Parts

The Parts tab allows you to create custom part substitution rules for Used, Aftermarket, and Remanufactured parts. This tab also allows you to specify that aftermarket sheet metal should never be used as a substitute. Although parts rules are usually created using Compliance Manager, users of Estimate Review can also create Parts Compliance Rules.

To create a Part Compliance Rule

From the Main window, click Profiles.

The Manage Profiles window appears.

At the bottom of the window, under Profile Operation, select Add New Profile.
Or, find the profile you want to change and select Change This Profile.
On the Parts tab, below the list of compliance rules, click Add.

The Parts Compliance Rule window appears.

Enter the Rule Name and Rule Description.
Complete the Vehicle Criteria, Parts Criteria, and Make/Model Exclusions to describe the condition you want to require for compliance. The goal is to create a statement that says, “If these vehicle conditions are true, then use these parts.”

For example, to specify that the repair facility must use original equipment manufactured bumper cover parts on Cadillacs up to five years old or up to 50,000 miles, select the following criteria:

Select the vehicle age and mileage with the appropriate conditions.

Under Part Category, click Select Parts to specify the parts, then click Back.

Under Part Type, select the check box of each type of part that can be used.

For this example, select OE.

Select At Least One Part if at least one part must be used.
Under Make/Model Exclusions, click Select Models. Then, select the models you want to exclude and click Back.

For this example, click Select All, then clear the Cadillac check box.

Select the Rqd check box if the estimate must meet this rule for compliance.

Enter a Non-Compliance Message, which will appear in logs and reports when the rule is not met.
Click Back.

When prompted to save changes, click Yes. Then, click OK to confirm and return to the Parts tab.

Reference

Parts Tab Screen Components

List of Parts Compliance Rules
Rule	The name of the rule.
Description	A description of the rule.
Rule Date	The date the rule was created.
	Click to create a new rule.
	Click to change the selected rule.
	Click to duplicate the selected rule.
	Click to remove the selected rule.
Non-OE Parts Target
Use the settings below to measure the percentage of aftermarket, like-kind, and remanufactured parts used in the estimate. Set a target percentage below which the estimate will be out of compliance.
Age & Older	Specifies the age criteria for the rule. If the vehicle age exceeds this value, the alternate part type should be considered. Leave blank if the rule applies regardless of vehicle age.
Condition	Select the applicable operator.
Mileage	When the mileage exceeds this value, the alternate part type should be considered. Leave blank if applicable to any mileage.
Target %	Indicates the target percentage for all non-OE parts.
Non-Compliance Message	The message that appears when the estimate is out of compliance with the rule.
Rqd	Select if you want the estimate to fail compliance when the rule is met. Clear the check box if you want a compliance warning attached to the estimate.
Never substitute aftermarket sheetmetal	Prevents the substitution of aftermarket sheet metal.

Parts Compliance Rule Screen Components

Rule Name	The name of the rule.
Rule Description	A description of the rule.
Vehicle Criteria
If age is:	Condition Select less than, equal or less than, more than, equal or more than, equal to, or not equal to. Years Select then number of years. Leave blank to apply the rule to all model years.
And/Or	Select And or Or to determine the relationship between the age and mileage.
If mileage is	Condition Select less than, equal or less than, more than, equal or more than, equal to, or not equal to. Years Select then number of miles. Leave blank to apply the rule to any mileage.
Parts Criteria
Part Category	Click Select Parts. Select the parts you want to include in the rule. Click Back, then click Yes to save your selection(s).
Part Type	Select the type of part you want to include in the rule. OE—Original Equipment LK—Like Kind quality AM—Aftermarket RM—Remanufactured
Make/Model Exclusions	Click Select Models. Select the make(s) and model(s) you want to exclude from the rule. Click Back, then click Yes to save your selection(s).
At Least One Part	Select to require at least one part meets the criteria.
Rqd	Select if you want the estimate to fail compliance when the rule is met. Clear the check box if you want a compliance warning attached to the estimate.
Non-Compliance Message	Enter the message you want to appear in the comments on the Compliance Report.
Estimating System Profile Name	Enter the name of the estimating program you use. This information will appear in the Compliance Report.
	Removes all settings.
	Removes all changes and closes the Parts Compliance Rule dialog box.
	Closes the Parts Compliance Rule dialog box and opens a confirmation message asking if you want to save your changes.