Creating an Inventory Summary Report

This option produces a report showing the current parts inventory dollar value. This report is usually run at fiscal year end for audit purposes and creates the parts inventory summary report Inventory Summary (WPSPR02B) or Inventory Details (WPSPR04A).

1. From anywhere in IntelliDealer navigate to Product Support > Parts > Parts Reports, or Management Central > Parts > Parts Reports.

   The Parts Reports screen opens.

   
   
   

2. Click on the report type Inventory Summary.
   
   

   Inventory Summary Selection Criteria tab

   
   
   

3. Click the Click here to add selection criteria link.

   Selection Criteria screen

   
   
   

4. Select a Group, a Field and an Operator.

   See Selection Criteria Tab.

5. Enter a numeric Value or select the Spaces checkbox. Click on the More icon if you would like to use more than one value or space.

   Selection Criteria screen

   
   
   

6. Click Save/Exit button and the Inventory Summary Selection Criteria tab appears.

7. On the Availability Selection Criteria tab, click the Run Report button.
   
   The Report Options screen appears.

   Report Options screen

   
   
   

8. On the Report Option screen, Select Report Type from the drop down list:

9. Select a sort order type from the Select Sort Order drop down list.

10. Select an on hand type from the Select On Hand Type drop down list.

11. (OPTIONAL) Select the Include Negative Quantity checkbox.

12. Select a Printer and whether or not to create a or PDF file.

13. Click the Run Report button.

Data Source: Not Applicable

Security: 831 - Parts Reports

Revision: 2023.12