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Report Title

Report Description

Location

Use Case Scenario

Current Inventory List by Facility

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. 

Reports >

RTA Standard Reports >

Parts >

Current Inventory List by Facility

  • 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

Inventory Count Sheet

The Inventory Count Sheet report provides a detailed list of inventory items by facility, showing information such as part number, description, average price, issue units, total quantity, and count. Fleet managers will find this report useful for tracking inventory status and availability across facilities, ensuring accurate and efficient inventory management.

Reports >

RTA Standard Reports >

Parts >

Inventory Count Sheet

  • Monitor inventory levels by part and facility to prevent stockouts.

  • Evaluate inventory usage patterns to inform reordering decisions.

  • Ensure accurate stock counts to reduce discrepancies and maintain inventory accuracy.

  • Support audits by providing an organized record of current inventory by facility.

  • Assist in budgeting and cost analysis by showing inventory quantities and values.

Manual Parts Charge Out

The Manual Parts Charge Out report displays itemized details of parts issued manually from inventory, including account numbers, part details, quantities, costs, and authorizations. This report is essential for fleet managers to monitor parts expenses and track inventory usage accurately across departments.

Reports >

RTA Standard Reports >

Parts >

Manual Parts Charge Out

  • Track manual parts issuance for accounting and auditing purposes.

  • Identify high-usage parts and manage inventory effectively.

  • Analyze parts costs by facility or department for budget planning.

  • Ensure accurate record-keeping for internal or external audits.

  • Support maintenance cost control by monitoring parts usage per job or mechanic.

Open POs

The Open POs Report provides a list of all open purchase orders by facility, showing details such as PO number, date created, vendor, account, and the on-order total amount. This report is beneficial for fleet managers to track outstanding purchase orders and manage supplier relationships effectively.

Reports >

RTA Standard Reports >

Parts >

Open POs

  • Monitor outstanding purchase orders and manage budget commitments for each facility.

  • Identify and follow up on delayed orders with suppliers.

  • Allocate resources based on current open orders across facilities.

  • Improve cash flow planning by understanding on-order commitments.

Part Adjustments

The Part Adjustments report provides detailed information on parts adjustments by facility and part number, including changes in quantities and associated reasons. This report is valuable for fleet managers to track inventory adjustments, understand usage patterns, and monitor authorization and accountability within the parts inventory.

Reports >

RTA Standard Reports >

Parts >

Part Adjustments

  • Track inventory changes and reconcile parts usage and adjustments.

  • Identify discrepancies or unusual usage patterns in parts adjustments.

  • Review authorization details for parts adjustments to ensure accountability.

  • Assist in budgeting by analyzing parts added or removed over time.

  • Monitor facility-specific adjustments for localized inventory management.

Parts Activity

The Parts Activity report provides a comprehensive overview of the current on-hand inventory for parts, capturing purchase, usage, and adjustment details. Fleet managers can leverage this report to track inventory changes, understand usage patterns, and manage inventory costs effectively.

Reports >

RTA Standard Reports >

Parts >

Parts Activity

  • Monitor and manage on-hand inventory levels for parts in real-time.

  • Track usage patterns and adjust purchasing strategies based on inventory data.

  • Identify high-usage parts to forecast demand and prevent stockouts.

  • Analyze cost adjustments to support budgeting and cost-saving initiatives.

  • Review historical inventory movements to ensure accurate inventory control.

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