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)
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
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
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
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
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 |