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Parts Dashboard

Where to Find It​

Parts Dashboard location in the Parts menu

Panels​

1. Parts Assessment​

  • Form: Claims Management Form
  • Display: Count
  • Criteria:
    • Parts Assessment Status is "New"
    • Date Repair Completed is null
    • !Claim Type.contains("Rental Only")
    • Is Customer's Vehicle Being Repaired or a Total Loss is not "Total Loss" OR is null
    • Status is not "Cancel"
    • Status is not "Declined"

2. Parts List Not Completed​

  • Form: Claims Management Form
  • Display: Count
  • Criteria:
    • Parts Assessment Status is "New"
    • Date Repair Completed is null
    • Upload Completion is true
    • Upload Completion Date and Time > '29-Jun-2026'
    • !Claim Type.contains("Rental Only")
    • Is Customer's Vehicle Being Repaired or a Total Loss is not "Total Loss" OR is null
    • Status is not "Cancel"
    • Status is not "Declined"

3. Parts to Tender​

  • Form: Part Item Request
  • Display: Count
  • Criteria: matches if either group below is true
    • Group A (claim parts):
      • Tender Status is "Pending"
      • Is Deleted is false
      • Parts to be Ordered For is "Claim"
      • Status is not "Cancel"
      • Status is not "Declined"
      • Date Repair Completed is null
      • Is Customer's Vehicle Being Repaired or a Total Loss is not "Total Loss" OR is null
    • Group B (non-claim parts):
      • Tender Status is "Pending"
      • Is Deleted is false
      • Parts to be Ordered For is not "Claim"

4. Parts Awaiting Approval​

  • Form: Part Item Request
  • Display: Count
  • Criteria: matches if either group below is true
    • Group A (claim parts):
      • Order Parts is "No" OR is null
      • Parts Assessment Status is "Completed"
      • Parts Tender Status is "Completed"
      • Status is "Awaiting Approval"
      • Is Deleted is false
      • Parts to be Ordered For is "Claim"
    • Group B (non-claim parts):
      • Tender Status is "Completed"
      • Is Deleted is false
      • Status is "Awaiting Approval"
      • Parts to be Ordered For is not "Claim"

5. Parts to Order​

  • Form: Part Item Request
  • Display: Count
  • Criteria: matches if any of the four groups below is true
    • Group A:
      • Order Parts is "Yes"
      • Parts Assessment Status is "Completed"
      • Parts Tender Status is "Completed"
      • Is Deleted is false
      • Status is "Pending"
    • Group B:
      • Status is "Unavailable"
      • Is Deleted is false
      • Order Parts is "Yes"
      • Parts Assessment Status is "Completed"
      • Parts Tender Status is "Completed"
    • Group C:
      • Tender Status is "Completed"
      • Status is "Pending"
      • Is Deleted is false
    • Group D:
      • Tender Status is "Completed"
      • Status is "Unavailable"
      • Is Deleted is false

6. On Order​

  • Form: Parts Order
  • Display: Count (Actual)
  • Criteria: matches if either group below is true
    • Group A:
      • Status is "Ordered"
      • Due In is not null
      • ID is not null
    • Group B:
      • Status is "Back Ordered"
      • Due In is not null
      • ID is not null

7. Parts at HQ​

  • Form: Parts Order
  • Display: Count (Actual)
  • Criteria: matches if either group below is true
    • Group A:
      • Status is "Arrived"
      • ID is not null
      • Due In is not null
    • Group B:
      • Status is "Delivered Back to HQ"
      • ID is not null

8. Delivered to Repair Shop​

  • Form: Parts Order
  • Display: Count (Actual)
  • Criteria:
    • Status is "Delivered to Repair Shop"

9. Pending Repair Shop Pick Up​

  • Form: Parts Order
  • Display: Count (Actual)
  • Criteria:
    • Status is "Pending Repair Shop Pick Up"
    • ID is not null
    • Due In is not null

10. Pending Supplier Collection​

  • Form: Parts Order
  • Display: Count (Actual)
  • Criteria:
    • Status is "Pending Supplier Collection"
    • ID is not null
    • Due In is not null

11. Collected - Pending Refund​

  • Form: Parts Order
  • Display: Count (Actual)
  • Criteria:
    • Status is "Collected - Pending Refund"
    • ID is not null
    • Due In is not null

12. Refunded / Credited​

  • Form: Parts Order
  • Display: Count (Actual)
  • Criteria:
    • Status is "Refunded - Credit"
    • ID is not null
    • Due In is not null

13. Parts Without ETA​

  • Form: Parts Order
  • Display: Count (Actual)
  • Criteria:
    • ETA is null
    • Date Received is null

14. Delivered Parts​

  • Form: Parts Order
  • Display: Count (Actual)
  • Criteria:
    • Date Received is today

15. Parts Awaiting Delivery​

  • Form: Parts Order
  • Display: Count (Actual)
  • Criteria:
    • ETA is zoho.currentdate
    • Date Received is null

16. Awaiting Parts 0 - 30​

  • Form: Parts Order
  • Display: Count (Actual)
  • Criteria:
    • Date Received is null
    • Date Ordered > zoho.currentdate.addday(-30)

17. Awaiting Parts 31 - 60​

  • Form: Parts Order
  • Display: Count (Actual)
  • Criteria:
    • Date Received is null
    • Date Ordered < zoho.currentdate.addday(-31)
    • Date Ordered > zoho.currentdate.addday(-60)

18. Awaiting Parts 61 - 90​

  • Form: Parts Order
  • Display: Count (Actual)
  • Criteria:
    • Date Received is null
    • Date Ordered < zoho.currentdate.addday(-61)
    • Date Ordered > zoho.currentdate.addday(-90)

19. Awaiting Parts > 90​

  • Form: Parts Order
  • Display: Count (Actual)
  • Criteria:
    • Date Received is null
    • Date Ordered < zoho.currentdate.addday(-91)

20. Overdue Parts​

  • Form: Parts Order
  • Display: Sum
  • Field: Quantity Ordered
  • Criteria:
    • Due In < zoho.currentdate
    • Status is not "Arrived"

21. Parts Ordered this Month​

  • Form: Parts Order
  • Display: Sum
  • Field: Quantity Ordered
  • Criteria:
    • Date Ordered in this month

22. Parts Cost This Month​

  • Form: Parts Order
  • Display: Sum
  • Field: Unit Net (Ex GST)
  • Criteria:
    • Date Ordered in this month

23. Credit​

  • Form: Parts Order
  • Display: Sum
  • Field: Refund Amount
  • Criteria:
    • Date Credit Received is null
    • Refund Type is "Credit"

24. Vehicles with Repair Issues​

  • Form: Parts Order
  • Display: Sum
  • Field: Refund Amount
  • Criteria:
    • Date Credit Received is null

25. Credit Outstanding 0 - 30 Days​

  • Form: Parts Order
  • Display: Sum
  • Field: Refund Amount
  • Criteria:
    • Date Credit Received is null
    • Refund Type is "Credit"
    • Refund Request Date > zoho.currentdate.addday(-30)

26. Credit Outstanding 31 - 60 Days​

  • Form: Parts Order
  • Display: Sum
  • Field: Refund Amount
  • Criteria:
    • Date Credit Received is null
    • Refund Type is "Credit"
    • Refund Request Date < zoho.currentdate.addday(-31)
    • Refund Request Date > zoho.currentdate.addday(-60)

27. Credit Outstanding 61 - 90 Days​

  • Form: Parts Order
  • Display: Sum
  • Field: Refund Amount
  • Criteria:
    • Date Credit Received is null
    • Refund Type is "Credit"
    • Refund Request Date < zoho.currentdate.addday(-61)
    • Refund Request Date > zoho.currentdate.addday(-90)

28. Credit Outstanding > 90 Days​

  • Form: Parts Order
  • Display: Sum
  • Field: Refund Amount
  • Criteria:
    • Date Credit Received is null
    • Refund Type is "Credit"
    • Refund Request Date < zoho.currentdate.addday(-91)

29. Back Ordered​

  • Form: Parts Order
  • Display: Count (Actual)
  • Criteria:
    • Back Ordered is not null

30. New Assessments​

  • Form: Assessment Audit
  • Display: Count
  • Criteria:
    • Photos Received is "Yes"
    • Date Photos Taken is today
    • Part Actioned is "No" OR Part Actioned is null