Use this screen to view serial/lot tracking information, including inventory transaction history, for any part that has had serial or lot numbers issued in an inventory transaction. You can search by part, vendor, manufacturer, serial number, lot number, unique item identifier (UID), or shelf life cutoff date.
Internal serial and lot numbers are assigned only to parts that are flagged as requiring sales order configuration tracking on the Manage Parts screen. Assign serial/lot numbers during the serial lot transaction or automatically according to the settings on the Configure Serial/Lot Settings screen.
Enter your search criteria and click to begin the search. Costpoint populates the table window with the matching serial-tracked or lot-tracked parts and enables the subtasks.
Enter, or click to select, the part number to select serial/lot information.
Enter, or click to select, the revision of the part number to select serial/lot information.
This field displays the inventory unit of measure for the selected part/revision.
Enter, or click to select, the internal serial number.
Enter, or click to select, the internal lot number.
Enter, or click to select, a date in this field. Only those parts with a shelf life expiration date on or before this date are selected.
Enter, or click to select, the vendor ID of the company that supplied the tracked part. The vendor name displays in the adjacent field.
Enter, or click to select, the vendor part number of the tracked part. If you use to select the vendor part, the revision displays in the adjacent field. Otherwise, enter the vendor part revision number for the tracked part in the adjacent field.
Enter, or click to select, the revision of the vendor part number.
Enter, or click to select, the manufacturer ID of the company that manufactured the tracked part. The manufacturer name displays in the adjacent field.
Enter, or click to select, the manufacturer part number of the tracked part. If you use to select the manufacturer part, the revision number displays in the adjacent field. Otherwise, enter the manufacturer part revision number for the tracked part in the adjacent field.
Enter, or click to select, the revision of the manufacturer part number.
Enter the external (manufacturer/vendor) serial number of the tracked part.
Enter the external (manufacturer/vendor) lot number of the tracked part.
Serial/lot line information is displayed in this table. To inquire at a more detailed level, select the line for which you want additional information, and then click the appropriate subtask to expand the inquiry accordingly.
This column displays the revision number of the part. This field is hidden if you entered a part Rev number in the header section.
This column displays the serial number. This field is hidden if you entered a serial number in the header section.
This column displays the lot number. This field is hidden if you entered a lot number in the header section.
This field displays the total quantity involved in the transaction from which the tracked part originated.
This column displays the date on which the vendor's warranty expires for the tracked part.
This column displays the shelf life expiration date of the tracked part.
This field displays either PO if the serial/lot originated from a purchase order, or MO if it originated from a manufacturing order.
This field displays the number of the purchase order or manufacturing order from which the serial/lot originated.
This field displays the release number of the purchase order from which the serial/lot originated.
This field displays the line number of the purchase order from which the serial/lot originated.
This column displays the manufacturer ID of the company that supplied the serial/lot. This field is hidden if you entered a manufacturer in the header section.
This column displays the manufacturer name of the company that supplied the serial/lot. This field is hidden if you entered a manufacturer name in the header section.
This column displays the manufacturer part number of the serial/lot. This field is hidden if you entered a manufacturer part number in the header section.
This column displays the manufacturer part revision number. This field is hidden if you entered a manufacturer part revision number in the header section.
This column displays the vendor ID of the company that supplied the serial/lot. This field is hidden if you entered a Vendor in the header section.
This column displays the vendor name of the company that supplied the serial/lot. This field is hidden if a vendor name is entered in the header section.
This column displays the vendor part number of the tracked part. This field is hidden if you entered a vendor part number in the header section.
This column displays the vendor part revision number. This field is hidden if you entered a vendor part revision number in the header section.
This column displays the external (manufacturer/vendor) serial number of the tracked part. This field is hidden if you entered a manufacturer/vendor serial number in the header section.
This column displays the external (manufacturer/vendor) lot number of the tracked part. This field is hidden if you entered a manufacturer/vendor lot number in the header section.
This field displays the notes related to the part.
These fields display additional information required for the user-defined fields. The column titles are set up on the Manage Serial/Lot User-Defined Labels screen.
This field displays the Bills of Material configuration ID used to build the tracked part.
This field displays a valid routing number for the item that was used when building this tracked part.
This field displays the Bills of Material as-of date that was used when building this tracked part.
This field displays the code for the type of vendor warranty provided by the vendor.
This field displays the date when the vendor's warranty began for this tracked part.
This field displays the code for the type of warranty provided to the customer.
This field displays the date the customer's warranty begins for this tracked part.
This field displays the date the customer's warranty expires for this tracked part.
This field displays the sales order tag number for this tracked part.
This field displays Y (Yes) if the customer purchased maintenance for this part or displays N (No) if not.
This field displays the sales order number for the maintenance provided to the customer.
This field displays the sales order release for the maintenance provided to the customer.
This field displays the sales order line for the maintenance provided to the customer.
This field displays the part number for the serial/lot row.
This field displays the part description.
This field displays the inventory unit of measure of the part/revision for the selected serial/lot row.
This field displays whether the part/revision for the serial/lot row is a manufactured (Make) or a purchased item (Buy).
This field displays the transaction type from which the serial/lot originated.
This field displays the warehouse from which the serial/lot originated.
This field displays the transaction ID from which the serial/lot originated.
This field displays the transaction line number from which the serial/lot originated.
This field displays the date of the transaction from which the serial/lot originated.
This field displays the date and time when the serial/lot was created.
This field displays the user ID of the person who entered the transaction from which the tracked part originated.
This field displays the unique item identifier, if any, for this tracked part. UIDs are globally unique alphanumeric codes that allow the U.S. Department of Defense to track individual items.
This field displays the code that represents the method used to create the UID. Costpoint generates UIDs for UID1 and UID2 types only. The UID types defined in Costpoint are:
ESN — Electronic Serial Number (Telecommunications Industry Association)
GIAI — EAN.UCC Global Individual Asset Identifier
GRAI — EAN.UCC Global Returnable Asset Identifier
OTHER — For UIDs without an assigned UID type
UID1 — Unique Identification Construct 1, Serialization within the Enterprise. Because this construct assumes that serial numbers are unique for all parts, the UID does not include the part number. The generated UID consists of the issuing agency, followed by the enterprise identifier and serial number.
UID2 — Unique Identification Construct 2, Serialization within the Original Part. The generated UID consists of the issuing agency, followed by the enterprise identifier, part number, and serial number.
VIN — Vehicle Identification Number
This field displays the code that identifies the agency that assigned the UID enterprise identifier.
This field displays the code that identifies the organization that is responsible for assigning the UID.
Subtask |
Description |
Inventory Locations |
Click this link to open the Inventory Locations subtask to view the inventory location of a selected serial-tracked or lot-tracked part. |
Transaction History |
Click this link to open the Transaction History subtask to view inventory transactions for a selected serial-tracked or lot-tracked part. |
Sales Order Issues |
Click this link to open the Sales Order Issues subtask to view sales order issue information for the selected serial-tracked or lot-tracked part. |