Use this screen to view serial/lot tracking information for any part that has had serial/lot numbers issued in an inventory transaction. You can base the search on one or more criteria such as part/revision, vendor, manufacturer, vendor part/revision, manufacturer part/ revision, manufacturer/ vendor serial, manufacturer/vendor lot, and/or shelf-life cutoff date. You can also view current inventory or past inventory transaction history for a selected serial/lot.
You can record serial numbers for parts (only) that are flagged as requiring SO Configuration Tracking in the Maintain Part Master screen in Costpoint Product Definition. You can populate serial/lot information from the inventory serial lot transaction or assign it according to the settings in the Serial/Lot Settings screen.
Use this screen whenever you need to view serial/lot information for a particular part.
Enter, or use Lookup to select, the part number to select serial/lot information.
Enter, or use Lookup to select, the revision of the part number to select serial/lot information.
This field displays the inventory unit of measure for the part/revision entered.
This field displays whether the part/revision entered is a manufactured or a purchased item.
Enter, or use Lookup to select, the internal serial number.
Enter, or use Lookup to select, the internal lot number.
Enter a date in this field. Only those items with a shelf life expiration date on or before that date will be selected.
Enter, or use Lookup to select, the vendor ID of the company that supplied the serial/lot. The vendor name will be displayed in the adjacent field.
Enter, or use Lookup to select, the vendor part number of the serial/lot. If you use Lookup to select the vendor part, the revision number will be displayed in the adjacent field. Otherwise, enter the vendor part revision number for the serial/lot in the adjacent field.
Enter, or use Lookup to select, the manufacturer ID of the company that manufactured the serial/lot. The manufacturer name will be displayed in the adjacent field.
Enter, or use Lookup to select, the manufacturer part number of the serial/lot. If you use Lookup to select the manufacturer part, the revision number will be displayed in the adjacent field. Otherwise, enter the manufacturer part revision number for the serial/lot in the adjacent field.
Enter the external (manufacturer/vendor) serial number of the serial/lot.
Enter the external (manufacturer/vendor) lot number of the serial/lot.
Serial/lot line information is displayed in this table. To inquire at a more detailed level, select the line for which you want additional information, and then select the appropriate pushbutton to expand the inquiry accordingly. You can also double-click on a specific line to go straight to the Serial/Lot Detail subtask.
This column displays the part number. This field is hidden if you entered a Part number in the header section.
This column displays the revision number of the part. This field is hidden if you entered a part Rev number in the header section.
This column displays the serial number. This field is hidden if you entered a Serial number in the header section.
This column displays the lot number. This field is hidden if you entered a Lot number in the header section.
This column displays the vendor ID of the company that supplied the serial/lot. This field is hidden if you entered a Vendor in the header section.
This column displays the vendor name of the company that supplied the serial/lot. This field is hidden if a vendor name is entered in the header section.
This column displays the vendor part number of the serial/lot. This field is hidden if you entered a vendor part number in the header section.
This column displays the vendor part revision number. This field is hidden if you entered a vendor part revision number in the header section.
This column displays the manufacturer ID of the company that supplied the serial/lot. This field is hidden if you entered a manufacturer in the header section.
This column displays the manufacturer name of the company that supplied the serial/lot. This field is hidden if you entered a manufacturer name in the header section.
This column displays the manufacturer part number of the serial/lot. This field is hidden if you entered a manufacturer part number in the header section.
This column displays the manufacturer part revision number. This field is hidden if you entered a manufacturer part revision number in the header section.
This column displays the external (manufacturer/vendor) serial number of the displayed internal serial/lot. This field is hidden if you entered a manufacturer/vendor serial number in the header section.
This column displays the external (manufacturer/vendor) lot number of the displayed internal serial/lot. This field is hidden if you entered a manufacturer/vendor lot number in the header section.
This column displays the shelf life expiration date of the serial/lot.
This column displays the date on which the vendor's warranty expires for the serial/lot.
This column displays the date on which the transaction occurred for the serial/lot.
This field displays additional information required for the first user-defined field. The column title is set up in the Serial/Lot User Defined Labels screen.
This field displays additional information required for the second user-defined field. The column title is set up in the Serial/Lot User Defined Labels screen.
This field displays additional information required for the third user-defined field. The column title is set up in the Serial/Lot User Defined Labels screen.
This field displays additional information required for the fourth user-defined field. The column title is set up in the Serial/Lot User Defined Labels screen.
This field displays additional information required for the fifth user-defined field. The column title is set up in the Serial/Lot User Defined Labels screen.
This field displays the BOM configuration ID used to build the serial/lot.
This field displays a valid routing number for the item that was used when building this serial/lot.
This field displays the Bills of Material "as-of" date that was used when building this serial/lot.
This field displays the code for the type of vendor warranty provided by the vendor.
This field displays the date on which the vendor's warranty began for this serial/lot.
This field displays the code for the type of warranty provided to the customer.
This field displays the date on which the customer's warranty began for this serial/lot.
This field displays 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 "Y" (Yes) or "N" (No) to indicate whether the customer has purchased maintenance for this item.
This field displays the sales order number for the maintenance provided to the customer.
This field displays the sales order release for the maintenance provided to the customer.
This field displays the sales order line for the maintenance provided to the customer.
Select this pushbutton to open the Serial/Lot Detail subtask to view more information for a selected serial/lot row.
Select this pushbutton to open the Inventory Location Detail subtask to view where a selected serial/lot is currently located.
Select this pushbutton to open the Transaction History subtask to view the inventory transaction history for a selected serial/lot row.
Select this pushbutton to open the Sales Order Issues subtask to view the sales order issues associated with a selected serial/lot row.
Changes to this screen update the following tables: ALT_PART, CUST, EMPL, INVT_ABBRV_CD, INVT_TRN, INVT_TRN_LN, INVT_TRN_LN_SR_LT, INVT_WHS_LOC_SR_LT, INVT_WHSE_LOC, ITEM, ITEM_UM, MANUF, PART, PO_LN, PROJ, RECPT_HDR, S_INVT_TRN_TYPE, S_LOC_TYPE, SERIAL_LOT, SO_HDR, SO_ISS_SERIAL_LOT, SO_ISSUE_HDR, SO_ISSUE_LN, SO_LN, USER_ID, VEND, WHSE_LOC.
This screen also relies on the settings in the INVT_SETTINGS and ITEM_SETTINGS_CORP and tables.