Creating an Inventory Summary Report

This procedure runs the parts inventory summary, which shows current inventory dollar value providing a snapshot of your parts inventory. Depending on the Report Type you choose on Report Options, output can be Inventory Summary (WPSPR02B) or Inventory Details (WPSPR04A).

Note:  This report cannot be back dated.

Dealerships often run this report at fiscal year-end for audits. If you track lost sales or special-order frequency you should run a year-end listing on these fields. Most dealers run an availability listing with lost sales > 0 OR special-order frequency > 0. These fields are reset to zero in part master maintenance after the parts month end for the 12th month. You can also run it after price changes to see the effect on inventory value (parts costing posts to the G/L at average cost, so list price changes do not change G/L inventory balances).

  1. Navigate to Product Support > Parts > Parts Reports, or Management Central > Parts > Parts Reports.

    Parts Reports screen opens.


  2. Click Inventory Summary.


  3. Click Click here to add selection criteria.


  4. Select a Group, a Field, and an Operator. See the Selection Criteria tab help.

  5. Enter a numeric Value or select the Spaces checkbox. Click the More icon to enter more than one value or space.


  6. Click Save/Exit.

    The Inventory Summary Selection Criteria tab appears again.

  7. On the Availability Selection Criteria tab, click Run Report.

    Report Options


  8. On the Report Options screen, set the following:

    • Select Report Type — choose a report type from the list.

    • Select Sort Order — choose how to sort the report.

    • Select On Hand Type — choose which on-hand basis to use.

    • (Optional) Select Include Negative Quantity to include lines with negative quantity.

    • Select a Printer and whether to output a PDF file.

  9. Click Run Report to generate the report.

Security: 831 - Parts Reports

Revision: 2026.05