Current Inventory List by Facility
Summary/Use Case
Report Summary
The parts list can be used to calculate your individual line level information and totals as well as a total inventory dollar value by Parts type.
Use Case
This report can be run and saved monthly to take a snapshot of the inventory
This report can be run and saved to take a snapshot before and after a Physical Inventory Count is taken to demonstrate the data Pre Parts Adjustments as well as Post Parts Adjustments
Location: Where to Find it
Getting to this report is simple. Open RTA Web and Select Reports > RTA Standard Reports > Parts > Current Inventory List by Facility
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Data Parameter/Filter Prompts
Click the “Play” button to open the options and set your parameters and filters.
The first option that prompts will be: Totals Only. See Data Parameter List Below for Options.
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Data Parameter List
Parameter Name | Value (Options) | Value (Default) | Value (Notes) |
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Totals Only | False or True | False | True = This will only print Inventory Grand Totals False = This will print each Part Record Selected and give line level information as well as a Grand Total Section at the end of the report |
The second option that prompts will be for the Filtering of the Data to specify and narrow down the data that will be pulled. See Data Filter List Below for Options
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Data Filter List
Filter Name | Filter Condition (Options) | Value (Options) | Value (Defaults) | Value (Notes) |
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Facility | Equal To Not Equal To Less Than Less Than or Equal To Greater Than Greater Than or Equal To Starts With Not Starts With Ends With Does Not End With Contains Does Not Contain Is Between Is Not Between Is One Of Is Not One Of | 1 - 99999 | Equal to Facility 1 | Based on what condition option you select you can Include individual Facility Number or Numbers, and Ranges. Or You can exclude individual Facility Number or Numbers, and Ranges. |
Part Number | Equal To Not Equal To Less Than Less Than or Equal To Greater Than Greater Than or Equal To Starts With Not Starts With Ends With Does Not End With Contains Does Not Contain Is Between Is Not Between Is One Of Is Not One Of | First to Last Part Numbers in the System | <Blank> to zzzzzzz Equates to First to Last | Based on what condition option you select you can Include individual Part Number or Numbers, and Ranges. Or You can exclude individual Part Number or Numbers, and Ranges. |
Report Output and Data Elements
When the report runs, you will see either a detail list or totals list of mechanic productivity. These labor transactions currently pull based on Work Order Closed date. So if a work order is still open, even if it has labor posted to it, the productivity will not be tracked on this report.
Report Output (Parts Detail):
Info |
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Note: If this Report is Run as a detail report you will get both the parts specific data as well as the Grand Totals Section at the end of the report. If you run as a Totals Only report you will just get the Grand Total Summary Section. |
The Part data details are a real-time snapshot of your current file parts in Fleet360. For details on the data elements see the Report Data Elements list (Detail Report)
below.
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Report Data Elements List (Detail Report)
This is a stacked data report which means each Column of data has two data elements added to it.
Column Number | Column Title | Data Notes |
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1 | Part Number | This is the Main Part Number found in the Parts Master List (See Parts List Link:) |
1 | Account Number | If using GL Account Codes this is the assigned Account number from the Parts File (See Link:) |
Report Output (Totals Only):
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When the report is run for Totals Only, you will only see Total Summary information for the File Parts Selected. For details on the Totals Only data elements see the Report Data Elements list below.
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Report Data Elements List (Totals Only Report)
Report Title | Report Description | Location | Use Case Scenario |
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Reports > RTA Standard Reports > Employees |
Report Data Elements List
When the report runs, you will see either a detail list or totals list of mechanic productivity. These labor transactions currently pull based on Work Order Closed date. So if a work order is still open, even if it has labor posted to it, the productivity will not be tracked on this report.
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