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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)

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)

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

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

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

Mechanic Productivity by Date

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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