Part Adjustments

Summary/Use Case

Report Summary

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.

Use Case

  • 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.

Location: Where to Find It

Reports > RTA Standard Reports > Parts > Part Adjustments

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Data Filter Prompts

You will be prompted for filtering of the Data to specify and narrow down the data that will be pulled. See Data Filter List Below for Options.

Data Filter List

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Filter Name

Recommended Filter Condition(s)

Value (Options)

Value (Default)

Filter Name

Recommended Filter Condition(s)

Value (Options)

Value (Default)

Facility

Equal To

1 - 99999

1

Part Number

Is Between

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blank - zzzzzzzzzzzz

Adjustment Date

Is Between

Any Date Range

1 Month Previous to Current Day

Report Output and Data Elements

Once the Part Adjustments report is run, it displays detailed information about each parts adjustment, including the type, date, quantity added or removed, net change, reason, and authorization details. Totals for each part are included to help identify the total impact of adjustments. Fleet managers can quickly see trends in parts inventory adjustments and associated reasoning.

Report Output

Report Data Elements

Column Number

Column Title

Data Notes

Column Number

Column Title

Data Notes

1

Type

Type of adjustment, e.g., Added, Deleted.

2

Date

Date the adjustment was made.

3

Time

Time of the adjustment.

4

Deleted

Quantity deleted from inventory.

5

Added

Quantity added to inventory.

6

Unit Price

Price per unit for the part.

7

Net Change

Net change in quantity (added - deleted).

8

Reason

Reason for the adjustment, such as End-of-Period.

9

Authorized

Name or ID of the individual authorizing the adjustment.