PART SERIAL/LOT INFORMATION

Use this subtask to enable serial/lot tracking capabilities in Costpoint Sales Order Entry.

Part

This field displays the part ID from the main screen, along with the part description.

Rev

This field displays the revision level, if applicable, of the selected part.

U/M

This field displays the unit of measure assigned to this part in the main screen.

Sales Order Configuration Tracking Reqd

Use this group box to enable the serial/lot tracking capabilities in Costpoint Sales Order Entry and to assign lot/serial numbers, if they are assigned by part number. If the Serial checkbox is selected and Inventory Lot Tracking is required for the part (per the settings in the Serial/Lot Settings screen in Costpoint Inventory or Costpoint Sales Order Entry), and inventory serial numbers are not required, you must also track inventory serial numbers for this part in the Serial/Lot Settings screen. Both the Last Lot Number and Last Serial Number fields will be enabled at all times.

Note: The U/M Code for "S" (Selling) U/M Types must be "EA" (Each) in the Units of Measure Types subtask if sales order Configuration Tracking is required.

Lot

Select this checkbox to use lot configuration tracking in Costpoint Sales order Entry.

Serial

Select this checkbox to use serial configuration tracking in Costpoint Sales Order Entry.

Last Lot Number

Enter, or use Lookup to select, the last lot number that will be used for this part (if applicable).

Last Serial Number

Enter, or use Lookup to select, the last serial number that will be used for this part (if applicable).