Material return, core credit ? search

[LOWAIRD1964]

Hello can anyone tell me an easy way to check to see if we been paid for a return or core credit. I wasn't sure if there was a screen in global where you could just input the application no. and it will bring it up and you can search to see if you got credit. I just always manually have to search but it requires flipping back and forth between this screen and another and its kind of a pita. Just curious if anyone has an easier way. Thanks!

[bigmac]

If you go under the tab " Manage parts exceptions/returns/claims and click on View MR/Claim/Uncategorized Status it will bring up a list of you applications and their status. You just have to look thru them to find what you are looking for.

[LOWAIRD1964]

If you go under the tab " Manage parts exceptions/returns/claims and click on View MR/Claim/Uncategorized Status it will bring up a list of you applications and their status. You just have to look thru them to find what you are looking for.

Yes I do use that screen. Now let me ask you this. If it says "completed" does that mean we received credit?

[PartScott]

From EPIC, under "MR/CLAIMS Processing", click "Return Inquiry". Input your information and it will let you know the status. If completed, that means that they issued you credit. You can check in the invoice search by using the part number and the date range of the completed return to see if you received credit.

[ricks42+]

The best way is to match your invoices up with your packing slips and returns. If you are the parts manager, in my opinion, YOU should be the one printing parts invoices, reviewing them for accounting, and matching them up with packing slips and return paperwork BEFORE the accounting people get their hands on them.
If you don't know what's going where on those invoices it's going to bite you come inventory time. I have been the manager in my store since 1986 and back then you got your invoices in the mail. When that envelope showed up the office manager always brought it to me before it was ever opened.

[TimK]

The best way is to match your invoices up with your packing slips and returns.

This.

[gmsubparts]

EPIC
Invoices
Type in your part number and a date range
Search
View pdf

I print my daily invoices and just wait for credits to come through and I match up my return credits with my saved mr and core slips.

[Zep33]

In and Out baskets help.

I always leave what ever hasn't been credited or invoiced yet in the IN basket. Easiest way I've found to keep track of what has and hasn't been taken care of yet

[PartsPlant81]

Here is the system I follow and it hasn't let me down yet:
Make yourself folders for all of these: Bump the Comp, Core Shipped/Core Paid, Claims shipped/Claim paid, Invoiced Not Received; Oil Shipped; Price Match Guarantee; Sprint Shipped/Sprint Paid; Tire Program
Every time you get an invoice for anything related to those items that will need to be reconciled put it in the proper folder.
After you receive the invoice for the item stamp it with the invoice date and put it in the paid folder.
Check your folders regularly when anything goes over a month you need to research it and make a phone call to track down your credit.

[PartScott]

Here is the system I follow and it hasn't let me down yet:
Make yourself folders for all of these: Bump the Comp, Core Shipped/Core Paid, Claims shipped/Claim paid, Invoiced Not Received; Oil Shipped; Price Match Guarantee; Sprint Shipped/Sprint Paid; Tire Program
Every time you get an invoice for anything related to those items that will need to be reconciled put it in the proper folder.
After you receive the invoice for the item stamp it with the invoice date and put it in the paid folder.
Check your folders regularly when anything goes over a month you need to research it and make a phone call to track down your credit.

Very similar to what I do, and it is pretty bulletproof. I go through them at the end of every month and make sure there are no stragglers.