Add Highlighting/Change Highlighting - Parts Requisition Highlight
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 Add Highlighting/Change Highlighting - Parts Requisition Highlighting screen, from anywhere IntelliDealer screen navigate to Configuration > Parts > General > Parts Highlighting.
Topics in this section are:
Setting Up Parts Requisition Highlighting Criteria
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Navigate to Configuration > Parts > General > Parts Requisition Highlighting.
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Click the Need to create new highlighting? Click here to add link.
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Enter a Location - or - click the Search
icon to search for and select a location from the Location Selection screen. -
Select a Code from the drop down list.
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Enter a Description of the code.
The description entered appears when a user cursors over the part number.
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Click the Background Color box.
- Indicate the specific color you wish to use for the background color appearing behind the part number on the screen. You can:
Enter an RGB Value
Select a Color from the drop down list
Manipulate the RGB Color Slider
Select a Color box
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Click the OK button once you have set the desired background color.
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Click the Text Color box.
- Indicate the specific color you wish to use for the text color. You can:
Enter an RGB Value
Select a Color from the drop down list
Manipulate the RGB Color Slider
Select a Color box
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Click OK once you have set the desired text color.
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Select an Operator code.
The Operator field not appears for all Code selections.
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Once an Operator code is selected from the drop down list a Values field appears.
The Values field does not appear for all Operator selections.
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Enter a value in the Values field - or - select the or Spaces checkbox to include blank values for the field.
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Click Save to save the new highlight criteria and return to the Add Highlighting - Parts Requisition Highlighting screen.
- or -
Click Save & New to save the new highlight criteria.The Add Highlighting - Parts Requisition Highlighting screen refreshes, allowing you to add another highlight criteria without closing the screen.
Screen Description
The fields appear on the Add Highlighting/Change Highlighting - Parts Requisition Highlighting screen:
| Field | Description |
|---|---|
| Location |
The location where the parts highlighting rule will apply. This field appears only by accessing the Add Highlighting - Parts Requisition Highlighting screen by clicking the Need to create new highlighting? Click here to add link. |
| Code | Indicates under what circumstance the system will apply row highlighting to a part that falling under this circumstance within the parts system (e.g. Do Not Order code). |
| Description | A brief description outlining the function of the code that will appear when a user cursors over the part number. |
| Background Color | The background color that appears behind the part number on the screen, when the criteria is met. |
| Text Color | The color of the text that appears on the screen, when the criteria is met. |
| Preview | Displays a preview of what the background and text color selected will look like on screen. |
| Operator |
Indicates the selection operator code (e.g. equal to, greater than, less than or not equal to). Which applies to the value entered. The Operator field will not appear for all Code selections. |
| Values | The value or value range which the operator selected will act on (e.g. greater than 5). |
The Parts Row Highlighting codes can be set up for:
| Code | Description |
|---|---|
| ASL Code | Deprecated. Parts with a certain ASL code can be flagged. |
| No sales Last XX Months | Parts with no sales within the last XX (specified) number of full months (plus the current month). |
| Sold to Machine in Last XX Days | Parts that were sold to a machine in the last xx (specified) number of days. |
| Non-Returnable | Parts with a Return code equal to N (non-returnable), on the Parts Profile tab. |
| Return Code | Parts with a certain Return code can be flagged. |
| Type | Parts with a certain Type code can be flagged. |
| OFC Code | Parts with a certain OFC code can be flagged. |
| Duplicate Part on Invoice | Parts entered more than once of the same invoice. |
| On Stock Order | Parts on an existing stock order. |
| Available in Another Location | Parts that are available (in stock) in another branch location. |
| Do Not Order Code | Parts with a Do Not Order Code equal to D, on the Ordering Information tab. |
| Reman Part Number | Parts that are a remanufactured part, cataloged in the system and linked to the core part number (new/base part) available in the system. |
If the desired quantity of the part cannot be fulfilled an "available in another location” message appears on the screen, otherwise this check will be skipped.
Use these buttons to complete your work on the Add Highlighting/Change Highlighting - Parts Requisition Highlighting screen are:
| Button | Function |
|---|---|
| Save | Saves changes made to the Parts Requisition Highlighting screen. |
| Copy |
Copies the selected highlight criteria. This button appears only by accessing the Change Highlighting - Part Requisition Highlighting screen by clicking on a Code. |
| Save & New |
Saves a newly added highlight criteria and refreshes the Add Highlighting - Parts Requisition Highlighting screen, allowing you to add another highlight criteria without closing the screen. This button appears only by accessing the Add Highlighting - Parts Requisition Highlighting screen by clicking the Need to create new highlighting? Click here to add link. |
| Save & Next |
Allows you to save any edits/changes made to the selected highlight criteria and scroll through to the next highlight criteria in the list to apply any edits/changes. This button appears only by accessing the Change Highlighting - Part Requisition Highlighting screen by clicking on a Code. |
| Delete |
Deletes the selected highlight criteria. This button appears only by accessing the Change Highlighting - Part Requisition Highlighting screen by clicking on a Code. |
| Close | Closes the Parts Requisition Highlighting screen without saving and returns to the Parts Requisition Highlighting screen. |