Performing a Part Group File Change

1. From any IntelliDealer screen, click the Product Support tab.
   The Product Support Quick Links screen will appear.

   
   

   Product Support Quick Links screen

2. From the Parts list, click the Parts Profile link.
   The Your Parts Inventory screen will appear.

   
   
   

   Your Parts Inventory screen

3. On the Your Parts Inventory screen, click on the Perform group file changes link.
   The Selection Criteria tab will appear.

   
   

   Selection Criteria tab

4. On the Selection Criteria tab, select the Click here to add selection criteria link.
   The Selection Criteria screen will appear.

   
   

   Selection Criteria screen

5. On the Selection Criteria screen, enter a Field.
   - or -
   Click on the Search icon.
   The Select Field screen will appear.

   
   

   Select Field screen

6. On the Select Field screen, click on the Description of the field you wish to select.
   The Selection Criteria screen will appear with the selected field code in the Field.

   
   

   Selection Criteria screen

7. Select an Operator from the drop down list.

8. Enter a Value.

9. (OPTIONAL) select the or Space checkbox.

10. (OPTIONAL) click on the More icon to add more values.

    
    

    Selection Criteria screen

11. Click the Save button to save your selection criteria and remain on the Selection Criteria screen.

12. Click the Save/Exit button to save your selection criteria and return to the Selection Criteria tab.

    
    

    Selection Criteria tab

13. On the Selection Criteria tab, click on the Update tab.
    The Update Criteria tab will appear.

    
    

    Update Criteria tab

14. On the Update Criteria tab, select the Click here to add field to update link.
    The Update Criteria screen will appear.

    
    

    Update Criteria screen

15. On the Update Criteria screen, enter a Field.
    - or -
    Click on the Search icon.
    The Select Field screen will appear.

    
    

    Select Field screen

16. On the Select Field screen, click on the Description of the field you wish to select.
    The Update Criteria screen will appear with the selected field code in the Field.

    
    

    Update Criteria screen

17. On the Update Criteria screen, enter a New Value.
    - or -
    Click on the Search icon if applicable.
    The Allowable Values screen will appear.

    Note:  Some fields will only have certain valid values you can use in the New Value field. If this is the case a Search icon will appear next to the New Values field, clicking on it will open the Allowable Values screen which lists the allowable values for the selected Field.

    
    

    Allowable Values screen

18. Select which value you would like to use as a valid value on the Update Criteria screen.
    The Update Criteria screen will appear with the selected value in the Value field.

    
    

    Update Criteria screen

19. Click the Save button to save your update criteria and remain on the Update Criteria screen.

20. Click the Save/Exit button to save your update criteria and return to the Update Criteria tab.

    
    

    Update Criteria tab

21. On the Update Criteria tab, click on the Run Update button to run the selected group file update.

22. A Confirmation screen will appear telling you how many parts will be updated by the group file update.

    
    

    Confirmation screen

23. On the Confirmation screen, select whether you want to generate the Group File Parts Updated report with the update,(which lists the part numbers that will be updated), then click Continue to update the parts.
    - or -
    Click Cancel to stop the procedure.