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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.

Data Parameter/Filter List

Parameter/Filter Name

Condition (Options)

Value (Options)

Value (Notes)

Totals Only

N/A

False or True

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

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

The first option that prompts will be: Enter “T” for Totals Only. Choose if you want totals, or leave blank for details with totals. Okay

Use the right-side of the parameters screen to set your options. Include Facility number, date range and mechanic range. The facility number is required, but the date and mechanic ranges will default to first-to-last. When ready, click Okay to view the report.

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 Title

Report Description

Location

Use Case Scenario

Mechanic Productivity by Date

Reports >

RTA Standard Reports >

Employees

Screen Shot

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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