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Combined display of all available logs of Fishbowl Advanced. You can narrow down the view by selecting a log type, the username (case-sensitive), or the affected page (also case-sensitive).
- 19:29, 12 March 2025 NC talk contribs created page Report Work In Progress (Created page with "right|border|400px|link={{filepath:Report-Work In Progress.png}} This report generates a WIP summary of the quantity and value of all parts currently in manufacturing locations. Cost values are based on today's costs. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Costing Method''' - Choose the costing method to run the report for. ::* '''Location Group''' - C...")
- 19:29, 12 March 2025 NC talk contribs created page Report WO Part Barcodes With Tracking One Off (Created page with "right|border|400px|link={{filepath:Report-WO Part Barcodes With Tracking One Off.png}} Part barcodes (Code 128) for one off labels. Prints one label for each part and distinct tracking value manufactured in a specified Work Order. Requires a primary tracking method. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''REQUIRED TAB''' ::* '''WO Number''' - Enter the W...")
- 19:28, 12 March 2025 NC talk contribs created page Report Walmart Label (Created page with "right|border|400px|link={{filepath:Report-Walmart Label.png}} This report prints out a standard Walmart shipping label. This label will check for a "Store #" custom field on the SO or you can override this by entering a store number in the modify report section. The WM PO# field pulls from the Vendor PO field on the Sales Order. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''REQUIRED T...")
- 19:28, 12 March 2025 NC talk contribs created page Report Vendor Performance Report (Created page with "right|border|400px|link={{filepath:Report-Vendor Performance Report.png}} This report generates a part-by-part list of vendor fulfillments on purchase orders received during a date range, vendor, and/or part. This report shows the date scheduled for receipt and the date actually received. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Apply Date Filte...")
- 19:28, 12 March 2025 NC talk contribs created page Report Vendor Part List (Created page with "right|border|400px|link={{filepath:Report-Vendor Part List.png}} This report generates a list of all parts sold by a vendor, as well as the date and unit cost of the last purchase made. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''REQUIRED TAB''' ::* '''Vendor''' - Choose a specific vendor to run the report for. {{Spacer}}'''OPTIONAL TAB''' ::* '''Format Report for Exporting''' -...")
- 19:28, 12 March 2025 NC talk contribs created page Report Vendor Part Barcodes (Created page with "right|border|400px|link={{filepath:Report-Vendor Part Barcodes.png}} This report prints out part barcodes with the vendor part number as the part number on the barcode on an Avery 8160 label sheet. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Vendor''' - Choose a specific vendor to run the report for. Leave this field blank in for to run the report for a...")
- 19:28, 12 March 2025 NC talk contribs created page Report Vendor Part Barcodes One Off (Created page with "right|border|400px|link={{filepath:Report-Vendor Part Barcodes One Off.png}} This report prints out part barcodes with the vendor part number as the part number on the barcode in a one off format. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Vendor''' - Choose a specific vendor to run the report for. Leave this field blank in for to run the repor...")
- 19:27, 12 March 2025 NC talk contribs created page Report Vendor Fulfillment History (Created page with "right|border|400px|link={{filepath:Report-Vendor Fulfillment History.png}} This report generates a part-by-part list of vendor fulfillments on purchase orders. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Group By''' - Choose to group by Class or Location Group. ::* '''Sort By''' - Choose whether to sort by Part Number or Part Description. Add ad...")
- 19:27, 12 March 2025 NC talk contribs created page Report Vendor Backorder Report (Created page with "right|border|400px|link={{filepath:Report-Vendor Backorder Report.png}} This report generates a list of parts where the scheduled fulfillment date has passed. Filtered by vendor, part, and/or date range. Grouped by vendor, part, or PO number. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''REQUIRED TAB''' ::* '''Group By''' - Choose whether to group the report by Vendor, Part...")
- 19:27, 12 March 2025 NC talk contribs created page Report Vendor Address (Created page with "right|border|400px|link={{filepath:Report-Vendor Address.png}} This report generates a list of vendors and all of their addresses. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Sort By''' - Choose whether to sort by Name, Address, City, Zip Code, State, Country. Add additional sorts that apply in sequence by clicking on the green '''Add More Sorting Options'''...")
- 19:27, 12 March 2025 NC talk contribs created page Report Vendor Address List (Created page with "right|border|400px|link={{filepath:Report-Vendor Address List.png}} This report generates a list of vendors with addresses and contacts of a specified type. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Address Type''' - Choose the address type to run the report for. The choices are: Main Office, Home, Remit To, Bill To, Ship To. ::* '''Contact Type''' - C...")
- 19:27, 12 March 2025 NC talk contribs created page Report Vendor Address Labels (Created page with "right|border|400px|link={{filepath:Report-Vendor Address Labels.png}} This report prints out vendor address labels on an Avery 8160 sheet label. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Start At Label''' - Enter the position number for the labels to start printing on. It numbers top to bottom then left to right. ::* '''Show Country''' - Choose to s...")
- 19:26, 12 March 2025 NC talk contribs created page Report User Login Log (Created page with "right|border|400px|link={{filepath:Report-User Login Log.png}} This report allows you to see a list of logins and logouts made by users in the Fishbowl system. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Sort By''' - Choose to sort the results by Event Date or by Username. The Event Date option lists activity in order of time. The Username option groups activ...")
- 19:26, 12 March 2025 NC talk contribs created page Report User Access Rights (Created page with "right|border|400px|link={{filepath:Report-User Access Rights.png}} This report displays a list of access rights, per module, for a specified user. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''REQUIRED TAB''' ::* '''User''' - Choose the user to see rights for. {{Spacer}}'''OPTIONAL TAB''' ::* '''Format Report for Exporting''' - Removes the page breaks and displays the report on o...")
- 19:26, 12 March 2025 NC talk contribs created page Report UPS Return Label (Created page with "right|border|400px|link={{filepath:Report-UPS Return Label.png}} This report prints out a UPS return label if a UPS account number has been registered and the shipment has been shipped. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''REQUIRED TAB''' ::* '''Shipping Number''' - Enter the shipping number to run the report for. {{Spacer}}'''OPTIONAL TAB''' ::* '''Format Report for Expor...")
- 19:26, 12 March 2025 NC talk contribs created page Report UPS Label (Created page with "right|border|400px|link={{filepath:Report-UPS Label.png}} This report prints out a UPS label if the UPS Setup has been completed and a quote has been accepted for the shipment. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''REQUIRED TAB''' ::* '''Shipping Number''' - Enter the shipping number to run the report for. {{Spacer}}'''OPTIONAL TAB''' ::* '''Format Report for Exporting''' - Remove...")
- 19:25, 12 March 2025 NC talk contribs created page Report UPS High Value Report (Created page with "right|border|400px|link={{filepath:Report-UPS High Value Report.png}} This report prints out a UPS High Value Report if the UPS Setup has been completed, a quote has been accepted, and the shipment has a declared value over $1,000. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''REQUIRED TAB''' ::* '''Shipping Number''' - Enter the shipping number to run the report for. {{Spacer...")
- 19:25, 12 March 2025 NC talk contribs created page Report Turnover Report (Created page with "right|border|400px|link={{filepath:Report-Turnover Report.png}} This report displays the number of times inventory is turned over during the given date range. The Total Units should display as Total Units Sold. It lists the total units sold in the date range specified on the report. The Avg QOH is the Average Qty on hand for that part in inventory. It adds up all the on hand quantity per day and divides that total by the number of tran...")
- 19:25, 12 March 2025 NC talk contribs created page Report Turnover Pie Chart (Created page with "right|border|400px|link={{filepath:Report-Turnover Pie Chart.png}} This report displays a pie chart that shows how many times inventory is turned over during the given date range. Products are displayed from greatest turnover to least turnover. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Location Group''' - Choose a location group to view turnover for. Le...")
- 19:25, 12 March 2025 NC talk contribs created page Report Turnover Bar Graph (Created page with "right|border|400px|link={{filepath:Report-Turnover Bar Graph.png}} This report displays a bar graph that shows how many times inventory is turned over during the given date range. Products are displayed from greatest turnover to least turnover. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Location Group''' - Choose a location group to view turnover for. Le...")
- 19:24, 12 March 2025 NC talk contribs created page Report Transfer Order Summary (Created page with "right|border|400px|link={{filepath:Report-Transfer Order Summary.png}} This report prints a summary of transfer orders during the date range given. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Apply Date Filter To''' - Choose the date for the date range to look at: Fulfillment Date, Date Created, Date Issued, Date Fulfilled or Date Last Changed. ::* ''...")
- 19:24, 12 March 2025 NC talk contribs created page Report Transfer Order Report (Created page with "right|border|400px|link={{filepath:Report-Transfer Order Report.png}} This report prints a basic report for a transfer order. This report includes the items being transferred, location groups affected, addresses (if shipping type), and the type and status of the order. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''REQUIRED TAB''' ::* '''TO Number''' - Enter the transfer order...")
- 19:24, 12 March 2025 NC talk contribs created page Report Tracking (Created page with "right|border|400px|link={{filepath:Report-Tracking.png}} This report displays parts attached to Tracking Information on Work Orders, Purchase Orders, and Sales Orders. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Tracking Value''' - Enter the tracking number/value to view in the report. Leave this field blank to run for all tracking values. ::* '''Format Report for...")
- 19:24, 12 March 2025 NC talk contribs created page Report Tracking Detail (Created page with "right|border|400px|link={{filepath:Report-Tracking Detail.png}} This report displays a specific Tracking Value and all of the transaction activity attached to it from Work Orders, Purchase Orders, and Sales Orders. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''REQUIRED TAB''' ::* '''Tracking Value''' - Enter the tracking number/value to view in the report. {{Spacer}}'''OPTIONAL TAB'...")
- 19:24, 12 March 2025 NC talk contribs created page Report TPS Report (Created page with "right|border|400px|link={{filepath:Report-TPS Report.png}} This report generates a list of gross sales for the date range specified, ordered from greatest to least. An empty date range will report on gross sales to date. T.P.S. stands for Total Product Sales. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Date Range''' - Choose a date range to run the report for. Th...")
- 19:23, 12 March 2025 NC talk contribs created page Report Tag Barcodes One Off (Created page with "right|border|400px|link={{filepath:Report-Tag Barcodes One Off.png}} This report prints out inventory tag barcodes in a one off format. The label size is 2x1. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''REQUIRED TAB''' ::* '''Date Range''' - Enter the desire date range to see tags created in that range. {{Spacer}}'''OPTIONAL TAB''' ::* '''Barcode''' - Choose whether the barc...")
- 19:23, 12 March 2025 NC talk contribs created page Report Tag Barcodes Avery (Created page with "right|border|400px|link={{filepath:Report-Tag Barcodes Avery.png}} This report prints out inventory tag barcodes on an Avery 8160 label sheet. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''REQUIRED TAB''' ::* '''Date Range''' - Enter the desire date range to see tags created in that range. {{Spacer}}'''OPTIONAL TAB''' ::* '''Barcode''' - Choose whether the barcode signifies the...")
- 19:23, 12 March 2025 NC talk contribs created page Report SO To PO Margin (Created page with "right|border|400px|link={{filepath:Report-SO To PO Margin.png}} This report displays the margins of Sales Orders where a Purchase Order is associated with a Sales Order. Sales tax is included in the total Sale amount. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Sort By''' - Choose whether to sort by SO, Customer, Sales Order Date, Sales Person, PO or PO Date...")
- 19:23, 12 March 2025 NC talk contribs created page Report Single Product Barcodes Avery (Created page with "right|border|400px|link={{filepath:Report-Single Product Barcodes Avery.png}} This report prints out product barcodes on an Avery 8160 label sheet. Prints out one barcode each for multiple products or multiple barcodes (Code 128) for a single product. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Product Number''' - Choose a specific product numb...")
- 19:23, 12 March 2025 NC talk contribs created page Report Single Part Barcodes Avery (Created page with "right|border|400px|link={{filepath:Report-Single Part Barcodes Avery.png}} This report prints out part barcodes on an Avery 8160 label sheet. Print one barcode each for multiple parts or multiple barcodes (Code 128) for a single part. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Part Number''' - Choose a specific part number to run the report for....")
- 19:23, 12 March 2025 NC talk contribs created page Report Shipping Invoice (Created page with "right|border|400px|link={{filepath:Report-Shipping Invoice.png}} If the order has not yet been shipped, the report will display '''Proforma'''. Otherwise, the report displays shipped products and their prices. It also displays all other items (discounts, subtotals, credits, etc.) that are fulfilled at the time of the shipment. This is especially useful for partial shipments because it allows the customer to be accurately invoiced for...")
- 19:22, 12 March 2025 NC talk contribs created page Report Shipment History (Created page with "right|border|400px|link={{filepath:Report-Shipment History.png}} This report generates a list of all shipments made in the specified time period. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Sort By''' - Choose whether to sort by Order Type, Order Num, Ship To, Order Date, Date Shipped or Carrier. Add additional sorts that apply in sequence by clicking on th...")
- 19:22, 12 March 2025 NC talk contribs created page Report Service Order (Created page with "right|border|400px|link={{filepath:Report-Service Order.png}} This report is similar to the Sales Order report with the addition of a section for service parts used on the order. If a product on the sales order has a $0 price, it will be placed in the '''Parts Used''' section. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''REQUIRED TAB''' ::* '''SO Number''' - Select the sales order nu...")
- 19:22, 12 March 2025 NC talk contribs created page Report Sales Production Demand (Created page with "right|border|400px|link={{filepath:Report-Sales Production Demand.png}} This report shows the time and inventory demand generated by open sales orders. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Location Group''' - Choose a specific location group to run the report for. Leave this field blank to run for all location groups. ::* '''Customer''' - Choo...")
- 19:21, 12 March 2025 NC talk contribs created page Report Sales Order Tracking (Created page with "right|border|400px|link={{filepath:Report-Sales Order Tracking.png}} This report generates a list of tracking values associated with items on a sales order. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Search Type''' - Choose whether the Tracking Value field searches in Lot/Revision/Serial type tracking or Expiration tracking. When Lot/Revision/Serial is...")
- 19:21, 12 March 2025 NC talk contribs created page Report Sales Order Taxes (Created page with "right|border|400px|link={{filepath:Report-Sales Order Taxes.png}} This report displays the tax rate and total tax on a list of sales orders. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Group By''' - Choose whether to group the report by Location Group, by Customer or by Tax Rate Name. ::* '''Apply Date Filter To''' - Choose the date for the date range to l...")
- 19:21, 12 March 2025 NC talk contribs created page Report Sales Order Summary (Created page with "right|border|400px|link={{filepath:Report-Sales Order Summary.png}} This report generates a summary of sales orders for the filters and date range specified. Include shipping and credit return type items. Sales tax not included. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Ship To State/Province''' - Select the Ship To state or province to include in the...")
- 19:21, 12 March 2025 NC talk contribs created page Report Sales Order Summary Export (Created page with "right|border|400px|link={{filepath:Report-Sales Order Summary Export.png}} This report is formatted for exporting. It is too wide to be printed on standard paper. It includes a summary of sales orders issued during the time window given; no taxes are included. * This report is similar to the '''Sales Order Summary''' report, but in a wide format that exports nicely to Excel. * The report has addition...")
- 19:20, 12 March 2025 NC talk contribs created page Report Sales Order Report (Created page with "right|border|400px|link={{filepath:Report-Sales Order Report.png}} This report generates a basic report for sales orders to be sent to customers. If currency conversion is enabled, the prices can be displayed in the alternate currency. The title displayed on the report can be customized for orders with an '''Estimate''' status. The {{Button|Modify Report}} allows the following r...")
- 19:20, 12 March 2025 NC talk contribs created page Report Sales Invoice (Created page with "right|border|400px|link={{filepath:Report-Sales Invoicezzz.png}} This report is nearly identical to the Sales Order Report except that '''Invoice''' is displayed at the top of the report. If currency conversion is enabled, the prices can be displayed in the alternate currency. The title displayed on the report can be customized for orders with an '''Estimate''...")
- 19:20, 12 March 2025 NC talk contribs created page Report Sales By Month (Created page with "right|border|400px|link={{filepath:Report-Sales By Month.png}} This report displays product sales broken out by month. This report does not include credit return sales. Sales tax not included. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Product Number''' - Choose a specific product to run the report for. Leave this field blank to run for all products. ::* ''...")
- 19:20, 12 March 2025 NC talk contribs created page Report Sales By Count (Created page with "right|border|400px|link={{filepath:Report-Sales By Count.png}} This report generates a list of sales by count for orders that have items shipped during the date range specified. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Group By''' - Choose whether to group the report by Location Group, by Class , by Sales Person or by Customer Group. ::* '''Sort By''' - Ch...")
- 19:19, 12 March 2025 NC talk contribs created page Report Sales Backorder Report (Created page with "right|border|400px|link={{filepath:Report-Sales Backorder Report.png}} This report generates a list of SOs that are able to be fulfilled or on Backorder. The quantity shown is the quantity on hand without quantity in not-available locations. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Sort By''' - Choose whether to sort by Part Number, Part Descriptio...")
- 19:19, 12 March 2025 NC talk contribs created page Report RMA Summary (Created page with "right|border|400px|link={{filepath:Report-RMA Summary.png}} This report generates a summary of RMAs issued during the given date range. Taxes and shipping fees are not included. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Item Type''' - Choose what return item types to show on the report: All, Credit, Replacement, Substitution, or Repair. ::* '''RMA Number''' -...")
- 19:19, 12 March 2025 NC talk contribs created page Report RMA Report (Created page with "right|border|400px|link={{filepath:Report-RMA Report.png}} This report generates a list of products being returned on a Return Merchandise Authorization ticket. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''REQUIRED TAB''' ::* '''RMA Number''' - Select an RMA number to run the report for. {{Spacer}}'''OPTIONAL TAB''' ::* '''Format Report for Exporting''' - Removes the page breaks and di...")
- 19:19, 12 March 2025 NC talk contribs created page Report Reverse Lot History (Created page with "right|border|400px|link={{filepath:Report-Reverse Lot History.png}} This report traces the history of a lot number from the current time to when it entered the system. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''REQUIRED TAB''' ::* '''Lot''' - Enter a lot number to show in the report. {{Spacer}}'''OPTIONAL TAB''' ::* '''Part Number''' - Choose a specific part number to run the...")
- 19:19, 12 March 2025 NC talk contribs created page Report Returned Sales (Created page with "right|border|400px|link={{filepath:Report-Returned Sales.png}} This report generates a list of returned sales items by count for a specific date range. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Sales Person''' - Choose which sales person to run the report for. Leave this field blank to run for all sales people. ::* '''Customer''' - Choose to run the report...")
- 19:19, 12 March 2025 NC talk contribs created page Report Reports (Created page with "right|border|400px|link={{filepath:Report-Reports.png}} This report prints out a list of all of the reports inside of Fishbowl along with a description of the report and where the report file is located. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Format Report for Exporting''' - Removes the page breaks and displays the report on one long page for exporting to CSV,...")
- 19:18, 12 March 2025 NC talk contribs created page Report Reorder Report (Created page with "right|border|400px|link={{filepath:Report-Reorder Report.png}} This report generates a list of parts below their reorder points. '''Available''' and '''Needed''' are calculated using the following formulas. :'''Available''' = On Hand - Allocated - Not Available + Drop Ship :'''Needed''' = Order Up To Level - On Hand + On Order - Allocated - Not Available The {{Button|Modify Report}} allows the following report filters to be customized:<...")
- 19:18, 12 March 2025 NC talk contribs created page Report Reorder Points (Created page with "right|border|400px|link={{filepath:Report-Reorder Points.png}} This report generates a list of parts along with the part's Order Up To, as well as Reorder Point by Location Group or Company Wide. The {{Button|Modify Report}} allows the following report filters to be customized:<br> {{Spacer}}'''OPTIONAL TAB''' ::* '''Part Number''' - Choose a part number to run the report for. Leave this field blank to run for all parts. ::* '''Show Par...")