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Contents of the Manage Serial/Lot Information Screen

Use the fields and options to configure the Manage Serial/Lot Information screen.

Identification

Field	Description
Part	Enter, or click to select, a part number for which serial/lot modification is required.
Rev	Enter, or click to select, a revision number of the part for which serial/lot modification is required.
U/M	This field displays the unit of measure for the part/revision entered.

Part Tracking Requirements

This group box displays the tracking requirement for the part as in the part master.

Field	Description
Lot	This field displays either Y (Yes) or N (No) depending on whether or not lot tracking is required.
Serial	This field displays either Y (Yes) or N (No) depending on whether or not serial tracking is required.

Serial/Lot Maintenance Details

Field	Description
Serial	Enter the internal serial number for the part.
Lot	Enter the internal lot number for the part.
Order Type	Select the type of order from the drop-down list. The available options are: P-PO: Purchase Order M-MO: Manufacturing Order
Orig Order	Enter, or click to select, the PO or MO number from which the serial/lot originated.
Orig Order Release	Enter the PO release number from which the serial/lot originated.
Orig Order Line	Enter the PO line number from which the serial/lot originated.
Orig Inv Trans Type	Enter, or click to select, the transaction type from which the serial/lot originated.
Orig Warehouse	Enter, or click to select, the warehouse from which the serial/lot originated.
Orig Inv Trans ID	Enter, or click to select, the transaction ID from which the serial/lot originated.
Orig Inv Trans Line	Enter the transaction line number from which the serial/lot originated.
Trans Date	Enter the date on which the serial/lot was created.
Orig Quantity	Enter the total quantity of the part/lot combination.
Vend Warranty Exp Date	Enter, or click to select, the date on which the vendor's warranty expires for the serial/lot.
Shelf Life Exp Date	Enter, or click to select, the shelf life expiration date for the serial/lot.
Manufacturer	Enter, or click to select, the ID of the manufacturer who created the serial/lot.
Manuf Name	This field is automatically loaded once the Manufacturer ID is entered.
Manuf Part	Enter, or click to select, the manufacturer part number for the serial/lot. This is loaded if you entered the Orig Order, and it displays the manufacturer part number.
Manuf Rev	Enter, or click to select, the manufacturer revision number for this serial/lot. This is automatically displayed if the Manuf Part field is populated.
Vendor	Enter, or click to select, the ID of the vendor who supplied the serial/lot.
Vend Name	This field is automatically loaded after the Vendor ID is entered.
Vend Part	Enter, or click to select, the vendor part number for the serial/lot.
Vend Rev	Enter, or click to select, the vendor revision number for the serial/lot. This is automatically displayed if Vend Part is populated.
Manuf/Vendor Serial No	Enter the manufacturer/vendor serial number for the part.
Notes	Enter any free-form text associated with this serial/number.
Manuf/Vendor Lot No	Enter the manufacturer/vendor lot number for the part.
Serial/Lot User-Defined Fields 1	This field displays additional information required for the first user-defined field. You can change the column label on the Manage Serial/Lot User-Defined Labels screen.
Serial/Lot User-Defined Fields 2	This field displays additional information required for the second user-defined field. You can change the column label on the Manage Serial/Lot User-Defined Labels screen.
Serial/Lot User-Defined Fields 3	This field displays additional information required for the third user-defined field. You can change the column label on the Manage Serial/Lot User-Defined Labels screen.
Serial/Lot User-Defined Fields 4	This field displays additional information required for the fourth user-defined field. You can change the column label on the Manage Serial/Lot User-Defined Labels screen.
Serial/Lot User-Defined Fields 5	This field displays additional information required for the fifth user-defined field. You can change the column label on the Manage Serial/Lot User-Defined Labels screen.
Config	Enter, or click to select, the valid configuration ID for the item. The configuration is established on the Manage Configuration Identifiers screen.
Routing	Enter, or click to select, a valid routing number for the item, if routing is required when building this serial/lot.
Effectivity Date	Enter, or click to select, the Bills of Material as-of used date when building this serial/lot.
Vendor Warranty	Enter, or click to select, the vendor warranty code assigned by the vendor.
Vend Warranty Start Date	Enter, or click to select, the date on which the vendor's warranty began for this serial/lot.
Customer Warranty	Enter, or click to select, the warranty code assigned to the customer.
Customer Warranty Start Date	Enter, or click to select, the date on which the customer's warranty began for this serial/lot.
Customer Warranty Exp Date	Enter, or click to select, the date on which the customer's warranty expires for this serial/lot.
SO Tag	Enter the sales order tag number for this serialized item.
Maint Purch	Enter Y (Yes) or N (No) to indicate if the customer has purchased maintenance for this item.
Maint SO	Enter, or click to select, the sales order number for the maintenance provided to the customer.
Maint SO Rlse	Enter the sales order release for the maintenance provided to the customer.
Maint SO Line	Enter, or click to select, the sales order line for the maintenance provided to the customer.
UID	Enter, or click the Generate UID button (if available) to generate, a unique item identifier (UID). Hyphen (-) 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 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 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 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 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 enterprise identifier associated with it. If you enter an enterprise identifier, but save without entering or generating a UID, the enterprise identifier is not saved.
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 has a value 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.

Subtask

Subtask	Description
Serial/Lot Location Detail	Click this link to open the Serial/Lot Location Detail subtask to view or modify quantity information for a selected part/serial/lot combination.

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Contents of the Manage Serial/Lot Information Screen

Use the fields and options to configure the Manage Serial/Lot Information screen.

Identification

Field	Description
Part	Enter, or click to select, a part number for which serial/lot modification is required.
Rev	Enter, or click to select, a revision number of the part for which serial/lot modification is required.
U/M	This field displays the unit of measure for the part/revision entered.

Part Tracking Requirements

This group box displays the tracking requirement for the part as in the part master.

Field	Description
Lot	This field displays either Y (Yes) or N (No) depending on whether or not lot tracking is required.
Serial	This field displays either Y (Yes) or N (No) depending on whether or not serial tracking is required.

Serial/Lot Maintenance Details

Field	Description
Serial	Enter the internal serial number for the part.
Lot	Enter the internal lot number for the part.
Order Type	Select the type of order from the drop-down list. The available options are: P-PO: Purchase Order M-MO: Manufacturing Order
Orig Order	Enter, or click to select, the PO or MO number from which the serial/lot originated.
Orig Order Release	Enter the PO release number from which the serial/lot originated.
Orig Order Line	Enter the PO line number from which the serial/lot originated.
Orig Inv Trans Type	Enter, or click to select, the transaction type from which the serial/lot originated.
Orig Warehouse	Enter, or click to select, the warehouse from which the serial/lot originated.
Orig Inv Trans ID	Enter, or click to select, the transaction ID from which the serial/lot originated.
Orig Inv Trans Line	Enter the transaction line number from which the serial/lot originated.
Trans Date	Enter the date on which the serial/lot was created.
Orig Quantity	Enter the total quantity of the part/lot combination.
Vend Warranty Exp Date	Enter, or click to select, the date on which the vendor's warranty expires for the serial/lot.
Shelf Life Exp Date	Enter, or click to select, the shelf life expiration date for the serial/lot.
Manufacturer	Enter, or click to select, the ID of the manufacturer who created the serial/lot.
Manuf Name	This field is automatically loaded once the Manufacturer ID is entered.
Manuf Part	Enter, or click to select, the manufacturer part number for the serial/lot. This is loaded if you entered the Orig Order, and it displays the manufacturer part number.
Manuf Rev	Enter, or click to select, the manufacturer revision number for this serial/lot. This is automatically displayed if the Manuf Part field is populated.
Vendor	Enter, or click to select, the ID of the vendor who supplied the serial/lot.
Vend Name	This field is automatically loaded after the Vendor ID is entered.
Vend Part	Enter, or click to select, the vendor part number for the serial/lot.
Vend Rev	Enter, or click to select, the vendor revision number for the serial/lot. This is automatically displayed if Vend Part is populated.
Manuf/Vendor Serial No	Enter the manufacturer/vendor serial number for the part.
Notes	Enter any free-form text associated with this serial/number.
Manuf/Vendor Lot No	Enter the manufacturer/vendor lot number for the part.
Serial/Lot User-Defined Fields 1	This field displays additional information required for the first user-defined field. You can change the column label on the Manage Serial/Lot User-Defined Labels screen.
Serial/Lot User-Defined Fields 2	This field displays additional information required for the second user-defined field. You can change the column label on the Manage Serial/Lot User-Defined Labels screen.
Serial/Lot User-Defined Fields 3	This field displays additional information required for the third user-defined field. You can change the column label on the Manage Serial/Lot User-Defined Labels screen.
Serial/Lot User-Defined Fields 4	This field displays additional information required for the fourth user-defined field. You can change the column label on the Manage Serial/Lot User-Defined Labels screen.
Serial/Lot User-Defined Fields 5	This field displays additional information required for the fifth user-defined field. You can change the column label on the Manage Serial/Lot User-Defined Labels screen.
Config	Enter, or click to select, the valid configuration ID for the item. The configuration is established on the Manage Configuration Identifiers screen.
Routing	Enter, or click to select, a valid routing number for the item, if routing is required when building this serial/lot.
Effectivity Date	Enter, or click to select, the Bills of Material as-of used date when building this serial/lot.
Vendor Warranty	Enter, or click to select, the vendor warranty code assigned by the vendor.
Vend Warranty Start Date	Enter, or click to select, the date on which the vendor's warranty began for this serial/lot.
Customer Warranty	Enter, or click to select, the warranty code assigned to the customer.
Customer Warranty Start Date	Enter, or click to select, the date on which the customer's warranty began for this serial/lot.
Customer Warranty Exp Date	Enter, or click to select, the date on which the customer's warranty expires for this serial/lot.
SO Tag	Enter the sales order tag number for this serialized item.
Maint Purch	Enter Y (Yes) or N (No) to indicate if the customer has purchased maintenance for this item.
Maint SO	Enter, or click to select, the sales order number for the maintenance provided to the customer.
Maint SO Rlse	Enter the sales order release for the maintenance provided to the customer.
Maint SO Line	Enter, or click to select, the sales order line for the maintenance provided to the customer.
UID	Enter, or click the Generate UID button (if available) to generate, a unique item identifier (UID). Hyphen (-) 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 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 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 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 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 enterprise identifier associated with it. If you enter an enterprise identifier, but save without entering or generating a UID, the enterprise identifier is not saved.
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 has a value 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.

Subtask

Subtask	Description
Serial/Lot Location Detail	Click this link to open the Serial/Lot Location Detail subtask to view or modify quantity information for a selected part/serial/lot combination.