Selecting Replace with Optional OEM

Highlight the part to be replaced in the database. Select the Replace button. After you select the operation, the program behaves differently depending on the operation you select, and whether or not your profile is set to automatically list available Optional OEM parts.

Note: For you to select an Optional OEM part, the Optional OEM database feature must be enabled.

If your profile is set to automatically list Optional OEM parts, and if an optional OEM part is available, selecting the Replace button opens the Optional OEM screen. Highlight the Optional OEM part you want to choose. You can then add the part to the estimate, with or without changes, or cancel the operation.

If your profile is set to manually list Optional OEM parts, you must manually open the Optional OEM database. To do this, press the P key or select the Opt OEM button on the Operations toolbar.

To select an Optional OEM part

  1. Open or create a workfile.
  2. Select the Estimate tab, and then the Lines tab.
  3. Select the MOTOR tab, and then select a group, subgroup, and a part from the database panel.
  4. If your estimating rules are set to automatically display Optional OEM parts, highlight a part, and select the Replace, Compare, or Operations button. The Select Optional OEM Part screen opens.

    - or -

    If your estimating rules are set to manually display Optional OEM parts, highlight the part, and press P key or select the Opt OEM button on the Operations toolbar. The Select Optional OEM Part screen opens.

    - or -

    Select the Compare button. The Estimate Line Properties sheet > Comparison tab opens. Select the . button to the right of the Opt OEM label in the Part Type column.
  5. Highlight the part you want, and select the Add to Estimate button.

Note: Selecting an Optional OEM part for the estimate will insert it into the estimate. Optional OEM parts are marked with a double asterisk beside the estimate line.

Overview

Operations Toolbar

Selecting Aftermarket

 

 

 

 

 

 

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