Use this subtask to assign serial/lot number information to issued parts on non-inventory line types (e.g., "INT," "DRP"). You can issue serial/lot number quantities in this screen. To track serial/lot information on a given SO line, you must specify that the part requires sales order configuration tracking in the Part Serial/Lot Information subtask of the Basic Part Data or Maintain Parts screens in Costpoint Product Definition. You must select either the Serial or Lot checkbox (or both) to activate tracking in this screen. You can also enter the Last Lot Number or Last Serial Number for the part.
You can also access serial/lot information in the Serial/Lot Information subtask of the Enter Sales Order Non-Inventory Issues screen. However, you can access "INV" (inventory) line types only in the Enter Sales Order Inventory Issues screen. You must select the Enable Inventory Serial/Lot Tracking checkbox in the Serial/Lot Settings screen to track serial/lot numbers for SO Lines that are "INV" (Inventory) line types and if the issue quantity is greater than"0." You must also select the Serial and Lot checkboxes in the Tracking Required group box in the Basic Part Data or Maintain Parts screen in Costpoint Product Definition to track the part's serial/lot information in inventory. Moreover, you can determine serial/lot controls in the Serial/Lot Settings screen in Costpoint Inventory and Sales Order Entry.
The item must be enabled for serial/lot tracking, and the Issue Qty (Inv U/M) or Issue Qty (SO U/M) fields in the main screen must be greater than zero (for a positive issue) or a negative number (for a negative issue) before you can access this subtask.
This field displays the sales order number to which the serial/lot number is assigned. This comes from the main screen.
This field will be available in a future version of Costpoint.
This non-editable field displays the SO line number from the main screen.
This non-editable field displays the customer name associated with the selected sales order.
These non-editable fields display the item and revision from the SO line on the main screen.
This non-editable field displays the inventory unit of measure for the item.
This field displays the issue quantity of serial numbers depending on the Issue Qty for the item in the main screen. Add a new line to issue one serial/lot number per the issue quantity for the SO line.
Use this table window to assign serial/lot information to specific inventory parts. This screen is also available in Costpoint Inventory.
If you selected the Serial and Lot checkboxes in the Sales Order Configuration Tracking Reqd group box in the Part Serial/Lot Information subtask of the Basic Part Data or Maintain Parts screens in Costpoint Product Definition, these fields will display. When entering a new line, enter, or use lookup to select, a serial/lot number assigned to the part in the SO line, or enable automatic serial/lot assignment in the Serial/Lot Settings screen in Costpoint Inventory or Costpoint Sales Order Entry.
When you enter the serial/lot numbers for the line, this field displays the quantity of serial/lot numbers that are issued. You can issue only one serial/lot sequence per line, depending on the Issue Qty for each item in the main screen.
Enter, or use Lookup to select, the warranty code assigned 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.
Enter, or use Lookup to select, the vendor warranty code assigned by the vendor.
Enter the date on which the vendor's warranty began for this serial/lot.
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 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, or use Lookup to select, the ID of the manufacturer who created the serial/lot. You can enter up to 10 alphanumeric characters.
When you enter an ID in the Manufacturer field, this field automatically displays the manufacturer name.
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, if applicable. You can enter up to 30 alphanumeric characters.
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. You can enter up to three alphanumeric characters.
Enter, or use Lookup to select, the ID of the vendor who supplied the serial/lot. You can enter up to 12 alphanumeric characters.
When you enter an ID in the Vendor field, this field automatically displays the vendor name.
Enter, or user Lookup to select, the vendor part number for the serial/lot. You can enter up to 30 alphanumeric characters.
Enter, or use Lookup to select, the vendor revision number for the serial/lot. You can enter up to three alphanumeric characters.
Enter the manufacturer/vendor serial number for the part. You can enter up to 20 alphanumeric characters.
Enter the manufacturer/vendor lot number for the part. You can enter up to 20 alphanumeric characters.
This non-editable field displays vendor data related to the acquisition of the selected serial number.
This field displays additional information required for the first user-defined field, which is established in the Serial/Lot User-Defined Labels screen.
This field displays additional information required for the second user-defined field, which is established in the Serial/Lot User-Defined Labels screen.
This field displays additional information required for the third user-defined field, which is established in the Serial/Lot User-Defined Labels screen.
This field displays additional information required for the fourth user-defined field, which is established in the Serial/Lot User-Defined Labels screen.
This field displays 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 valid configuration ID for the item. You must have already established the configuration in the Configuration Identifiers screen in Costpoint Bills of Material.
Enter, or use Lookup to select, a valid routing number for the item, if routing is required when building this serial/lot.
Enter the bill of material "as-of" used date when building this serial/lot.