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 draw serial/lot information from the inventory serial lot transaction or assign it in the Serial/Lot Settings screen.
Use this subtask whenever you need to view serial/lot information for a particular part.
Use the Export button (blue arrow in the toolbar at the top of the screen) to export and save data from the selected table window line(s) to the following file types:
CSV (Comma-Separated Value) - This file type exports the line data from each column as comma separated values.
CSV file with strings in double quotes - This file type exports the line data from each column as comma-separated values, where alphanumeric/variable character strings also appear in double quotes.
HTML - This file type exports the line data from each column in HTML format.
Depending on the format you use to access the information, you can access exported information in MS Excel (.xls), MS Word (.doc), and Notepad (.txt), in addition to HTML. You can export data only if line data appears in the table window and the button is enabled. When you select the file format from the Export Options dialog and select the Export pushbutton, a Save dialog box will appear. Assign a name to the file in the File name field and use the Save in drop-down box to save the file to a designated drive. If you do not have access rights to save information on a selected drive, you will be prompted with an error message. After you save the file, a status box will appear indicating whether the export is complete or not. Select OK once the download is complete. If you choose not to save the file, the export application will be cancelled.
Enter the part number to use as a criterion for selecting serial/lot information.
Enter the revision of the part number to use as a criterion for selecting 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. The application will select only those items with a shelf life expiration date on or before that date.
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 a vendor part revision number of 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 a manufacturer part revision number of 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.
This table displays serial/lot line information. To inquire at a more detailed level, click on the line for which you want additional information. 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 revision 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 you entered a vendor name 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 column displays the valid configuration ID for the item. You must have already established the configuration in the Configuration Identifiers screen in Costpoint Bills of Material.
This column displays a valid routing number for the item, if routing is required when building this serial/lot.
This column displays the bill of material "as-of" used date when building this serial/lot.
This column displays the vendor warranty code assigned by the vendor.
This column displays the date on which the vendor's warranty began for this serial/lot.
This column displays the warranty code assigned to the customer.
This column displays the date on which the customer's warranty began for this serial/lot.
This column displays the date on which the customer's warranty will expire for this serial/lot.
This column displays the sales order tag number for this serialized item.
This column displays "Y" (Yes) or "N" (No) to show whether the customer purchased maintenance for this item.
This column displays the sales order number for the maintenance provided to the customer.
This column displays the sales order release for the maintenance provided to the customer.
This column displays the sales order line for the maintenance provided to the customer.
Select this pushbutton to view information for a selected serial/lot row.
Select this pushbutton to view where a selected serial/lot is currently located.
Use this pushbutton to view the inventory transaction history for a selected serial/lot row.
Use this pushbutton to view the sales order issues associated with a selected serial/lot row.