Core Items

The Core Item field on the Inventory Maintenance screen allows you to track high-value cores as inventory items. When a core item is assigned to a parent item, you can invoice or receive the parent item and automatically put the associated core item on the same document.

To prepare to track a core item

1.

Enable the Core Item field.

a.

Select Setup > System Controls. The System Controls screen opens.

b.

Click the Inventory tab.

c.

Click Enable Core Item Field and press Enter.

d.

Select Yes, and click OK.

2.

If you want to track core items with a specific GL account, add it to the chart of accounts.

3.

Add an inventoriable core item to your inventory.

4.

Associate the inventoriable core item with the parent item.

a.

Look up the parent item. For more information, see Inventory Searches.

b.

Click Edit.

c.

Click the Core Item field, press , and search for the core item you want to associate.

5.

Click OK, and close the Inventory Maintenance screen.

Core items are automatically included on purchase orders and receiving documents when you receive the associated parent items from vendors. Similarly, core items also added to work orders for you when you sell the associated parent items.

To work with a core item

1.

Create a receiving document, and add the inventory item that has the been assigned a core item. For more information, see Create a Receiving Document.

2.

Receive and price the order.

3.

Create a work order and add the inventory item that has the linked core item. For more information, see Create a Regular Work Order.

4.

Verify the quantity of each item is correct. Then complete the invoice. For more information, see Complete an Invoice.