Use this subtask to assign serial/lot number information to issued parts on non-inventory line types (e.g., "INT," "DRP"). Serial/lot number quantities can be issued in this screen. 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 the Maintain Parts screen in Costpoint Product Definition. You must select either the Serial or Lot checkbox (or both) in the Part Serial/Lot Information subtask 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 select 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 greater than zero. You must also select the Serial and 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.
This subtask will not be accessible unless the Issue Qty (Inv U/M) field in the main screen is greater than zero.
This field displays the sales order number from the main screen, where the serial/lot number is assigned.
This field is currently unavailable.
This non-editable field displays the sales order line number from the main screen.
This non-editable field displays the customer name associated with the selected sales order.
These non-editable fields display the item and revision from the sales order line on the main screen.
This non-editable field displays the inventory unit of measure for the item.
This field displays the issue quantity of serial numbers depending on the Issue Qty for the item in the main screen. Add a new line to issue one serial/lot number per the issue quantity for the SO line.
Use this table window to assign serial/lot information to specific inventory parts. This subtask is also available in Costpoint Sales Order Entry.
If the Serial and/or Lot checkboxes have been selected in Sales Order Configuration Tracking Reqd group box in the Part Serial/Lot Information subtask of the Basic Part Data or the Maintain Parts screen in Costpoint Product Definition, these fields will appear depending on which checkboxes were selected. Enter, or use Lookup to select, a serial/lot number assigned to the part in the SO line, or enable automatic serial/lot assignment in the Serial/Lot Settings screen in Costpoint Inventory or Costpoint Sales Order Entry.
After you enter the serial/lot numbers for the line, this field shows the quantity of serial/lot numbers that are issued. You can issue only one serial/lot sequence per line, depending on the Issue Qty (Inv U/M) for each item in the main screen.
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.
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 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 automatically displays a calculated date, which can be maintained. Otherwise, enter the shelf life expiration date for this serial/lot.
Enter, or use Lookup to select, the ID of the manufacturer who created the serial/lot. You can enter up to 10 alphanumeric characters in this field.
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 Manufacturer field, if applicable. You can enter up to 30 alphanumeric characters in this field.
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 contain up to three alphanumeric characters.
Enter, or use Lookup to select, the ID of the vendor who supplied the serial/lot. You can enter up to 12 alphanumeric characters in this field.
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. You can enter up to 30 alphanumeric characters in this field.
Enter, or use Lookup to select, the vendor revision number for the serial/lot. You can enter up to three alphanumeric characters in this field.
Enter the manufacturer/vendor serial number for the part. You can enter up to 20 alphanumeric characters in this field.
Enter the manufacturer/vendor lot number for the part. You can enter up to 20 alphanumeric characters in this field.
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 required.
Enter the bill of material "as-of" used date when building this serial/lot.