Current Inventory List (New)

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Summary/Use Case

Report Summary

The Current Inventory List (New) report provides a comprehensive view of all parts currently in inventory, including stock and non-stock items, along with detailed cost and quantity information. This report also gives the customer the option to view the inventory with FIFO method. This report is valuable for fleet managers to monitor available inventory, manage purchasing decisions, and ensure part availability across facilities. It is particularly useful for Parts and Inventory Control departments.

Note: FIFO will only function if your system switch is set to FIFO

Use Case

  • Track real-time inventory levels for all part types

  • Identify high-value inventory items for cost control and budgeting

  • Support purchasing decisions by reviewing reorder quantities and on-hand values

  • Monitor part consumption and demand trends over time

  • Ensure accurate part classification (stock, consignment, chargeable)

Location: Where to Find It

Reports > RTA Standard Reports > Parts > Current Inventory List (New)

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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

Parameter List

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Parameter Name

Value (Default)

Value (Notes)

Show totals only?

No

Option to for detail or total only view

Display Part Stack Details? (Will only apply if using FIFO)

False

Only relevant if FIFO is enabled

Data Filter List

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Filter Name

Recommended Filter Condition(s)

Value (Options)

Value (Default)

Value (Notes)

Facility

Equal To

1 - 99999

1

Facility number to report on

Part Number

Is Between

Any Part Number

(blank) - zzzzzzzzzzzz

Represents full part number range from first to last possible values

Include parts that are marked as 'Stock'?

Is One Of

False, True

False, True

Includes both stock and non-stock

Include parts that are marked as 'Consignment'?

Is One Of

False, True

False, True

Includes both consignment and non-consignment

Include parts that are marked as 'Chargeable'?

Is One Of

False, True

False, True

Includes both chargeable and non-chargeable

Part Type

Is One Of

AntiFreeze, ATF, Core, Fuel, Oil, HydraulicFluid, Part, Tire, Gear

AntiFreeze, ATF, Core, Fuel, Oil, HydraulicFluid, Part, Tire, Gear

Filters by part categories/types

Report Output and Data Elements

The Current Inventory List (New) report displays detailed information about parts currently in inventory, including part numbers, descriptions, reorder settings, quantities on order and on hand, vendor data, and cost information. The bottom of the report includes summarized totals by part type and a grand total of inventory value. The report provides both item-level and type-level insights.

Note: Total inventory value will change depending on the method of calculation used

Display Part Stack = False

Report Output

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Report Data Elements

Column Number

Column Title

Data Notes

1a

Part Number

Unique identifier for each part in inventory

1b

Account Number

Accounting reference for financial tracking

2a

Xref Number

Alternate reference number for the part

2b

Reorder Pt

Inventory level that triggers reorder

3a

Description

Description of the part

3b

Reorder Qty

Quantity to order when reorder point is hit

4b

BO Qty

Backorder quantity

5b

OO Qty

On order quantity

6b

Last PO Number

Most recent purchase order number for the part

7a

Vendor

Vendor from last purchase

7b

Last PO Date

Date of last purchase order

8a

Markup

Cost markup applied to the part

8b

Selling Price

Price at which the part is sold internally or externally

9a

Order Price

Cost per unit paid

9b

Ship Days

Number of days to receive from order

10a

On Hand

Current quantity available in stock

10b

Total Cost

Extended value of on-hand inventory (Qty × Order Price)

Display Part Stack = True

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The only change from the table above is the total price:

10b

Total Cost

The sum of each part stack ‘Total’ line per part

The following 'Inventory Stack' section will be added:

Column Number

Column Title

Data Notes

1

Date Added

Date the respective part stack was added to inventory

2

Quantity

Quantity added to part stack

3

Price

Price the part was received in on the part stack

4

Total

Total value of each part stack