Section 8: Reports > Inventory Reports

Parts Order Worksheet

This report is a list of parts on currently estimated and in-process repair orders along with parts used over a specified period of time, compared with parts currently in stock and on order (see Repair Orders/Invoices, Inventory, and Purchase Orders). It is printed in landscape orientation.

Report totals include the total number of parts on currently estimated repairs, on currently in-process repairs, on completed repair orders, on sales invoices, and on credit notes, as well as the total number of parts in stock and currently on order. The report may be sorted by inventory location and part number, part number and inventory location, inventory location and item description, or item description and inventory location. And it may be filtered by inventory location, purchase vendor, make, whether to exclude inactive inventory items, and whether to include only low- and minimum-stock items.

Report Option Fields

Field

Description

Inv. Location

Enter or select the inventory location for which to generate the report or leave blank for all inventory locations.

Vendor

Enter an assigned purchase vendor account number for which to generate the report, 0 for miscellaneous vendor accounts, or leave blank for all vendors. Optionally, select the purchase vendor name for which to generate the report. The entered vendor filter may match any of the three purchase vendors configured for an inventory item (see Inventory Item - Vendors Tab).

Make

Enter or select the make for which to generate the report or leave blank for all makes.

Date Range

Enter or select the starting date for records to include on the report or leave blank for all records before the ending date. Also enter or select the ending date for records to include on the report or leave blank for all records after the starting date. The date range is based on the invoice or credit note date. For repair orders the invoice date is the same as the repair completed date.

Sort by

Select the desired sort order, either by inventory location and part number, by part number and inventory location (the system default), by inventory location and item description, or by item description and inventory location.

Exclude Inactive Items

Check this box (the system default) to exclude inactive inventory items, or uncheck this box to include inactive inventory items (see Inventory Overview for a definition of inventory items with an “inactive” inventory status).

Include only Low- and Minimum-Stock Items

Check this box to include only low- and minimum-stock inventory items, or uncheck this box (the system default) to ignore the in-stock status of all inventory items (see Inventory Overview for a definition of inventory items with a “low-stock” or “minimum-stock” inventory status).

 

The Estimated column totals include parts on repair orders with a repair status equivalent to either “Awaiting Estimate Approval” or “(Subcontracted) Awaiting Estimate Approval” (see Repair Order and Repair Estimate Statuses). The In Process column totals include parts on repair orders with a repair status equivalent to either “Awaiting Repair or Repair in Process”, “Awaiting Parts”, “(Subcontracted) Awaiting Repair or Repair in Process”, or “(Subcontracted) Awaiting Parts”. The Repaired column totals include parts on repair orders with a repair status equivalent to either “(Repaired) Awaiting Shipment from Repair Vendor”, “(Repaired) Awaiting Pickup by/Shipment to Customer”, or “(Repaired) Returned to Customer”.

The Ordered column totals include parts ordered but not yet received on purchase orders with a status of “Open”, “Ordered”, or “Backordered” (see Purchase Orders Overview).

NOTE   To print this report from a Microsoft SQL Server database may require Create View rights for the corresponding database (see Configuring User Security on Microsoft SQL Server).

This report is available only for licensed users of version 2.6 and higher, and is available only in the Repair SQL, Repair, and Repair Mobile editions.

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Parts Usage