SERIAL/LOT ASSIGNMENT

Use this subtask to enter and assign new serial and lot numbers to inventory parts that require serial and/or lot tracking. If only the serial number is required, the Lot Number column will not display. If only the lot number is required, the Serial Number column will not display.

This subtask is enabled and required when the item being received requires serial and/or lot tracking as established in the Maintain Parts or Basic Part Data screens in the Part Master menu of Costpoint Product Definition.

Part

This non-editable field displays the part ID being received. The part description displays in the field below.

Rev

This non-editable field displays the part revision.

U/M

This non-editable field displays the part's inventory unit of measure.

Tracking Requirements

The fields in this group box display the tracking requirements established for the selected inventory part as established in the Part Master screen in Costpoint Product Definition.

Lot

This field displays a "Y" (Yes) or "N" (No) depending on whether lot tracking is required for this inventory part.

Serial

This field displays a "Y" (Yes) or "N" (No) depending on whether serial tracking is required for this inventory part.

Warehouse

This non-editable field displays the warehouse receiving this inventory part.

Project

This non-editable field displays the project ID associated with the inventory part.

Inv Abbrev

This non-editable field displays the inventory abbreviation to which this part is charged.

Transaction Quantity

This non-editable field displays the quantity received.

Table Window

Manuf/Vendor Serial Number

Enter the manufacturer/vendor serial number for this part, up to 20 alphanumeric characters.

Manuf/Vendor Lot Number

Enter the manufacturer/vendor lot number for this part, up to 20 alphanumeric characters.

Serial Number

Enter, or use Lookup to select, a serial number of up to 20 alphanumeric characters to assign to this inventory part. If auto-assignment is on, the system will load a serial number.

Note: This field will be available only if the Serial checkbox is selected in the Tracking Required group box in the Maintain Parts or Basic Part Data screens in Product Definition.

Lot Number

Enter, or use Lookup to select, a lot number of up to 20 alphanumeric characters to assign to this inventory part. If auto-assignment is on, the system will load a lot number.

Note: This field will be available only if the Lot checkbox is selected in the Tracking Required group box in the Maintain Parts or Basic Part Data screens in Product Definition.

Quantity

This non-editable field displays the receipt quantity in the inventory unit of measure from the main screen. If serial tracking is required, this field displays "1" per serial number.

Vendor Warranty Exp Date

Enter the date on which the vendor's warranty will expire for the part.

Shelf Life Exp Date

Enter the shelf life expiration date for this part. If the Auto-Calc Buy Part Shelf Life Expiration from Receipt Date checkbox is selected in the Serial/Lot Settings screen in Costpoint Inventory and the shelf life is greater than zero, this field is automatically loaded with a calculated date, which can be changed, if necessary.

Order Type

Enter "P" to associate this part with a purchase order, or "M" to associate it with a manufacturing order.

Order

Enter the PO or MO ID with which to associate this part. Use Lookup for "P" order type.

Release

This field displays a default PO release number once you have entered the Order; or you can enter a PO release number with which to associate this part.

Line

This field displays a default PO line number once you have entered the Order. You can also enter a PO line number with which to associate this part.

Manufacturer

Enter, or use Lookup to select, the ID of the part's manufacturer, up to 10 alphanumeric characters.

Manufacturer Name

This field displays the manufacturer name once you have entered an ID in the Manufacturer field.

Manufacturer Part

Enter the manufacturer part for this item, up to 30 alphanumeric characters.

Manuf Rev

Enter the manufacturer revision for the manufacturer part, up to three alphanumeric characters.

Vendor

Enter up to 12 alphanumeric characters, or use Lookup to select, the ID of the vendor supplying this part.  You can establish vendors in Costpoint Purchasing or Costpoint Procurement Planning.

Vendor Name

This field displays the selected vendor name.

Vendor Part

Enter the vendor part for this item, up to 30 alphanumeric characters.

Vend Rev

Enter the vendor revision for the vendor part, up to three alphanumeric characters.

Notes

Enter any free-form notes regarding this serial/lot line.

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 used when building this serial/lot.

Effectivity Date

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

Vendor Warranty

This field displays the type of vendor warranty code 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 type of warranty code 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 the customer's purchased warranty status.

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.