The Open Parts Invoices Detail Report provides a detailed, line-by-line summary of all open parts invoices for a specific company location as of the report date. The report includes invoice details, financial breakdowns, and parts information, enabling parts managers and personnel to track outstanding invoices and effectively monitor pending parts transactions.
Frequency: Weekly and Monthly
- Tracking Outstanding Parts Invoices: Lists all open invoices, including invoice numbers, dates, customers, salespersons, and part details.
- Operational Oversight: Allows managers and parts/service staff to monitor which parts transactions are still pending payment or completion.
- Financial Breakdown: Summarizing the total sales, charges, discounts, taxes, and the total for all open invoices.
Navigate to: Parts > Reports > Sales > Parts Invoices
Choose Parameters
This section clarifies the parameters outlined in this report. For additional details that apply to all reports, please refer to the Common Report Features article.
Status: Open or Closed Parts Invoice
Report Type:
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Summary: A list of Part Invoices that includes the totals for Parts Sales, Core Charge, Charges, Discounts, Taxes and Total Invoice. Other columns include Invoice number, Account Code, Date Created, Customer, PO# and Salesperson
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Detail: Same as Summary, but also includes Part number(s), Quantities and the Sale, List and Extended Total for each part line
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Export: Same as Summary but formatted to be exported
Customer Class: Selection for All customers, Retail, Commercial, Fleet and Wholesale
Salesperson: Select all or pick individual salespersons
Customer: Select all or search for a specific customer