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Parts Reports

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.
Parts Usage by WO	The Parts Usage by WO report provides detailed insights into the parts used in various work orders, capturing essential data like part numbers, transaction dates, descriptions, work orders, vehicles, VMRS codes, part types, quantities, prices, and total costs. Fleet managers can leverage this report to track parts utilization across work orders, helping to optimize inventory and identify trends in part usage across different vehicles.	Reports > RTA Standard Reports > Parts > Parts Usage by WO	Monitor parts consumption across work orders to manage inventory effectively. Identify high-usage parts and plan for adequate stock levels. Analyze part costs associated with different work orders for budgeting. Review specific parts used within date ranges for accountability and auditing. Assess trends in vehicle part usage to assist in predictive maintenance planning.
Purchases by Account Number	The Purchases by Account Number report provides a detailed breakdown of purchases categorized by account number, displaying transaction details such as vendor, invoice, PO number, and total cost. This report is beneficial for fleet managers in tracking expenditures by account number, helping identify spending patterns and monitor budget adherence.	Reports > RTA Standard Reports > Parts > Purchases by Account Number	Analyze purchase transactions by specific account numbers for budget tracking. Identify vendors associated with high purchase volumes. Support financial audits by providing a comprehensive purchase record. Monitor spending within specified date ranges for fiscal control. Assist in cost allocation for departmental budgeting and financial planning.
Receipts by Invoice or Vendor	The Receipts by Invoice or Vendor report provides a detailed view of parts receipts, organized by invoice number and vendor. This report helps fleet managers track parts acquisition, ensuring accurate accounting and inventory management for each purchase and vendor transaction.	Reports > RTA Standard Reports > Parts > Receipts by Invoice or Vendor	Track parts received by invoice or vendor over a specified date range. Monitor vendor activity and ensure compliance with purchase agreements. Verify part costs against invoices for accurate accounting. Identify high-cost items and prioritize inventory spending. Review and reconcile invoice totals for auditing and budget control.