Serial/Lot Info Subtask

Use this subtask to enter and assign new serial and lot numbers (serial/lot assignment) or if you want to view the disposition of existing serial and lot numbers (serial/lot disposition).

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 fields will be available.

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).

Serial/Lot assignment will display 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)

Serial/Lot disposition will display for the following transactions:

• Vendor returns
• Inventory issues (positive issues)
• Quantity adjustments (negative adjustments)
• Scrap adjustments (negative adjustments)
• Location transfers
• Inventory transfers

Table Window

Field	Description
Serial Number	The serial number displays here, if serial tracking is required for an existing serial. When you create a new serial assignment, enter, or click to select, the internal serial number for the added part. This field is hidden if serial tracking is not required.
Lot Number	The lot number displays here, if lot tracking is required for an existing lot. When you create a new lot assignment, enter, or click to select, the internal lot number for the added part. This field is hidden if lot tracking is not required.
Available Quantity	Enter the quantity of the added part assigned to the lot number. If you are using serial tracking, Costpoint assigns a quantity of 1.
Vendor Warranty Expiration Date	This field displays the date the vendor's warranty will expire for an existing serial/lot. When you create new serial/lot assignment, enter, or click to select, the date on which the vendor's warranty will expire for the serial/lot.
Order Type	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.
Order	This field displays the PO or MO number against which the serial/lot was originally received. When you create new serial/lot assignment, enter, or click to select, the PO or MO.
Release	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.
Line	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.
Manufacturer	This field displays the ID of the manufacturer who created the serial/lot. When you create a new serial/lot assignment, enter, or click to select, the ID of the manufacturer.
Manufacturer Name	This field displays the name of the manufacturer. When you create a new serial/lot assignment, this field automatically displays the manufacturer name if you entered an ID in the Manufacturer field.
Manufacturer Part	This field displays the manufacturer part number for the serial/lot. However, when you create new serial/lot assignment, enter, or click to select, the manufacturer part number. This number is automatically displayed after you make an entry in the Order field, and it contains the manufacturer part number.
Manuf Rev	This field displays the manufacturer revision number for this serial/lot. When you create new serial/lot assignment, enter, or click to select, the manufacturer revision number. This number is automatically displayed after you make an entry in the Manufacturer Part field.
Vendor	This field displays the ID of the vendor who supplied the serial/lot. When you create new serial/lot assignment, enter, or click to select, the ID of the vendor.
Vendor Name	This field displays the name of the vendor. When you create new serial/lot disposition, and enter an ID in the Vendor field, this field automatically displays the vendor name.
Vendor Part	This field displays the vendor part number for the serial/lot. When you create new serial/lot assignment, enter, or click to select, the vendor part number.
Vendor Rev	This field displays the vendor revision number for the serial/lot. When you create new serial/lot assignment, enter, or click to select, the vendor revision number.
Manuf/Vendor Serial Number	This field displays the manufacturer/vendor serial number for the part. When you create new serial/lot assignment, enter the manufacturer/vendor serial number for the part.
Manuf/Vendor Lot Number	This field displays the manufacturer/vendor lot number for the part. When you create new serial/lot assignment, enter the manufacturer/vendor lot number.
Notes	This field displays any free-form text associated with this serial/number. When you create new serial/lot assignment, enter any free-form text associated with the serial/number.
Serial/Lot User-Defined Label 1 to 5	These columns display if you defined field labels on the Manage Serial/Lot User-Defined Labels screen. When you create new serial/lot assignment, enter additional information for the user-defined fields.
Configuration	This field displays the BOM configuration ID used to build the serial/lot. When you create new serial/lot assignment, enter, or click to select, the BOM configuration ID for the serial/lot.
Routing No	This field displays a valid routing number for the item used when building this serial/lot. When you create new serial/lot assignment, enter, or click to select, the routing number for the item used for the serial/lot.
Effectivity Date	This field displays the BOM "as-of" date used when building this serial/lot. When you create new serial/lot assignment, enter, or click to select, the "as-of" date.
Vendor Warranty	This field displays the type of vendor warranty code provided by the vendor. When you create new serial/lot assignment, enter, or click to select, the vendor warranty code.
Vendor Warranty Start Date	This field displays the date on which the vendor's warranty began for this serial/lot. When you create new serial/lot assignment, enter, or click to select, the start date of the vendor warranty.
Customer Warranty	This field displays the type of warranty code provided to the customer. When you create new serial/lot assignment, enter, or click to select, the warranty code.
Cust Warranty Start Date	This field displays the date on which the customer's warranty began for this serial/lot. When you create new serial/lot assignment, enter, or click to select, the start date of the customer's warranty.
Cust Warranty Expiration Date	This field displays the date on which the customer's warranty will expire for this serial/lot. When you create new serial/lot assignment, enter, or click to select the expiration of the customer's warranty.
Maintenance Purchased	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.
Maintenance SO Release	This field displays the sales order release for the maintenance provided to the customer. When you create new serial/lot assignment, enter the sales order release.
Maintenance Sales Order	This field displays the sales order number for the maintenance provided to the customer. When you create new serial/lot assignment, enter, or click to select, the sales order number.
Maintenance SO Line	This field displays the sales order line for the maintenance provided to the customer. When you create new serial/lot assignment, enter, or click to select, the sales order line number.
Sales Order Tag No	This field displays the sales order tag number for this serialized item. When you create new serial/lot assignment, enter the sales order tag number.
UID	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.
UID Type	Enter, or click to select, the code that represents the method used to create the UID code. This field loads 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.
UID Issuing Agency	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 loads 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.
UID Enterprise Identifier	Enter the unique enterprise identifier code, up to 13 alphanumeric characters, 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 loads from the UID Defaults group box of the Serial/Lot Settings screen if you use the Generate UID button to create the UID.
Serial/Lot User-Defined Label 6 to 15	These columns display if you defined field labels on the Manage Serial/Lot User-Defined Labels screen. When you create new serial/lot assignment, enter additional information for the user-defined fields.
Shelf Life Type	This field indicates whether shelf life functionality applies, and if it does whether the expiration date can be extended.
Shelf Life Expiration Date	Enter, or click  to select, the date when the serial/lot part expires.
Orig Shelf Life Expiration Date	This field displays the original shelf life expiration date for the serial/lot part.
Last Extension Date	This field displays the date when the Shelf Life Expiration Date was last modified.
Number of Extensions Taken	This field displays the number of times that the Shelf Life Expiration Date has been modified.
Available for Use	This check box indicates whether or not the serial/lot part can be used for planning purposes.
Autoload Serial/Lot	Click this button to load the Serial/Lot information associated with the part.
Disposition All	Click this button to automatically disposition all available serial lot numbers.
Generate UID	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.