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How do I create a list of outstanding cores?
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You can find the Outstanding Core Balances report under 4. Sales Desk > 8. Administration > 9. Overdue Core Billing > 5. Outstanding Core Balances

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You have a number of options you can fill in

  • Customer Detail - Show detail of the customer(s)
  • Part Detail - Show part detail
  • Starting Customer - Starting customer number to report on (press enter to select all)
  • Ending Customer - Last customer number to report on (make same as start to report on one customer only)
  • Starting Category - Starting category code to report on (press enter to select all)
  • Ending Category - Last category to report on (make same as start to report on one category only)
  • Starting Part Number - First part to report on (press enter to select all)
  • Ending Part - Last part to report on
  • Date From - Report on core sales / returns after this date
  • Zero Sell Only? - N/A
  • Sort By Customer - Y = Sort by customer; N = Sort by category / part (only if more than 1 customer is selected)

The report will come back with a listing of all items with cores still outstanding.

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