How to track core part claims |
There are three ways to track core claims: warranty, parts classification, and location.
Warranty
To use warranties to track core claims, define them as warranty claims on the Data -> Warranty -> Reimbursement Claims screen.
Part Classification
To use part classifications to track core claims, complete the following steps:
Step 1. On the Basic Info tab of the Data -> Parts Items -> Primary Information screen, associate the core part ID with a part classification ID that has checks (ü) in both the Warrantable and Has a core fields.
Step 2. On the Data -> Purchasing -> Vendor/Part Information screen, define a vendor ID for the vendor of the part and specify its core credit value.
When you issue the part to a work order, the application calculates the costs recovered by returning the core part and records it in the Core recovery field on the Other tab of the Data -> Equipment Units -> Historical Costs screen.
Location
This method is useful if you do not know the core credit value and want to track the amount of money you receive for returning the core part. To use locations to track core claims, complete the following steps:
Step 1. Leave the check (ü) in the Core credit checkbox.
Step 2. On the Inventory - More Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen, place a check (ü) in the Automatically create core claims when part with a core is replaced field.
Step 3. Record the claim as you normally would on the Data -> Warranty -> Reimbursement Claims screen.
See Also