the My Orders details screen.
DS-18768 - MyDealer - Fixed the wrong column header issue for the My Equipment screen when using the "Select Units" button from Shopping Cart.
IPS-4809 - MyDealer - Changed UI property from "Export to XLS" to "Export .XLS" for all listing screens.
IPS-4872 - MyDealer - upgraded the My Orders Listing screen user interface (UI) to use the same Listing screen UI standards as IntelliDealer. Also added the option to export the listing results to XLS (Excel) file.
IPS-4875 - MyDealer - upgraded all listing screens - so that the results exported to an Excel file will match of results currently displayed in the user interface (UI).
IPS-5374 - MyDealer - prevent removal of Mandatory part(s) unless the parent part is removed from Shop for Parts screen.
Parts
DS-18622 Added checking to ensure there are billable parts before locking sales order for billing.
DS-18696: Ensure 'Pricing refresh' pop up screen occurs only when vendor and/or discount percentage has changed in parts ordering.
DS-18720 - Transferring parts to an Avatax enabled Branch, from one that is not, resulted in an error. This has been resolved by setting the AvaTax enabled flag on transfer sales order based location where it's created.
DS-18794: Correct in use error when editing a stock order from the parts invoice screen.
DS-18817 - prevent null model in parts invoice memos created by Kubota K-Com
Printing
DS-18833 - The Printer List screen will now filter correctly on Status and without causing an error.
IPS-5222 - When a printer is deleted, spooled files will be moved to another printer.
- To go to the online help page, click here.
Reports
IPS-5418 - When emailing from invoice history, the email subject now includes up to 10 invoice numbers. For more than 10, the subject is: Invoices MULTIPLE.
IPS-5432 - All report headers will now display the server time when the report was created in the format of "Server Time: " Date HH:MM:SS Timezone and user in the format of "User: " <user name>.
Worldpay
DS-18704 - prevent displaying Worldpay Debit transactions when the user is selecting the 'Use Previous Invoice' selection window. These transactions cannot be reversed using this button. The dealer must use the 'Refund' button to return the money to the customer's debit account.
Other
DS-18662 - Improve structure of TO, CC and BCC headers to support sending emails to Google gmail addresses.
DS-18735: Do not allow a user to void a held voucher or set a voided voucher on hold.
IPS-5340 - Improved login page performance in IntelliDealer.
IPS-5346 - A new tab containing Server Date/Time, Time Zone and User has been added to all excel exports to provide the user file creation data related to the export itself.
IPS-5385 - PDF reports have been updated for ease of use related to column headers, data formatting and file information (Server Date/Time, Time Zone and User based on report creation data). Report data is broken out to various Excel tabs within the file representing the same general report section layout as its PDF version (for example header, details and dates).
DS-18805 - Only send vendor change email notification to vendor contacts that have an email address present.
IPS-5205 - The 1099-NEC/MISC has changed to allow input of tax year. This system will now print according to the new IRS standard for the 2022 tax year.
Integrated Rental
IPS-5393 - A work order created following the return of a unit in Integrated Rental will now also auto-generate a parts requisition.
IPS-5365 - CDK now stores the contract number of units on an Integrated Rental contract.
IPS-5357 - Update to the current CDK Sale status to IR's Pending Sale fleet type logic which now utilizes a new contract number field in CGIIR.
IPS-5349 - Small change to post preload logic with regards to CDK's in/out to IR's status mapping in equipment profile.
IPS-5241 - The Java version of the Aged Trial Balance report now supports Integrated Rental's 10 digit invoice numbers.
IPS-5342 - Equipment History will now show Customer Name associated with the IR invoice (was previously showing Customer#).
Other
IPS-5351 - Show the 10 character invoice number for invoices from Integrated Rental when printing A/R Statements
DS-18748 - The new BRP Parts Master/Price File interface will now properly set list price, cost, and parts per package when updating BRP parts through the full price file load. As well, improvements have been made to the substitute parts logic to ensure parts are properly mapped to the appropriate substitute parts.
The Telematics display on the main Equipment Profile screen was erroneously showing older telematics data instead of prioritizing the most recent telematics data. The
most recent data will now be shown by default. In some cases, this was preventing the Telematics details popup from launching.
The Telematics display on the GPS tab on the Equipment Profile will now properly show all relevant telematics data. Previously only select fields were popualated.
Telematics details for equipment with only JDLink Machine Data information can now be properly viewed from the Equipment Profile.
Administration
DS-15734 - Correct deletion of virtual field when field name is found within the calculation of another virtual field.
DS-18625 - When deleting a user, only delete the security group if the user is assigned to a single user security group.
AvaTax
DS-18621 - leading blanks in shipping address latitude & longitude will no longer cause an AvaTax error.
Configuration
DS-18655 - Do not allow 'Authorize Credits' to be checked when 'Rate Authorization Required' is set to 'NO' in Rental Control Setup configuration.
DS-18639 - changes for Configuration > Interfaces > Komatsu > New Parts System
- force upper case letters for default return code on the Price File Download tab
- moved the sorting class options out of popup window to the Automated Price Update Settings tab
- prevent 'General Internal failure' when running a price update from the Price File Download tab when using 'Sorting Class option' from the Automated Price Update Settings tab
DS-18654 - the price file reports (PAR132, PAR083) generated during the Komatsu price updates will now be found under the user id specified in:
IntelliDealer > Configuration > Interfaces > Komatsu > New Parts System - Price File Download tab
- moved the sorting class options out of popup window to the Automated Price Update Settings tab
IPS-5215 - Updated UI of user profile pop-up and added BCC address field.
IPS-5306 - Internal CDK Customer has been removed from system settings - No longer used
OEM-2369 - Resolved a display issue on some location specific configuration screens which would prevent location names in different divisions from displaying properly.
ELead
IPS-5158 - Elead CRM: Created the ability for Elead to view available "quotes" for a customer from IntelliDealer in PDF format.
IPS-5232 - ELead CRM: Added pagination for all delta endpoints (Customer, Equipment & Service Work Orders).
General Ledger
DS-16851 - Fix the outstanding check report to generate for the intended bank account number.
DS-18636 - avoid displaying the a/r tab during invoicing when the invoice amount is less than authorized amount and authorization is < 7 days.
MyDealer
DS-18404 - Now displaying "optional" Related Parts in the Shop for Parts screen
IPS-4466 - Upgraded the Mydealer - Shopping list and details screen user interface (UI) to use the same Listing screen UI standards as IntelliDealer. Also added the option to export the listing results to XLS file.
IPS-4886 - MyDealer - prevent removal of Mandatory part(s) unless the parent part is removed from Shopping Cart.
Parts
DS-16498 - In parts invoicing, allow comments pop up screen to display for parts greater than 15 characters.
DS-16613 - Purchase order purge for parts will now only purge associated records once all receipted po's with same PO number have been purged.
DS-16791: Correct the auto-populating of freight and fuel surcharge amounts when receipting a part.
DS-17933 - Correct Parts Availability Report to print all part comments.
DS-18581 - Prevent crash on Parts Stock Transfer screen when reaching 9999 accounts.
DS-18616 - Tax totals will now refresh once related part is added to parts invoice when using AvaTax.
DS-18637 - prevent sending bad characters to Volvo's part availability servers
IPS-5339 - Wireless Deere Parts Receipting UI - Swap Part# and Packing List fields. If a scanner has been modified to automatically perform keystrokes, it may need to be modified.
OEM-2374 - Support for parts with prefixes has been added to the ARI PartStream configuration screen on the new Brand/Vendor Mapping tab.
Part vendors with prefixes must be configured on this screen or parts associated with this vendor will be added to the MyDealer shopping cart without the relevant prefixes. Part vendors that do not use prefixes can optionally be configured for tracking purposes, but it is not mandatory and does not change how the interface functions.
OEM-2391 - Credentials configured on the Vermeer Part Sales Transmission configuration screen can now be removed using the Delete button if required.
Rental
IPS-5319 - Added the ability to text a PDF of rental contracts/reservations/requests and invoices.
Service
DS-16700 - In the Supervisor 'Work Order Assignment Tab', change search function for technician and DDC fields to retrieve details using an exact match instead of a begins with.
DS-18677 - When printing work order with billed segments will no longer show complaint, cause and correction on printout for the billed segment.
Worldpay
DS-18731 - When the PO Number contains a "?" or ".", Worldpay was returning a General Internal Failure error message. This has been fixed. This does not change the value in IntelliDealer or on the IntelliDealer invoices.
Other
DS-15469 - Correct Inventory Aging Report on home page to show all units for each month bucket.
DS-16226 - Correct Receipts Completed this month traffic report.
DS-18653 - disconnect FTPES data connections that are taking longer than 5 minutes.
DS-18717 - Prevent JDPRISM file generation error when there are more than 127 order coordination numbers.
IPS-5057 - Added ability to text PDF to work Order Quote, Parts Quote and Equipment Quote
IPS-5214 - Add an email notice to the vendor when their name, address or bank account numbers change in the vendor profile. This is a fraud-prevention measure.
OEM-2215 - The John Deere Customer Linkage interface eases the synchronization of Intellidealer customers with John Deere Customer Registry entities. A job can be run that synchronizes Intellidealer's supplier customer mapping numbers with the customer linkages configured in the John Deere Customer Registry.
The job can be run manually under the menu option CRM > Customer Care > John Deere Customer Linkage. It can also be configured to run nightly under the configuration screen:
Configuration > Interfaces > John Deere > Customer Services.
Additionally, a CSV file with Intellidealer customer data can be exported in order to be uploaded to John Deere Customer Linkage tool. This facilitates the creation of customer linkages in John Deere's Customer Registry. The export can be found in:
CRM > Customer Care > John Deere Customer Linkage.
Feature PFW.6280 must be licensed to use this feature, and a user must be given access to security switch 700 "CRM - Access John Deere Customer Linkage".
Integrated Rental
IPS-5343 - CDK now stores IR's rental contract number to the CGIIR table. If a unit is on rent, Integrated Rental now sends us the contract number it's on in their system.
IPS-5344 - If meterDate or meterDateSecondary is 0, CDK will now send the corresponding date if there is one to Integrated Rental. Previously, if the meter (1 or 2) was 0, the date was being sent as null.
DS-18708 - Resolved issue on work order listing window where clicking on work closed to CP2 would not display printing parameters.
DS-18717 - Prevent JDPRISM file generation error when there are more than 127 order coordination numbers.
DS-18714 - Quick close work order off work order listing window now displays print parameters window
OEM-2389 & OEM-2393 - Bundled updates for the upcoming John Deere eCommerce integration. This interface is currently in testing and is not yet available for general release.
DS-18702 - Work order segment screen will display when the security for "Display Rate/Hour On Repair Screen" is disabled.
DS-18700 - Fixes internal authorizations from displaying "Errors in web application to be displayed" when accessing A/R agency tab
Integrated Rental:
IPS-5325 - IR: Update to address a synchronization issue with Integrated Rentals fleet type on a pending sale unit in Intellidealer.
IPS-5320 - IR: Added work description to the work order payload CDK sends to Integrated Rental
IPS-5317 - IR: When a unit is sold (invoiced) in Intellidealer, CDK will now send all equipment history for the unit to Integrated Rental.
IPS-5315 - IR: CDK now strips out the dash in zip codes in customer contact payloads sent to us from Integrated Rental.
IPS-5305 - IR: Meter type (in CDK's equipment payload) will now get set even when the hours 1 or 2 value is zero when sending to Integrated Rental
IPS-5304 - IR: CDK now strips out the dashes in phone numbers in customer contact payloads sent to us from Integrated Rental.
IPS-5302 - IR: When a unit is physically deleted, CDK now modifies the serial number of the deleted unit (to bypass a constraint in IR) when sending the payload information to Integrated Rental.
IPS-5301 - IR: Added Net Book Value to the equipment payload CDK sends to Integrated Rental.
DS-18690 - Customer Profile search will work when customer name is the only criteria entered.
DS-18691 - Ensure all over allowance fields on trade in tab in equipment invoicing are displayed when when 802 ‘Access G/L Defaults and Custom Accounting Tabs’ is set to 'Access To Both Tab'.
DS-18688 - Resolved an issue that was preventing the equipment profile screen from saving when a unit had related Telematics data.
OEM-2380 & OEM-2382 - Bundled updates for the upcoming John Deere eCommerce integration. This interface is currently in testing and is not yet available for general release.
DS-18670 - The Vermeer Part Sales Transmission credentials configuration screen will no longer require an unrelated feature license in order to save and update credentials.
OEM-1557 - The JDPrism interface has been upgraded from 1.0 to 1.3. Changes include:
- transmitting all received order and transfer coordination numbers
- transmitting selling price in field 10 for Deere eCommerce
IPS-5309 - Always include cash code 2 as option in cash code selection on equipment invoice G/L defaults tab
Administration
DS-18521 - When changing a security value that is a drop down, the value will not save unless another security checkbox has been changed.
AvaTax
DS-18472 - To prevent a General internal error from occurring while reloading AvaTax offline rates, IntelliDealer now skips locations that are not configured.
Configuration
OEM-2345 - Converted these legacy User Interfaces to the new User Interface:
- Configuration > Interfaces > Bobcat > Alias Account Management
- Configuration > Interfaces > CNH > Alias Account Management
- Configuration > Interfaces > John Deere > Alias Account Management
- Configuration > Interfaces > Other > Alias Account Management
Added:
- Ability to import CSV for any of the vendors
- Ability to default the John Deere alias (account + 0 + cost center)
- Configuration > Interfaces > Polaris > Alias Account Management for future Polaris Financial transmit
DS-18601 - On the Configuration > Other > Miscellaneous > System Settings, Location tab, ensured that the Print Invoices with Accounts Receivable Statements switch is saved if the user enables it.
Customer
IPS-5184 - Added a new security switch to system 996 Delete Personal Information. The Delete Personal Information button in the customer profile Quick links is only available if the user or user group has access.
IPS-5182 - To Customer Profile screens, added a new field called Do Not Share PI. If selected, it indicates that the customer does not want personal information shared to a third-party for profiling and targeted advertising.
Data Portal (Pilot Phase)
IPS-5219 - Enabled the Data Portal menu for beta dealers. Also, added a button to export data to an Excel file.
IPS-5174 - Updated the custom PDF viewer component so that is not dependent on any browser-specific settings, ensuring that the user can always experience the same look and feel.
Documentation
Added a Revision History to the Online help that includes links to the changed content and a description of what was changed. Available at: https://serviceconnect.support.cdk.com/help/Hosted/PFWHelp/IntelliDealer_Help.htm#ReleaseInfo/RevisionHistory.htm
Equipment
IPS-5227 - In equipment invoicing, if security 802 Access G/L Defaults and Custom Accounting Tabs switch is set to Only Cash Codes Within G/L default, then the user will have the ability to select from cash codes rather than G/L accounts.
DS-18577 - Prevent invalid issuing of invalid sale account when releasing reversal equipment invoice when there is no default sales account.
DS-18563 - Equipment reversal now defaults the cash code whenreversing an invoice that has no customer A/R charges.
DS-18166 - The Telematics module on the Equipment Profile screen has been updated with improved formatting. Fields will no longer overrun the edge of the box, and updates have been made to ensure the timestamps displayed on the Equipment Profile module match the timestamps shown on the Telematics pop-up window.
DS-14101 - Correct the Not Contacted Customers displayed in Sales Support Portal.
General Ledger
DS-16725 - To prevent Area Sales totals from grouping together salespersons with codes that start the same, the data is now retrieved using an exact match for the codes.
DS-14417 - Prevent two users who open the same outstanding voucher at the same time from both locking the file.
Interfaces
OEM-2367 - Converted the salesperson magnify glass from the old Lansa version to the new UI version. This change affects:
- Configuration > Interfaces > AGCO > Parts book Epsilon1
- Configuration > Interfaces > CDK > Parts Invoicing
- Configuration > Interfaces > Deere > JD Parts
- Configuration > Interfaces > Komatsu > MyKomatsu Integration
- Configuration > Interfaces > Kubota > ecommerce
- Configuration > Interfaces > Other > Ariba
- Configuration > Interfaces > Other > CXML Supplier Punch Out Interface
- Configuration > Interfaces > Other > EDI PO Transaction Set 850 Interface
- Configuration > Interfaces > Volvo > Online Parts Interface
- Configuration > Rental > Job Site
- Product Support > Equipment Quoting - Access AGCO eOrdering
- Product Support > Equipment Quoting - Access CNH Retail Offers
OEM-2308 - You can now create IntelliDealer Work Order Quotes, or add segments to IntelliDealer Work Order Quotes, or IntelliDealer Work Orders from John Deere Expert Services quotes.
DS-18656 - In the Configuration > Interfaces > Komatsu > New Parts System - Price File Download tab, force the upper-case lettering to Core Prefix/Suffix value and Source Value for Cores.
DS-18638 - Updated the weight field in Komatsu price database to allow for #####.## from ###.##.
DS-18633 - Properly display more than 20 records on many configuration screens:
- Configuration > Interfaces > CNH > CNH MyDealer Parts Portal - CSPS Ownership group tab
- Configuration > Interfaces > Ditch Witch > Service Order - Job Site, Make tab
- Configuration > Interfaces >Equipment > AgDealer - Make or groups tab
- Configuration > Interfaces >Equipment > Iron Solutions - Make or groups tab
- Configuration > Interfaces >Equipment > Midnet Media - Make or groups tab
- Configuration > Interfaces >Equipment > Point 2 - Make tab
- Configuration > Interfaces > Equipment > Tom Rowe - Make, groups, Locations tab
- Configuration > Interfaces > John Deere > Deere Ecommerce - default customers, Payment cash codes tab
- Configuration > Interfaces > John Deere > John Deere SMO - Main Branches, Equipment Make Configuration tab
- Configuration > Interfaces > Kobelco > Parts Locator - Vendors to Transmit tab
- Configuration > Interfaces >Kobelco > Kobelco Parts ordering - Freight carrier tab
- Configuration > Interfaces >Komatsu > Komatsu NPS - Freight or marketing programs tab
- Configuration > Interfaces > Vermeer > Vermeer iWarranty - make tab
- Configuration > Interfaces > Vermeer > Part Sales Transmission - Part Vendors tab
- Configuration > Interfaces > Other > AM Studio - Vendors to Transmit tab
DS-18628 - Prevent empty files from being written for Komatsu Distributor Maintenance.
DS-18607 - To determine a repair date for Vermeer iWarranty, use the outstanding labor records. The repair date is the latest date of all segments where hours worked > 0.
DLVP005 - To ensure Vermeer Easy Parts has the correct part number, removed the start digits from the Vermeer Parts ordering transmission.
DS-18575 - Improved the handling on the Kubota Invoice search screen when searching for a date range with no end date.
DS-18550 - Resolved an issue that was preventing the BRP Parts Master update from completing when the description field on a part was longer than the maximum value.
DS-18538 - To ensure that parts orders created by various OEM integrations include the date/time added fields, updated Claas, Terex and Volvo MMI Parts Order to use common parts order build routines.
DS-18510 - Transfer Kubota K-Com/eCommerce notes to IntelliDealer comments or memos depending on configuration set at: IntelliDealer > Configuration > Interfaces > Kubota > eCommerce.
DS-18446 - The Kubota Invoice Download interface has been updated to more gracefully handle surcharge dollar values that are received in an invalid number format.
Parts
IPS-5191 - In the Parts Invoicing and the Work Order Requisitions screens, if the user has access to ordering (as set in security), then the PO number is a hyperlink to the parts order.
IPS-5189 - In parts invoicing, if security switch 823 Allow tabbing to Issue and Price fields is set to on, allow the user to use the tab key to navigate to the Quantity Issued and Price fields.
DS-18597 - Freight charges added by UPS WorldShip to a parts invoice with no preexisting lines will now properly default the currency values.
DS-18437 - The Part History Update no longer sends a user message when the run finishes successfully.
DS-17567 - To ensure persistence of data on large parts quotes, IntelliDealer now saves N/A checkbox values when paging through the quote.
Printing
IPS-5179 - (Beta) ASP users can configure a printer either as iSeries or Cloud. An existing iSeries printer can be migrated to be a Cloud printer which in turn can be reverted back to iSeries.
The user can directly create a Cloud printer. In this case, the user should not be allowed to revert the printer to iSeries.
DS-18518 - On the Printer Output > View Printer List, users can now both Pause and Resume the active printers in the printer list screen.
DS-18468 - The user can now delete the spool files from the new printerOutput user interface.
Reports
IPS-5188 - When sending an e-mail, the subject now includes up to 10 invoice numbers. For more than 10, the subject is: Invoices MULTIPLE.
DS-17788 - The Parts Ordering report has been updated to correctly show cross reference parts.
Service
IPS-5198 - On the Work Order listing screen, if the user hovers on an item, there are now buttons for Email, Text and Quick Print.
IPS-5186 - On the Product Support > Service > Supervisor screen, for the Scan History or Scanned WIP Labor tabs, the Summarized checkbox is now on by default.
IPS-4541 - For the Work Order Heading tab, updated the Hours meter wording to:
- Estimated Hours
- Actual Hours
- No Hour Meter Reading
Text Connect
DS-18600 - In the customer profile, when an IntelliText button is clicked for a customer, a Text Connect window opens. Now, the phone numbers in the Text Connect window can be seen correctly for all pages and for all page sizes.
Work Orders
DS-18480 - If the user checks the option to Include All Segments on a work order, the .CSV export now shows segments lines and totals.
Worldpay
DS-18605 - To prevent Worldpay from returning a 403 Forbidden error message, remove forbidden words from the PO Number for transmission to Worldpay. This does not change the value in IntelliDealer or on the IntelliDealer invoices.
Other
IPS-5204 - Fix job to set field SOCKET_CONNECTION to Y in the VOIPCONF file.
IPS-5190 - On any applicable invoicing or quoting screens, default the Responsible Salesperson to the customer's salesperson, based on security settings.
DS-18614 - Use the correct feature number for Configuration > Interfaces > CNH > eParts 4.0.
DS-18611 - Prevent ClassNotFound Exception when running STRPRTFNDR.
DS-18576 - Allow new BSI to use third-party user IDs in test libraries.
DS-18337 - Display an error message when adding multimedia in IntelliDealer if the multimedia file could not be created successfully.
DS-18322 - Added a function to not allow the user to create a duplicate account on the new UI.
DS-18230 - When a keyword is searched with single quote or double quote in global search bar in customer profile, equipment profile or Work orders, the results fetched will be an exact match to the keyword given.
DS-18091 - To prevent the EFTEMAIL job from crashing, relocated the send of the IntelliDealer user message for the EFT file creation.
DS-17013 - Enabled auto-complete feature in the applicable field(s) so that the user can select from the previously entered items stored in the browser cache.
DS-15165 - In the Data Miner, increased the field length to support up to 10 rows for a range comparison.
IPS-5182 - Added a new field to the file CMASEI called DLSHARE Do Not Share flag. (Sharing means passing data to a third party for profiling and targeted advertising)
File Change: CMASEI
.IPS-5284 - IR - In an invoice payload generated by Integrated Rental, CDK will now look at the field InfluencerSequenceNumber to get the customer contact sequence number.
IPS-5282 - IR - Small change to the how CDK reads meter values from an invoice payload generated by Integrated Rental. CDK now looks at two fields, "Meter" and "MeterReturn".
IPS-5280 - IR - CDK now trims the dash from zip codes in invoice payloads coming from Integrated Rental
IPS-5275 - IR - Removed the "Cash" property from the equipment profile payload CDK sends to Integrated Rental.
IPS-5272 - IR - Small change to the equipment endpoint Integrated Rental uses to update equipment allowing for the clearing of the fleet date field.
IPS-5271 - IR - CDK will now issue an error if an invoice generated from Integrated Rental contains depreciation and the status of the unit is Invoiced
IPS-5269 - IR: Added Canada/US priority filtering logic to the country/state fields CDK sends to Integrated Rental in the customer contact payload.
IPS-5268 - IR: Added location and division to the work order segment payload CDK sends to Integrated Rental.
IPS-5240 - IR: Integrated Rental generated invoices will no longer post to a closed A/R month. It will now post to the current A/R month if the invoice date is in a closed month.
IPS-5234 - ELead CRM: CDK no longer adds equipment records to the image excel file that it sends to Elead when there is no multimedia link.
IPS-5233 - ELead CRM: Removed special characters from the dealer image file name CDK sends to Elead.
IPS-5157 - ELead CRM: Added paging to the bulk customer Elead endpoint.
IPS-5047 - ELead CRM: CDK now only sends a single equipment history rental record to Elead instead of all rental history (for a single unit) when a history record is added.
DS-18577 - Prevent invalid issuing of invalid sale account when releasing reversal equipment invoice when there is no default sales account.
DS-18563 - Equipment reversal now defaults the cash code when reversing an invoice that has no customer A/R charges.
IPS-5264 - IR - Reverted an outgoing property name (tax name) change in the miscellaneous charges payload that CDK sends to Integrated Rental.
IPS-5249 - IR - When CDK gets an equipment update from Integrated Rental, it will now properly default the GL accounts.
IPS-4247 - IR - During a PO Receipt of a unit, it will now ask to save changes when clicking close on the equipment profile popup if the unit has not been saved.
IPS-5236 - IR - When clicking edit in equipment profile, it will now pull in the latest values for that unit.
IPS-5225 - Elead CRM - Implemented paging for the Service Detail endpoint
IPS-5224 - Elead CRM - Implemented paging for the Service Header endpoint
IPS-5223 - Elead CRM - Implemented paging for the Equipment endpoint
IPS-5255 - IR: The lockedToIR flag will no longer reset on equipment updates from Integrated Rental
IPS-5248 - IR - Addressed an issue that wasn't properly sending stock number changes to Integrated Rental.
IPS-5250 - IR - Fixed an issue where the location value in the Miscellaneous Charges payload wasn't being set properly when sending an update to Integrated Rental.
IPS-5251 - IR - Addressed an issue where the firstRentalDate field in the Equipment payload was being set post preload when sent to Integrated Rental.
AvaTax
DS-18489 - To ensure total and charge amounts match on the parts invoicing screen, include taxes on the totals window when a part has been added or issued and the Invoice button was pressed before saving.
Equipment
DS-18451 - Resolved an issue that was preventing the Generic AEMP 2.0 Telematics fleet from automatically updating.
General Ledger
DS-18540 - fixed an issue with date validation on the GL month-end screen when there is no A/R date or A/P date.
DS-18453-Fixed the general ledger period close invalid date issue.
Interfaces
DS-18512 - When using the Versapay interface and reauthorizing for a new amount, prevent the user from closing invoices to a credit card that has been declined.
OEM-2335 - Added a new Inventory Location Functionality option to the configuration screen for the IntelliDealer Shopify integration. This option allows the interface to function in either of these ways, depending on which button is selected:
- IntelliDealer/Shopify Location Mapping - uses the location mapping configured on the Location Mapping tab to update the inventory levels in a specific Shopify location with the availability from the mapped IntelliDealer location.
- Combine All IntelliDealer Location Inventory - combines the inventory levels across all IntelliDealer locations and updates a single Shopify location with these values.
OEM-2361 - For the John Deere ELIPS interface, the format of the invoice key field has been updated. As well, the handling around the WIP flag has been updated to reflect the billed status of a transmitted work order.
Other
DS-18492 - To ensure the salesperson code is accepted by Kubota eCommerce, force salesperson code to be upper case in Kubota eCommerce and other screens.
DS-18514 - prevent errors in Kubota K-Com email transmit when customer number is invalid.
Parts
DS-18494 - display 'update K-Com' button when company and division are not the same value.
OEM-2363 - The Vermeer Part Sales Transmission interface has been updated to support location-specific API key configuration.
Service
DS-17563 - To ensure parts and labor are moved when using Bill segments, removed a restriction (less than 7,500 transactions posted to the work order) that prevented parts and labor from being moved to the new work order.
Text Connect
DS-18385- In the customer profile, when an IntelliText button is clicked for a customer, a Text Connect window opens. Now, the phone numbers in the Text Connect window can be seen correctly for all pages.
Worldpay
DS-18483 - To provide more time for a credit transaction to complete with Worldpay when there is a network issue, increased the wait times to and number of retry times from every 2 seconds and 3 attempts to every 5 seconds and 20 attempts.
DS-18543 - force upper case for Payroll Plus batch and invoice numbers
DS-18545
- display payroll plus login error messages and redisplay the login window, instead of returning to the voucher listing screen
- retry Payroll Plus credentials should the stored cookie be expired or invalid
IPS-5230 - IR - Added an endpoint that Integrated Rental can hit to deactivate a contact in CDK.
IPS-5231 - IR - CDK made a small adjustment to equipment status updates from Integrated Rental. When IR sets a units status to Inventory, CDK will set it to Inventory regardless if there is a customer on the equipment.
IPS-5238 - IR - CDK now defaults the Allocated field in MNBDD to N when processing an invoice from Integrated Rental.
IPS-5242 - IR - Removed "kind" and "reportingLocationName" from the location payload CDK sends to Integrated Rental.
IPS-5243 - IR - CDK now bypasses the equipment check on equipment with ApplicationType = R if the invoice detail type is set to Rerent for an IR generated invoice.
IPS-5245 - IR - Reverted an outgoing property name change in the customer tax exemption payload that CDK sends to Integrated Rental.
DS-18536 - allow Payroll Plus import screen to handle unknown fields from the data and display the screen
IPS-5229 - IR - Added an in use check when setting Integrated Rental's fleet type field on an equipment update
Integrated Rental
IPS-5218 - IR - Added ERPReservationType to the equipment payload we send to Integrated Rental.
IPS-5217 - IR - Added TaxGeneralLedgerAccountNumber to the invoice payload we accept from Integrated Rental.
IPS-5212 - IR - Separated out Equipment Options from being sent with equipment updates to Integrated Rental. They now get sent on their own.
IPS-5211 - IR - Separated out Equipment Transactions from being sent with equipment updates to Integrated Rental. They now get sent on their own.
IPS-5199 - IR - Added Type to the list of equipment fields Integrated Rental can modify through our equipment endpoint.
IPS-5197 - IR - The delete button on the customer contact profile screen will no longer show if the dealer is licensed to Integrated Rental.
IPS-5195 - IR - When a unit is added to a Sales Invoice in CDK, we will no longer send that update to Integrated Rental if the unit is on a rental agreement (in IR). Once the unit comes off rent, the update is sent.
IPS-5194 - IR - Added a new field to the file CGIIR to lock the IN/OUT field in Equipment Profile when equipment is active on Integrated Rental's system.
IPS-5193 - IR - If a unit is not configured for a particular meter (1 or 2), CDK will no longer send a meter date or meter type in an equipment update sent to Integrated Rental.
IPS-5192 - IR - Added the ability for Integrated Rental to send CDK new contacts that get added into Intellidealer.
IPS-5133 - IR - Updated CDK's tax mapping to accommodate all five Integrated Rental tax codes.
IPS-5116 - IR - CDK now populates tax descriptions on invoices sent from Integrated Rental.
IPS-1111 - IR - Added support for charging an Integrated Rental invoice to a demo, loaner or other AR customer.
Administration
DS-17822 - Under Required Restart(s) on the home page, clear quick check from the list after the quick check is complete.
DS-18381 - To fix billing runs from hanging overnight, changed the clean-up routine to skip any General Invoices that are left open and require charge account or A/R authorization. Any user with an invoice like this must open the invoice and either complete the authorization or change the invoice details to post to a different G/L account, if possible.
Note that the nightly clean up job (IUCLEAN) is run as part of the full database reorganize and is also scheduled, for most dealers, to run after hours before billing runs.
IPS-5037 - Added a notification that the user should log off and back on after a change to security.
AvaTax
DS-18411 - While downloading AvaTax product codes, an error message occurred. Fixed by preventing a null pointer.
IPS 5131 - To support not reporting an invoice or specific item to AvaTax, added a special AvaTax Entity and product code CDKOMIT.
CDKOMIT is only recognized as an Entity use code if it is specified on the invoice header window. This code is ignored if it is specified at the item level, as it is not known to AvaTax. To omit a specific item, part, etc. on an invoice, use it as a product.
Configuration
DS-18111 - This fix prevents reverting the last month end date by keeping new UI page open while month end was running. The following changes have been made to the Configuration > Miscellaneous > Other > System Settings page:
- The padlocked fields in System Settings screen only allows WEBUSR users.
- Changed the 'Save' button label to "Save Changes".
- The "Save Changes" button is disabled until changes are made on the System Settings screen (for each of the 4 tabs: Company, etc.)
- If changes are made (even when padlocks are locked or unlocked) in a System Settings screen tab, and the user attempts to move to a different tab within System Settings without saving the changes, show a confirmation modal: "Changes within System Settings have not been saved. Do you want to save your changes?" with the following buttons:
- "Save Changes" - overwrites data and continues to the next screen.
- "Discard Changes" - does not overwrite data, clears changes and continues to the next screen.
- "Cancel" - does not overwrite data, retains changes and closes confirmation modal to return to System Settings screen.
DS-18348 - The Text Connect window had failed to open because in Configuration > Properties > TextConnect Settings the CDK Enterprise Information System Location ID field was accepting leading space. This issue has been fixed.
IPS-5018 - To support the upgrade of Call-pop, added a check box in the voice connect screen to enable a web socket connection. Rabbit Mq connection is enabled by default. The user must click the *Web Socket connection* checkbox to enable the web socket connection.
IPS-5019 - To support the upgrade of Call-pop, added a check box in the voice connect screen to enable a web socket connection. Rabbit Mq connection is enabled by default. The user must click the *Web Socket connection* checkbox to enable the web socket connection.
OEM-2243 - Updated the user interface for the Configuration > Interfaces > ADP > Payroll Plus and Financial Management > Accounts Payable > Vouchers > Payroll Plus screens.
OEM-2325 - The JDLink OAuth 2.0 AEMP configuration option now shows the Deere user ID as the username instead of "Not Provided".
Also, the configuration option for the old JDLink interface has been removed as this interface is no longer functional. Dealers wishing to use JDLink should by now be updated to the new JDLink OAuth 2.0 configuration option.
OEM-2326 - Updated the user interface and standard job codes for the Configuration > Interfaces > Vermeer > iWarranty screen.
OEM-2333 - Updated the user interface for the Configuration > Interfaces > Vermeer > Parts Ordering screen.
OEM-2339 - Updated the user interface for the Configuration > Interfaces > AGCO > API screen.
Customer Care
DS-16949- Fixed error '1909 name cannot be blank' when accessing campaigns from a target link in the customer portal.
DS-18133 - Customer profile call history detail Comment section now shows up to ten lines of comments, instead of only one.
Data Portal
IPS-5067 - Improved UX for data portal and enabled beta dealer check.
IPS-5109 - To support Data Portal enhancements in Java, added report number and name fields to BILLINGDAT table.
Equipment
DS-15849 - Add 'Allow ? Stock #' verification when releasing equipment invoice.
DS-16966 - Prevent error "2229 Features must be entered before submission" from displaying when submitting used evaluation if a unit has no options active for used evaluations.
DS-17778 - Updated base and option to only include units with a status of Inventory, On Order, Rental or Quote.
DS-18045 - Wireless equipment updates now show the user who made the update in the equipment log file.
DS-18335 - If the user tries to post a negative amount (sale) to an account, with an application type of S sale for a unit that is Invoiced. an error message now comes up.
IPS-5103 - Allow a Used Evaluation to be resubmitted for traded units.
General Ledger
DS-15112 - Allow restarts to be cleared from the home screen for journals that contain a '#' in the journal name.
OEM-2331 - Added support for MyKomatsu Freight Carrier and Tracking Number, which are now mandatory. Updates include:
- Added Add'l MyKomatsu Info button to parts invoicing detail tab and force the Komatsu Freight window to popup when the parts invoice is linked to a MyKomatsu invoice.
- Transmit the freight carrier code and tracking number to MyKomatsu service.
- Add freight carrier configuration to IntelliDealer > Configuration > Interfaces > Komatsu > MyKomatsu Integration.
Interfaces
DS-18456 - Fixed an issue where an old printer was missing in the new Printer List.
IPS-4666 - IntelliDealer can now retrieve new printer(s) created outside of the IntelliDealer environment and update the cached printer list.
MyDealer
DS-18394 - Access to the shopping cart icon and pricing in the MacDon Parts Catalog integration with MyDealer has been updated for production via the MacDon API key.
Parts
DS-16168 - Change alternate charge GL account search to display results based on invoice location, rather than the assigned location as it was formerly doing.
DS-16916 - Wireless Shop Parts Returns now prints the PICPAK to the current user's printer output.
DS-17010 - Wireless John Deere Parts Receipting and Storage now prints the PAR156 report and PICPAK to the current user's printer output.
DS-18145 - In Parts Invoice, when entering a stock number and hitting save, retrieve the correct alternate charge GL default.
DS-18415 - On the Job Code Import Model Lookup screen, expanded the model field to 12 characters.
DS-18431 - To improve performance in parts requisitions, created indexes on the PRCFILHS file.
OEM-2314 - The UPS WorldShip interface now properly imports freight charges into a parts invoice with no previous line items.
OEM-2352 - The Vermeer Part Sales Transmission interface now supports the manual transmit of a single location. Previously, you could only transmit all locations at once.
Printing
DS-18041 - New UI pop up for the Summarized Financials has been updated to use the new printing options.
IPS-5083 - Added new security switch to control Cloud Printing functionality.
Reports
IPS-5007 - Converted BIL963 - Customer Marketing Survey to Java.
Service
DS-14666 - Changed the Work in Process (WIP) Details page to display the cost for labor lines when accessing open work orders in Management central WIP summary.
DS-16722 - On the service request screen, moved the magnifying glass for the third classification field to avoid it wrapping onto the next line.
DS-17930 - Correct the display of multiple DDC values when viewing Work In Progress (WIP) listing in WIP report.
DS-18270 - When billing a work order segment, the Complaint, Cause & Correction will no longer be cleared on the original segment.
Text Connect
DS-18324 - When using Text Connect, the contact's name now comes through correctly for Lansa screens.
Work Orders
DS-18377 - To ensure timely processing of credit card payments, minimize work orders being captured to Versapay (2CP) credit card via the nightly process. IntelliDealer now attempts to capture the work order during the process of closing of the work order.
DS-18379 - Allow John Deere ELIPS to continue to work when there are large amounts of work order descriptions.
DS-18406 - To determine repair date for Vermeer iWarranty, use the outstanding labor records. The repair date is the latest date of all segments.
Other
DS-16822 - When adding or modifying a Canadian customer, allow a space in the postal code between the first three characters and the last three characters in BSI and other legacy programs.
DS-17961 - The IntelliDealer menu search had an error which has been corrected.
DS-18190 - This change ensures client signatures are captured and is for CDK Cloud dealers on the shared server (ASP). It ensures that all newly created sub directories under /pfw/DATALIBRARY/ have the correct IBM object authorities for signature captures.
DS-18417 - Corrected K-Com eCommerce password validation issue by forcing credentials to be validated before providing URl links.
DS-18424 - To handle attaching invoices with a total greater than $99,999, the SVAP agreement total has been increased.
DS-18424 - If PARTMAST.PM_AVN = 0 for Claas Dealer Item file, then transmit the unit cost (PARTMAST.PM_AVN) as purchase price (PARTMAST.PM_NET) field. Also, transmit empty bin locations as a space to make sure bin locations are updated for Claas Dealer item file.
IPS-5119 - Added CGIBASE field notes:
- CBPRC - Base Price
- CBNET - Base Cost
OEM-2324 - To improve troubleshooting parts invoices created by Kubota K-Com, set the source type to H.
OEM-2327- To help track third party user records usage and changes, added new fields to the (OEMUSER) database. This can be seen in IntelliDealer > Configuration > Interfaces > CDK > Third Party Users. The fields added are: Description, Date Added, Created by User, Date Modified, and Date Modified by User.
Also provided a button to validate the current password.
OEM-2332 - This improvement makes many to many EntityId to CDKEntity relationships possible.
Integrated Rental
IPS-5144 - IR - Small refactor of the customer tax exemption logic that is used to determine what records we send to Integrated Rental.
IPS-5143 - IR - Added sequenceNumber to the customer contact payload we send to Integrated Rental
IPS-5141 - IR - Only send meter type in the equipment payload to Integrated Rental if the unit is configured to show that meter value in Equipment Profile.
IPS-5140 - IR - Customer contacts are now sent to Integrated Rental separate from customers.
IPS-5137 - IR - Removed salesperson defaulting logic when a unit is On Order and the type is New when receiving equipment updates from Integrated Rental
IPS-5132 - IR - Changed "state" to stateName and added countryName to the customer tax exemption payload sent to Integrated Rental.
IPS-5054 - IR - Added IR (Integrated Rental) icon and message in equipment profile when equipment is locked to Integrated Rental.
ELead
IPS-5122 - Elead CRM - Added Net Book Value and Current Cost to the equipment payload sent to Elead.
IPS-5045 - Elead CRM - Added Invoice Number to the equipment payload (DTO) that's sent to Elead.
DS-18450 - correctly total Kubota K-Com parts invoice preventing the error 'Total deposit amount of xx.xx is greater than the invoice amount of yy.yy' when parts on hand quantity is 0.
ELead
IPS-5092 - All Elead delta file entries are now ordered in ascending order.
Integrated Rental
IPS-5093 - Integrated Rental invoice PDF's are now being temporarily stored on the IFS.
IPS-5094 - CDK now sends the equipment reference amount field to Integrated Rental
IPS-5095 - For an IR invoice, determine the IntelliDealer A/R Account, based on Account Type and associated rules.
IPS-5112 - CDK now handles for a Ship To Name field when processing Integrated Rental invoices.
IPS-5113 - For invoices coming from Integrated Rental (i.e. IR Cloud), the discount will default to "X" on the invoice in IntelliDealer.
IPS-5114 - CDK added support of a Damage Waiver flag in the Integrated Rental invoice payload.
IPS-5115 - IntelliDealer now populates the ARNME field when processing an Integrated Rental invoice.
IPS-5117 - Updated customer tax exemption view to only match on active customers when joining to CMASTX table when sending customer tax exemptions to Integrated Rental.
IPS-5118 - When an invalid salesperson is found on a piece of equipment during an Integrated Rental equipment update, CDK will now replace it with the quick add default salesperson.
Parts
DS-18400 - When using UPS World Ship don't set legacy tax codes when adding the freight part to sales order when order was created using AvaTax
DS-18391 - process Avalara tax on parts invoices created via newer BSI (does not affect legacy version port 8051) and Kubota K-Com instead of just letting IntelliDealer complete
OEM-2321 - Updates to the IntelliDealer Shopify integration. The nightly inventory update will now properly update all items with and without variants.
Accounts Payable
DS-18321 - Added following validation logic when doing quick check from Terms & Conditions tab:
- Voucher payable account must not be notes payable/floor plan account
- Vendor payments must not on hold.
- Voucher must not be on hold.
Configuration
OEM-2311 - An option has been added to the CNH eQuipment configuration screen to let users choose whether POs created by the interface are created in Closed or On Order status. The interface will default this status to Closed if nothing is configured, as this reflects the current functionality of the interface.
DS-18397 - Resolved an issue that was preventing the JDLink OAuth 2.0 fleets from automatically updating after configuration.
DS-18307 - added a checkbox to deactivate a premium code
- Navigate to Configuration > Service > General > Premium Codes
DS-18207 - Prevent crash on Area Sales G/L accounts configuration when reaching 9999 accounts.
DS-18096 - fixed issue with the premium codes percent of rate and cost showing as a percent on the listing screen and changing to decimal on save.
- Navigate to Configuration > Service > General > Premium Codes
Customer
DS-15687 - Load all allowable values for pricing level field in Mass Update.
Customer Care
DS-17369 - Resolves issue where customer call history listing could not be displayed if the Call Type/Reason/Result were not valid.
Equipment
DS-15943 - Allow prices to be unchecked in the equipment invoice 'Modify default print parameters' when selecting print sale total line.
General Ledger
DS-18064 - various issues resolved on the G/L Month End screen.
- Navigate to: Configuration > Service > General > Premium Codes
MyDealer
DS-18001 - The CNH MyDealer integration, as well as the MacDon and ARI PartStream interfaces will now properly add mandatory related parts to the MyDealer shopping cart when a part with mandatory related parts is selected.
Parts
OEM-2306 - Initial release of the Vermeer Part Sales Transmission interface. This interface will transmit part sales and requisition data to Vermeer on a nightly basis.
Printing
IPS-5009 - Update to ensure all reports have a value for "Report Description".
IPS-4073 - updated the ws-print web service to handle proxy requests to CUPS.
DS-18373 - The Printer List could contain duplicate entries under some conditions. This has been resolved.
DS-18044 - updated breadcrumbs to include the name of the report being viewed, to fix issue with context-sensitive help.
Service
IPS-4687 - Added ability to text PDF of work order to customer when licensed for text connect. This can be done from the work order preview pop-up
Worldpay/Versapay
OEM-2263 - Worldpay integration updates to support the pre-Beta release of "text to pay".
DS-18343 - verify the device/group/user name does not exist before registering a device for Worldpay to prevent 'This credit card device already exists' error and registering at Worldpay.
DS-18329 - transmit company, division, customer number as Commercial Card Customer Code for Worldpay credit card transactions, if there is no PO number for the invoice
DS-18315 - update history request id for Versapay and Worldpay with the captured request id.
- This will prevent the error 'original transaction must be capture or sale' for Versapay return invoices
DS-17758 - allow the user to easily reconnect a Worldpay device by entering in the activation code
- prevent the user from changing the device type or location when editing Worldpay devices
Other
OEM-2318 - Resolved an issue where the configuration screen for the Shopify integration could fail to display properly if an invalid API key or URL were entered on the screen.
OEM-2313 - Komatsu ASN Invoice Interface
Improvements
- Zero dollar vouchers will now have the appropriate invoice and due dates populated from the Komatsu ASN invoice
- The history description field on part voucher distribution lines will now use the reference number from the associated PO
- The ""multiple"" PO flag was being erroneously set on invoices with more than one line item for the same PO. This flag will now properly be set only on invoices that have multiple POs numbers.
- The invoice details screen will now show line items properly sorted by line number.
- A price description field has been added to price items visible at the line item level. This will provide additional context for miscellaneous charges.
- An option to reset the ""Voucher Created"" flag has been added to the Komatsu ASN Invoices screen. This will allow the voucher created status to be reset on individual invoices and can be used if a voucher must be voided and a voucher recreated.
- The process for creating multiple vouchers at once has been improved. Previously, one voucher that failed to process would prevent all subsequent vouchers from processing. Now, the interface is able to skip the failed vouchers and create all valid vouchers. Error messages for failed vouchers will be shown at the top of the screen after processing has completed.
- An option to create a voucher has been added to the invoice details screen. Previously a voucher could only be created from the listing screen.
Freight and Miscellaneous Charge Handling
- An option to configure a GL account for freight charges has been added to the configuration screen. Invoices with freight charges will require an account of this type to be set up on the configuration screen.
- An option to configure a GL account for miscellaneous charges has been added to the configuration screen. Invoices with miscellaneous charges, including "charge to customer" charges, will require an account of this type to be set up on the configuration screen.
- When attempting to process invoices loaded into the system before this freight and miscellaneous charge account change, it is advisable to re-import the invoices on the configuration screen to ensure all freight and miscellaneous charges are properly flagged. Note: re-importing invoices will not update invoices that are already marked as Voucher Created.
IPS-5088 - Change to avoid possible duplicate USRMSG records when notifying user from multiple system processes
DS-18368 - Fixed error when determining the user of an IntelliDealer job.
DS-18361 - default Deere warranty data to blank or 0 when Deere fails to provide data for some fields (deductible, warranty type, unit of measure, etc)
- change JDWARDTE to include dealer number. This will reduce the amount of data required to catch up if one dealer number is having issues, since not all dealer numbers will need to reprocess the previously processed data that was successfully retrieved.
DS-18332 - allow Deere SVAP interface to properly recognize the Powergard plan type and prevent 'General Internal Failure' error when creating a general invoice from a unrecognized SVAP plan type.
DS-18158 - Do not allow blank part numbers in upload for parts conversion file (FXPNO).
DS-18395: Addressed an issue where the Rental Billing Run Preliminary menu option wouldn't show
IPS-5089 - IR - If an error occurs when quick adding a work order from Integrated Rental we now send a standard 400 HTTP error response instead of a 200.
IPS-5087 - IR - CDK now maps our region to Integrated Rental's region instead of mapping it to their district.
IPS-5086 - IR - When quick adding a work order initiated by Integrated Rental the customer contact number will be defaulted to 0.
IPS-5065 - IR - Equipment transactions information will no longer be sent to Integrated Rental if the unit is created with an "Invoiced" status.
IPS-5055 - IR - CDK now sends work order information to Integrated Rental
IPS-4932 - IR - CDK's rental counter now becomes read only after Go Live with Integrated Rental.
DS-18376 - Fixed an issue where saving a location level field in System Settings caused an error to occur.
- For example, the following steps resulted in an error with the message: General internal failure has occurred.
- Navigate to: Configuration > Miscellaneous > Other > System Settings
- On the Location tab, select or unselect "Allow Stock Number '?' on Accounts Payable."
- Click Save
DS-17879 - Ensure AvaTax is displayed on all invoices when multiple from same rental contract are generated during a single billing run.
DS-18364 - Corrects issue where configuration settings not visible.
DS-18368 - Fixed error when determining the user of an IntelliDealer job
Fixed issue where running simultaneous legacy runs could produce duplicate key error with index USRMSGA1 after applying the August monthly PPU.
DS-18359 - Fixed an issue where the save button doesn't show in Equipment Profile Base and Options tab.
DS-18357 - IR - Added a null pointer check to the Integrated Rental Equipment DTO
Parts
DS-18336 - This issue was found during beta testing for the August Monthly Release.
- In Parts Ordering, when attempting to print to any printer (not to PDF), an error was received with the message: "Errors found in web application". This has been resolved.
Navigate to Product Support > Parts > Parts Ordering
Integrated Rental
IPS-5075 - IR - Removed job code from the fields that are sent to Integrated Rental for work order segments.
IPS-5066 - IR - CDK now only sends hour meter values that are configured for each individual piece of equipment to Integrated Rental
IPS-5064 - IR - CDK will now send back the TID value of an IR generated invoice instead of an error when IR sends an invoice that has already been processed.
IPS-5063 - IR - The delete button on the customer contact profile screen will no longer show if the dealer is licensed to Integrated Rental.
IPS-5062 - IR - When a units status gets set to Sold, CDK now sets the IR fleet type to Pending Sale.
IPS-5053 - IR - CDK will now negate the depreciation amount value sent in an IR generated invoice so it's accurately written in equipment history.
IPS-5052 - IR - We now send the salesperson on the customer profile instead of using the contact salesperson when sending customer information to Integrated Rental
IPS-5051 - IR - When a customer is deactivated in Intellidealer, CDK will send an update to Integrated Rental to change the customer to inactive on their side.
IPS-5048 - IR - When CDK receives a request to create a quick add work order in Intellidealer following a return of a rental unit, we will use the customer in the quick add default table for that location.
IPS-5032 - IR - When a unit is locked to Integrated Rental, we have opened up more fields that can be edited in Intellidealer that aren't being sent to Integrated Rental.
IPS-5030 - IR - Integrated Rental can now change the location of a unit that is on an open PO.
IPS-5026 - IR - Update to the rental invoice process to address an unknown error that was occasionally happening when processing invoices from Integrated Rental
IPS-5025 - IR - Removed special character logic that was in place for equipment and customers that are sent to Integrated Rental. Previously, we did not sent those units or customers if they contained special characters in the stock/customer numbers.
IPS-5024 - IR - We now send an update to Integrated Rental when a salesperson is set to inactive or deleted in Intellidealer.
IPS-5023 - IR - We now send an update to Integrated Rental when an Equipment Option is deleted in Intellidealer.
IPS-5022 - IR - We now send an update to Integrated Rental when a contact is deleted in Intellidealer.
IPS-5017 - IR - Vendor name is now properly being sent to Integrated Rental for AP locations.
IPS-5016 - IR - When sending work order segment amount values to Integrated Rental, we now update their Sell Price field.
IPS-5015 - IR - We now send the Division name and Location code in the work order header payload to Integrated Rental.
IPS-5013 - IR - Fixed an error that happened occasionally when Integrated Rental tried to send an update to a unit in Intellidealer.
IPS-4987 - IR - We now send an update to Integrated Rental when a unit is deleted in Intellidealer.
IPS-4891 - IR - Modified what customer tax exemption information is sent to Integrated Rental during the preload.
Accounts Receivable (A/R)
DS-18090 - Disable invoice hyperlink in cash receipts for adjustment lines
Administration
DS-14023 - User files not deleting when deleting user.
AvaTax
DS-18272 - When warning is returned from Avalara, the transaction will now complete.
DS-18248 - In Avalara (i.e. Avatax), no identifier existed linking the CDK invoice on a work order reversal. This has been fixed by updating the Reference Code as the general invoice order
number generated by the work order reversal.
DS-18148 - Division and Location dropDowns values are sorted in AvaTax configuration page.
DS-17884 - cryptic Data Transfer Object (DTO) information was being included in AvaTax error messages. This has been fixed, so the message is easier to read now.
DS-17345 - for work order billing run, improved message logging for Avatax.
Configuration
DS-18282 - Change error message to indicate that 'Level 3 Manager not required for Margin User Levels Configuration'
DS-18164 - Added validation to ensure a part has an active part number in PARTMAST in add mode.
DS-17875 - The "Only One Accounts Receivable Account Per Invoice" checkbox is now a dropdown. This has been implemented to handle behaviours when attempting to Activate TAX3 and TAX4.
ELead
IPS-4984 - ELead CRM - Added logic to update customer status from the value defined in ELeadCustomerSetting from Internal Tools (Active or Prospect).
Equipment
Equipment
DS-18244 - prevent equipment invoicing crash when releasing equipment invoice with a completed authorization (AUMAN='T') and greater than 6 days old
DS-18132 - hovering over the customer field on the equipment profile was not working as expected. This has been fixed.
DS-18023 - fixed issue with General Internal Failure while updating Equipment Lost Sales from call Analysis.
General Billing Run
IPS-5012 - [Refers only to the Beta version of General Billing Run]
- When the real time General Billing Run is enabled, work order reversals will immediately bill the reversal invoices.
IPS-4944 - The scheduled batch job for the Unattended General Billing Run will now process work order reversal invoices.
General Ledger
IPS-4854 - Summarized Financials: Updated the behavior and messaging for selection of Profit Centers.
IPS-4846 - Summarized Financials - improvements to Profit Center sorting and filtering.
DS-17886 - Work order quick close will display an error if the required G/L accounts are not entered on segments instead of processing the work order signed off alert.
Integrated Rental
IPS-5021 - Valid equipment salesperson will no longer be overwritten when Integrated Rental sends an update.
IPS-5014 - Set stock number to "?" for Integrated Rental re-rent payload if the stock number doesn't exist.
DS-18099 - Update Account Balances will only send account updates to Integrated Rental for accounts where the current YTD amount has changed.
IntelliTech
DS-18204 - IntelliTech Time Card will now print with the browsers default margins.
JDLink
OEM-2288 - The John Deere JDLink Machine Data interface has been updated to use the new OAuth 2.0 standard. The old authentication protocol will continue to function until it is manually updated to OAuth 2.0 through this process.
Reference: JDLink AEMP Interface
- On the popup, select JDLink OAuth 2.0 from the drop-down menu. Fill in the John Deere Account number you wish to retrieve fleet data for. Every account with a JDLink fleet tied to it must be configured as its own entry on the configuration screen in order to retrieve data. Most dealers will only have a single account, though some larger dealerships may have multiple.
- Click Authorize. You will be taken to the John Deere sign in screen in a new tab. You MUST sign in to the account you are attempting to authorize for access to the JDLink Machine Data Integration.
- Click Allow Access. You will return to IntelliDealer.
- If this is the first time authorizing an account for use with the JDLink OAuth 2 integration, a new window will open to the John Deere connections website in the Operations Center.
- On this window, you must choose which Organizations you wish to allow data for in IntelliDealer. Slide the toggle boxes to green to allow access for the Organizations and click {*}Save{*}.
- After saving, you can now close the Operations Center window, as well as the configuration modal in IntelliDealer.
- Your newly configured fleet will be shown in the list with the GPS Company labelled as ""JDLink OAuth 2.0"".
- You must now delete the old JDLink Machine Data entry as the interface will continue to update under the new OAuth 2.0 entry.
DS-18278 - update equipment hours and other warranty fields (CBHRS, CBDTH, CBWHR, CBDTW, CBEHR, CBEDT, CBECD, CBDTD) from Deere warranty only if feature 6186 JDLink is NOT licensed.
- If feature 6186 JDLink is licensed only warranty fields will be updated(CBWHR, CBDTW, CBEHR, CBEDT, CBECD, CBDTD)
Management Central
IPS-4683 - Improved UX for data portal and enabled beta dealer check.
Parts
OEM-2303 - created open api for cloud system for parts
- adding parts invoice get, list and create
- adding parts pick lists get, list and create"
DS-17675 - Parts invoices will allow the deposit window to open when the remaining deposit amount is greater than the pending invoice amount.
Printing
IPS-5010 - a "File Size" Column has been added to the PDF Viewer screen.
IPS-4853 - improved naming convention for zipped files.
IPS-4073 - updated the ws-print web service to handle proxy requests to CUPS.
DS-18154- Now, device name can be seen for printer description if display name is blank.
DS-18121 - Attempting to export as a .csv file caused this error 'Validation failed due to the following error(s)...'. Exported .csv and .txt files were empty (i.e. 0 KB). This has been fixed.
DS-18118 - prevent 'Error found in web application' while processing credit card in rental invoice when previous authorization is less than what is being invoiced
IPS-4876 - various fixes to reports which have previously been updated to newer technology.
IPS-4619 - Converted legacy report par127 to new Java report.
IPS-4988 - Added cloud API call endpoint to create service requests.
OEM-2296 - Initial release of the IntelliDealer Shopify integration. This interface will allow a nightly update of part inventory levels in Shopify based on inventory information from IntelliDealer.
DS-18294 - correctly interrupt the transaction date for Worldpay transactions. Under certain conditions it would have the date be the day prior
DS-18287 - display the A/R tab for Worldpay transactions when the previous authorization is greater than 6 days old. This is for parts invoicing, work orders, rental, equipment invoices and general billing invoices.
DS-18116 - prevent user from being able to edit a work order that has been closed and captured to Worldpay (AUMAN=T)
IPS-5031 - Added "Date Added" field to the INVHIR file.
Other
OEM-1693 - Initial release of the Komatsu ASN Invoice Import interface. This interface allows Komatsu ASN invoices to be imported into the vouchers system.
IPS-5038 - implemented performance enhancement for the multimedia listing screen.
IPS-5020 - improve resource utilization for some pages built using newer technologies.
IPS-4962 - On the CHKRES window in Green Screen, a file lock associated with a newer technology job may display a system user. This has been improved to show the actual user, when possible.
IPS-4851 - Enhancement to submitted runs to notify user when job completes. Notification will be issued through the IntelliDealer message system. Status for jobs will continue to show on the homepage as well.
DS-18280 - prevent saving the masked password as the password for the AGCO eOrdering - open orders sftp tab.
DS-18261 - Zero dollar vouchers created through the Kubota Invoice Download interface will now properly use the Kubota invoice and due dates where applicable. This mirrors the functionality of the non-zero dollar voucher flow.
DS-18254 - Click To Call no longer requires security switch 999 "Interfaces Access" to operate.
DS-18235 - transmit rental invoices as work orders to Volvo SCA, to resolve upload issue
DS-18163 - Prevent crash on Washout and Margins windows when loading MARGIN records from PFWTAB.
DS-18156 - TetherIT > Call Scheduling: fixed issue with error message in fields while updating the Add Call details.
DS-18079 - When trying to open a Stock Order generated by Agco, a quick window opens. However, it could immediately close without allowing it to be released. This has been fixed.
DS-17660 - Set 1099 to 'N' (Do not print the 1099 form) for vendors that are currently blank.
DS-16429 - Release lock on general billing file when running IUCLEAN.
DS-15362 - the system has been updated to include only valid WULOG field values in the WEBUSR file.
IPS-4937: Elead CRM - added Service Detail type to new Delta endpoint.
IPS-4938: Elead CRM - fixed issue with new Delta endpoint for application type "EQUIPMENT" returning empty array.
IPS-4983: Elead CRM - added Invoice Amount field to ELeadEquipmentDTO for delivery Lifetime value calculation
DS-18291: A configuration update has been made that will allow dealers to properly access the BRP Dealer Authentication service to authorize IntelliDealer BRP interfaces for access to BRP services.
Integrated Rental
IPS-4979 - Sending all charge codes to IR as "deleted" both on preload and individual updates.
IPS-4978 - Sending "inactive" status on contact to IR
IPS-4977 - Fixed the issue related to "General Internal Failure" when IR attempts to update In/Out or Location in CDK
IPS-4976 - Fixed the issue related to equipment on rental on CDK side still able to be invoiced in CDK when locked to IR
IPS-4975 - Added new field to INVHIR table to accommodate salesman 3 and 4 from IR
IPS-4974 - Enabling editing of make, model and description when equipment is locked by IR but EquipmentInOut status is "IN"
IPS-4973 - Splitting IR taxes on rental invoices to map to appropriate CDK GL detail fields
IPS-4972 - Added listener to EquipmentOption table to send updates to IR on create and insert operation.
IPS-4960 - Sending inactive status for customer profile from CDK to IR.
IPS-4959 - Sending make changes on create, update or delete from CDK to IR
IPS-4958 - Fixed the issue with contact information on IR invoices.
IPS-4957 - Defaulting Avatax code value to "N" for all IR invoices.
IPS-4956 - Updated sales entries to related table on CDK side when invoice is generated from IR application.
IPS-4949 - Fixed the validation issue related to Cat/Class when updating equipment location from IR application.
IPS-4928 - Resolved the issue related to Equipment History transactions - Code "S" not sending on Sale to IR.
IPS-4923 - Fixed issue related to IR validation check when adding and removing attachments from IR.
IPS-4922 - When a unit is invoiced in CDK, it will now update the Fleet Type and IR Status to Sold and Sold respectively in Integrated Rental.
IPS-4921 - Sending status as "MissingJunk" to IR (Fleet Type) when CDK status changes to Transferred or Quote
.
Administration
IPS-4942 - The unattended billing scheduler can now be run when the live interface flag is off.
IPS-4888 - Added Targit Dashboard view to main dashboard
DS-18182 - prevent user from choosing a date that John Deere does not support with the new warranty API (must be within 8 months)
- provide the Deere error message in the PDF report, should Deere provide us with an error message (i.e. 406 Begin Date Prior Allowed Limit vs 406 Not Accepted)
- prevent the nightly process message 'Transaction silently rolled back'
Avatax
DS-18153 - Resolved issue where the discount was not being taken into consideration when avalara is charging tax on labor in work orders.
DS-18088 - Consider date valid when Avalara date returns zip code or lat & long
Configuration
DS-18168 - Prevent overwrite of month end dates.
Customer
DS-17420 - Improves performance when loading a customer profile.
Equipment
DS-18193 - The AGCO Open Orders/Equipment Ordering interface will now be able to properly process a file where a freight charge line exists with an invalid quantity.
DS-18013 - on Equipment Profile, validation added to warranty date to accept 4 digit dates (which were previously returning an error when manually entered, in some cases).
DS-17264 - Equipment profile will release the lock on the unit when you change the base details and close out of edit mode at the same time.
General Ledger
DS-17710 - Prevent JavaScript errors when G/L Trial balance is displayed when there is no A/R month end date to default to.
Parts
DS-17831 - Freight charges imported from the UPS WorldShip client will now have the appropriate tax and discount calculations where applicable.
DS-17786 - Ship direct purchase orders will not complete the order if it's being edited in another window.
Rental
DS-18171 - Resolved issue for Rental Invoice, where amount authorized to TPRO was not the same as invoice amount with a negative damage waiver amount.
Worldpay
DS-18152 - query Worldpay for credit card transaction results when we receive HTTP errors when communicating with the credit card device, to prevent transaction at Worldpay and open invoices in IntelliDealer
DS-18140 - return 'Customer declined' instead of 'credit card device was busy' when the user cancels the transaction under certain conditions
- provide more details in the logs when Worldpay devices are in use. This will aid in problem solving why devices are locked when they are not.
- added some debugging tools to help resolve this issue should it be raised and is truly false
Other
OEM-2299 - The subscription key for the MacDon MyDealer interface has been updated. This will prevent the "Invalid Subscription Key" message from showing and allow users to access the MacDon parts catalogs.
IPS-4836 - logging added when accounting entries cannot be completed for a unit location transfer
For example: Financial Management > Exceptions Report > Exception Status
DS-18198 - PDF Viewer will allow a larger number of PDF's to be deleted at the same time.
DS-18174 - reduce the noise in the logs from the 'loading ...' message being generated by LegacyPropertyFile
DS-18143 - Improved overall performance when using multimedia.
DS-17910 - Allow Deere DTF to compress files during transmission that are not already compressed. This is currently not enabled for any dealers.
DS-18062 - Multiple areas of the system will display text in alternate languages containing single quotes.
DS-17859 - remove invalid characters from John Deere SVAP alerts job titles causing square characters to be displayed in work orders when a work order was created from the service agreement
DS-17617 - Default AvaTax labor & parts product on work order header on insert when user does not have access to fields.
DS-17538 - utilize outstanding labor records to determine failure date and labor hours for John Deere warranty claims
IPS-4936 - Improved the performance when retrieving a list of customers for use with ELead.
DS-18201 - MyDealer - Customers now can see the total availability and location availability data.
DS-18229 - Resolved an issue that was preventing the John Deere Dealer Rewards interface from transmitting nightly.
IPS-4940 - IR - If no status was passed in, the Sold status logic would fail. This has been fixed.
IPS-4935 - IR - When no salesperson is passed in from Integrated Rental on an equipment update, CDK will default it to the equipment quick add table value when no value is currently on the unit.
IPS-4934 - IR - Added Stock No to the list of fields CDK sends to Integrated Rental during an equipment update.
IPS-4933 - IR - Added Display Model to the list of fields CDK send to Integrated Rental when sending equipment information.
IPS-4931 - IR - Updated the Fleet Type logic that is set when Integrated Rental sends an equipment update.
IPS-4930 - IR - Added currency type to the internal tools Integrated Rental dealer configuration area to be used when processing IR generated rental invoices.
IPS-4927 - IR - Equipment History will now display the proper Integrated Rental description that's sent to CDK after processing an IR generated rental invoice.
IPS-4926 - IR - Equipment profile will now display the correct Customer Name and full Integrated Rental invoice number after processing an Rental Invoice from IR.
IPS-4920 - IR - CDK added Rental Fleet Date to the equipment parameters that it accepts from Integrated Rental during an update.
IPS-4919 - IR - CDK no longer updates a units First Rental Date in Integrated Rental following the Preload.
DS-18215 - Prevent timeout when quick adding work order with quoted values from a SAM contract.
Temporary disable Google Analytics in Intellidealer.
Add new indexes to database based on IBM suggestion to improve performance.
Changed all thread pools within Java to be uniquely named for future performance analysis.
OEM-2291 - allow BSI turn disable the branch pricing when asking for branch availability. This will speed up the branch availability lookup. The default is to provide pricing when using branch availability.
DS-17954 - 2 minute timeout when ##CO25 is called - caused by a lock when being called from chkaa8 RPGLE program. This will improve the performance for Worldpay and Versapay credit card processing when being processed during nightly maintenance program #CO25
DS-18157 - The Polaris Parts Locator interface will now properly handle part numbers with a prefix.
IPS-4879 - Fixed issue where Service Agreement edit window might crash due to missing fax offset value.
Authentication
DS-17912 - Accounts will now be disabled properly when password requests over OS limitation (length 10 or 128) are attempted.
AvaTax
DS-18032 - AvaTax calculation will now be refreshed when a part is substituted.
DS-18067 - Added to re-try logic to prevent blank settings from being returned for AvaTax
DS-18089 - prevent duplicate tax on some Kubota K-Com/ecommerce transactions when the dealer has previously setup CDK tax settings and has switched to Avatax
Configuration
DS-17897 - Updated System Settings for 'Parts Purchase Order Prefix'. Navigate to Configuration > Miscellaneous > Other > System Settings.
DS-17920 - In configuration -> Miscellaneous -> Other -> System setting -> Division tab: 'Add John Deere Complete Goods Group Code' field label has been changed to 'John Deere Group Codes For Incoming Units' and now it has been converted to drop down.
DS-18134 - add missing required Corporate Dealer Code to Kobelco Parts Locator configuration \ IntelliDealer \ configuration \ interfaces \ Kobelco \ parts locator
IPS-4879 - Removed unused fax offset settings from configuration options in IntelliDealer.
OEM-2269 - The CNH MyDealer Parts Portal configuration screen has been updated with a new tab to enable the CSPS Ownership Group to be properly configured for each location. Dealers currently using this integration will be automatically updated to the new configuration standards. This replaces the old Division Primary Dealer Number configuration standard.
OEM-2284 - An option has been added to the AEMP Telematics configuration screen to allow the removal of old or erroneously added telematics data. There are two main situations where telematics data may need to be removed:
1. The unit no longer has a telematics transponder and the dealer wishes to clear the telematics data from this unit on the Equipment Profile
2. The unit was originally entered with an incorrect serial number which lead to telematics data being erroneously associated with the unit. Normally this unit would have this telematics data updated with data for the corrected serial number, but in the case where the serial number is not associated with a telematics data feed, the incorrect telematics data will remain on the unit indefinitely.
This feature does not affect equipment hours. More information is available in the AEMP Telematics help documentation.
Customer Care
DS-17731 - New user interface for customer profile will now properly open when utilized from within the Voucher system.
ELead
Elead - Delta Endpoint - Fixed language of error message.
Equipment
DS-16665 - Setting equipment to edit mode will only update the in use details on equipment to avoid conflicts with vouchers and billing runs updating the same equipment.
DS-17789 - remove the HTML paragraph tags <p> from equipment invoices created from JD POs
General Ledger
IPS-4848 - Financial Management > General Ledger > Financial Reporting > Summarized Financials: modified check validation label to Validate Configuration
IPS-4849 - Financial Management > General Ledger > Financial Reporting > Summarized Financials: new UI made description field searchable
Integrated Rental
IPS-4874 - Allow files used for IR invoice number to not be counted towards the 5-file limit for joins in Data Miner.
MyDealer
IPS-4460 - Mydealer - Updated Shop For Part user interface (UI) to use the same Listing screen UI standards as IntelliDealer. Also added the option to export the listing results to XLS file.
IPS-4464 - MyDealer - My Part Purchases screen has been upgraded to use the same Listing screen UI standards as IntelliDealer. Also added the option to export the listing results to XLS file.
Parts
DS-18075 - improved the error message generated when the deposit invoice is greater than invoice total by providing the total amounts (i.e. _Total deposit amount of 38.82 is greater than the invoice amount of 35.82_)
- Use the Cash, Charge, and Warranty invoice totals to determine if the total amount is greater than invoice total, instead of just Charge
DS-18128 - move machines sent via Kubota K-Com/ecommerce from the main customer tab in parts invoicing to memos tab. We will provide the stock number, description and serial number if we can find it in equipment profile based on serial number, otherwise we provide the Kubota brand, model and vin number
OEM-2279 - The CSPS Parts Order Entry has been updated to support both Stock and Direct Ship orders. A toggle box is visible at the top of the initial Parts Order Entry screen that will allow an order to be transmitted as either a Stock Order (shipped to the dealership) or Direct Ship (shipped to the address entered on the screen).
Rental
DS-18078 - allow the full 45 characters of job site to be transmitted for rental contracts being generated via BSI
OEM-2273 - add rental period, VIN and model number to the notes for rental invoices that are being sent to Volvo SCA
Reports
DS-17857 - Prevented scenario where reports could be generated with trailing whitespace.
IPS-4579- Converted Legacy Report into Java (BIL994)
IPS-4621 - Converted Legacy Report into Java (CGI029)
IPS-4622 - Converted Legacy Report into Java (PAR014)
IPS-4623 - Converted Legacy report to Java (CGI030E)
Work Order API
IPS-4883 - Added Cloud endpoint API to create customers.
IPS-4884 - Added Cloud endpoint API for equipment quick adds.
WorldPay
DS-18043 - remove lane id field from Authorization Maintenance Worldpay In Progress. This field is not lane id. It is actually a code that is required by Worldpay and is captured during the credit transaction.
DS-18112 - remove forbidden characters from customer name when being transmitted to Worldpay to prevent 403 Forbidden error message from Worldpay. This does not change the value in IntelliDealer or on the IntelliDealer invoices.
DS-18125 - prevent 403 FORBIDDEN error when sending to Worldpay for billing name and purchase order number on the following words/phrases:
union, order by, insert, select, select case, delete, insert into, and, or Northwind, GET
Other
DS-18049 - The UPS WorldShip cleanup task will now properly remove old, unused, and voided shipment exports even when the interface has initially been configured incorrectly. Previously, invalid timestamps in the export file were preventing the cleanup task from running properly.
DS-18052 - Resolved an issue that was preventing the John Deere Expert Services nightly job code update task from properly updating job codes.
DS-18098 - upgrade legacy passive ftp to be similar to the F5 version. This allows it to continue to work under certain conditions while receiving and sending files.
IPS-4885 - Update CDK logo on wireless sign on page
OEM-2213 - This is the initial release of the Polaris Retail Transaction Data transmission interface. When activated, this interface will allow a nightly and historical transmit of retail transaction data to Polaris.
OEM-2278 - The CNH eWarranty Vehicle Lookup interface will now display PPP data where it exists for a given stock unit.
OEM-2287 - change FTp directory from /SNMP/DistributorMaintenance/toKAC/data to /SNMP/toKAC/data at Komatsu's request for Distributor Maintenance
DS-17534 - Browser default PDF viewers may have been set as 'open' or 'save' pdf files. The user cannot preview PDF if the option is set as 'save' in the browser settings, specifically in Chrome. This issue has been resolved by the new browser independent PDF viewer developed in this release.
IPS-4647: Elead to IntelliDealer Customer updates now includes updating the Salesperson name on the customer profile in IntelliDealer.
IPS-4818: Created new Elead DELTA endpoint to handle updates on tables CGIBASE, CGIHIST, CMASTR, CMASCON and MNBDH. Elead to use new endpoint for all "delta" pulls related to Customers, Equipment and Service Work Orders.
IPS-4880: Elead - Equipment Images CSV file - fixed the issue related to IFS file path to be complete URL address.
IPS-4881: Elead - Equipment Images CSV file - fixed issue related to exception (The maximum number of rows permitted on a worksheet been exceeded).
IPS-4895: Modified Elead Customer DTO to include Rental Invoice detail.
IPS-4693 - Integrated Rental - Added the ability for Intellidealer to automatically generate a work order for a unit returned from rent in Integrated Rental.
IPS-4892 - Integrated Rental - The Preload process will now send a null value instead of blank for the District Name in the location payload.
IPS-4893 - Integrated Rental - The Preload process will now default the Integrated Rental Status field to "Other" in the equipment payload
IPS-4746 - Integrated Rental - The Preload process will now send the Notify Invoice Finalized value in the customer influencer (contact) payload.
IPS-4870 - Integrated Rental - Added "PreviousStockNumber" field to the equipment payload sent to Integrated Rental to capture stock number changes
IPS-4902 - Integrated Rental - Change to what CDK sends Integrated Rental when a unit on the CDK side is set to Sold status
IPS-4859 - Integrated Rental - Added logic to various areas throughout Intellidealer (e.g., Equipment Unit History, G/L details, A/R History, etc.) to support Integrated Rental's larger invoice number field size.
IPS-4903 - Integrated Rental - Change to the value populated in the name/description field for the equipment transaction payload sent to Integrated Rental.
IPS-4697 - Integrated Rental - Added Work Orders to the list of data that is sent to Integrated Rental during a Preload process.
IPS-4890 - Integrated Rental - Change to the General Ledger (G/L) information sent to Integrated Rental.
IPS-4897 - Integrated Rental - Changed the time to Coordinated Universal Time (UTC) for dates in the equipment transaction payload sent to IR.

Rental Counter contract maintenance will display text in alternate languages containing single quotes.
DS-18048 - allow IntelliDealer to receive the Worldpay response even after IntelliDealer has timed out. IntelliDealer will be in a continuous loop waiting for the response
OEM-2268 - Performance improvements for the JD ELIPS historical data load process.
Accounts Receivable
IPS-3303 - Apply Late Charges is now displaying the decimal point in the minimum charge amounts.
Administration
IPS-2595 - Created a new System Notification Emails UI and notification table for system notifications handled by the BACKUP table.
Administration > Settings > System Notification Emails
IPS-4516 - Full database reorganize can now be submitted from within IntelliDealer, under the Administration Settings menu. Manual submitted job can be done instantly, or scheduled for a future date. There is also a recurring job that can be enabled and setup to run on a specified interval.
Configuration
DS-18026 - A more meaningful error message will now be shown when CNH is unable to generate a new password after clicking the Generate New Password button on the configuration screens for CNH eQuipment, CSPS, and CNH eWarranty. The error message contains recovery information instructing the user to reset their password in the CNH portal and update the configuration screen with the new password.
OEM-2214 - Update the John Deere Warranty Dates configuration screen to us the new Warranty Dates PINs API.
Navigate to: Configuration > Interfaces > John Deere > Warranty Dates
OEM-2250 - Initial release of the BRP Backorder Cancellation interface. This interface allows for individual line items on an order submitted to BRP to be cancelled from the BRP Order Status screen.
OEM-2249 - Initial release of the BRP Order Status Lookup interface. This interface allows dealers to view information about an order that has submitted to BRP, as well as the status of any line items.
OEM-2212 - Initial release of the Polaris Retail Sales interface. This interface will allow retail sales for parts and equipment to be transmitted on a nightly basis to Polaris.
DS-17997 - Resolved an issue where the BRP Interfaces configuration screen would sometimes throw a General Internal Failure error message when attempting to save.
Customer
DS-17809 - Only one space will exist in customer name when no middle initial is provided.
IPS-4761 - On the Customer Portal, customer comments will no longer appear in red. Instead, the comments will be in black reverse for better visibility.
Equipment
DS-17853 - Now blank sales person will be allowed in equipment profile.
General Ledger
IPS-4387 - Conversion of legacy reports into new PDF structure to prepare for future general billing run implementation in Java. Existing legacy reports and general billing run remain untouched.
IPS-4030 - General Invoice will have a Bill Invoice button on the Frequency tab for beta testers of the new General Billing Run.
DS-17599 - added Month End/Year End confirmation/warning in G/L, A/P, A/R screens which were previously updated in new technology.
DS-18021 Resolved issue on summarized financials where filter selection was not working properly for 2 digit profit centers
DS-18057 - Summarized Financials from G/L preliminary or month reprint was printing blank (0 values) pages. This has been resolved.
MyDealer
OEM-2260 - Initial release for the ARI PartStream integration. This interface allows for users to browse multiple OEM parts catalogs within MyDealer and add parts to the MyDealer shopping cart for purchase.
IPS-4470 - The MyDealer - My Alerts screen has been upgraded to use the same Listing screen UI standards as IntelliDealer. Also added the option to export the listing results to XLS file.
IPS-4468 - The MyDealer - My Quotes screen has been upgraded to use the same Listing screen UI standards as IntelliDealer. Also added the option to export the listing results to XLS file.
IPS-4462 - The MyDealer - My Orders screen has been upgraded to use the same Listing screen UI standards as IntelliDealer. Also added the option to export the listing results to XLS file.
IPS-4458 - Upgraded the Mydealer - Equipment for Rent user interface (UI) to use the same Listing screen UI standards as IntelliDealer. Also added the option to export the listing results to XLS file.
Printing
IPS-4827 - The current method of determining the status of a printer could be slow, especially when there are a large number of printers on the system. This resulted in the new printer/pdf interface taking a long time to start/stop printer. Likewise, the printer listing screen could be slow to load. This has been significantly improved by implementing new logic.
IPS-4807 - In the Printing dropdown, the old Printer Output and PDF Viewer options displayed a fixed deadline date. This has been replaced by "Ending Date To Be Announced".
IPS-4631 - On the printer output screen, output generated from a CUPS printer should be displayed in a .PDF, rather than text. This has been resolved.
IPS-4258 - Include the capability to print Text/PDF to a list of registered CUPS printers.
Reports
IPS-4758 - Billing data portal has been enhanced as per new requirements so as to be used in different locations.
Worldpay
DS-18029 - remove forbidden characters from purchase order number when being transmitted to Worldpay to prevent 403 Forbidden error message from Worldpay. This does not change the value in IntelliDealer or on the IntelliDealer invoices.
Other
DS-18002 - allow 14 character device(group) names for credit card devices and prevent error: 'too long for offsetpair maximum length 13'
DS-17998 - update Kubota K-Com deposit process in calculating the next invoice number to prevent duplicate invoice numbers when the next invoice number is 6 digits long and there is a start digit prefix.
DS-17965 - Task Tracker will now support more options in the Task Template drop downs so it will not display the "Insufficient space" errors.
DS-17947 - change Komatsu Distributor Maintenance SMR field to utilize the unit hours from the work order instead of the current hours in the equipment profile
DS-17924 - display the error 'The configured G/L account [XXXX] does not exist on invoice [YYYYY]' when the SVAP agreement total is greater than $0 when attempting attach/create an invoice to an SVAP agreement.
DS-17910 - Allow Deere DTF to compress files during transmission that are not already compressed. This is currently not enabled for any dealers.
DS-17981 - combine first and last name to name, and add attention to Ditch Witch Parts order transmit.
DS-17959 - A more meaningful error message will now be shown when the CNH MyDealer parts portal is unavailable for access due to an outage or other incident.
DS-17917 - fixed hover issue and white dots/circles in work order and parts listing pages.
IPS-4882 - Added filtering to what equipment gets sent to Integrated Rental for one off changes.
DS-18082 - Resolves issue with part invoicing when RTP is enabled.
IPS-4615 - Create a process for sending Integrated Rental updates to Request Queue
IPS-4586 - Add rental invoice information to the Elead Equipment DTO
IPS-4699 - Added Application Type to the Integrated Rental Transaction Code used in the General Ledger DTO
IPS-4860 - Removed the A/R Month validation when processing Integrated Rental invoices
IPS-4861 - Changed the TID field in the Invoice response DTO to a string
IPS-4868 - CDK will now send the country code instead of name to Integrated Rental in the Customer payload
IPS-4869 - Added customer validation to the Integrated Rental endpoint that updates equipment status
IPS-4871 - Added additional information around credit checking to the customer payload we send to Integrated Rental
DS-18039 - A configuration change by CNH prevented customers from using MyDealer to view CNH partsbooks. This has been fixed within MyDealer.
DS-17949 - for the #ARM05 job, by default do not include a delay when sending emails, as this can cause the job to run too long. This is controlled by a new switch in the System Settings (COMPUTER table) which is a check box labeled "Delay Between Statement And Invoice Emails".
IPS-4727 - Updates to the preload process for Integrated Rental
IPS-4290 - Created a process to send a CSV file to Elead containing multimedia information.
DS-18006 - This update contains performance improvements for the John Deere ELIPS interface to increase processing speed for both the nightly transmit and the historical data loads.
DS-17986 - prevent 'Errors found in web application' when using the deposit button on parts invoices created using MyDealer or Kubota e-commerce with linked equipment units
DS-17982 - Resolves issue where G/L preliminary won't run if printing Summarized Financials during run.
DS
DS-17963 - capture Worldpay and Versapay receipt data for invoices being generated in a single letter branch (i.e. G)
Stories - Integrated Rental
IPS-4814 - Processing an Integrated Rental invoice will no longer halt on deactivated cash codes
IPS-4816 - Changed a field name in the Equipment Transactions payload sent to Integrated Rental
IPS-4819 - Update to the invoicing error message response that is sent to Integrated Rental
IPS-4820 - Move the RegionName field to the DistrictName in the location object we send to Integrated Rental
IPS-4739 - Update to the Integrated Rental equipment endpoint to allow the changing of equipment status'
IPS-4304 - Created a new endpoint to receive straightline depreciation from Integrated Rental
IPS-4817 - Updated models sent to Integrated Rental to match the selection criteria used to send Equipment
IPS-4834 - No longer sending deactivated charge codes to Integrated Rental
IPS-4735 - No longer sending equipment history transaction information to Integrated Rental if the transaction was generated by Integrated Rental
Configuration
DS-17854 - John Deere Expert Services will now use the full 10 available slots for job code control machine configuration options. The previous limit was 8.
OEM-2227 - It has been determined these will always be the same and to save configuration issues the following has been removed from the the Terex FTP: server, user id, password and protocol.
OEM-2233 - Convert Configuration \ Interfaces \ Ditch Witch \ Service Order to new UI framework.
OEM-2241 - removed configuration \ interfaces \ komatsu \ part availability
- removed configuration \ interfaces \ komatsu \ parts ordering
- removed configuration \ interfaces \ komatsu \ eparts central
- renamed removed configuration \ interfaces \ komatsu \ MyKomatsu MyDealer Integration to MyKomatsu Integration
- moved configuration \ interfaces \ komatsu \ parts ordering - Freight Carrier and Marketing Program tabs to New Parts System
- moved configuration \ interfaces \ komatsu \ eparts central - parts invoicing and printer tabs to MyKomatsu Integration
OEM-2244 - add parts deposit configuration to the Kubota ecommerce configuration
Customer
DS-17797 - when creating customers via BSI, set late charge flag based on:
- If LATECHG Y is exists and Y and late charge is blank = Y
- if LATECHG does not exist or deactive = N
IPS-4723 - When deleting a customer contact it will no longer re-sequence the remaining contacts for the customer.
Equipment
IPS-4728- In the equipment profile, if the base code on the unit is marked as miscellaneous then Class can be edited.
General Ledger
DS-17336 - prevent M&T banks from marking records as downloaded when using date range. This is consistent with the other Positive pay downloads
DS-17481 - allow the TD Canada/US positive pay file to transmit a check with an amount up to and including 99,999,999.99
DS-17823 - Fix issue that can cause #CRTDEPTMC and Update Account Balances not to run: prevent a timing issue where the flag for GL0073CL was being left in the data area
IPS-4387 - Conversion of legacy reports into new PDF structure to prepare for future general billing run implementation in Java. Existing legacy reports and general billing run remain untouched.
IPS-4755 - An error message will now be displayed when deactivating an account in Chart of Accounts if the account is associated with miscellaneous charges.
MyDealer
DS-17868 - Check boxes on the MyDealer - Statement listing screen will now uncheck after emailing and/or downloading selection(s) has completed successfully.
IPS-4456 - Upgraded the MyDealer - Equipment for Sale user interface (UI) to use the same Listing screen UI standards as IntelliDealer. Also added the option to export the listing results to XLS file.
Parts
DS-17893 - added part last sale date >= 3 years to the query to transmit Claas dealer item file
- transmit order quantity if invoice line is a return for Claas transactional Demand file
- correct flags based on documentation for Claas transactional Demand file
OEM-2240 - The BRP Parts Locator interface has been updated to allow a Dealer Locator search search for a specific part by selecting the desired part number from the part number column on the Supplier search listing screen.
Printing
DS-16399 - Fixed search for printers on the Aged Trial Balance screen.
DS-17792 - Fixed search Printer List by Printer Description in New Printer UI.
DS-17819 - Corrected printer name and description.
DS-17821 - Fixed error pull up in New Printer UI if printer message is blank.
DS-17826 - Code change was done to fix the issue as a result user is able to see the printer/spool file message.
DS-17881 - Fixed the issue with Printer status showing different printer status in the printer list and printer writer list.
IPS-4523 - Setup legacy system to support sending legacy spool to CUPS system.
IPS-4645 - Printing - Export PDF similarly to txt format.
IPS-4654 - Setup flag isCupsPrinter in PRTTAB to send printer data to CUPS printer.
IPS-4811- Removed '(Until March 31 2022)' from old Print Out put options.
IPS-4668 - Add cost center filtering to summarized financial reports.
SVAP
DS-17306 - display more appropriate error messages when using Deere SVAP when opening agreements and events when the tokens have expired or Deere SVAP credentials are not configured correctly
- allow the dealer to remove invalid or cancelled agreements or events from IntelliDealer when they are not found in Deere's SVAP portal to prevent continually seeing them in the upcoming events view
Work Orders
DS-17568 - display error message 'The work order does not have any segments.' when trying to attach a SVAP event to a work order that doesn't have any segments instead of 'General Internal Failure'
IPS-4712 - Added security switches "Complaint Mandatory" , "Cause Mandatory" & "Correction Mandatory" to system 810 - Work Orders. When activated will require the user to populate the corresponding memo field before the work order segment can be Signed Off or Closed.
Other
DS-17610 - An issue with A/R and Bank accounts not showing up in Special Accounts screen (SPECACCT) has been resolved. Sorted by ascending order fixes the issue. The user can view A/R and bank accounts in all environments.
DS-17767 - allow the EFT ABA file to transmit a check with an amount up to and including 99,999,999.99
DS-17837 - After google Chrome update, floating navigation controls are not visible in profile pages. That issue has been fixed.
DS-17882 - adjust GPS timestamp forward 1 hour for any timestamp from a GPS unit that happens in the 2AM to 3AM time frame when the clocks switch from daylight savings to standard time.
DS-17888 - allow users to create Worldpay devices when feature 6157 is unlicensed
DS-17925 - (Equipment, MyDealer, Rental) Changed the "Export to CSV" verbiage to "Export to XLS" and applied the appropriate name, extension and date to the excel file.
IPS-4726 - Updated hyperlink on CDK about page to point to the feature listing page.
IPS-4627 - Created backend programs to support running database process (#CCPTER) from IntelliDealer in a future release.
IPS-4635 - Created backend programs to support running database process (#CCPTER) from IntelliDealer in a future release.
OEM-2238 - The logging page for the John Deer Sales Center Complete Goods Events interface has been updated to automatically sort the displayed logs by the most recent timestamp.
OEM-2248 - The John Deere ELIPS interface has been updated to automatically use version 2.0.
IPS-4813 - ELead performance improvement for customer bulk feed.
DS-17911 - rename signatures with sales order number to invoice number during the invoicing system when using a single letter branch
IPS-4756 - Elead change to support customer add/updates from Elead to IntelliDealer
Integrated Rental Changes:

IR - Preload - Equipment - Set appropriate IR Status for Sold, Presold and OnOrder
IR - Preload - Customer Insurance - Send if Certificate of Insurance checked and not expired
IR - Preload - Append two digit Division code to Customer, Equipment and Sales Rep numbers when sent to IR
IR - Preload - Internal Tools UI - map IntelliDealer Tax1 thru Tax4 to appropriate IR Tax 1-5 fields
IR - Remove two digit division from Customer, Equipment and Sales Rep numbers on all inbound endpoints coming from IR
IR - Preload - Add customer contact Key to Reference Code field
IR - Preload - Models - change back to CGIBASE description
IR - Preload - Equipment Transactions - multiply type "R" transactions by -1
IR - Preload - Equipment - Sort by blank parent stock number first
IR - Equipment Update from IR - Clear out In/Out subtype when In/Out is modified
IR - One Off Changes - allow one off changes during IR Preload vs. waiting till status is complete
IR - Preload - Customers - Sort by blank parent customer number first
IR - Preload - Equipment - filter out units with status = Quote
IR - Preload - Equipment Transactions - Add file key to RefField if no TID
IR - Send Credit Limit & Outstanding Balance as two separate fields (no calculation)
IR - Preload - Equipment Transactions - various changes
IR - Preload - Customer Tax Exemptions - removal of state value
IR - Equipment Location Endpoint - allows for IR to update unit location
IR - Lockdown Equipment Profile and Attachment tab when status is Rented from IR - other tabs (e.g., multimedia, memos, etc.) and custom screens will still allow for changes.
IR - Preload - updated preload setup to allow separate entities for Co/Div
IR - Create API to process invoices from IR with Rental Billing Run
IR - Create Endpoint for IR to pull customer's current credit limit balance
IR - Preload - Customers - Send sales rep number instead of sales rep name
IR - One off Customer Updates/Adds - no longer sending customer insurance and tax emptions only sent for customer Adds
IR - Preload - update preload processes to use new Co/Div file structure
DS Issue
DS-17870 - Resolved General Internal failure error for Salesperson adds or changes - Configuration > CRM > Profile > Salespeople
OEM-2245 - The JD ELIPS Counter Sale interface has been updated to use the parts per package field as opposed to the package quantity field.
DS-17714 - When an error occurs don't retry Avatax step inside rental billing run, as this may cause performance issues.
DS-17872 - The Invoice History quick link in Customer Profile will display the list of recent invoices for the selected customer.
DS-17873 - Parts profile listing location search field now populated with user default location.
DS-17876 - Resolve issue where equipment purchase order can't be received.
DS-17823 - prevent a timing issue where the flag for GL0073CL was being left in the data area
OEM-2229 - handle receiving Avalara entity use code from Kubota K-COM ecommerce and utilize it in the tax lookup and parts invoicing systems
OEM-2229 - fixed issue where parts didn't get the avalara tax codes set correctly.
Accounts Receivable
DS-16310 - Statements will adjust for time zone differences between the PC and the server when selecting a date for printing statements.
AvaTax
DS-17487 - When an invoice date of zero is passed from the billing run to AvaTax default invoice date to today's date.
DS-17168 - AvaTax ensure offline entry created for generic processing errors.
Configuration
OEM-2232 - Convert Configuration \ Interfaces \ other \ AM Studio to new UI framework.
OEM-2231 - Convert Configuration \ Interfaces \ Kobelco \ Parts Ordering to new UI framework.
OEM-2231 - Convert Configuration \ Interfaces \ Kobelco \ Parts Locator to new UI framework.
DS-17817 : Fixed sorting issue of code column in group code listing screen
DS-17748 - Fixed part popover closing issue in part profile listing screen
Customer
IPS-4675 - Customer Portal added hyperlink to link Cell number to Text Connect when licensed
IPS-4674 - Customer Portal added hyperlink to Tethr It Now when licensed
DS-15227 - Customer portal now displays customer status above the customer name
IPS-4525 - Customer Portal will hide the Open Rental view when using Integrated Rental. The rental invoice history view will display the Integrated Rental invoices. Sales Support Portal will hide the Renting Equipment and Demos & Loaners views.
ELead
IPS-4650 - Removed single and double quotes from the CustomerName field of ELead Customer data feeds.
Equipment
DS-17536 - Resolved issue related to wrong 'Price With Options' on equipment profile being displayed when updating from an Equipment PO.
IPS-4383- An icon with tool tip ""Most Recent Stock Number"" has been added to the left of the most recent stock number if there are multiple instances of model/serial number.
Below conditions are applied.
- Used Recent 'Date Added' as the determiner.
- In the case of 2 units having the same 'Date Added', the tie breaker will be the alphanumeric Stock Number.
General Ledger
IPS-4387 - Conversion of legacy reports into new PDF structure to prepare for future general billing run implementation in Java. Existing legacy reports and general billing run remain untouched.
DS-17759 - Customer search in Cash Receipt screen will now display only active customers.
DS-17678 - The G/L Month end preliminary in new UI should allow all open G/L months to be run up to and including the next a/r month end date.
DS-17324 - Statements will ensure the correct contact email addresses are used when emailing statements.
Integrated Rental
IPS-4722 - Update to the Integrated Rental - Sales Rep Preload process
IPS-4721 - Update to the Integrated Rental - Model Preload process
IPS-4695 - Update to the Integrated Rental - Location Preload process
IPS-4694 - IR Equipment Lockdown Endpoint - method to be used by both IntelliDealer and ID MobileAccess as it relates to the lockdown of the Equipment Profile and Attachment maintenance.
IR will provide update for each piece of equipment - e.g. when out on rent, to prevent updates in IntelliDealer and ID MobileAccess.
IPS-4686 - Update to the Integrated Rental - Equipment Preload process
IPS-4685 - Update to the Integrated Rental - Customer Preload process
IPS-4601 - Added Integrated Rental invoices in Invoice History Detail view.
IPS-4306 - IntelliDealer will prevent changed to equipment attachments on stock numbers that are locked to Integrated Rental.
MyDealer
IPS-4452 - The MyDealer - My Equipment and My Rental user interface (UI) has been upgraded to use the same Listing screen UI standards as IntelliDealer. Also added the option to export the listing results to CSV file.
IPS-4450 - The MyDealer - Statements user interface (UI) has been upgraded to use the same Listing screen UI standards as IntelliDealer.
DS-17750 - Resolved a cosmetic issue with the CNH MyDealer Parts Portal brand selection screen that was causing a message stating no brands were configured to be shown when only Case IH was configured for a particular location.
Parts
IPS-4565 - Migrated the deposit screen to Java/React with tabbed listing screen for Parts and Work Orders. Selecting the record by location will bring up modal with deposit values.
New screen has the following capabilities:
-- Search and select Location
-- Easily navigate between locations configurations
-- Search and select Deposit part number (use F5 part selection screen)
---- Search defaults to vendor 'GL' and current location.
-- Indicate if deposit receipt required
-- Indicate if configuration record is active or inactive.
-- Ability to copy configuration to new locations
New below optional fields has been added to Parts Deposit Screen:
-- Deposit overage threshold (in dollars/cents, 2 decimals, 9 characters)
-- Deposit overage parts number (search & select) (30 characters)
IPS-4530 - Avatax rounding could cause an error to appear for a Parts Invoice: 4244 remaining deposit amount is greater than pending invoice amount. To resolve the issue, a configurable deposit overage amount and part number has been added to the deposit table. When configured, this will post any deposit overage amount to the part specified in the table. This occurs due to tax rounding when a sales order is split across multiple invoices.
DS-17807 - display a more appropriate error message when Volvo is sending us a general error message
Reports
IPS-4682 - Implemented framework to support Excel .xls export when exporting report data. This feature will be deployed alongside the billing run conversion in a future release. Subsequent reports designed in the new system will support this feature.
Other
OEM-2192 - transmitting level 2 data to Worldpay. This includes: customer/billing name, Shipping postal code, sales tax, customer purchase order number.
OEM-2184 - Initial release of the Ditch Witch Service Bulletin interface. This allows dealers to view service bulletins and safety notifications from within IntelliDealer.
OEM-2175 - various updates to Komatsu Distributor Maintenance transmit
- remove time zone from date fields
- removed all pipe characters in cause, complaint, correct and description fields
- added part description
- set order type to be internal if internal charges are on the work order, otherwise it's external
- send 'labor' as the labor description
OEM-2148 - create a deposit invoice when Kubota ecommerce transmits a payment section with payment type = 'Credit Card'
- cleanup of Versapay 2CP to provide error messages should a dealer try to utilize the deposit invoice as a previous invoice
OEM-2145 - Initial release of the BRP Service History interface. This interface allows dealers to view warranty campaign and bulletin details within IntelliDealer. Articles related to specific campaigns/bulletins can also be downloaded as a PDF or viewed through a link to the BOSSWeb system.
OEM-2138 - Initial release of the BRP Vehicle Specifications interface. This interface allows vehicle specifications for BRP equipment to be viewed within IntelliDealer.
IPS-3991 - Alerts will use the Text Connect SMS gateway if licensed for TC.
DS-17813 - a correction to prevent under certain conditions several log entries were not being written to logmastr
DS-17775- The exception message "Activated outgoing phone number required for Text Connect." is shown when the "Text Connect User Phone Number" in user profiles is not provisioned in text connect.
DS-17762 - prevent bad request from Deere DTF when files are created with a length of 0 bytes. These files will be automatically moved to the sent folder.
DS-17720 - Searching "CMBR1-6", "DIVTAB1,2", and "COTAB1,2" in the menu, will bring up the new System Setting page.
DS-17319 - When Deere provides us the event location for SVAP events, we will store the location if a work order hasn't already been assigned to the event.
To update older events, the dealer will need to press the 'push again' button in the SVAP portal.
OEM-2237 - add date time stamp to Terex service parts inventory file name
DS-17847 - delete xmitsfi records from database after they have been transmitted to SFI
prevent Volvo MMI from transmitting RequestedShipDate or PartsOrderReceived when PURORD.PO_DTS or PURORD.PO_DTLR = 101
OEM-2235 - The JD ELIPS interface has been updated to use the segment billing date instead of billing run date for each job, and use the parts per package field instead of the package quantity field.
All features with a current license expiry date of March 15, 2022 will be extended until March 15, 2024. To see your licensed features go to Support > Feature Listing.
DS-17735 - only set Komatsu price files to history for the dealer number being provided by Komatsu
Accounts Receivable
DS-17632 - Cash Receipts will ensure a payment date is required if a payment amount is entered, and that the payment date is not earlier than 4 years from the current date.
AvaTax
IPS-4603 - Limit repetitive calls to AvaTax. To limit calls to Avalara the system will attempt to find the last sending log for today for a given invoice. If one is found for the same day. The call about to made will be compared to last one sent. If any difference between the two is found then the call to recalculate tax will proceed otherwise it will be skipped. Calls from the billing runs will always be done regardless.
To visit the online help page, click here.
File Change: AVATAXCS
IPS-4602 - AvaTax SDK has been updated to the latest's version.
DS-17613 - Work order adjustment window now calling AvaTax to recalculate tax.
Configuration
OEM-2223 - Convert Configuration \ Interfaces \ Equipment \ Tom Rowe to new UI framework.
OEM-2222 - Convert Configuration \ Interfaces \ Equipment \ Point 2 to new UI framework.
OEM-2220 - Convert Configuration \ Interfaces \ Equipment \ Midnet Media to new UI framework.
OEM-2219 - Convert Configuration \ Interfaces \ Equipment \ Ag Dealer to new UI framework.
OEM-2201 - Convert Configuration \ Interfaces \ Equipment \ Iron Solutions to new UI framework.
OEM-2168 - remove the ability for the dealer to turn on/off new oauth DTF for Deere dealers in \ configuration \ interfaces \ Deere \ DTF. This will force the dealer to always use new oauth DTF client for the connection, as John Deere is discontinuing the legacy integration.
DS-17683 - Fix the validation issue in call type configuration page.
Customer
IPS-4571 - Recent Equipment Rented Customer Portal block shows most recent 5 in descending order.
ELead
IPS-4673 - Removed commas from the Model field of ELead Equipment data feeds.
IPS-4667 - Added ELead configurations for Production and DEV environments.
IPS-4563 - Customer information sent to the Elead CRM will now include Customer Profile - Memos.
Equipment
OEM-2225 - The logic for selecting the Date Promised for units created through CNH eQuipment has been updated based on feedback from CNH. The new prioritization will now be: current estimated delivery date, requested delivery date, and slot date. In the rare case none of these fields are provided, the interface will continue the current functionality of populating the Date Promised with the current date until a valid date from CNH is provided.
DS-17654 - prevent Deere equipment upload failing with 'String index out of range' when the equipment history has a billing date less than 1700/01/01.
DS-17647 : Full responsive multimedia page is displayed now in invoice history.
DS-17621 - When we update equipment location, the location of all related attachments change on both the Save or Lock screen.
General Ledger
IPS-4580 - Converted BIL957 (Authorized Invoice Register Report) into new architecture to prepare for future billing run enhancements. The existing report is unchanged.
IPS-4387 - Conversion of legacy reports into new PDF structure to prepare for future general billing run implementation in Java. Existing legacy reports and general billing run remain untouched.
IPS-4049 - Developed a UI to display and filter billing report data, PDF and CSV.
DS-17701 - Fixed issue with Close AllDivisions for G/L MonthEnd.
DS-17648 - G/L Month end and G/L Preliminary month end both defaults the user printer in Printer field.
DS-17496 - Location selection not always correct for Special Accounts. Resolved the issue to display correct data set based on location.
DS-17422 - DS-17422: For the cash receipts customer number field, if the dealer enters a customer number and searches for it , the system will automatically open the cash receipt of the customer.
Integrated Rental
IPS-4665 - Removed the ability to send Group Code changes to Integrated Rental.
IPS-4600 - Added two new fields to the response that gets sent back to Integrated Rental after processing an invoice.
IPS-4303 - Added the ability to send Charge Code related changes to Integrated Rental.
IPS-4302 - Added the ability to send G/L account related changes to Integrated Rental.
MyDealer
OEM-2136 - Beta release of the MacDon MyDealer integration. This integration will allow for MyDealer customers to browse the MacDon parts catalog and shop parts within MyDealer.
IPS-1244 - The MyDealer - Invoices user interface (UI) has been upgraded to use the same UI standards that IntelliDealer uses (including the option to export listing results to CSV file).
DS-17584 - Removed the Terms and Conditions menu option from the Link Type dropdown in the MyDealer Customized Links Detail screen.
DS-17575 - MyDealer - Customized Messages now supports HTML.
DS-17092 - Fixed issue related to MyDealer online sales orders being created for an "inactive" location.
Parts
OEM-2209 - import suggested orders from Terex into parts orders as pending orders for review. This interface will be released in a beta status at this time.
OEM-2182 - Consume relevant Item File that Claas transmits.
- allow user to view the relevant item file in parts orders \ ordering options and add parts that aren't already loaded in the system from this screen.
- when transmitting the part master to Claas, transmit only the parts that are in the relevant item file or have been created in the last 3 years or have been purchased or sold in last 2 years or has inventory, on order or on back order.
OEM-2110 - Initial release of CNH Digital Jobcard Get Parts Master interface. This exposes an endpoint for CNH to retrieve PARTMAST information from Intellidealer. A "Part Vendors" tab has been added to Configuration > Interfaces > CNH > Digital Jobcard, to allow configuration of part vendors for which to send part information.
DS-14128 - Parts Order will remain in use if it is being saved in one window while also being closed in a separate window.
Reports
IPS-4569 - Conversion of report BIL922 to Java. Existing legacy report remains untouched. New report will be used in future Java-based billing runs.
IPS-4531 - Converted CGI030 (Credits Processed Report) into new architecture to prepare for future billing run enhancements. The existing report is unchanged.
Service
IPS-4520 - The Inspection button in work orders and traffic now behaves as follows for color and verbiage:
Grey - No Inspection
Red - Active inspection(s)
Green - Completed Inspection(s)
Other
OEM-2149 - allow dealers to subscribe to Vermeer Customer Number mapping service. This interface is being released in a beta status.
- allow Vermeer to transmit enterprise id and our customer number to update customer supplier mapping
- change to Vermeer equipment registration to transmit customer number with company/division
IPS-4653 - Improved performance of spool file export by utilizing direct reads from IFS instead of using IBM APIs to read data.
IPS-4577 - Implementation of billing scheduler for use in future release of Java-based billing runs. Scheduler is not active and will not be usable until the initial billing run (General Billing) is released to the production environment.
IPS-4570 - Navigate to: Click the printer icon near the top-right of the IntelliDealer screen, then select the Printer Output tab.
The user can now preview the spool file in greater detail while at the same time being able to work on the main IntelliDealer window. The user can open a pop out window in multiple ways such as by ctrl + click on the spool file navigation link, and also by clicking on the pop out icon on the left side of report description.
DS-17736 - reduce memory usage in the nightly file IFS cleanup task.
DS-17733 - display the proper alert type for John Deere SVAP alerts instead of 'ALERT IntelliDealer.' It'll now report 'ALERT Uptime Critica', 'ALERT Uptime High', and 'ALERT Uptime Informa'. Should Deere add a new or change the alert type again, it'll display the Deere language.
DS-17703 - Resolves issue where inspection button would not display on Work Orders and Traffic.
DS-17697 - fix spelling mistake in DTF price file email.
DS-17693 - remove the fall back component of Komatsu Komtrax, since the old server is no longer viable. This will make the error message in IntelliDealer display the new URL and not the old eliminating some confusion for everyone involved.
DS-17643 - In some cases, the John Deere DTF was overwriting the ordered date field. To prevent the Ordered Date from being overwritten when the order is sourced we will only assign the field when the current value is 0.
DS-17601 - force the new Deere DTF client to turn on the DTF flag and to check to see if DTF is running, processing or maintenance is running. The logic around this matches the old Deere DTF client.
DS-17544 - DS-17544 - On the 'View Printer List' screen, the printer status was showing 'Started' when the printer is 'Ended'. This has been resolved.
DS-16078 - Prevent old signatures that have not been purged from IFS from appearing on new deposit invoices.
DS-15078 - Job customer can be deleted in Job Site, if there is no Rental Contract present for that customer in the job location Or if the status of the rental contract present is either Finished or Deleted.
OEM-2221 - Update to the MyKomatsu MyDealer integration to allow the interface to function on hosted environments. This update also resolves the previous known issue where users would periodically be logged out from MyDealer after returning from MyKomatsu.
IPS-4556 - Various updates to the IR Preload process for Integrated Rental
Emailing a Rental contract or invoice preview was losing the session required to calculate Avalara tax amounts. This prevented the preview from printing so there was nothing to email. The session has been passed through so taxes can be calculated and the preview can be generated.
IPS-4595 - Changed the Elead Equipment endpoint (used for Historical/Bulk pulls) to filter out units with a customer invoice number value of "EQPADD".
IPS-4585 - Created a new Elead Equipment endpoint (used for Daily/Delta pulls) which will include equipment based on the customer invoice date as well as the on order date in CGIBASE vs. the date modified.
IPS-4578 - Created a new Elead Customer endpoint which will return customer records based on an array of customer numbers passed in from the Elead CRM.
IPS-4556 - Various updates to the IR Preload process for Integrated Rental
OEM-2218 - The JD ELIPS interface has been updated to send a summary of all parts from requisitions when the corresponding work order is billed. Parts from requisitions will also continue to be sent as they are billed for open work orders.
DS-17429 - Resolved an issue that prevented CNH eQuipment from fully processing equipment units when multiple identical options were present on a specific unit. The interface has also been updated with more robust error handling to properly skip problematic lines in future and allow the interface to continue processing the remaining units.
An option to update/import a single unit by vehicle number/equipment identifier has also been added to the CNH eQuipment configuration screen on the Update Single Unit tab. This allows units to be imported that have not yet been created in the system by the nightly feed.
DS-17662 - The CNH MyDealer Parts Portal integration has been updated to use the Division Primary Dealer Number flag to identify the CSPS ownership group. This flag can be set on the Configuration > Interfaces > CNH > MyDealer Parts Portal > Dealer Numbers tab. This configuration is now mandatory to utilize the CNH MyDealer Parts Portal.
OEM-2144 - Production credentials for BRP DMS Information have been added.
DS-17659 - transmit the capture to Worldpay for equipment, rental and general invoicing invoices during the nightly processes (#CO25)
OEM-2187 - This is the initial release of the new Komatsu MyKomatsu MyDealer integration. The new integration requires an Identity and Shared Secret to be configured on the configuration screen located under Configuration > Interfaces > Komatsu > MyKomatsu MyDealer Integration.
Due to the urgency of this release to replace the now-defunct old MyKomatsu integration, there is currently a cosmetic issue where users may occasionally be logged out from MyDealer after returning from MyKomatsu. However, parts will still be added to the shopping cart. A fix for this issue will be forthcoming.
The 1099-NEC has changed to allow for 3 forms per page rather than 2. This system will now print according to the new IRS standard for the 2021 tax year.
IRS form example
Accounts Receivable
DS-17624 - Users can now see the check numbers under Check Number field in cash receipts.
DS-15063 - A Batch Job called 'Credit Card Authorization - Running Cleanup Task - Trigger' has been added with a default system run time of 6am. It will evaluate all entries under Financial Management > Accounts Receivable > Authorization Maintenance, 'In Progress Invoices' tab.
Any records that have not been billed, are at least two days old, and no longer have a matching header record in the corresponding invoice system (files SALORD, CGIINH, GBH, RMCONT, RMINV, WOH) will be removed from the In Progress Invoices listing (file CCAUTH).
Configuration
OEM-2206 - The CNH MyDealer Parts Portal has been updated with a configuration screen in IntelliDealer that allows dealers to choose which CNH brand stores are available at a particular dealership location.
The new configuration screen can be found under Configuration > Interfaces > CNH > MyDealer Parts Portal. The configuration screen also includes a "mass update" button which allows multiple branches to be configured at once.
OEM-2199 - Convert Configuration \ Interfaces \ Vermeer \ Parts Inventory to new UI framework.
OEM-2198 - Convert Configuration \ Interfaces \ Vermeer \ Parts Availability to new UI framework.
OEM-2197 - Convert Configuration \ Interfaces \ Other \ WOLAB Timecard Integration to new UI framework.
OEM-2196 - Convert Configuration \ Interfaces \ Other \ SFI to new UI framework.
OEM-2195 - Convert Configuration \ Interfaces \ Other \ Claas Parts Inventory
- fixed spelling to be Claas instead of Class
- moved to be under the Claas menu option as well
OEM-2194 - Convert Configuration \ Interfaces \ Bobcat \ Financial Transmit to new UI framework.
OEM-2144 - Beta release of the BRP DMS Information interface. This interface transmits the list of the dealer's BRP Dealer Numbers configured in Intellidealer. The "DMS Information Transmit" tab has been added to the BRP configuration screen, which includes a button to manually transmit dealer numbers, and a configuration switch to setup a nightly transmit.
OEM-2071 - Beta release of the BRP Parts Inventory interface. This interface transmits a dealer's inventory of BRP parts to BRP. The "Parts Inventory Transmit" tab has been added to the BRP configuration screen, which includes a button to manually transmit the parts inventory, and a configuration switch to setup a nightly transmit.
DS-17548 - Resolved issues where Equipment KPI Thresholds for Personnel Expense were not being calculated properly.
IPS-4026 - Former legacy tables CPMUTER, XMIT, COTAB, COTAB1, DIVTAB, DIVTAB1, CMBR, CMBR1-6, and CMBRADDR have all been migrated to System Settings in Configuration.
Navigate to: Configuration >Miscellaneous >System
Customer
DS-17592 - Resolved issue when memo is submitted on Contact screen of Customer Profile (it cleared the memo from the screen).
DS-17558 - Customer icon on customer toolbar was not displaying the correct customer when the customer number ended with plus '+' symbol. This has been fixed.
DS-17115 - Legacy deactivated 'Ship Tos' will no longer be displayed on the 'Ship To' tab in customer profile
DS-16899 - The customer number is now passed into the service request pop-up from customer portal.
Customer Care
IPS-4519 - Added the ability to add multimedia while adding new call or note.
Navigate to: Customer Care > CRM > Call Analysis
ELead
IPS-4574 - Fixed issue related to blank salesperson causing General Internal Error when pulling ELead equipmentList.
IPS-4562 - Added groupDescription field to ELeadEquipmentDTO.
IPS-4554 - Added dateOrdered field to ELeadEquipmentDTO.
IPS-4394 - Added the ability to filter the ELead equipment data feed by make and model settings from the IntelliDealer Configuration menu area.
IPS-4543 - Fixed ELead issue related to dateAdded not being displayed for new CRM customers.
Equipment
DS-17631 - prevent heap dumps and dramatically improve the performance of the update procedure that is run from \ product support \ equipment \ base and options - Perform equipment Base / Options update
- for manually started jobs batch jobs we will now display the user who requested instead of SYSTEM in Administration \ settings \ batch jobs - job history tab
DS-17586 - transmit the option as M code for Deere Equipment upload if the following conditions are met:
- check option code or description for CAA or CANADIAN ADDITIVE
- check option description to start with CANADIAN ADDITIVE
DS-17580 - prevent 500 general internal error if Kubota tries to send us an equipment record without a vin for Kubota ecommerce
DS-17536 - Resolved issue related to wrong 'Price With Options' on equipment profile being displayed when updating from an Equipment PO.
DS-17463 - prevent dealers from un-releasing equipment invoices where the authorization has been captured by the credit card companies(AUMAN=T). This affects Worldpay, Versapay, JDC2, CNH Productivity Plus, AGCO+ interfaces.
General Ledger
DS-17597 - Improved user experience on the General Ledger Preliminary Month End and General Ledger Month End. The background windows (modals) are no longer visible.
Integrated Rental
IPS-4566 - Created endpoint for IR to change Equipment status from Rented to Inventory
IPS-4405 - Updated existing endpoint to send updated salesperson information to Integrated Rental.
IPS-4404 - Created endpoint for Integrated Rental to change Equipment status from Inventory to Rented.
DS-17622 - Resolved issue related to error thrown when changing location from navigation bar.
IntelliText
IPS-4503 - If there is no cell number present in customer profile or in contacts, then the IntelliText button is disabled and a tool tip with information "Customer or Contact cell number required for Text Connect" is displayed.
Parts
DS-17627 - Resolved issue on alternate charge tab of parts invoice where special character in stock number would cause an error message: "Your Session Time Out ..." to be displayed.
DS-16980 - Allow up to 300 stock transfer runs for a single date when Automatic Stock Transfer Location Grouping is set to All Locations On One Transfer. Previously, only 98 runs per date were allowed.
Navigate to: Product Support > Parts > Stock Transfers"
Reports
OEM-2207 - display the PDF report titles for PDFs created via the new Java backend in the new Printer Output/pdf viewer
IPS-4517 - Offer pop out option for new Print/PDF UI
Other
IPS-4555 - Added new CDK Global logo on sign-on screen
DS-17585 - allow dealer to set the CNH CSPS password when no password is currently in the properties file.
DS-17355 - if Bobcat warranty returns anything but success, will display: 'Bobcat Response:xxxxxxxx' where xxxx is their response
- change user id to be 'Email'
DS-15478 - Resolved issue where a work order reversal could not be completed for a work order with a miscellaneous stock number.
DS-17611 - When creating a new machine profile, searching for the base code using magnifying glass will now auto populate make/model/price info.
Navigate to: Product Support > Equipment Profile > Create
Accounts Receivable
DS-17448 - When editing an invoice (e.g. paying or clearing an invoice), an error could occur if the invoice was associated with a cash receipt batch that had been deleted. Cash receipt batches can no longer be deleted when there are payment lines attached. Payment lines marked as updated can no longer be changed on subsequent batches.
DS-17242 - In Cash Receipts Batches, the detail cleared invoices view will now display correct customer name instead of the customer number.
DS-17389 - Fixed 'There was a problem with your request' error message when Customer profile is saved when created with pop out option.
DS-17529 - Invoice History - Download invoice history listing as CSV authority error resolved
General Ledger
DS-17552 - Fixed Close G/L Period security switch issue. Now users will not have access to GL Preliminary Month End and GL Month End if G/L Period security switch is off.
DS-11293 - The 'Update Account Balances' and 'Financial Reports' runs will abort if a G/L Month End is running since this could result in accounts being temporarily out of balance while it is running.
IPS-4522 - Converted BIL940 into new architecture to prepare for future billing run enhancements. Existing report unchanged.
IPS-4518 - Converted BA0002 into new architecture to prepare for future billing run enhancements. Existing report unchanged.
DS-17521 - Added opening parentheses to the Summarized Financials help icon label--> configuration required.
IPS-4514 - Converted GL9300 into new architecture to prepare for future billing run enhancements. Existing report unchanged.
IPS-4444 - Converted BIL944 into new architecture to prepare for future billing run enhancements. Existing report unchanged.
IPS-4445 - Converted BIL919 into new architecture to prepare for future billing run enhancements. Existing report unchanged.
IPS-4491 - Converted BIL982 (Invoice Register Report) into new architecture to prepare for future billing run enhancements. Existing report unchanged.
DS-17541 - allow trial balance screen to be displayed when Kubota Dealer Analytics is licensed, but no vendor or dealer numbers configured for Kubota.
Rental
DS-17489 - When printing a rental contract call AvaTax if applicable to ensure the taxes are refreshed.
DS-17480 - When processing a rental billing run, clean-up of old AvaTax records was causing delay when not found. This has been resolved.
DS-16766 - Rental when returning a Non serialized parts the part is now returned to the proper location if a different location was picked when the part was set to Off-Rent.
Equipment
DS-17026 - Equipment options will retain their existing order when one or more of the options is removed.
DS-17510 - Printing a Margin Worksheet will now show the Program Number as it currently does on the Margin Worksheet screen. Previously the value being printed was simply a sequence number in the data file relating to the Program Number. This has been resolved.
DS-17547 - Improved the loading performance of equipment profile.
DS-17278 - The Class filed in Equipment Profile is changed to be 'display-only' and the value is displayed from the Base Code. It has also been moved closer to the base code on screen.
IPS-4483 - For work order and equipment reversals, IntelliDealer is also sending a unique reversal TID as part of the AvaTax payload.
OEM-2174 - A few improvements have been made to the Telematics Dashboard:
- The Telematics Dashboard map will now prioritize newly updated units to display first as opposed to older units
- If a branch latitude/longitude has been configured in the CMBR4 table for the user's current location, the map will automatically be centered at these coordinates
- Some performance improvements have been made for very large fleets to speed up the rate at which the map renders
OEM-2157 - The JD ELIPS interface has been updated to transmit machine hours as recorded on the work order as opposed to the machine hours currently present on the unit. This will allow for a proper growth in machine hours over time when loading or re-loading historical datasets.
DS-17554 - Resolved an issue with the JD ELIPS data format that was causing processing issues for dealers using the ELIPS 2.0 version.
OEM-2155 - The Link-Belt RemoteCare interface has been updated to connect to the new RemoteCare production environment.
Parts
IPS-4495 - User group security switch "Modify Parts Prices" functionality and verbiage has changed for Parts Invoicing, Work Order Quoting, Parts Quoting, Equipment Invoicing, Equipment Quoting and Rental Counter. The new verbiage is "Allow Parts Pricing Modification (Vendor ‘GL’ Not Affected)" with a tooltip "Modification Of Pricing for Parts with Vendor ‘GL’ (Miscellaneous Parts) Always Allowed". The functionality change is that when the security switch is unchecked, part numbers with a vendor of 'GL' can still have their prices changes in the aforementioned systems.
DS-17504 - Ordering from Parts Invoicing will no longer include deactivated locations. This includes both Advanced Ordering and the standard Create Purchase Order screens. Previously when creating a purchase order and depending on selection criteria, the system would select locations that had inventory but were marked as being deactivated. This has been resolved.
OEM-2161 - update the parts invoice memo on a Kubota K-Com created sales order with the contact information provided to CDK from Kubota K-Com ecommerce (currently in beta).
OEM-2177 - restoring the functionality of the customer exclude filter to the historical Claas transactional demand file.
- transmit open date as ordered date when the modified date is invalid (null or 0 in the file) for open parts invoices being transmitted to Claas transactional demand files.
- utilize the entire purchase order 1st digit value from CMBR3 for parts orders being created by Claas Parts Inventory Manager and other parts order creation utilities.
DS-17461 - Set lead times on POs to add 10 days to auto-generated Claas parts orders in all cases.
DS-17413 - prevent losing the credit card information on the printed invoice under certain conditions for Versapay credit card solution.
DS-17560 - corrected issue in print parameters where it would display the incorrect Worldpay device assigned to the user.
DS-17249 - don't attempt the delete of the parts sub file on Komatsu's FTP server.
DS-17537 - prevent the processing of the Komatsu subs file as a price file.
OEM-2074 - The BRP Parts Master interface will now use the package quantity when provided by BRP. Parts without a provided package quantity will continue to default to 1.
DS-17501 - The Polaris Price File interface has been updated with enhanced logging to identify issues with Polaris-provided price file download links. As well, the error messages for skipped parts due to lack of pricing has been removed from the log.
Service
OEM-2165 - The Dealer Rewards Service Agreement transmit has been updated to pull additional details directly from the SVAP environment. This will assist in more accurate reporting of Service Agreement sales that contain multiple plans and will prevent duplicated plan information from being transmitted when a work order event is scheduled.
Customer
OEM-2095 - The John Deere Customer Services "Update Customer" interface is being released in its first iteration for the purposes of beta testing the interface. Users will be able to update a customer profile using values from John Deere's Customer Services API. The interface can be accessed from the "Supplier Mapping" tab of a Customer Profile by inserting John Deere customer supplier number, and clicking on the "Update Customer Profile" button. Feature# 6280 is required, and a John Deere Account ID must be configured in Configuration > Interfaces > John Deere > Customer Services to access the interface.
Configuration
DS-17474 - Fixed product code issues in AvaTax Configuration location tab.
DS-17496 - Special Accounts - Fixed the location selection issue which was causing it to display duplicate records and invalid location.
IPS-4106 - System Settings - Updated backend for handling both COMPUTER/XMIT combined DTO
IPS-4515 - Added feature to allow message handling on Spool Files in the new Printer Output screen, similar to the message handling feature for printers on the Printer List screen.
OEM-2164 - Convert Configuration \ Interfaces \ Kubota \ Interface Configuration to new UI framework.
OEM-2162 - Convert Configuration \ Interfaces \ Komatsu \ Machine Configured Pricing to new UI framework.
OEM-2163 - Convert Configuration \ Interfaces \ Komatsu \ Komtrax to new UI framework.
DS-17542 - display all unlicensed features in Support \ Features.
DS-17483 - Resolved an issue that could prevent the Batch Jobs screen from loading if the Kobelco Parts Availability interface was licensed but not configured for use.
OEM-2170 - The Batch Jobs > Job History screen will now be sorted from newest to oldest by default. This will ensure the most recently run jobs will appear at the top of the Job History screen when it is first loaded.
DS-17016 - The CNH eQuipment interface will no longer erroneously send a credentials invalid email during the Saturday automated run.
OEM-2121 - The Job History listing screen has been updated to no longer show "feature not licensed" exceptions for interfaces that have not been licensed. This should significantly reduce the amount of irrelevant information present on the Job History listing screen.
ELead
IPS-4502 - Enhanced the Elead Customer validation check.
IPS-4511 - Added County Name (along with County Code) to the Customer data feed being sent to Elead.
MyDealer
IPS-4448 - Customized messages (all variations) in MyDealer will no longer stretch across/off the screen and will wrap to the next line instead.
IPS-4374 - Added the ability to configure and display Terms & Conditions on the MyDealer checkout screen.
IPS-4266 - MyDealer settings can now be updated for “existing� MyDealer users in one or multiple locations, using the Mass Update tool, which has been added to IntelliDealer. To use the tool, the "Access to MyDealer Settings" switch should be turned on for the user (by an administrator). Navigate to: IntelliDealer > Administration > MyDealer Settings > Mass Update Tool.
Click here to view the online help topic for Mass Update Tool.
Integrated Rental
IPS-4353 - Assign proper currency type when sending equipment transactions to Integrated Rental
IPS-4307 - Added the ability to lock down Rental in MyDealer when the Integrated Rental feature is licensed, and the Preload of data has completed.
IPS-4007 - Added the ability to lock down Rental in IntelliDealer when the Integrated Rental feature is licensed, and the Preload of data has completed.
IPS-4489 - When sending equipment transactions to Integrated Rental, if a location can't be determined, send null instead of blanks.
IPS-4492 - Added new company field to Integrated Rental tab of Internal Tools.
IPS-4069 - Preload changes for Integrated Rental onboarding process
IPS-4506 - Added a check to determine if the cloud environment is down when sending one off changes to Integrated Rental.
DS-17512 - G/L Month end can be closed using an actual Printer from the Printer dropdown.
IPS-4512 - GLREPORT/GLREPRT1 will be added if does not exist in PFWTAB.
The list of system printers is now being loaded once and stored so it is faster to retrieve details when searching for one.
When a part has a part substitution record, and the substitute part number does not exist in the part master file, it resulted in errors for the Volvo MMI interface. This will remove the invalid substituted part information from the transmitted file to MMI to ensure that no errors are generated by MMI as a result and the file will be processed as intended.
DS-17541 - performance improvement for nightly and weekly Volvo MMI transmit
OEM-2171 - add condition to delivery date to be between retail sales date and 14 days from retail sales date for Vermeer Registration Equipment
DS-17491 - transmit deleted equipment records to John Deere equipment upload
OEM-2178 - allow Komtrax to utilize new url
File Change: XMITCBSVW1
Added new view to XMITCBS to support future development of billing run system.
OEM-2100 - adding Terex retail sales. This interface will transmit all parts invoices that are being invoiced OR have had a parts order attached to it. The interface will also transmit your parts inventory to Terex.
DS-17197 - In Authorization Maintenance, in some cases an incorrect agency listing would be displayed. The agency listing for the default location would be displayed, rather than the specified option. This has been fixed.
OEM-2009 - initial beta release of Vermeer Equipment Registration
OEM-2159 - convert Komatsu Retail sales and ftp screens to new UI
OEM-2158 - convert Hensley Retail Sales to new UI
DS-17383 - updated address fields for Kubota ecommerce to be able to transmit the address to Avatax to calculate tax correctly.
OEM-2137 - Versapay updates to integrate TPro4 with the exiting TPro3 for future enhancement to allow for PAX device
DS-17277 - In rare cases, the popup window for Attach for John Deere expert alerts when viewing service requests from equipment profile and work orders, was not displaying properly. This has been fixed.
DS-17425 - allow dealers to transmit Kubota ecommerce status updates when there is no supplier customer mapping (CMASSC)
OEM-2161 - Link stock number to the parts invoice created by Kubota K-Com ecommerce if a VIN is provided
OEM-2147 - provide a Land Pride availability check to Kubota K-Com ecommerce part availability lookup
DS-16901 - Prevent technician from having multiple logged on segments in MobileTech.
DS-17259 - Deactivating a tax code no longer causes an issue in MyDealer
OEM-2072 - This is the initial beta release of the BRP Parts Locator interface. The BRP Parts Locator interface allows dealers to view parts availability information for BRP parts, and supports both a Supplier search as well as Dealer and Dealer Radius searches for inventory at other dealerships.
IPS-4064 New UI for printer output screen. Click here to view this topic in online help.
IPS-4225 New UI for PDF viewer. Click here to view this topic in online help.
IPS-4027 - G/L MonthEnd and G/L MonthEnd Preliminary to new UI under Financial Management => General Ledger => G/L MonthEnd and Financial Management => General Ledger => G/L Preliminary MonthEnd.
DS-17328 - A PPU apply could fail in newly configured environments. This fix prevents data area mismatch emails from files libraries not configured for newer technologies or if no email address is set up in the BACKUP table.
IPS-4270 - Added the ability to customize the Home Page Background Image as well as the Home Page Logo in MyDealer. There are now MyDealer Home Page Image and Dealership Logo fields at the Location level in Intellidealer: Administration->MyDealer Settings
DS-17293 - Prevent TID mismatch when posting parts transactions to AvaTax
DS-16769 - Ensure SLA adjustments are included in AvaTax calculations
DS-17297 - Add delete button to AvaTax offline window
DS-16022 - When there is no reference for outbound Traffic in a Job Jacket, include that condition in determining if the History button will show
DS-17423 - AvaTax interface - Improved address validation to ensure address is a true address on invoice header windows. If the address is located in the United States and no latitude and longitude are present, yet is still invalid, the system will present an error. If latitude and longitude are present, the system will validate the address and suggest a correction.
DS-17193 - Search window pop-up from stock number field in Built unit should have default Base field. This is resolved.
DS-17330 - The General Invoice order number in Invoice history was displayed incorrectly and did not always appear in search results. This has been fixed.
DS-17414 - An error could occur on the Alert Tab of the Customer Profile due to corrupted data: 'General Internal Failure Has Occurred'. This has been fixed.
DS-16849 - Fixed the update feature for miscellaneous base code in equipment profile.
DS-17333 - Improved avatax changes to CMBR1 that was corrupting the TBDATA info in the table.
DS-17377 - In the new UI for Call History, the From Date was not defaulting to the current month. This has been fixed.
Customer care > CRM > Customer Profile (Click on Call History)
DS-15113 - On various pages which have been updated to newer technologies, lists were not always displaying the correct number of rows. This has been fixed.
For example: Configuration > General Ledger > GL Accounts > Account Accesslist
DS-17378 - A configuration change by Tethr It Now was causing an error when launched from IntelliDealer: Error: 'General internal failure has occurred'. This has been fixed.
DS-17140 - When accessed through a PO (purchase order), saved changes for equipment price and price with options were reverting to their original values, in some cases. This has been fixed.
DS-17418 - On the Customer Profile screen, the [Pricing Group] field was not accepting new entries. This has been fixed.
DS-17430 - Product Support > Service > IntelliTech
1. Added sticky function to the IntelliTech listing screen.
2. Modified default sort order on screen: 1. Log On, 2. Modified default sort order on screen: 1. Log On, 2. Priority, 3. Scheduled Start Date, 4. Work Order #.
3. Display None instead of "ZZ" priority code.
4. Added Priority Code to the column selection list, so that it can be hidden by individuals. This is especially important for mobile users.
Elead CRM Customer Updates (Private API)
OEM-2100 - preparing for Terex retail sales interface
DS-17433 - IntelliTech listing window primary sort order is now Log On, secondary sort is Priority.
DS-17464 - Resolved an issue with the CNH MyDealer Parts Portal which would cause incorrect quantities of parts to be added to the shopping cart when leaving and re-entering the parts portal.
Elead CRM Customer Updates (Private API)
DS-17421 - The CNH Customer Survey interface has been updated to transmit on a nightly basis instead of monthly.
DS-17458 - The user ID field in the Kubota KPAD 4.0 interface has been updated to match new specifications from Kubota.
DS-17451 - Performance improvement for nightly and weekly Volvo MMI transmit
Elead CRM Customer Updates (Private API)
OEM-2155 - The URL used to access the Link-Belt RemoteCare AEMP Telematics interface has been updated to use the new RemoteCare server address. This will restore functionality to the interface. No updates to tokens are required as part of the migration to the new RemoteCare server.
When the new Deere dtf oauth process is receiving a file, IntelliDealer is required to call POLLUPD to process those files. Those programs call PFWINIT and PFWTERM which clear qtemp. When PFWINIT and PFWTERM clear qtemp, it clears some files that IntelliDealer utilizes to track the progress. PFWINIT and PFWTERM have been updated to clear qtemp, except these marker files if it is the new UI calling them, otherwise it performs the CLRLIB QTEMP as it did previously.
Prevent users from creating sales orders for transfer customer located in another location.
Elead CRM Customer Updates (Private API)
DS-17219 - Resolved issue where clearing cash receipts used blank location for new batch validation check. Now provides batch location to endpoints to ensure validation does not fail.
Resolve issue where general invoicing billing check would not find final charge account. This could occur it the final change account was not the last record in the GBD file
Previously Parts Quoting would allow a quote to be accepted if there were units listed and any one of them was set for deletion. This would in turn cause an error in the billing run. This has been resolved by no longer allowing a parts quote to be accepted if there are units listed on the quote set for deletion. The user must either select a different valid unit or remove the unit from the quote.
If a previous user was configured to have the same technician number as an active technician, it was possible that the active technician would not receive Shop Part Order Complete/Shop Part Order alerts. This has been resolved.
DS-17219 - Cash receipt operations executed on the pay invoice screen now ensure the cash receipt batch exists before proceeding.
OEM-1822 - Send a delete record for old stock number to Deere JDSC Equipment Upload when a stock number is changed.
IPS-4361 - Added priority column and added sorting functionality to the columns in IntelliTech Listing Screen.
OEM-2142 - Updates have been made to the JD ELIPS interface to allow for more consistency on timestamp values for open and closed workorders.
DS-17345 - A connection issue could cause an Avatax error during a Work Order Billing run. This has been resolved.
DS-17360 - In some cases, when a customer attempted to submit an order in MyDealer, an error would occur: general internal failure. This issue is now resolved after removing the additional check for GL related parts.
This prevents the user from changing quoted work order amounts under certain conditions when the work order has been posted to Versapay credit card PCI 1.0.
When a user clicked the quote button when viewing a SVAP Expert Alert, the Extended Description would blank out. This update maintains the extended description when the user clicks the quote button.
Due to a recent change, users were experiencing the tax codes being reset in parts invoicing after changing the tax codes and pressing save the first time. This has been resolved.
OEM-2153 & OEM-2150 - Equipment Make and Part Vendor filtering has been added to the John Deere ELIPS interface. Two new tabs can be found on the configuration screen that allow a list of equipment make codes and vendors to be configured.
Equipment makes configured on the Makes configuration screen will change which work orders are transmitted as part of the ELIPS work order feed.
Vendors configured on the Part Vendors configuration screen will change which parts are transmitted in both the ELIPS parts/counter sale feed and the ELIPS work order feed.
Each configuration screen also has a list configuration option, which changes how the configured list functions when determining what information to transmit.
There are three possible settings:
1-Transmit Only Configured Options will transmit ONLY the options configured on the list below. If nothing is configured in the list, nothing will be transmitted by the interface.
2-Transmit All will transmit all makes/part vendors in the system, regardless of what is configured on the list.
3-Transmit All Excluding Configured Options will transmit all makes/part vendors EXCEPT the ones configured in the list. This option is useful when only a few makes/part vendors should be excluded from the transmission but the majority should be sent. If nothing is configured in the list, all makes/part vendors will be transmitted.
OEM-2152 & OEM-2131 - Some updates have been made to the AGCO Point of Sale data transmit configuration screen.
The first change is to adds a list functionality option to the Part Vendor and Equipment Make configuration screen, which changes how the configured list functions when determining what information to transmit.
There are three possible settings:
1-Transmit Only Configured Optionswill transmit ONLY the options configured on the list below. If nothing is configured in the list, nothing will be transmitted by the interface.
2-Transmit Allwill transmit all makes/part vendors in the system, regardless of what is configured on the list.
3-Transmit All Excluding Configured Optionswill transmit all makes/part vendors EXCEPT the ones configured in the list. This option is useful when only a few makes/part vendors should be excluded from the transmission but the majority should be sent. If nothing is configured in the list, all makes/part vendors will be transmitted.
The second change allows for data from a specific location to be transmitted. Previously the interface only supported a transmit of all locations at once. The Location box can be found on the Transmit tab, and is optional when manually transmitting PoS data. If omitted, the interface will transmit data for all locations.
DS-17299 - Timestamps for units associated with the KubotaNOW AEMP fleet will now be properly adjusted from UTC time to server time for display on the Telematics details window.
DS-17150 - The Kubota Invoice Download interface will now allow accounts in SPECACCT to be used for the Accounts Payable configuration.
OEM-2143 - The new Oauth DTF function was not successfully executing the POLLUPD program after receiving data from Deere's OAUTH DTF servers. This has been resolved.
DS-17322 - Some signature pads which require IP to IP credit card configurations could not be configured correctly. This change will allow dealers to edit/create records to utilize (legacy configuration) IP to IP credit card configurations, instead of user names.
\ Intellidealer \ Configuration \ Interfaces \ CDK \ Credit Card Devices
DS-17279 - On the Call Analysis screen, when adding or editing a call, setting the result to 'Lost Sale' and clicking save should trigger the Equipment lost sale screen to be displayed. This has been resolved.
DS-17153 - When a part was added to a requisition with a part number that began with LABOR, it was also being included as miscellaneous part for AvaTax. This could result in duplicate taxes being applied. This has been resolved.
DS-16845 - When creating a new unit from the purchase order system the type defaults to New. However, if the user selected Used, in some circumstances it would reset to New. This has been fixed.
DS-17036 - Allows to use partial Customer Number Search in the invoice history.
DS-17342 - Resolve issue where ship to address is reset to default when saving a new parts invoice
DS-16732 - Resolve issue where AvaTax would not be called on rent to purchase rental contracts
On the Cash Receipts screen, some checkbox selections and actions could result in buttons being unexpectedly disabled. Potentially affected buttons were Clear, Reverse Copy or Distribute. This has been fixed.
Previously users could experience the wrong previous bin location being updated to a specific part number when using the arrows to scroll to the next part while on the ordering tab in parts profile. This has been resolved. There was a secondary issue where the entire parts profile record could have been updated to the wrong branch after selecting a different branch but receiving an error on the previous branch with the user subsequently pressing save. This has also been resolved.
DS-17105 - Removed Access and Modify Geographic & Business security switches in system 996 - Customer Profile. These areas are now controlled by Field Level security, if desired.
DS-17323 - The Labor Hours tag will now always be sent through the JD ELIPS work order feed, even when the recorded hours are zero.
OEM-2131 - Some quality of life updates have been made to the AGCO PoS configuration screen. A list of vendors with the AGCO manufacturer code can now be seen on the Vendors tab, and a list of relevant dealer numbers associated with these vendors can now be seen on the Dealer Numbers tab,
OEM-2141 - Converted Configuration \ Interfaces \ CNH \ Financial from legacy UI to new UI
Previously it was possible for the Rental System to indicate additional invoices had been reversed on a specific rental contract when in fact only one had been reversed. This has been corrected.
Make sale & inventory account non mandatory in equipment profile ui. This will allow them to be defaulted when save pressed.
In an attempt to prevent entries from being automatically unselected, the Please Wait modal message has been added to the Bank Rec system. If the web page has not finished loading and the user proceeds to take some other action on the page such as pressing next or previous, entries could have been inadvertently unselected.
IPS-4339 - Users can now see first name and/or last name in the Text Connect window for Contacts, or Internal, Related, and Individual category customers. If first name and last name are missing then Customer Name will be displayed. For Business category customers, Customer Name will be shown.
OEM-2108 - Adding customer data syncing APIs to support a future integration with CNH's Digital Job Card application.
DS-15157 - Editing and copying equipment now allows invalid or inactive options when unit is invoiced.
DS-16571 - Users assigned to a deleted location will now be able to update their location after login. Previously, deleted locations would cause the location selection to disappear.
DS-17251 - Invoice history will now properly show "REVERSE" text on invoice reversals within the invoice history detail view.
DS-16987 - When reversing an Equipment Invoice or Work order the refund date in AvaTax will now be the following:
Equipment Invoice reversal doc date will be the billing date of the reversal invoice not the date of the original invoice.
Work order reversal doc date will be the date of the reversal was generated not the date of the original invoice.
DS-17195 - Cash receipts the edit to ensure currency matches the current batch only be done when:
The adjustment account is A/R account.
The system has another currency set up that is not an exchange rate of 1.000
DS-17203 - Keep selected invoices when searching for invoices in customer details page of Cash Receipts.
DS-17208 - Improve tax code dropdown filters in customer profile.
DS-16781 - Revolved issue where service scheduling would not display if user was using an alternate language
DS-17162 - Restored drag and drop functionality to weekly tab in traffic.
Resolved issue that could prevent FXPNO and Customer Merge jobs from running properly due to being unable to drop and recreate the JDELIPSUN view.
Added the ability to delete multimedia in Task Tracker.