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Estimating Rules

Estimating rules determine the usage of part types, estimate printing format, refinishing, and total loss thresholds. Estimating Rules are set up in Estimating section of the profile.

Setting up estimating rules are part of repair facility and claim office profiles.

Set Up Alternate Parts General Rules

Task	How to do it
The Alternate Parts feature allows you to set up the general defaults which include the part type selection precedence and the zip code range for Aftermarket, Recycled, and Optional OEM databases.	To set up alternate parts general rules Select Configure > Profiles from the menu bar. Select the profile, and then select Edit from the mini-toolbar. Select the Alternate Parts link under Estimating > Rules. Select General (default) from the Part Type droplist. Use the up or down arrows to change the part type order of precedence. Enter the zip code range in the appropriate fields. Select Save or Save and Close from the toolbar.

Task

How to do it

The Alternate Parts feature allows you to set up the general defaults which include the part type selection precedence and the zip code range for Aftermarket, Recycled, and Optional OEM databases.

To set up alternate parts general rules

Select Configure > Profiles from the menu bar.
Select the profile, and then select Edit from the mini-toolbar.
Select the Alternate Parts link under Estimating > Rules.
Select General (default) from the Part Type droplist.
Use the up or down arrows to change the part type order of precedence.
Enter the zip code range in the appropriate fields.
Select Save or Save and Close from the toolbar.

Set Up Alternative Parts Usage

Task	How to do it
This feature allows you to set up the defaults for the program to use when processing Alternate parts (e.g., Aftermarket, Optional OEM, and Reconditioned).	To set up alternate parts usage Select Configure > Profiles from the menu bar. Select the profile, and then select Edit from the mini-toolbar. Select the Alternate Parts link. Select ARO (Alternate, Reconditioned, and Optional OEM) from the Part Type droplist. Move through the fields on the screen. Click Save or Save and Close.

Task

How to do it

This feature allows you to set up the defaults for the program to use when processing Alternate parts (e.g., Aftermarket, Optional OEM, and Reconditioned).

To set up alternate parts usage

Select Configure > Profiles from the menu bar.
Select the profile, and then select Edit from the mini-toolbar.
Select the Alternate Parts link.
Select ARO (Alternate, Reconditioned, and Optional OEM) from the Part Type droplist.
Move through the fields on the screen.
Click Save or Save and Close.

Set Up Miscellaneous Rules

Task	How to do it
The Miscellaneous feature allows you to set up miscellaneous rules that include the following options. The following options can be enabled in this screen: Applying taxes to reconditioned and recored parts Allowing betterment on parts, labor hours, and refinish hours Selecting to add Other Charge for Towing, Storage, and E.P.C. charges Selecting to allow Body Supplies on specific operations	To set up miscellaneous rules Select Configure > Profiles from the menu bar. Select the profile, and then select Edit from the mini-toolbar. Select the Miscellaneous link. Make your selections for the options on the screen. Click Save or Save and Close.

Task

How to do it

The Miscellaneous feature allows you to set up miscellaneous rules that include the following options. The following options can be enabled in this screen:

Applying taxes to reconditioned and recored parts
Allowing betterment on parts, labor hours, and refinish hours
Selecting to add Other Charge for Towing, Storage, and E.P.C. charges
Selecting to allow Body Supplies on specific operations

To set up miscellaneous rules

Select Configure > Profiles from the menu bar.
Select the profile, and then select Edit from the mini-toolbar.
Select the Miscellaneous link.
Make your selections for the options on the screen.
Click Save or Save and Close.

Set Up Refinish Rules

Task	How to do it
The Refinish feature allows you to enter thresholds for maximum clear coat hours and paint materials. Paint material threshold options include one, two, and three stage maximum dollar amounts.	To set up refinishing rule options Select Configure > Profiles from the menu bar. Select the profile, and then select Edit from the mini-toolbar. Select the Refinish link. Enter the appropriate information in the fields. Click Save or Save and Close.

Task

How to do it

The Refinish feature allows you to enter thresholds for maximum clear coat hours and paint materials.

Paint material threshold options include one, two, and three stage maximum dollar amounts.

To set up refinishing rule options

Select Configure > Profiles from the menu bar.
Select the profile, and then select Edit from the mini-toolbar.
Select the Refinish link.
Enter the appropriate information in the fields.
Click Save or Save and Close.

Select Reports Format Options

Task	How to do it
The Reports feature allows you to select options for the default supplement report format, printing Alternate parts usage, and printing zeros for numeric fields.	To select report format options Select Configure > Profiles from the menu bar. Select the profile, and then select Edit from the mini-toolbar. Select the Reports link under Estimating > Rules. Make your estimate report selections. Click Save or Save and Close.

Task

How to do it

The Reports feature allows you to select options for the default supplement report format, printing Alternate parts usage, and printing zeros for numeric fields.

To select report format options

Select Configure > Profiles from the menu bar.
Select the profile, and then select Edit from the mini-toolbar.
Select the Reports link under Estimating > Rules.
Make your estimate report selections.
Click Save or Save and Close.

Add Total Loss Threshold Values

Task	How to do it
The Total Loss Threshold feature allows you to set up Total Loss Threshold information for various makes of vehicles.	To add a Total Loss threshold value Select Configure > Profiles from the menu bar. Select the profile, and then select Edit from the mini-toolbar. Select the Total Loss Threshold link. Click Add from the toolbar. The New Total Loss Threshold screen opens. Select the Vehicle Make from the droplist, and then enter the remaining values in the appropriate fields. Click OK when finished.

Task

How to do it

The Total Loss Threshold feature allows you to set up Total Loss Threshold information for various makes of vehicles.

To add a Total Loss threshold value

Select Configure > Profiles from the menu bar.
Select the profile, and then select Edit from the mini-toolbar.
Select the Total Loss Threshold link.
Click Add from the toolbar. The New Total Loss Threshold screen opens.
Select the Vehicle Make from the droplist, and then enter the remaining values in the appropriate fields.
Click OK when finished.

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