How Core Tracking works

Core Tracking seamlessly integrates into your daily operations, from purchasing to invoicing.

Purchase Orders (POs)

When you order a parent part, the system automatically includes the core part on the purchase order.

When you add a parent part to a Purchase Order (PO), the linked core part will automatically be added with the same quantity.
If the parent part is directly linked to a Repair Order (RO), the core part will also be automatically linked to that same RO.

When you charge a new parent part to a Repair Order, the system handles the core part and any used core returns.

When you charge a new parent part to a Repair Order (RO), the linked core part will automatically be added with the same quantity.
An additional line will also be added for the used core, showing a negative quantity.
If you have Print Barcodes on RO enabled and the barcode option for the core part is set to YES, a barcode will be printed for the used core.

The system groups parent and core part lines together for easy viewing in orders.

Parent parts and their associated core parts are grouped together in orders for better organization.
If you delete a parent part line, the linked core part lines will automatically be deleted as well.

Core parts are automatically included with parent parts in parts transfers and direct/credit sale invoices.

The Used Core Bank Listing lets you manage the status of your used core parts.

Return: Use this action to check the used core into your "used core bank". This means it’s ready to be sent back for credit.
Scrap: Use this action to mark a used core as "scrapped". This means you won’t receive a credit from your vendor for it.
Credit: Use this action to mark a used core as "credit received" from your vendor.

You can record when a vendor picks up cores from your shop.

If a vendor is picking up cores from your shop, you can mark the vendor and the time of pickup in the system.
New columns will appear to display this information.

Follow these steps to process credits for your used cores from a vendor.

Open the Used Core Bank Listing page.
Select the used cores with the Awaiting Vendor Credit status that you want to credit. You can select multiple cores at once.
Select Credit. The Purchase Order Create window opens.
Fill in the necessary Purchase Order header details.
Select Save.
For all the selected used cores, choose how to credit them back to the equipment they came from and add the credit line to the Purchase Order.
Receive the Purchase Order using your usual process.

Parts requests and requisitions will only show the parent part number initially.

Parts requests and requisitions will only display the parent part number in the parts workstation and requisition list pages.
Once these parent lines are moved to a Purchase Order or Repair Order, an additional line for the matching core part quantity will automatically be added.