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Creating a Discount Excluded Parts List with the D2DLink Parts List Manager

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KB Article #3204

A Discount Excluded Parts list can be created to exclude specific parts from any existing or future discount list(s) that you create. Discount excluded parts list will always take priority over any other discount list that you create.

Note: A Discount Excluded Parts list is not the same as a Protected Parts list. Protected parts will not display on the Locator. Discount excluded parts will still display on the Locator, but will not be discounted. (Click here for more information on creating a Protected Parts list.)

Once a discount excluded parts list is created, it will display on the Parts List Manager in blue for easy identification.
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To create a discount excluded parts list for the D2DLink Locator:

  1. From the D2DLink Tools, click Parts List Manager. The Parts List Manager window will display.
  2. Use the My Parts List For drop-down to select the OEM. Your parts lists will display.
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  3. Underneath your existing parts lists, choose Discount on D2DLink Locator from the Create Parts List for drop-down.
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  4. Click Create List.
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  5. Type a List Name in the field provided. Tip: Be sure to name the list something that will be easy to remember.
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  6. Check the Exclude from Discount box.
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  7. Use the Add a Criteria drop-down to establish the criteria you will use to determine which parts are included on the list. (Click an option below to get started.)
      1. Choose Manual List from the Add a Criteria drop-down. 
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      2. Choose Include parts in to only discount parts in the manual list.
        -or-
        Choose Exclude parts in to apply the discount to all parts except those in the manual list. Note: To ensure you don't discount more parts than planned, OEC recommends that you do not use the Exclude parts in option as the only criteria in a list.
      3. If you have a pre-existing list of parts (either a TXT or CSV file), click Browse. Use the browser window to locate the file, click to select, and then click Open. The file will display in the Upload Parts List window. Note: If you attempt to upload a format other than TXT or CSV or the file is still open, an error message will display.
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        -or-
        Use the Enter Parts List box to type the parts, separating each with a comma.
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      4. Click Apply this Criteria. (You do not need to use the Add Parts or Replace Parts buttons when creating a list.)

    • Note: You must include at least one additional criteria (except Manual List) to use Dealer Cost.

      1. Choose Dealer Cost from the Add a Criteria drop-down.
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      2. Choose At least to discount parts that cost more than the amount entered. (Example: Discount all parts that have a dealer cost of $100 or more.)
        -or-
        Choose At most to discount parts that cost less than the amount entered. (Example: Discount all parts that have a dealer cost of $100 or less.)
      3. Type the $ amount in the field provided.
      4. Click Apply this Criteria.
      1. Choose Last Sale Date from the Add a Criteria drop-down.
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      2. Choose At least to discount parts that have been sold on or after the timeframe selected. (Example: Discount all idle parts that were last sold more than a month ago.)
        -or-
        Choose At most to discount parts that have been sold on or before the timeframe selected. (Example: Discount all parts that were sold a month ago or sooner.)
      3. Select the desired date--from 1 week to 30 months--from the drop-down.
      4. Click Apply this Criteria.
      1. Choose DMS Source from the Add a Criteria drop-down. 
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      2. Choose Include parts in to only discount parts in the listed source(s).
        -or-
        Choose Exclude parts in to apply the discount to all parts except those in the listed source(s). Note: To ensure you don't discount more parts than planned, OEC recommends that you do not use the Exclude parts in option as the only criteria in a list.
      3. Type the source ID in the provided field. Separate multiple IDs with a comma.
      4. Click Apply this Criteria.
      1. Choose Avg. Parts Sold Per Month from the Add a Criteria drop-down.
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      2. Choose At least to discount any part that you have sold--on average--more than the value you establish in the last year. (Example: Discount any part that you have sold--on average--six or more of over the last year.)
        -or-
        Choose At most to discount any part that you have sold--on average--less than the value you establish in the last year. (Example: Discount any part that you have sold--on average--six or fewer of over the last year.)
      3. Type the number of parts you have sold over the past year that will be the threshold in the field provided.
      4. Click Apply this Criteria.
      1. Choose Bin Location from the Add a Criteria drop-down.
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      2. Choose Include parts in to only discount parts in the listed source(s).
        -or-
        Choose Exclude parts in to apply the discount to all parts except those in the listed source(s). Note: To ensure you don't discount more parts than planned, OEC recommends that you do not use the Exclude parts in option as the only criteria in a list.
      3. Type the Bin Location ID in the provided field. Separate multiple IDs with a comma.
      4. Click Apply this Criteria.
      1. Choose Last Received Date from the Add a Criteria drop-down.
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      2. Choose At least to discount any part received into your inventory on or after the timeframe selected. (Example: Discount all parts that were added to your inventory more than a month ago.)
        -or-
        Choose At most to discount any part received into your inventory on or before the timeframe selected. (Example: Discount all parts that were added to your inventory within the past month.)
      3. Select the desired date--from 1 week to 30 months--from the drop-down.
      4. Click Apply this Criteria.
  8. Repeat Step 7 for any additional criteria that you need to apply to the parts list.
    1. Use the PLM_Delete.jpg button to remove any criteria you no longer need.
    2. Click the plm_modify.jpg button to make changes to a criteria.
  9. Click OK.
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  10. You will return to the parts list overview page and your newly created list will display at the top of the grid. All parts on this list will immediately be excluded from any discount parts lists that you create. Additionally, you will see one of the following messages at the bottom of the window:
    • The green checkmark displays and will include information about the number of parts in the list and a link to export the list.
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    • If the criteria used generates a list with zero parts, a warning message will display. If the newly created list should contain parts, you will need to edit the list criteria. (Click here for more information on editing a list.)
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    • Changes on Parts List Manger should reflect right away, but it may take several minutes for changes to reflect on the D2DLink Locator.

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