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Serial/Lot Info Subtask

Use this subtask to assign serial or lot number information to issued parts on non-inventory line types (for example, INT or DRP).

The item must be enabled for serial or lot tracking, and the Issue Qty (SO U/M) field on the main screen must be greater than zero (for a positive issue) or less than zero (for a negative issue) before you can access this subtask.

To activate serial or lot tracking on SO lines, you must select either the Serial or Lot check box (or both) on the Serial Lot Information tab of the Manage Parts screen in Product Definition.

Table Window

Use this table window to assign serial/lot information to specific non-inventory parts. Click to enter a new line.

Field	Description
Serial Number	This field is available only if tracking by serial number is enabled. Enter, or click to select, the serial number for the part, or enable automatic serial number assignment on the Configure Serial/Lot Settings screen.
Lot Number	This field is available only if tracking by lot number is enabled. Enter, or click to select, the lot number for the part, or enable automatic lot number assignment on the Configure Serial/Lot Settings screen.
Available Quantity	This field displays the quantity available for that serial/lot. If you are using serial tracking, Costpoint assigns a quantity of 1. If only lot tracking is used, the available quantity can be greater than 1.
Quantity	Enter the quantity of the part assigned to the serial/lot number. This defaults to 1 if the part is serial tracked. Serial tracking is determined in the Manage Parts screen.
Vendor Warranty Expiration Date	Enter, or click to select, the date on which the vendor's warranty ends for the item on this line.
Order Type	This field displays Purchase Order if the serial/lot is associated with a purchase order (PO) number, or Manufacturing Order if it is associated with a manufacturing order (MO).
Order	This field displays the MO or PO number against which the serial/lot was originally received.
Release	This field displays the release number against which the serial/lot was originally received.
Line	This field displays the PO line number against which the serial/lot was originally received.
Manufacturer	Enter, or click to select, the ID of the manufacturer who created the item on this line.
Manufacturer Name	When you enter an ID in the Manufacturer field, this field displays the manufacturer name.
Manufacturer Part	Enter, or click to select, the manufacturer part number for the item on this line. This number displays after you make an entry in the Order field, if applicable.
Manufacturer Rev	Enter, or click to select, the manufacturer revision number for the item on this line. This number displays after you make an entry in the Manufacturer Part field.
Vendor	Enter, or click to select, the ID of the vendor who supplied the item on this line.
Vendor Name	When you enter an ID in the Vendor field, this field displays the vendor name.
Vendor Part	Enter, or click to select, the vendor part number for the item on this line.
Vendor Rev	Enter, or click to select, the vendor revision number for the item on this line.
Manuf/Vendor Serial Number	Enter the manufacturer/vendor serial number for the item on this line.
Manuf/Vendor Lot Number	Enter the manufacturer/vendor lot number for the item on this line.
Maintenance Purchased	Select this check box if the customer purchased maintenance for this item.
Maintenance Sales Order	Enter, or use to select, the sales order number for the maintenance provided to the customer.
Maintenance SO Release	Enter the sales order release for the maintenance provided to the customer.
Maintenance SO Line	Enter, or use to select, the sales order line for the maintenance provided to the customer.
Sales Order Tag No	Enter the sales order tag number for the item on this line.
Notes	This field displays vendor data related to the acquisition of the selected serial number.
Serial/Lot User-Defined Labels 1 - 5	These columns display if you defined field labels on the Manage Serial/Lot User-Defined Labels screen.
Configuration	Enter, or click to select, the valid configuration ID for the item. Establish the configuration on the Manage Configuration Identifiers screen.
Routing No	Enter, or click to select, a valid routing number for the item, if routing is required when building the item on this line.
Effectivity Date	Enter, or click to select, the bill of material "as-of" used date when building the item on this line.
Vendor Warranty	Enter, or click to select, the vendor warranty code assigned by the vendor.
Vendor Warranty Start Date	Enter, click to select, the date in which the vendor's warranty began for this serial/lot.
Customer Warranty	Enter, or click to select, the warranty code assigned to the customer.
Cust Warranty Start Date	Enter, click to select, the date on which the customer's warranty begins for the item on this line.
Cust Warranty Expiration Date	Enter, click to select, date on which the customer's warranty ends for the item on this line.
Row Type	This field displays the row type.
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 United States (U.S.) Department of Defense to track individual items. Costpoint checks for duplicate UIDs and provides either an explanatory warning or an error if the UID already exists. 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 defaults from 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 defaults from 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 defaults from 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.
Serial/Lot User-Defined Labels 6 - 15	These columns display if you defined field labels on the Manage Serial/Lot User-Defined Labels screen.
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.
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 on 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 Configure Serial/Lot Settings screen.
Load Serial/Lot Info	Click this button to assign serial/lot numbers based on your selections on the Configure Serial/Lot Settings screen. This button is not available if auto-assigning is not enabled for serial or lot; if serial/lot rows already exist; or if completed quantity is greater than zero.
Assign Serial/Lot Info	Click this button to assign serial/lot information into any new rows.

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Serial/Lot Info Subtask

Use this subtask to assign serial or lot number information to issued parts on non-inventory line types (for example, INT or DRP).

The item must be enabled for serial or lot tracking, and the Issue Qty (SO U/M) field on the main screen must be greater than zero (for a positive issue) or less than zero (for a negative issue) before you can access this subtask.

To activate serial or lot tracking on SO lines, you must select either the Serial or Lot check box (or both) on the Serial Lot Information tab of the Manage Parts screen in Product Definition.

Table Window

Use this table window to assign serial/lot information to specific non-inventory parts. Click to enter a new line.

Field	Description
Serial Number	This field is available only if tracking by serial number is enabled. Enter, or click to select, the serial number for the part, or enable automatic serial number assignment on the Configure Serial/Lot Settings screen.
Lot Number	This field is available only if tracking by lot number is enabled. Enter, or click to select, the lot number for the part, or enable automatic lot number assignment on the Configure Serial/Lot Settings screen.
Available Quantity	This field displays the quantity available for that serial/lot. If you are using serial tracking, Costpoint assigns a quantity of 1. If only lot tracking is used, the available quantity can be greater than 1.
Quantity	Enter the quantity of the part assigned to the serial/lot number. This defaults to 1 if the part is serial tracked. Serial tracking is determined in the Manage Parts screen.
Vendor Warranty Expiration Date	Enter, or click to select, the date on which the vendor's warranty ends for the item on this line.
Order Type	This field displays Purchase Order if the serial/lot is associated with a purchase order (PO) number, or Manufacturing Order if it is associated with a manufacturing order (MO).
Order	This field displays the MO or PO number against which the serial/lot was originally received.
Release	This field displays the release number against which the serial/lot was originally received.
Line	This field displays the PO line number against which the serial/lot was originally received.
Manufacturer	Enter, or click to select, the ID of the manufacturer who created the item on this line.
Manufacturer Name	When you enter an ID in the Manufacturer field, this field displays the manufacturer name.
Manufacturer Part	Enter, or click to select, the manufacturer part number for the item on this line. This number displays after you make an entry in the Order field, if applicable.
Manufacturer Rev	Enter, or click to select, the manufacturer revision number for the item on this line. This number displays after you make an entry in the Manufacturer Part field.
Vendor	Enter, or click to select, the ID of the vendor who supplied the item on this line.
Vendor Name	When you enter an ID in the Vendor field, this field displays the vendor name.
Vendor Part	Enter, or click to select, the vendor part number for the item on this line.
Vendor Rev	Enter, or click to select, the vendor revision number for the item on this line.
Manuf/Vendor Serial Number	Enter the manufacturer/vendor serial number for the item on this line.
Manuf/Vendor Lot Number	Enter the manufacturer/vendor lot number for the item on this line.
Maintenance Purchased	Select this check box if the customer purchased maintenance for this item.
Maintenance Sales Order	Enter, or use to select, the sales order number for the maintenance provided to the customer.
Maintenance SO Release	Enter the sales order release for the maintenance provided to the customer.
Maintenance SO Line	Enter, or use to select, the sales order line for the maintenance provided to the customer.
Sales Order Tag No	Enter the sales order tag number for the item on this line.
Notes	This field displays vendor data related to the acquisition of the selected serial number.
Serial/Lot User-Defined Labels 1 - 5	These columns display if you defined field labels on the Manage Serial/Lot User-Defined Labels screen.
Configuration	Enter, or click to select, the valid configuration ID for the item. Establish the configuration on the Manage Configuration Identifiers screen.
Routing No	Enter, or click to select, a valid routing number for the item, if routing is required when building the item on this line.
Effectivity Date	Enter, or click to select, the bill of material "as-of" used date when building the item on this line.
Vendor Warranty	Enter, or click to select, the vendor warranty code assigned by the vendor.
Vendor Warranty Start Date	Enter, click to select, the date in which the vendor's warranty began for this serial/lot.
Customer Warranty	Enter, or click to select, the warranty code assigned to the customer.
Cust Warranty Start Date	Enter, click to select, the date on which the customer's warranty begins for the item on this line.
Cust Warranty Expiration Date	Enter, click to select, date on which the customer's warranty ends for the item on this line.
Row Type	This field displays the row type.
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 United States (U.S.) Department of Defense to track individual items. Costpoint checks for duplicate UIDs and provides either an explanatory warning or an error if the UID already exists. 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 defaults from 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 defaults from 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 defaults from 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.
Serial/Lot User-Defined Labels 6 - 15	These columns display if you defined field labels on the Manage Serial/Lot User-Defined Labels screen.
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.
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 on 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 Configure Serial/Lot Settings screen.
Load Serial/Lot Info	Click this button to assign serial/lot numbers based on your selections on the Configure Serial/Lot Settings screen. This button is not available if auto-assigning is not enabled for serial or lot; if serial/lot rows already exist; or if completed quantity is greater than zero.
Assign Serial/Lot Info	Click this button to assign serial/lot information into any new rows.