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 the serial number only is required, the Lot Number column will not display. If just the lot number is required, the Serial Number column will not display.

Use this subtask when the item being received must be serial and/or lot tracked as established in the Basic Part Data and Part Project Data screens in Costpoint Product Definition. You can also have serial and lot information automatically assigned to inventory parts in the Auto-Assign group box in the Serial/Lot Settings screen in Costpoint Inventory.

Part

These non-editable fields display the part ID being received and the part description.

Rev

This field displays the part revision and cannot be changed.

U/M

This field displays the part's inventory unit of measure and cannot be changed.

Tracking Requirements

The fields in this group box display the tracking requirements established for the selected inventory part as established in the Basic Part Data and Part Project Data screens in Costpoint Product Definition. You can also have serial and lot information automatically assigned to inventory parts in the Auto-Assign group box in the Serial/Lot Settings screen in Costpoint Inventory.

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.

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.

Warehouse

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

Order

This field displays the PO ID against which this item is received.

Rel

This field displays the release number of this purchase order.

Line

This field displays the PO line number.

Vendor

These fields display the vendor ID and name.

Transaction Quantities

The fields in this group box display information regarding the part quantity.

Received

This field displays the quantity received in the inventory unit of measure.

Accepted

This field displays the quantity accepted.

Rejected

This field displays the quantity rejected.

MRB

This field displays the quantity placed in the Material Review Board (MRB) for further inspection.

Table Window

Serial Number

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

Lot Number

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

Receipt Quantity

The receipt quantity in the inventory unit of measure from the main screen displays here and cannot be changed. If serial tracking is required, this field displays "1" per serial number.

Undispositioned Quantity

This non-editable field displays the system-calculated undispositioned quantity.

Acceptance Quantity

Enter the quantity accepted here if there is no separate QC inspection performed on this part.

Rejection Quantity

Enter the quantity rejected here if there is no separate QC inspection performed on this part.

Vendor Warranty Exp Date

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

Shelf Life Exp Date

Enter the shelf life expiration date for this part. If you selected the Auto-Calc Buy Part Shelf Life Expiration from Receipt Date checkbox 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 that can be changed, if necessary. You can maintain shelf life information in the Basic Part Data and Part Project Data screens in Costpoint Product Definition.

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 the Manufacturer is selected.

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 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.

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.

Notes

Enter 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 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.