Claims and Cores

Navigation: From the Main Menu select the Vendor Entry button and press the Claims/Cores button.

Entering a Core into a Workorder

• On the workorder line with the outside part which has a core associated with it, Click the blue P.
• Fill out all of the regular information like Vendor, reference number etc.
• After entering the reference number, Enter the core price in that same window, and press the OK button.
• When the workorder is finalized (Invoiced), the core will be added the Claims/Core window.

Entering a Claim into a Workorder

• On the workorder line with the stocked or outside part of the claim return, click the P or T button.
• Check the Claim checkbox.
• When the workorder is finalized (Invoiced), the claim will be added the Claims/Core window.

Shipping Claim/Core

• Enter the Vendor Entry & select the Claims / Cores button
• Check the box in the first column of the item or items to be shipped.
• Select the Ship button and answer yes when the dialog box appears.
• A Packing List will be available to print. If the list looks correct answer yes.
• Notice that the status of the item(s) has now changed to Returned.

Taking a Credit

• Select Claims or Cores that you would like to apply credit to by checking the check boxes as above.
• Select the Credit button & fill out the appropriate information about the vendor’s Credit Memo on the dialog window.
• Press the Create Credit button and answer yes in the next window.
• Notice that the status on the cores/claims box has changed to Credited.

Finding the Credit

• Enter the Vendor Entry and select the Vendor Bills button.
• Select the vendor.
• You will find the Core or Claim credit amount in the list.