You may want to check your Work Order Defaults in Setup to see how you have the cores setup.
Setup | Location Settings from the left panel | Work Order tab | Default Core Status
Unknown – Will charge the customer for the core, but you will be forced to choose returned or not returned before posting the work order
Returned – Will NOT charge the customer for the core, but rather will send it to the return goods bin in Purchases module.
Not Returned –Will charge the customer for the core and not send it to the return goods bin.
The following will walk you through a Returned core:
Go to Purchases from the home ribbon | click Items to be Returned from the left panel | Click the drop down arrow to select the Supplier ( or All) | Click the drop down arrow for Item Type to select Core | Click Search on the ribbon | Highlight the line item with the Core | Click Create Credit Slip on the ribbon | Enter a Credit Slip # | Click OK | Confirm the Core will be added to the Credit Slip # you entered by clicking Yes.
This will now appear in Returned Item Credit Slips in the Purchases module in the left panel waiting for the Supplier to send the credit.
Highlight the Returned Item Credit Slip in the left panel | Enter Search Criteria | Click Search on the ribbon | Double click to open the Credit Slip | Enter Adjustments if any prior to Posting to the Supplier’s Payable account or you have other options to post to Credit Card, Bank Account, Check or Cash.
Note: If posted to the Payable when you are ready to apply the payment then be sure to choose Reconcile on the ribbon as this will show credits also. Otherwise you will need to highlight the Returned Item Credit and Apply Payment on the ribbon.
How to process a Core
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