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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

image-20240705-153701.png

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.

image-20240705-175439.png

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

image-20240705-175820.png

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:

image-20240705-180712.png

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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