SERIAL/LOT ASSIGNMENT

Use this subtask to enter and assign new serial and lot numbers. If only serial or lot tracking is required, the screen will have only one column (either Serial Number or Lot Number, as required). If both serial and lot tracking are required, both fields will be available for assignment.

This subtask is required only if serial/lot tracking is enabled (in the Serial/Lot Settings screen) and the part/project or part master requires serial/lot tracking (i.e., the Serial and/or Lot checkboxes are selected in the Tracking Required group box in the Maintain Parts screen in Product Definition). The Serial/Lot Assignment subtask will display for the following transactions: Miscellaneous Receipts, Inventory Issues (negative issues only), Quantity Adjustments (positive adjustments only), Scrap Adjustments (positive adjustments only), Inventory Transfers (only if the To part/project requires some tracking and the From part/project doesn't, or if both From and To require tracking, but the To side requires more), and Enter Physical Counts (only if Actual Count is greater than Pre-Count).

Part, Rev, U/M

These non-editable fields default from the main screen.

Project, Inv Abbrev, Transaction Quantity

These non-editable fields default from the main screen.

Tracking Requirements

This group box displays the tracking requirement for the line item selected in the main screen. Tracking requirements specified for the part/project will be used. If project specific tracking requirement is not specified, the tracking flags set in the Part Master file will be used.

Lot

This field displays either "Y" (Yes) or "N" (No), depending on whether or not lot tracking is required.

Serial

This field displays either "Y" (Yes) or "N" (No) depending on whether or not serial tracking is required.

Warehouse

This non-editable field displays information from the main screen.

Table Window

Serial Number

Enter up to 20 alphanumeric characters for the internal serial number for the added part, or use Lookup to select one. This field will be hidden if serial tracking is not required.

Lot Number

Enter up to 20 alphanumeric characters for the internal lot number for the added part, or use Lookup to select one. This field will be hidden if lot tracking is not required.

Quantity

Enter the quantity of the added part assigned to the lot number. If you are using serial tracking, the system automatically assigns a quantity of "1."

Vendor Warranty Exp Date

Enter the date on which the vendor's warranty will expire for the serial/lot.

Shelf Life Exp Date

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.

Order Type

Enter "P" to associate the serial/lot with a Purchase Order number or "M" to associate it with a Manufacturing Order.

Order

Enter, or use Lookup to select, the PO or MO number against which the serial/lot was originally received.

Release

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.

Line

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.

Manufacturer

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.

Manufacturer Name

When you enter an ID in the Manufacturer field, this field automatically displays the manufacturer name.

Manufacturer Part

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, and it contains the manufacturer part number. This field can be up to 30 alphanumeric characters.

Manuf Rev

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.

Vendor

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.

Vendor Name

When you enter an ID in the Vendor field, this field automatically displays the vendor name.

Vendor Part

Enter, or use Lookup to select, the vendor part number for the serial/lot. This field can be up to 30 alphanumeric characters.

Vend Rev

Enter, or use Lookup to select, the vendor revision number for the serial/lot. This field can be up to three alphanumeric characters.

Manuf/Vendor Serial Number

Enter the manufacturer/vendor serial number for the part. This can be up to 20 alphanumeric characters.

Manuf/Vendor Lot Number

Enter the manufacturer/vendor lot number for the part. This can be up to 20 alphanumeric characters.

Notes

Enter any free-form text associated with this serial/number.

User-Defined Field 1

Enter additional information required for the first user-defined field, the column title of which defaults from the Serial/Lot User-Defined Labels screen.

User-Defined Field 2

Enter additional information required for the second user-defined field, the column title of which defaults from the Serial/Lot User-Defined Labels screen.

User-Defined Field 3

Enter additional information required for the third user-defined field, the column title of which defaults from the Serial/Lot User-Defined Labels screen.

User-Defined Field 4

Enter additional information required for the fourth user-defined field, the column title of which defaults from the Serial/Lot User-Defined Labels screen.

User-Defined Field 5

Enter additional information required for the fifth user-defined field, the column title of which defaults from the Serial/Lot User-Defined Labels screen.

Configuration

This field displays the BOM configuration ID used to build the serial/lot.

Routing

This field displays a valid routing number for the item used when building this serial/lot.

Effectivity Date

This field displays the bill of material "as-of" date used when building this serial/lot.

Vendor Warranty

This field displays the type of vendor warranty code provided by the vendor.

Vendor Warranty Start Date

This field displays the date on which the vendor's warranty began for this serial/lot.

Customer Warranty

This field displays the type of warranty code provided to the customer.

Cust Warranty Start Date

This field displays the date on which the customer's warranty began for this serial/lot.

Cust Warranty Exp Date

This field displays the date on which the customer's warranty will expire for this serial/lot.

Sales Order Tag

This field displays the sales order tag number for this serialized item.

Maintenance Purchased

This field displays "Y" (Yes) or "N" (No) to indicate whether the customer has purchased maintenance for this item.

Maintenance Sales Order

This field displays the sales order number for the maintenance provided to the customer.

Maintenance SO Release

This field displays the sales order release for the maintenance provided to the customer.

Maintenance SO Line

This field displays the sales order line for the maintenance provided to the customer.