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Contents of the Configure Serial/Lot Settings Screen

Use the fields and options to configure the Configure Serial/Lot Setting screen.

Serial/Lot Rules

Field Description
Enable Inventory Serial/Lot Tracking

Select this check box to enable serial/lot tracking capability in Costpoint. If you clear this check box, all options on this screen are disabled.

Load Vend Warranty Information from Product Def

Select this check box to have Costpoint calculate warranty expiration from the part's standard vendor terms.

Auto-Calc Buy Part Shelf Life Expiration from Receipt Date

Select this check box to have Costpoint calculate the shelf life expiration date by adding shelf life days to the receipt date.

Serial

Use this group box to define the uniqueness of serial numbers.

Field Description
Unique By Part

Select this option to avoid reusing serial numbers for the same part.

Unique Across Parts

Select this option to avoid reusing serial numbers for any part.

Lot

Use this group box to define the uniqueness of lot numbers.

Field Description
Unique By Part

Select this option to avoid reusing lot numbers for the same part.

Unique Across Parts

Select this option to avoid reusing lot numbers for any part.

Serial/Lot Assignment Point

Use this drop-down box to specify at which point a serial or lot tracked item's serial/lot information must be entered. The available options are:

  • Receipt - Select this option to indicate an item's serial/lot information must be entered upon receipt of the item. Use the Serial/Lot Info subtask on the Manage Purchase Order Receipts screen to enter the serial/lot information.
  • Acceptance - Select this option to indicate that an item's serial/lot information must be entered after the item has undergone quality control inspections. Use the Serial/Lot Info subtask on the Manage Quality Control Inspections screen to enter the serial/lot information.
Note: Acceptance of an item can also be done on the Manage Purchase Order Receipts screen. In this case, you must enter the serial/lot information on that screen.

Auto-Assign Serial/Lot Numbers for Buy Parts

Use this group box to define the rules for assigning serial numbers and lot numbers.

Lot Numbers

Use this group box to define the rules for assigning lot numbers to parts that your company buys.

Field Description
System

Select this option to have Costpoint assign lot numbers based on the Last Lot Number in this group box.

Manual

Select this option if you do not want Costpoint to assign lot numbers to parts that your company buys.

Part

Select this option to have Costpoint assign lot numbers based on the part's Last Lot Number on the Serial Lot Information tab of the Manage Parts screen.

Auto-load Manuf/Vendor Lot Number

Select this option to have Costpoint use the manufacturer's or vendor's lot number, if any, entered in the Serial/Lot Info subtask of the Manage Purchase Order Receipts screen.

Last Lot Number

If you select System in this group box, enter the last lot number that was assigned to parts that your company buys. Costpoint adds 1 to this number to assign the next lot number. At least the last four characters of this number must be numeric.

Serial Numbers

Use this group box to define the rules for assigning serial numbers to parts that your company buys.

Field Description
System

Select this option to have Costpoint assign serial numbers based on the Last Serial Number in this group box.

Manual

Select this option if you do not want Costpoint to assign serial numbers to parts that your company buys.

Part

Select this option to have Costpoint assign serial numbers based on the part's Last Serial Number on the Serial Lot Information tab of the Manage Parts screen.

Auto-load Manuf/Vendor Serial Number

Select this option to have Costpoint use the manufacturer's or vendor's serial number, if any, entered in the Serial/Lot Info subtask of the Manage Purchase Order Receipts screen.

Last Serial Number

If you select System in this group box, enter the last serial number that was assigned to parts that your company buys. Costpoint adds 1 to this number to assign the next serial number. At least the last four characters of this number must be numeric.

Auto-Assign Serial/Lot Numbers for Make Parts

Use this group box to define the rules for assigning serial and lot numbers to parts that your company makes.

Lot Numbers

Use this group box to define the rules for assigning lot numbers to parts that your company makes.

Field Description
System

Select this option to have Costpoint assign lot numbers based on the Last Lot Number in this group box.

Manual

Select this option if you do not want Costpoint to assign lot numbers to parts that your company makes.

Part

Select this option to have Costpoint assign lot numbers based on the part's Last Lot Number on the Serial Lot Information tab of the Manage Parts screen.

Last Lot Number

If you select System in this group box, enter the last lot number that was assigned to parts that your company makes. Costpoint adds 1 to this number to assign the next lot number. At least the last four characters of this number must be numeric.

Serial Numbers

Use this group box to define the rules for assigning serial numbers to parts that your company makes.

Field Description
System

Select this option to have Costpoint assign serial numbers based on the Last Serial Number in this group box.

Manual

Select this option if you do not want Costpoint to assign serial numbers to parts that your company makes.

Part

Select this option to have Costpoint assign serial numbers based on the part's Last Serial Number on the Serial Lot Information tab of the Manage Parts screen.

Last Serial Number

If you select System in this group box, enter the last serial number that was assigned to parts that your company makes. Costpoint adds 1 to this number to assign the next serial number. At least the last four characters of this number must be numeric.

UID Defaults

  • Use the fields in this group box to enter default UID information for your enterprise.
Field Description
Enterprise Identifier

Enter the enterprise identifier (EI) code, up to 13 alphanumeric characters, that was assigned by an issuing agency to your organization. Hyphens (-) and slash (/) characters are permitted, but spaces and other punctuation are not. This field is required for Invoicing, Receipt, Acceptance and Property Transfer (iRAPT) if you select a UID Type of UID1 or UID2.

Issuing Agency Code

Enter the issuing agency code (IAC), up to three alphanumeric characters, that identifies the agency that assigned the EI. Examples of issuing agencies codes include:

  • LB: U.S. Department of Defense (DoDAAC)
  • UN: Dun & Bradstreet (DUNS)
  • D: Commercial and Government Entity (CAGE).

This field is required for iRAPT if you select a UID Type of UID1 or UID2.

UID Prefix

Enter the UID prefix, up to 16 alphanumeric characters. This field is required if you plan to have Costpoint generate UIDs.

The prefix should consist of the IAC, immediately followed by the EI. Consider two examples:

  • If DoDAAC (IAC = LB) issues your organization an enterprise identifier of DELTEKHQ, the resulting UID prefix is LBDELTEKHQ.
  • If CAGE (IAC = D) issues your organization an enterprise identifier of 123PRECISION, the resulting UID prefix is D123PRECISION.
UID Type

Enter, or click to select, the code that represents the method used to create the UID code.

Note:

If you plan to have Costpoint generate UIDs, you must select either UID1 or UID2, and you must complete the UID Prefix field.

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. Select this option if you plan to have Costpoint generate UIDs, and the Unique Across Parts serial tracking option is selected. Since serial numbers are unique for each part, the UID does not include the part number. The generated UID consists of the UID prefix followed by the serial number.
  • UID2: Unique Identification Construct 2, Serialization within the Original Part. Select this option if you plan to have Costpoint generate UIDs, and the Unique By Part serial tracking option is selected. The UID2 option includes the part number within the UID in order to make it unique. The generated UID consists of the UID prefix, followed by the part number, followed by the serial number.
  • VIN: Vehicle Identification Number