Parts Overdue Report

The Parts Overdue report shows parts that have passed their expected delivery date. This report helps identify delayed orders that need follow-up with suppliers.

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Report Location

• Dashboard: Parts Dashboard
• Panel: Overdue Parts

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Entry Criteria

Records appear in this report when EITHER of these condition groups are met:

Group A: Ordered Parts - Overdue

Form	Field	Condition
Parts Order	Status	= Ordered
Parts Order	Due In	< Current Date (before today)
Parts Order	Purchase Order Form ID	is not null

Group B: Back Ordered Parts - Overdue

Form	Field	Condition
Parts Order	Status	= Back Ordered
Parts Order	Due In	< Current Date (before today)
Parts Order	Purchase Order Form ID	is not null

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Available Actions

1. Update Parts Order Button (Multi-Select)

Opens the Update Purchase Order Form (same as On Order report):

┌─────────────────────────────────────────────────────────────┐
│              UPDATE PURCHASE ORDER FORM                      │
├─────────────────────────────────────────────────────────────┤
│                                                              │
│  Have all parts arrived for this purchase? [Dropdown]       │
│  ┌──────────────────────────────────────────────────────┐   │
│  │  ○ Yes                                                │   │
│  │  ○ No                                                 │   │
│  └──────────────────────────────────────────────────────┘   │
│                                                              │
│  ┌─────────────────────────────────────────────────────┐    │
│  │  Subform: Parts Status                              │    │
│  │  (Visibility depends on dropdown selection)         │    │
│  └─────────────────────────────────────────────────────┘    │
│                                                              │
└─────────────────────────────────────────────────────────────┘

Option: "Yes" - All Parts Arrived

Action	Result
Subform	Hidden
All parts status	Marked as Arrived
Next Report	Parts at HQ

Option: "No" - Partial/No Arrival

Action	Result
Subform	Shown for individual updates
Default status	Set to Arrived
User updates	Can change to Back Ordered

When status changed to Back Ordered:

• Due In date is cleared
• Due In becomes mandatory field

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2. Parts Delayed Button (Multi-Select)

Opens the Parts Delayed Form:

┌─────────────────────────────────────────────────────────────┐
│                  PARTS DELAYED FORM                          │
├─────────────────────────────────────────────────────────────┤
│                                                              │
│  Current Due In Date: [Display Only]     _______________    │
│                                                              │
│  Expected Due In Date: [Editable]        _______________    │
│                                                              │
└─────────────────────────────────────────────────────────────┘

On Success

Action	Result
Update Due In	Parts Order Form → Due In updated to new expected date
Report Movement	If new Due In >= Today → Moves to On Order
Report Movement	If new Due In < Today → Stays in Parts Overdue

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Workflow Diagram

┌─────────────────────────────────────────────────────────────┐
│                    PARTS OVERDUE                             │
│              (Due In < Current Date)                         │
└──────────────────────────┬──────────────────────────────────┘
                           │
         ┌─────────────────┴─────────────────┐
         │                                   │
         ▼                                   ▼
┌─────────────────┐               ┌─────────────────┐
│ Update Parts    │               │ Parts Delayed   │
│ Order           │               │                 │
└────────┬────────┘               └────────┬────────┘
         │                                 │
         ▼                                 ▼
┌─────────────────┐               ┌─────────────────┐
│ All Arrived?    │               │ Update Due In   │
└────────┬────────┘               │ Date            │
         │                        └────────┬────────┘
    ┌────┴────┐                            │
    │         │                   ┌────────┴────────┐
    ▼         ▼                   │                 │
┌───────┐  ┌───────┐              ▼                 ▼
│  Yes  │  │  No   │     ┌─────────────┐   ┌─────────────┐
└───┬───┘  └───┬───┘     │ Due In >=   │   │ Due In <    │
    │          │         │ Today       │   │ Today       │
    │     ┌────┴────┐    └──────┬──────┘   └──────┬──────┘
    │     │         │           │                 │
    │     ▼         ▼           ▼                 ▼
    │  ┌──────┐  ┌────────┐  ┌─────────┐   ┌───────────┐
    │  │Arrived│ │Back    │  │ On Order│   │ Stay in   │
    │  │      │  │Ordered │  │ Report  │   │ Overdue   │
    │  └──┬───┘  └────┬───┘  └─────────┘   └───────────┘
    │     │           │
    │     │           ▼
    │     │    ┌────────────┐
    │     │    │ Update Due │
    │     │    │ In (Req'd) │
    │     │    └────────────┘
    │     │
    ▼     ▼
┌─────────────┐
│ PARTS AT HQ │
│ Report      │
└─────────────┘

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Status Transitions

Current Status	Action	New Status	Next Report
Ordered (Overdue)	All Arrived = Yes	Arrived	Parts at HQ
Ordered (Overdue)	Partial + Arrived	Arrived	Parts at HQ
Ordered (Overdue)	Back Ordered	Back Ordered	On Order (after Due In update)
Back Ordered (Overdue)	All Arrived = Yes	Arrived	Parts at HQ
Any	Parts Delayed + New Due In >= Today	No change	On Order
Any	Parts Delayed + New Due In < Today	No change	Stays in Overdue

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Key Difference from On Order

Aspect	On Order	Parts Overdue
Due In	>= Current Date	< Current Date
Purpose	Track incoming parts	Track delayed parts
Urgency	Normal	High - needs follow-up

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Related Pages

• On Order - Parts within expected delivery date
• Parts at HQ - Next stage (when arrived)
• Overview - Full workflow diagram