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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 some of the data Columns may have 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:) |
2 | Xref Number | This is the Primary Vendors Part Number assigned to the Part Record (See Link:) |
2 | Reorder Pt | This is the Reorder Trigger Point Threshold found in the Details Section of the Part Record (See Link:) |
3 | Description | This is the main Part Description assigned to the Part Record (See Link:) |
3 | Reorder QTY | This is the Reorder Quantity Amount found in the Details Section of the Part Record (See Link:) |
4 | BO QTY | This is a Back Order Amount. This gets updated from a Back Order Purchase Order to the the Part Record (See Link:) |
5 | QTY OO | This is a On Order Amount. This gets updated from a Current Purchase Order that still has parts on order and this is updated to the the Part Record (See Link:) |
6 | Last PO Number | This is the last Purchase Order Number this part was purchased on. This gets updated to the Part Record automatically. (See Link:) |
7 | Vendor | This is the Primary Vendor assigned to the Part Record (See Link:) |
7 | Last PO Date | This is the last Purchase Order Receive Date this part was purchased on. This gets updated to the Part Record automatically. (See Link:) |
8 | Markup | This is the Markup Percent assigned to the Part Record (See Link:) |
8 | Selling Price | This is the Part Selling Price found in the Part Record (Computed: Average Price or FIFO Price X the Markup Percent) (See Link:) |
9 | Order Price | This is the last Purchase Price for this part. This gets updated to the Part Record automatically. (See Link:) |
Missing the Average Price Field????? I put in a Feedback Ticket FEED-4299 | ||
9 | Ship Days | This is the Average Ship Days data which is found in the Master Part Record under the Inventory > Ordering Section (See Link:) |
10 | On Hand | This is the Total On Hand Quantity found in the Part Record (This includes all Stocking Areas added) (See Link:) |
10 | Total Cost | This is the Calculated Total Cost for each part based on Total On Hand Quantity Times Average Price |
Report Output (Totals Only):
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)
This Contains just the Grand Total Summary Information. See List Below:
Summary Section | Summary Section Notes | ||
|---|---|---|---|
Parts Printed | This is the Total Number of parts counted with in the report (adding the On Hand Quantity for each Part). | ||
Part (Type) | If using GL Account Codes this is the assigned Account number This is the Total Cost for all the parts with a Part Type assignment of Parts from the Parts File (See Link:) | ||
Part Tire (Type) | This is the Primary Vendors Part Number assigned to the Part Record Total Cost for all the parts with a Tire Type assignment of Parts from the Parts File (See Link:) | ||
Part Oil (Type) | This is the Reorder Trigger Point Threshold found in the Details Section of the Part Record Total Cost for all the parts with a Oil Type assignment of Parts from the Parts File (See Link:) | ||
Part ATF (Type) | This is the main Part Description assigned to the Part Record Total Cost for all the parts with a ATF Type assignment of Parts from the Parts File (See Link:) | ||
Part Antifreeze (Type) | This is the Reorder Quantity Amount found in the Details Section of the Part Record Total Cost for all the parts with a Antifreeze Type assignment of Parts from the Parts File (See Link:) | ||
Part Hyd Fluid (Type) | This is a Back Order Amount. This gets updated from a Back Order Purchase Order to the the Part Record the Total Cost for all the parts with a Hydraulic Fluid Type assignment of Parts from the Parts File (See Link:) | ||
Part Gear Oil (Type) | This is a On Order Amount. This gets updated from a Current Purchase Order that still has parts on order and this is updated to the the Part Record the Total Cost for all the parts with a Gear Oil Type assignment of Parts from the Parts File (See Link:) | ||
Part Core (Type) | This is the last Purchase Order Number this part was purchased on. This gets updated to the Part Record automatically. the Total Cost for all the parts with a Core Type assignment of Parts from the Parts File (See Link:) | ||
Part (Type) | This is the Primary Vendor assigned to the Part Record (See Link:) | ||
Part Subtotal | Sub-Total Cost for all the above Part Types (Paid Parts Value) | ||
Consignment (Type) | This is the last Purchase Order Receive Date this part was purchased on. This gets updated to the Part Record automatically. (See Link:) | Part (Type) | This is the Markup Percent assigned to the Part Record Total Cost for all the parts with the Consignment Flag turned on in the Parts File (Parts paid in the rears) (See Link:) |
Part Total (TypeGrand Total)This is | Grand Total Cost for all of the Part Selling Price found in the Part Record (Computed: Average Price or FIFO Price X the Markup Percent) (See Link:Types including the Consignment (Complete Value) |