SERIAL/LOT ASSIGNMENT

Use this subtask to record or view serial and lot number information for the selected transaction line. It is required only if serial/lot is enabled and the part/project or part master requires serial/lot tracking. (Serial/lot tracking is determined in the Part Project Data screen or the Basic Part Data screen in Costpoint Product Definition.)

Part

The relieved part ID is displayed in this field. The description of the part displays in the untitled field below this field.

Rev

The revision level of the part being relieved is displayed in this field.

U/M

This field displays the unit of measure of the part being relieved, and it defaults from the main screen.

Tracking Requirements

Lot

This field displays "Y" (Yes) or "N" (No), depending on whether or not lot tracking is required. (Lot tracking is determined in the Part Project Data screen or the Basic Part Data screen in Costpoint Product Definition.)

Serial

This field displays "Y" (Yes) or "N" (No), depending on whether or not serial tracking is required. (Serial tracking is determined in the Part Project Data screen or the Basic Part Data screen in Costpoint Product Definition.)

Warehouse

This field displays the warehouse to which the inventory is being relieved and defaults from the main screen.

Project

This field displays the project to which the part is being relieved and defaults from the main screen.

Inv Abbrev

This field displays the inventory abbreviation to which the inventory is being relieved and defaults from the main screen.

Transaction Quantity

This field displays the total transaction quantity of the MO.

Table Window

Serial Number

If serial tracking is required for this part, enter the serial number (or use Lookup to select the serial number if one was added in the Enter Manufacturing Orders screen). Otherwise, this field will be unavailable. (Serial tracking is determined in the Part Project Data screen or the Basic Part Data screen in Costpoint Product Definition.) If auto-assigning is turned on in the Serial/Lot Settings screen in Costpoint Inventory, the next sequential serial number will display for any new line entered.

Lot Number

If lot tracking is required for this part, enter the lot number (or use Lookup to select the lot number if one was added in the Enter Manufacturing Orders screen). Otherwise, this field will be unavailable. (Lot tracking is determined in the Part Project Data screen or the Basic Part Data screen in Costpoint Product Definition.) If auto-assigning is turned on in the Serial/Lot Settings screen in Costpoint Inventory, the next sequential serial number will display for any new line entered.

Quantity

Enter the quantity of the part assigned to the serial/lot number. This will default to "1" if the part is serial tracked. (Serial tracking is determined in the Part Project Data screen or the Basic Part Data screen in Costpoint Product Definition.)

Vendor Warranty Exp Date

In this optional field, enter the date the vendor's warranty will expire for the serial/lot.

Shelf Life Exp Date

In this optional field, enter the shelf life expiration date for the serial/lot.

Order Type

This field displays "P" if the serial/lot is associated with a purchase order number, or "M" if associated with a manufacturing order. This field will display an "M" if a serial/lot number was entered in the Enter Manufacturing Orders screen.

Order

This field displays the MO or PO number against which the serial/lot was originally received. This defaults to the MO number being relieved.

Release

This field displays the PO release number against which the serial/lot was originally received.

Line

This field displays the PO line number against which the serial/lot was originally received.

Manufacturer

This field displays the ID of the manufacturer who created the serial/lot.

Manufacturer Name

The name of the manufacturer is displayed in this field.

Manufacturer Part

The manufacturer part number for the serial/lot is displayed in this field.

Manuf Rev

The manufacturer revision number for this serial/lot is displayed in this field.

Vendor

This field displays the ID of the vendor who supplied the serial/lot.

Vendor Name

This field displays the name of the vendor.

Vendor Part

This field displays the vendor part number for the serial/lot.

Vend Rev

The vendor revision number for the serial/lot is displayed in this field.

Manuf/Vendor Serial Number

The manufacturer/vendor serial number for the part is displayed in this field.

Manuf/Vendor Lot Number

The manufacturer/vendor lot number for the part is displayed in this field.

Notes

This field displays any free-form text associated with the serial/lot number.

User Defined Fields 1 - 5

These are user-defined fields, the titles of which are defined in the Serial/Lot User Defined Labels screen in Costpoint Inventory. Enter additional information required for these fields. These fields will not be displayed if they have not been defined in Costpoint Inventory.

Configuration

This field displays the BOM configuration ID used to build the serial/lot.

Routing

This field displays a valid routing number for the item that is used when building this serial/lot.

Effectivity Date

This field displays the bill of material "as-of" date that is used when building this serial/lot.

Vendor Warranty

This field displays the code for the type of warranty provided by the vendor.

Vendor Warranty Start Date

This field displays the date on which the vendor's warranty began for this serial/lot.

Customer Warranty

This field displays the code for the type of warranty provided to the customer.

Cust Warranty Start Date

This field displays the date on which the customer's warranty began for this serial/lot.

Cust Warranty Exp Date

This field displays the date on which the customer's warranty will expire for this serial/lot.

Sales Order Tag

This field displays the sales order tag number for this serialized item.

Maintenance Purchased

This field displays "Y" (Yes) or "N" (No) to indicate whether the customer has purchased maintenance for this item.

Maintenance Sales Order

This field displays the sales order number for the maintenance provided to the customer.

Maintenance SO Release

This field displays the sales order release for the maintenance provided to the customer.

Maintenance SO Line

This field displays the sales order line for the maintenance provided to the customer.