Setting Up Parts Requisition Highlighting Criteria

Setting up parts highlighting criteria allows you to apply row highlighting to part numbers on a parts requisitions based on the criteria specified by the selected set up criteria.

  1. From any IntelliDealer screen, click on the Configuration tab.

    The Configuration Quick Links screen will appear.



    Configuration Quick Links screen

  2. From the Parts list, click the General link and select Parts Requisition Highlighting from the drop down list.


    Configuration Quick Links screen

  3. The Parts Requisition Highlighting screen will appear.


    Parts Requisition Highlighting screen

  4. On the Parts Requisition Highlighting screen, click on the Need to create new highlighting? Click here to add link.

    The Add Highlighting - Parts Requisition Highlighting screen will appear.


    Add Highlighting - Parts Requisition Highlighting screen

  5. On the Add Highlighting - Parts Requisition Highlighting screen, enter a branch Location.

    - or -

    Click on the Search icon and select a branch location from the Location Selection screen.

  6. Select a Code from the drop down list.
    • No sales last xx months

    • Sold to Machine in Last XX Days

    • Critical code

    • OFC code

    • Duplicate part on invoice

    • On stock order

    • Available in another location

    • Do not order code

  7. Enter a Description of the code. The description entered will appear when a user cursors over the part number.

  8. Click on the Background Color box.

    The Color Selection screen will appear.



    Color Selection screen

  9. The following options allow you to indicate the specific color you wish to use for the background color appearing behind the part number on the screen:
    • Enter an RGB Value

    • Select a Color from the drop down list

    • Manipulate the RGB Color Slider

    • Select a Color box

  10. Click the OK button once you have set the desired background color.



    Add Highlighting - Parts Requisition Highlighting screen

  11. Click on the Text Color box.

    The Color Selection screen will appear.



    Add Highlighting - Parts Requisition Highlighting screen

  12. The following options allow you to indicate the specific color you wish to use for the background color appearing behind the part number on the screen:
    • Enter an RGB Value

    • Select a Color from the drop down list

    • Manipulate the RGB Color Slider

    • Select a Color box

  13. Click the OK button once you have set the desired text color.



    Add Highlighting - Parts Highlighting screen

  14. Select an Operator code.

    Note:  

    The Operator field will not appear for all Code selections.

  15. Once an Operator code is selected from the drop down list a Values field will appear.

    Note:  

    The Values field will not appear for all Operator selections.



    Add Highlighting - Parts Requisition Highlighting screen

  16. Enter a value in the Values field. The value which the operator selected will act on.

    - or -

    Select the or Spaces checkbox.



    Add Highlighting - Parts Requisition Highlighting screen

  17. On the Add Highlighting - Parts Requisition Highlighting screen, click the Save button to save the new highlight criteria and return to the Add Highlighting - Parts Requisition Highlighting screen.

    - or -

    Click the Save & New button to save the new highlight criteria.

    The Add Highlighting - Parts Requisition Highlighting screen will refresh allowing you to add another highlight criteria without closing the screen.