to select, the internal serial number for the added part.Use this subtask to enter and assign new serial and lot numbers. If only serial or lot tracking is required, the screen will have only one column (either Serial Number or Lot Number, as required). If both serial and lot tracking are required, both columns are displayed.
This subtask is required only if serial/lot tracking is enabled (on the Configure Serial/Lot Settings screen) and the part/project or part master requires serial/lot tracking (that is, the Serial and/or Lot check boxes are selected in the Tracking Required group box on the Manage Parts screen in Product Definition). The serial/lot assignment screen will be displayed for the following transactions:
Miscellaneous Receipts
Inventory Issues (negative issues only)
Quantity Adjustments (positive adjustments only)
Scrap Adjustments (positive adjustments only)
Inventory Transfers (only if the To part/project requires some tracking and the From part/project does not, or if both From and To require tracking, but the To side requires more)
Enter Physical Counts (only if Actual Count is greater than Pre-Count).
This field displays the actual physical quantity counted for the line.
The field displays the variance quantity for the line.
This field displays the serial/lot quantity assigned to the line.
Click this button to load the actual count information to this serial/lot line.
You can have Costpoint generate serial/lot assignments on this screen by setting the options in the Auto-Assign group box on the Configure Serial/Lot Settings screen in Costpoint Inventory or Costpoint Sales Order Entry. When you enter a new line in the table window, the serial/lot numbers for each line automatically default into their respective fields, and increase sequentially.
Enter, or click to select, the internal serial number for the added part.
Enter, or click to select, the internal lot number for the added part.
Enter the quantity of the added part assigned to the lot number. If you are using serial tracking, Costpoint assigns a quantity of 1.
This is field is maintained by Costpoint and cannot be modified.
This is field is maintained by Costpoint and cannot be modified.
This is field is maintained by Costpoint and cannot be modified.
Enter the date on which the vendor's warranty will expire for the serial/lot.
Enter, or click to select, the ID of the manufacturer who created the serial/lot.
This manufacturer's name displays when you enter the manufacturer ID.
Enter, or click to select, the manufacturer part number for the serial/lot.
Enter the manufacturer revision number for this serial/lot. This automatically displays if the part number was automatically displayed in the Manufacturer Part field or selected from lookup.
Enter, or click to select, the ID of the vendor who supplied the serial/lot.
This field is automatically loaded after you enter the Vendor.
Enter, or click to select, the vendor part number for the serial/lot.
Enter the vendor revision number for the serial/lot. This is loaded if you selected the Vendor Part.
Enter the manufacturer/vendor serial number for the part.
Enter the manufacturer/vendor lot number for the part.
Enter any free-form text associated with this serial/number.
Enter additional information required for the user-defined fields. These columns display different labels if you defined them on the Manage Serial/Lot User-Defined Labels screen.
This field displays Purchase Order if the serial/lot is associated with a PO number or Manufacturing Order if associated with an manufacturing order (MO). When you create new serial/lot assignment, these same two order types can be selected from a drop-down list for association to the serial/lot.
This field displays the PO or MO number against which the serial/lot was originally received. When you create new serial/lot assignment, enter the PO or MO.
This field displays the PO release number against which the serial/lot was originally received. When you create a new serial/lot assignment, enter the PO release number against which the serial/lot was originally received. When you make an entry in the Order field, the number is automatically displayed.
This field displays the PO line number against which the serial/lot was originally received. However, when you create a new serial/lot assignment, enter the PO line number. When you make an entry in the Order field, the number is automatically displayed.
Enter, or click to select, the bill of material (BOM) configuration ID used to build the serial/lot.
Enter, or click to select, a valid routing number for the item that is used when building this serial/lot.
Enter the bill of material "as-of" date that is used when building this serial/lot.
Enter, or click to select, the code for the type of vendor warranty provided by the vendor.
Enter the date on which the vendor's warranty began for this serial/lot.
Enter, or click to select, the code for the type of warranty provided 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.
This field displays the sales order tag number for this serialized item.
Enter, or click 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 click to select, the sales order line for the maintenance provided to the customer.
Enter, or click the Generate UID button (if available) to generate, a unique item identifier (UID). Hyphens (-) and slash (/) characters are permitted, but spaces and other punctuation are not.
UIDs are globally unique alphanumeric codes that allow the U.S. Department of Defense to track individual items. Costpoint checks for duplicate UIDs and provides either an explanatory warning or an error, depending upon specific conditions, if the UID already exists in Costpoint.
Costpoint can generate certain types of UIDs. Refer to the Generate UID button description for details.
Enter, or click to select, the code that represents the method used to create the UID code. This field defaults from the UID Defaults group box of the Configure Serial/Lot Settings screen. Costpoint generates UIDs for UID1 and UID2 types only. The UID types defined in Costpoint are:
ESN — Electronic Serial Number (Telecommunications Industry Association)
GIAI — EAN.UCC Global Individual Asset Identifier
GRAI — EAN.UCC Global Returnable Asset Identifier
OTHER — For UIDs without an assigned UID type
UID1 — Unique Identification Construct 1, Serialization within the Enterprise. If the Unique Across Parts serial tracking option is selected on the Configure Serial/Lot Settings screen and you want Costpoint to generate UIDs, select this option. Because serial numbers are unique for all parts, the UID does not include the part number. The generated UID consists of the issuing agency, followed by the enterprise identifier and serial number.
UID2 — Unique Identification Construct 2, Serialization within the Original Part. If the Unique By Part serial tracking option is selected on the Configure Serial/Lot Settings screen and you want Costpoint to generate UIDs, select this option. The UID includes the part number to make it unique. The generated UID consists of the issuing agency, followed by the UID enterprise identifier, part number, and serial number. The part revision number is not used.
VIN — Vehicle Identification Number
If you enter a UID type, but save without entering or generating a UID, the UID type is not saved.
Enter the issuing agency code, up to three alphanumeric characters, that identifies the agency that assigned the UID Enterprise Identifier. This field is required for Invoicing, Receipt, Acceptance and Property Transfer (iRAPT) if you select a UID Type of UID1 or UID2. Examples of issuing agency codes include:
LB — U.S. Department of Defense (DoDAAC)
UN — Dun & Bradstreet (DUNS)
D — Commercial and Government Entity (CAGE)
This field defaults from the UID Defaults group box of the Configure Serial/Lot Settings screen if you use the Generate UID button to create the UID. If you manually enter a UID, you must also manually enter the issuing agency associated with it. If you enter an issuing agency, but save without entering or generating a UID, the issuing agency is not saved.
Enter the unique enterprise identifier code for the organization that is responsible for assigning the UID. This field is required for iRAPT if the UID Type is UID1 or UID2.
This field defaults from the UID Defaults group box of the Serial/Lot Settings screen if you use the Generate UID button to create the UID.
This field indicates whether the customer has purchased maintenance for this item (that is, the check box is selected) or not (check box is clear). When you create new serial/lot assignment, select this check box to indicate that maintenance is purchased for the item.
Click this button to automatically load serial/lot numbers for the selected rows.
Click this button to have Costpoint generate UIDs for the selected rows. Costpoint can generate UIDs if the following conditions are met:
The UID Prefix is populated in the UID Defaults group box of the Configure Serial/Lot Settings screen.
The UID Type is UID1 or UID2.
The part in the selected row has a serial number.
When Costpoint generates UIDs, it removes any spaces and special characters in the part number and serial number that are not permitted in the UID. (Hyphens and slashes are permitted.) Costpoint does not generate a UID for a row that already has a UID. Costpoint displays an error if it cannot generate UIDs for all of the selected rows.
In addition to populating the UID field, Costpoint also populates the UID Issuing Agency and UID Enterprise Identifier fields with the values from the UID Defaults group box of the Configure Serial/Lot Settings screen.