Creating an Inventory Summary Report

This procedure runs the parts inventory summary, which shows current inventory dollar value. Dealerships often run it at fiscal year-end for audits; 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). Depending on the Report Type you choose on Report Options, output can be Inventory Summary (WPSPR02B) or Inventory Details (WPSPR04A).

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

   The Parts Reports screen opens.

   
   

2. Click Inventory Summary.

   The Inventory Summary Selection Criteria tab opens.

   
   

3. Click Click here to add selection criteria.

   The Selection Criteria screen opens.

   
   

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.

   Selection Criteria (More)

   
   

6. Click Save/Exit.

   The Inventory Summary Selection Criteria tab appears again.

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

   The Report Options (Inventory Summary) screen opens.

   
   

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: 2026.04