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Serial/Lot Info Subtask

Use the Serial/Lot Info subtask to view or modify serial/lot information on this transaction line if the Total Issue Amt on the main screen is negative.

This subtask is required only if serial/lot tracking is enabled and the part/project or part master requires serial/lot tracking.

Table Window

Field	Description
Serial Number	If serial tracking is required for this part, the serial number will be displayed. Otherwise, this field is hidden.
Lot Number	If lot tracking is required for this part, the lot number displays. Otherwise, this field is hidden.
Available Quantity	This field displays the serial/lot quantity assigned to the line.
Disposition Quantity	This field displays the transaction disposition quantity for the line.
Vendor Warranty Expiration Date	This field displays the date the vendor's warranty will expire for the serial/lot.
Order Type	This field displays P if the serial/lot is associated with a purchase order number, or M if associated with a manufacturing order.
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	The ID of the manufacturer who created the serial/lot is displayed in this field.
Manufacturer Name	The name of the manufacturer is displayed in this field.
Manufacturer Part	The manufacturer part number for the serial/lot is displayed in this field.
Manuf Rev	This field displays the manufacturer revision number for this serial/lot.
Vendor	This field displays the ID of the vendor who supplied the serial/lot.
Vendor Name	This field displays the name of the vendor.
Vendor Part	The vendor part number for the serial/lot is displayed in this field.
Vendor Rev	The vendor revision number for the serial/lot is displayed in this field.
Manuf/Vendor Serial Number	This field displays the manufacturer/vendor serial number for the part.
Manuf/Vendor Lot Number	This field displays the manufacturer/vendor lot number for the part.
Notes	This field displays any free-form text associated with the serial/lot number.
Serial/Lot User-Defined Fields 1 - 5	These columns display if you defined field labels on the Serial/Lot User Defined Labels screen.
Configuration	This field displays the BOM configuration ID used to build the serial/lot.
Routing No	This field displays a valid routing number for the item that is used when building this serial/lot.
Effectivity Date	This field displays the bill of material "as-of" date that is used when building this serial/lot.
Vendor Warranty	This field displays the code for the type of warranty provided by the vendor.
Vendor Warranty Start Date	This field displays the date on which the vendor's warranty began for this serial/lot.
Customer Warranty	This field displays the code for the type of warranty provided to the customer.
Cust Warranty Start Date	This field displays the date on which the customer's warranty began for this serial/lot.
Cust Warranty Expiration Date	This field displays the date on which the customer's warranty will expire for this serial/lot.
Maintenance Purchased	This field displays Y (Yes) or N (No) to indicate whether the customer has purchased maintenance for this item.
Maintenance SO Release	This field displays the sales order release for the maintenance provided to the customer.
Maintenance Sales Order	This field displays the sales order number for the maintenance provided to the customer.
Maintenance SO Line	This field displays the sales order line for the maintenance provided to the customer.
Sales Order Tag No	This field displays the sales order tag number for this serialized item.
UID	Enter, or click the Generate UID button (if available) to generate, a unique item identifier (UID) of up to 78 alphanumeric characters. 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 use to select, the code that represents the method used to create the UID code. This field defaults from the Unique Item Identification (UID) subtask 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 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 Unique Item Identification (UID) subtask 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 defaults from the Unique Item Identification (UID) subtask 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.
Serial/Lot User-Defined Fields 6 - 15	These columns display if you defined field labels on the 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.
Autoload Serial/Lot	Click this button to have Costpoint load serial/lot information for the selected rows.
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 Unique Item Identification (UID) subtask 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 Unique Item Identification (UID) subtask of the Configure Serial/Lot Settings screen.

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Serial/Lot Info Subtask

Use the Serial/Lot Info subtask to view or modify serial/lot information on this transaction line if the Total Issue Amt on the main screen is negative.

This subtask is required only if serial/lot tracking is enabled and the part/project or part master requires serial/lot tracking.

Table Window

Field	Description
Serial Number	If serial tracking is required for this part, the serial number will be displayed. Otherwise, this field is hidden.
Lot Number	If lot tracking is required for this part, the lot number displays. Otherwise, this field is hidden.
Available Quantity	This field displays the serial/lot quantity assigned to the line.
Disposition Quantity	This field displays the transaction disposition quantity for the line.
Vendor Warranty Expiration Date	This field displays the date the vendor's warranty will expire for the serial/lot.
Order Type	This field displays P if the serial/lot is associated with a purchase order number, or M if associated with a manufacturing order.
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	The ID of the manufacturer who created the serial/lot is displayed in this field.
Manufacturer Name	The name of the manufacturer is displayed in this field.
Manufacturer Part	The manufacturer part number for the serial/lot is displayed in this field.
Manuf Rev	This field displays the manufacturer revision number for this serial/lot.
Vendor	This field displays the ID of the vendor who supplied the serial/lot.
Vendor Name	This field displays the name of the vendor.
Vendor Part	The vendor part number for the serial/lot is displayed in this field.
Vendor Rev	The vendor revision number for the serial/lot is displayed in this field.
Manuf/Vendor Serial Number	This field displays the manufacturer/vendor serial number for the part.
Manuf/Vendor Lot Number	This field displays the manufacturer/vendor lot number for the part.
Notes	This field displays any free-form text associated with the serial/lot number.
Serial/Lot User-Defined Fields 1 - 5	These columns display if you defined field labels on the Serial/Lot User Defined Labels screen.
Configuration	This field displays the BOM configuration ID used to build the serial/lot.
Routing No	This field displays a valid routing number for the item that is used when building this serial/lot.
Effectivity Date	This field displays the bill of material "as-of" date that is used when building this serial/lot.
Vendor Warranty	This field displays the code for the type of warranty provided by the vendor.
Vendor Warranty Start Date	This field displays the date on which the vendor's warranty began for this serial/lot.
Customer Warranty	This field displays the code for the type of warranty provided to the customer.
Cust Warranty Start Date	This field displays the date on which the customer's warranty began for this serial/lot.
Cust Warranty Expiration Date	This field displays the date on which the customer's warranty will expire for this serial/lot.
Maintenance Purchased	This field displays Y (Yes) or N (No) to indicate whether the customer has purchased maintenance for this item.
Maintenance SO Release	This field displays the sales order release for the maintenance provided to the customer.
Maintenance Sales Order	This field displays the sales order number for the maintenance provided to the customer.
Maintenance SO Line	This field displays the sales order line for the maintenance provided to the customer.
Sales Order Tag No	This field displays the sales order tag number for this serialized item.
UID	Enter, or click the Generate UID button (if available) to generate, a unique item identifier (UID) of up to 78 alphanumeric characters. 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 use to select, the code that represents the method used to create the UID code. This field defaults from the Unique Item Identification (UID) subtask 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 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 Unique Item Identification (UID) subtask 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 defaults from the Unique Item Identification (UID) subtask 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.
Serial/Lot User-Defined Fields 6 - 15	These columns display if you defined field labels on the 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.
Autoload Serial/Lot	Click this button to have Costpoint load serial/lot information for the selected rows.
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 Unique Item Identification (UID) subtask 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 Unique Item Identification (UID) subtask of the Configure Serial/Lot Settings screen.