Use this subtask to assign serial/lot number information to issued parts on Inventory ("INV") 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 available in the system default into this screen; you can issue a disposal quantity for each line. To track serial/lot information on a given sales order 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 in this subtask.
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 have selected the Enable Inventory Serial/Lot Tracking checkbox in the Serial/Lot Settings screen in order to track serial/lot numbers for sales order lines that are Inventory ("INV") line types with the issue quantity not equal to "0." You must have also selected the Serial and/or Lot checkboxes in the Tracking Required group box in the Basic Part Data or the 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 Inventory Abbrev, From Location, and Issue Quantity fields in the main screen before this subtask is accessible.
These non-editable fields display from the main screen.
This non-editable field indicates whether or not the part requires lot configuration tracking. If this field contains a "Y" (Yes) for lot tracking, the Lot Number column will display in the table window.
This non-editable field indicates whether or not the part requires serial configuration tracking. If this field contains a "Y" (Yes) for serial tracking, the Serial Number column will display in the table window.
These fields are displayed from the main screen.
These fields will be available in a future release of Costpoint.
Use this table window to assign serial/lot information to specific inventory parts. This screen is also available in Costpoint Sales Order Entry.
These fields display a listing of available lot and serial numbers and their available quantities.
Enter the disposition or issue quantity for each listed lot or serial number. There is a one-to-one relationship between the disposition quantity and the serial number. You must enter a disposition quantity of one for each applicable serial number to be issued until the entire issue quantity has been satisfied for the line.
Enter "P" to associate the serial/lot with a Purchase Order (PO) number, or "M" to associate it with a Manufacturing Order (MO).
Enter the PO or MO number against which the serial/lot was originally received.
Enter the PO release number against which the serial/lot was originally received. When you make an entry in the Order field, the number is automatically displayed.
Enter the PO line number against which the serial/lot was originally received. When you make an entry in the Order field, the number is automatically displayed.
Enter, or use Lookup to select, the ID of the vendor who supplied the serial/lot. This field can be up to 12 alphanumeric characters.
When you enter an ID in the Vendor field, this field automatically displays the vendor name.
Enter, or use Lookup to select, the vendor part number for the serial/lot. This field can be up to 30 alphanumeric characters.
Enter, or use Lookup to select, the vendor revision number for the serial/lot. This field can be up to three alphanumeric characters.
Enter, or use Lookup to select, the ID of the manufacturer who created the serial/lot. This field can be up to 10 alphanumeric characters.
When you enter an ID in the Manufacturer field, this field automatically displays the manufacturer name.
Enter, or use Lookup to select, the manufacturer part number for the serial/lot. This number is automatically displayed after you make an entry in the Order field, if applicable. This field can be up to 30 alphanumeric characters.
Enter, or use Lookup to select, the manufacturer revision number for this serial/lot. This number is automatically displayed after you make an entry in the Manufacturer Part field. This field can be up to three alphanumeric characters.
Enter the manufacturer/vendor serial number for the part. This can be up to 20 alphanumeric characters.
Enter the manufacturer/vendor lot number for the part. This can be up to 20 alphanumeric characters.
Enter the date on which the vendor's warranty will expire for the serial/lot.
If you selected the Auto-Calc Buy Part Shelf Life Expiration from Receipt Date checkbox in the Serial/Lot Settings screen, and if shelf life is greater than zero, this field is automatically loaded with a calculated date, which can be maintained. Otherwise, enter the shelf life expiration date for this serial/lot.
This field displays vendor data related to the acquisition of the selected serial number and cannot be changed.
This field displays additional information required for the first user-defined field, which is established in 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.
Enter, or use Lookup to select, the valid configuration ID for the item. The configuration must be established in the Configuration Identifiers screen in Costpoint Bills of Material.
Enter, or use Lookup to select, a valid routing number for the item, if routing is required when building this serial/lot.
Enter the bill of material "as-of" used date when building this serial/lot.
Enter, or use Lookup to select, the vendor warranty code assigned by the vendor.
Enter the date on which the vendor's warranty began for this serial/lot.
Enter, or use Lookup to select, the warranty code assigned to the customer.
Enter the date on which the customer's warranty began for this serial/lot.
Enter the date on which the customer's warranty will expire for this serial/lot.
Enter the sales order tag number for this serialized item.
Enter "Y" (Yes) or "N" (No) to indicate whether the customer has purchased maintenance for this item.
Enter, or use Lookup to select, the sales order number for the maintenance provided to the customer.
Enter the sales order release for the maintenance provided to the customer.
Enter, or use Lookup to select, the sales order line for the maintenance provided to the customer.