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 displayed.
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 displayed 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 transaction screen. Tracking requirements specified for the part/project will be used. If you have not specified project-specific tracking requirements 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 "Y" (Yes) or "N" (No) to indicate whether or not lot tracking is required.
This field displays "Y" (Yes) or "N" (No) to indicate whether or not serial tracking is required.
You can have the system generate 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 automatically displays the 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 Purchase Order, or "M" to associate it with a Manufacturing Order.
Enter, or use Lookup to select, the PO or MO number the serial/lot was originally received against.
Enter the PO release number against which the serial/lot was originally received. If you entered a number in the Order field, the PO release number will be automatically displayed.
Enter the PO line number against which the serial/lot was originally received. If you entered a number in the Order field, the PO line number will be automatically displayed.
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.
This field will automatically display the manufacturer name associated with the ID you entered in the Manufacturer field.
Enter, or use Lookup to select, the manufacturer part number for the serial/lot. This field will display the part number automatically if the number you entered in the Order field contains the manufacturer part number. This field can be up to 30 alphanumeric characters.
Enter the manufacturer revision number for this serial/lot. This number will be displayed automatically if you used Lookup to select a part in the Manufacturer Part field or if the manufacturer part was displayed automatically. 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.
This field automatically displays the name of the vendor you entered in the Vendor field.
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. The revision number will be displayed automatically if you used Lookup to select the part for the Vendor 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 any free-form text associated with this serial/number.
Enter additional information required for the first user-defined field, which is established in the Serial/Lot User Defined Labels screen.
Enter additional information required for the second user-defined field, which is established in the Serial/Lot User Defined Labels screen.
Enter additional information required for the third user-defined field, which is established in the Serial/Lot User Defined Labels screen.
Enter additional information required for the fourth user-defined field, which is established in the Serial/Lot User Defined Labels screen.
Enter 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 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 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.
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.