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.
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 be available 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, but the From part/project requires no tracking or if both the From and To side requires tracking, but the To side requires more tracking), and Enter Physical Counts (only if Actual Count is greater than Pre-Count).
These non-editable fields default from the main screen.
These non-editable fields default from the main screen.
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 requirements are not specified in the Serial/Lot Settings screen, the tracking flags set in the Part Master file in Costpoint Product Definition will be used.
This field displays either "Y" (Yes) or "N" (No) depending on whether or not lot tracking is required.
This field displays either "Y" (Yes) or "N" (No) depending on whether or not serial tracking is required.
You can have the system generate the serial/lot assignments in this screen by setting the options in the Auto-Assign group box in the Serial/Lot Settings screen in Costpoint Inventory or Costpoint Sales Order Entry. When you enter a new line in the table window, the serial/lot numbers for each line will automatically default into their respective fields and increase sequentially.
Enter up to 20 alphanumeric characters for the internal serial number for the added part, or use Lookup to select one.
Enter up to 20 alphanumeric characters for the internal lot number for the added part, or use Lookup to select one.
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."
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 the 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.
Enter "P" to associate the serial/lot with a Purchasing Order (PO) number, or "M" to associate it with a Manufacturing Order (MO).
Enter, or use Lookup to select, 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. A number will be automatically displayed after you have made an entry in the Order field.
Enter the PO line number against which the serial/lot was originally received. A number will be automatically displayed after you have made an entry in the Order field.
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's name.
Enter, or use Lookup to select, the manufacturer part number for the serial/lot. When you enter a number in the Order field, this field automatically displays the manufacturer part number. This field can be up to 30 alphanumeric characters.
Enter, or use Lookup to select, the manufacturer revision number for this serial/lot. When you enter a number in the Manufacturer Part field, the revision is automatically displayed. This field can be up to three alphanumeric characters.
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 the vendor revision number for the serial/lot. When you use Lookup to enter an ID in the Vendor Part field, this field automatically displays the vendor name. 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 any free-form text associates with this serial/number.
Enter, or use Lookup to select, the BOM configuration ID used to build the serial/lot.
Enter, or use Lookup to select, a valid routing number for the item that is used when building this serial/lot.
Enter the bill of material "as-of" date that is used when building this serial/lot.
Enter, or use Lookup to select, the code for the type of vendor warranty provided by the vendor.
Enter the date on which the vendor's warranty began for this serial/lot.
Enter, or use Lookup to select, the code for the type of warranty provided 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.
This field displays the sales order tag number for this serialized item.
This field displays a "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.