SERIAL/LOT MAINTENANCE

Use this screen to modify existing serial/lot information and correct any discrepancies that may occur between the serial/lot inventory tables and the standard inventory location tables. This utility is not intended to be used as a standard data entry screen for loading serial/lot information.

Run this process when you need to rectify serial/lot discrepancies.

Part

Enter, or use the binoculars icon to select, a part number for which serial/lot modification is required.

Rev

Enter, or use to select, a revision number of the part for which serial/lot modification is required.

U/M

This field displays the unit of measure for the part/revision entered.

Part Tracking Requirements

This group box displays the tracking requirement for the part as in the part master.

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.

Table Window

Serial Number

Enter up to 20 alphanumeric characters for the internal serial number for the part.

Lot Number

Enter up to 20 alphanumeric characters for the internal lot number for the part.

Order Type

Enter P if the serial/lot originated from a purchase order, or M if it originated from a manufacturing order.

Original Order

Enter, or use to select, the PO or MO number from which the serial/lot originated.

Orig Order Release

Enter the PO release number from which the serial/lot originated.

Orig Order Line

Enter the PO line number from which the serial/lot originated.

Original Inv Trans Type

Enter, or use to select, the transaction type from which the serial/lot originated.

Original Warehouse

Enter, or use to select, the warehouse from which the serial/lot originated.

Original Inv Trans ID

Enter, or use to select, the transaction ID from which the serial/lot originated.

Original Inv Trans Line

Enter the transaction line number from which the serial/lot originated.

Transaction Date

Enter the date on which the serial/lot was created.

Original Quantity

Enter the total quantity of the part/lot combination.

Vendor Warranty Exp Date

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

Shelf Life Exp Date

Enter the shelf life expiration date for the serial/lot.

Manufacturer

Enter, or use to select, the ID of the manufacturer who created the serial/lot. This field can be up to 10 alphanumeric characters.

Manufacturer Name

This field is automatically loaded once the Manufacturer ID is entered.

Manufacturer Part

Enter, or use to select, the manufacturer part number for the serial/lot. This is loaded if you entered the Original Order and it displays the manufacturer part number. This field can be up to 30 alphanumeric characters.

Manuf Rev

Enter the manufacturer revision number for this serial/lot. This is automatically displayed if the Manufacturer Part field is populated. This field can be up to three alphanumeric characters.

Vendor

Enter, or use to select, the ID of the vendor who supplied the serial/lot. This field can be up to 12 alphanumeric characters.

Vendor Name

This field is automatically loaded after the Vendor ID is entered.

Vendor Part

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

Vend Rev

Enter the vendor revision number for the serial/lot. This is automatically displayed if Vendor Part is populated. 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.

Notes

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

Manuf/Vendor Lot Number

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

The following User-Defined Fields only display if they have been set up in the Serial/Lot User-Defined Labels (Materials » Inventory » Inventory Controls) screen. If you have only defined one field, only one will display in this table window.

User-Defined Field 1

This field displays additional information required for the first user-defined field, which is established in the Serial/Lot User-Defined Labels screen.

User-Defined Field 2

This field displays additional information required for the second user-defined field, which is established in the Serial/Lot User-Defined Labels screen.

User-Defined Field 3

This field displays additional information required for the third user-defined field, which is established in the Serial/Lot User-Defined Labels screen.

User-Defined Field 4

This field displays additional information required for the fourth user-defined field, which is established in the Serial/Lot User-Defined Labels screen.

User-Defined Field 5

This field displays additional information required for the fifth user-defined field, which is established in the Serial/Lot User-Defined Labels screen.

Configuration

Enter, or use to select, the valid configuration ID for the item. The configuration is established in the Configuration Identifiers (Materials » Bills of Material » Bills of Material Controls) screen.

Routing

Enter, or use to select, a valid routing number for the item, if routing is required when building this serial/lot.

Effectivity Date

Enter the Bills of Material as-of used date when building this serial/lot.

Vendor Warranty

Enter, or use to select, the vendor warranty code assigned by the vendor.

Vendor Warranty Start Date

Enter the date on which the vendor's warranty began for this serial/lot.

Customer Warranty

Enter, or use to select, the warranty code assigned to the customer.

Cust Warranty Start Date

Enter the date on which the customer's warranty began for this serial/lot.

Cust Warranty Exp Date

Enter the date on which the customer's warranty expires for this serial/lot.

Sales Order Tag

Enter the sales order tag number for this serialized item.

Maintenance Purchased

Enter Y (Yes) or N (No) to indicate whether the customer has purchased maintenance for this item.

Maint SO

Enter, or use to select, the sales order number for the maintenance provided to the customer.

Maint SO Release

Enter the sales order release for the maintenance provided to the customer.

Maint SO Line

Enter, or use to select, the sales order line for the maintenance provided to the customer.

UID

If a Unique Item Identifier already exists for the selected row, it displays in this field.

UID Type

Initially, this field has no default value. If you auto-generate a UID for this row, this field populates with information entered in the Unique Item Identification (UID) subtask of the Serial/Lot Settings (Materials » Inventory » Inventory Controls) screen. If you enter a type not listed in the table, a warning displays but you are still able to make your entry.

Enter or use   to select the UID Type from those existing in the system maintained table. Current UID Types maintained in the system are:

If you plan to use auto-generation for the UID, you must select UID1 or UID2. This selection determines the method used to auto-generate the remainder of the UID code. These selections generate results as follows:

UID Issuing Agency

Initially, this field has no default value. If you auto-generate a UID for this row, this field populates with information entered in the Unique Item Identification (UID) subtask of the Serial/Lot Settings (Materials » Inventory » Inventory Controls) screen. You can manually enter your assigned Issuing Agency Code (IAC) or modify the code displayed but a warning displays if the row has a previously saved UID code.

The UID Issuing Agency code is associated with the issuing agency, an organization responsible for assigning a non-repeatable identifier to an enterprise.  This code is alphanumeric with a maximum of 3 characters.  Examples of issuing agencies codes are: LB - US Dept of Defense (DoDAAC), UN - Dun & Bradstreet (DUNS), D - Commercial and Government Entity (CAGE), and others.

UID Enterprise Identifier

Initially, this field has no default value. If you auto-generate a UID for this row, this field populates with information entered in the Unique Item Identification (UID) subtask of the Serial/Lot Settings (Materials » Inventory » Inventory Controls) screen. You can manually enter your assigned Enterprise Identifier (EI) code or modify the code displayed but a warning displays if the row has a previously saved UID code.

The UID Enterprise Identifier is a unique code assigned by the issuing agency to the manufacturer, vendor, contractor, or other that is responsible for creating the unique identifier. This code is alphanumeric with a maximum of 13 characters.

Location Detail

Click this button to view or modify quantity information for the serial/lot.

Generate UID

Click this button to auto-generate a UID for the selected row.

Table Information

The PART and SERIAL_LOT tables store the settings from this screen. This screen also relies on the settings in the INVT_SETTINGS table. Information is also stored in and/or pulled from the following tables: ALT_PART, BOM_CONFIG, INVT_TRN_LN_SR_LT, INVT_WHS_LOC_SR_LT, MANUF, MO_SERIAL_LOT, PO_HDR, PO_LN, ROUTING_HDR, SO_ISS_SERIAL_LOT, SO_LN, VEND, WARRANTY.