Configuration: Parts Requisition Highlighting
Use Parts Highlighting or Parts Requisitions Highlighting to apply row highlighting to part numbers based on the criteria selected. Once configured, the highlighting appears on your Executive Summary or on the Parts Invoicing Details tab, giving your team a quick visual cue of potential issues. This allows users to instantly spot a negative stock (and resolve the discrepancy) or identify parts with missing data (like no bin assigned), without running separate reports.
You can specify the conditions to be highlighted and what colors to use. For example, you can highlight parts with negative on-hand quantities, those with no bin location, or parts that have had zero sales in the past twelve months. These conditions are highlighted by the colors you specify.
Parts Row Highlighting Example on the Parts Invoicing Details tab
To open the Parts Requisition Highlighting screen, from anywhere IntelliDealer screen, navigate to Configuration > Parts > General > Parts Highlighting.
Tip: When multiple rules are configured, the system applies the first matching rule. Therefore, you should list the most important rules first. Use the Move buttons to arrange the list.
Also, do not define too many rules.
The search field on the Parts Requisition Highlighting screen are:
| Field | Description |
|---|---|
| Select Location | Allows you to set up row highlighting parameters for parts requisitions in the selected branch location. |
The fields appear on the Parts Requisition Highlighting screen are:
| Field | Description |
|---|---|
| Code | Indicates under what circumstance the system will apply row highlighting to parts falling under the parameters of this code. |
| Description | A brief description outlining the function of the code. This description will appear when a user cursors over the part number on the Work Order Parts Requisition Details tab. |
| Preview | A preview of sample text which displays how the row highlight will appear when applied within the system. |
| Move | Allows you to arrange the sequence of the codes on the listing screen. |