Parts Used (HQ)

Use the Parts Used Report to streamline van replenishment by tracking inventory consumed on jobs before they are finalized.

• Integrated Customers: Since parts only sync to your business system upon work order completion, this report bridges the gap for long-running jobs, ensuring vans are restocked even while orders remain open.
  • eBS or EquipSoft Business Central Integrations: Automate your parts workflow with the "Work Order Parts" job.  For those who are integrated with eBS or EquipSoft Business Central, this job automatically transfers parts used on the previous day’s open work orders directly into your business system. Contact help@tinnacity.com to learn more.
    • Schedule: Runs daily (typically morning), with configurable timing.
    • Note: Once parts sync to your business system, they become read-only for technicians in the Service app to ensure data integrity.
• Non-Integrated Customers: Use this report as your primary tool for restocking parts from both open and completed work orders.

If the Work Order Parts job is NOT enabled:

To ensure your inventory syncs correctly without creating duplicates (without the Work Order Parts job enabled), follow this workflow:

1. Identify: Review the report for Parts Used on open work orders.
2. Update Business System: Add these parts to the work order in your main business system to trigger replenishment.
3. Clear Tinnacity: Manually remove the parts from the Tinnacity work order.
4. Sync: Your business system will sync the parts back to Tinnacity automatically. NOTE: After the parts sync to the work order in Tinnacity, they become read-only for technicians in the Service app to ensure data integrity.

Note: Failure to remove the part from Tinnacity will result in duplicate part listings.

Run Report

Follow these steps to generate a Parts Used Report for open work orders and identify inventory consumed on jobs in progress. TIP: You can add the Work Order Status column to view the status of the work order the parts have been used on.

1. From the Reporting menu select Parts Used.
2. Use the filters to customize the report.
   1. Start Date: Enter the [Labor] Start Date
   2. End Date: Enter the [Labor] End Date
   3. Work Order Complete: No
3. Click the 'Download' icon at the top, right corner.
4. The report is downloaded to your local computer in the 'Downloads' folder.