Use this subtask to assign serial/lot number information to issued parts on "INV" (Inventory) line types. If the Issue Qty (Inv U/M) is a positive value for an inventory line, the Serial/Lot Disposition subtask will display. If the Issue Qty (Inv U/M) is a negative value for an inventory line, the Serial/Lot Assignment subtask will display. Serial/lot numbers that are available in the system default into this screen, and you can issue one Serial/Lot number line per each Issue Quantity. To track serial/lot information on a given SO line, you must specify that the part requires sales order configuration tracking in the Part Serial/Lot Information subtask of the Basic Part Data or Maintain Parts screen in Costpoint Product Definition. You must select either the Serial or Lot checkbox (or both) to activate tracking in this screen. You can also enter the Last Lot Number or Last Serial Number for the part.
You can also access serial/lot information in the Serial/Lot Information subtask of the Enter Sales Order Inventory Issues screen in Costpoint Sales Order Entry. You must select the Enable Inventory Serial/Lot Tracking checkbox in the Serial/Lot Settings screen in order to track serial/lot numbers for SO Lines that are "INV" (Inventory) line types and if the issue quantity does not equal "0." You must also select the Serial and Lot checkboxes in the Tracking Required group box in the Basic Part Data or Maintain Parts screen in Costpoint Product Definition to track the part's serial/lot information in inventory. Moreover, you can determine serial/lot controls in the Serial/Lot Settings screen in Costpoint Inventory and Sales Order Entry.
You must enter all data related to the inventory issue, including the applicable negative Issue Quantity (Inv U/M and SO U/M) and From Location fields in the main screen, before this subtask will be accessible.
This field displays the part ID being issued to the manufacturing order. The description of the part displays below this field.
The revision level being issued to the manufacturing order is displayed in this field.
The unit of measure of the part being issued to the manufacturing order is displayed in this field.
Tracking requirements are established in the Tracking Required group box in the Basic Part Data or the Maintain Parts screen in Costpoint Product Definition.
This field displays "Y" (Yes) or "N" (No) depending on whether or not lot tracking is required.
This field displays "Y" (Yes) or "N" (No), depending on whether or not serial tracking is required.
This field displays the warehouse in which the selected MO is being built.
This field defaults the From Project ID for which the material is being issued. This comes from the main screen.
This field defaults the inventory abbreviation code for which the material is being issued. This comes from the main screen.
This field displays the current transaction quantity issued to the MO based on the Issue Quantity in the main screen.
If serial tracking is required for this part, the serial number is displayed. Otherwise, this field will be hidden.
If lot tracking is required for this part, the lot number is displayed. Otherwise, this field will be hidden.
This field displays the serial/lot quantity assigned to the line.
The field displays the date on which the vendor's warranty will expire for the serial/lot.
This field displays the shelf life expiration date for the serial/lot.
This field displays "P" if the serial/lot is associated with a purchase order number, or "M" if associated with a manufacturing order.
This field displays the MO or PO number against which the serial/lot was originally received.
This field displays the release number against which the serial/lot was originally received.
This field displays the PO line number against which the serial/lot was originally received.
The ID of the manufacturer who created the serial/lot is displayed in this field.
The name of the manufacturer is displayed in this field.
The manufacturer part number for the serial/lot is displayed in this field.
This field displays the manufacturer revision number for this serial/lot.
This field displays the ID of the vendor who supplied the serial/lot.
This field displays the name of the vendor.
The vendor part number for the serial/lot is displayed in this field.
The vendor revision number for the serial/lot is displayed in this field.
This field displays the manufacturer/vendor serial number for the part.
This field displays the manufacturer/vendor lot number for the part.
This field displays any free-form text associated with the serial/lot number.
This field displays additional information required for the first user-defined field, the column title of which defaults from the Serial/Lot User Defined Labels screen.
This field displays additional information required for the second user-defined field, which is established in the Serial/Lot User Defined Labels screen.
This field displays additional information required for the third user-defined field, which is established in the Serial/Lot User Defined Labels screen.
This field displays additional information required for the fourth user-defined field, which is established in the Serial/Lot User Defined Labels screen.
This field displays additional information required for the fifth user-defined field, which is established in the Serial/Lot User Defined Labels screen.
This field displays the BOM configuration ID used to build the serial/lot.
This field displays a valid routing number for the item that is used when building this serial/lot.
This field displays the bill of material "as-of" date that is used when building this serial/lot.
This field displays the code for the type of warranty provided by the vendor.
This field displays the date on which the vendor's warranty began for this serial/lot.
This field displays the code for the type of warranty provided to the customer.
This field displays the date on which the customer's warranty began for this serial/lot.
This field displays the date on which the customer's warranty will expire for this serial/lot.
This field displays the sales order tag number for this serialized item.
This field displays "Y" (Yes) or "N" (No) to indicate whether the customer has purchased maintenance for this item.
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.