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MO-Serial/Lot Info Subtask

Use the MO-Serial/Lot Info subtask to record or view serial and lot number information for the selected transaction line.

It is required only if serial/lot is enabled and the part/project or part master requires serial/lot tracking. (Serial/lot tracking is determined on the Manage Parts screen in Costpoint Product Definition.)

Contents

Field	Description
Relief ID	This field displays the Relief ID from the main screen.
Manufacturing Order	This field displays the MO number from the main screen.
MO Status	This field displays the MO Status as Planned, Firm Planned, Released, In-Shop, Completed, or Closed.
Build Part	This field displays the assembly part ID from the main screen.
Rev	This field displays the revision, if applicable, of the selected part.
Warehouse	This field displays the warehouse in which the MO is being built.

Table Window

Click to enter a new record.

Field	Description
Serial Number	If serial tracking is required for this part, enter the serial number (or use to select the serial number if one was added on the Manage Manufacturing Orders screen). Otherwise, this field is unavailable. Serial tracking is determined in the Manage Parts screen in Costpoint Product Definition. If auto-assigning is turned on on the Configure Serial/Lot Settings screen in Costpoint Inventory, the next sequential serial number displays for any new line entered.
Lot Number	If lot tracking is required for this part, enter the lot number (or use to select the lot number if one was added on the Manage Manufacturing Orders screen). Otherwise, this field is unavailable. Lot tracking is determined in the Manage Parts screen in Costpoint Product Definition. If auto-assigning is turned on in the Configure Serial/Lot Settings screen in Costpoint Inventory, the next sequential serial number displays for any new line entered.
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 on the Manage Parts screen in Costpoint Product Definition.
Vendor Warranty Expiration Date	In this optional field, enter the date the vendor's warranty expires for the serial/lot.
Order Type	This field displays Purchase Order if the serial/lot is associated with a purchase order number, or Manufacturing Order if associated with a manufacturing order. This field displays Manufacturing Order if a serial/lot number was entered on the Manage Manufacturing Orders screen.
Order	This field displays the MO or PO number against which the serial/lot was originally received. This defaults to the MO number being relieved.
Release	This field displays the PO 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	This field displays the ID of the manufacturer who created the serial/lot.
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	The manufacturer revision number for this serial/lot is displayed in this field.
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	This field displays the vendor part number for the serial/lot.
Vend Rev	The vendor revision number for the serial/lot is displayed in this field.
Manuf/Vendor Serial Number	The manufacturer/vendor serial number for the part is displayed in this field.
Manuf/Vendor Lot Number	The manufacturer/vendor lot number for the part is displayed in this field.
Notes	This field displays any free-form text associated with the serial/lot number.
Serial/Lot User-Defined Fields 1 - 15	These fields display if you defined field labels on the Manage 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 expires for this serial/lot.
Maintenance Purchased	If this check box is selected, the customer 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). 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 Number. 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 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 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.
Autoload 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.
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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MO-Serial/Lot Info Subtask

Use the MO-Serial/Lot Info subtask to record or view serial and lot number information for the selected transaction line.

It is required only if serial/lot is enabled and the part/project or part master requires serial/lot tracking. (Serial/lot tracking is determined on the Manage Parts screen in Costpoint Product Definition.)

Contents

Field	Description
Relief ID	This field displays the Relief ID from the main screen.
Manufacturing Order	This field displays the MO number from the main screen.
MO Status	This field displays the MO Status as Planned, Firm Planned, Released, In-Shop, Completed, or Closed.
Build Part	This field displays the assembly part ID from the main screen.
Rev	This field displays the revision, if applicable, of the selected part.
Warehouse	This field displays the warehouse in which the MO is being built.

Table Window

Click to enter a new record.

Field	Description
Serial Number	If serial tracking is required for this part, enter the serial number (or use to select the serial number if one was added on the Manage Manufacturing Orders screen). Otherwise, this field is unavailable. Serial tracking is determined in the Manage Parts screen in Costpoint Product Definition. If auto-assigning is turned on on the Configure Serial/Lot Settings screen in Costpoint Inventory, the next sequential serial number displays for any new line entered.
Lot Number	If lot tracking is required for this part, enter the lot number (or use to select the lot number if one was added on the Manage Manufacturing Orders screen). Otherwise, this field is unavailable. Lot tracking is determined in the Manage Parts screen in Costpoint Product Definition. If auto-assigning is turned on in the Configure Serial/Lot Settings screen in Costpoint Inventory, the next sequential serial number displays for any new line entered.
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 on the Manage Parts screen in Costpoint Product Definition.
Vendor Warranty Expiration Date	In this optional field, enter the date the vendor's warranty expires for the serial/lot.
Order Type	This field displays Purchase Order if the serial/lot is associated with a purchase order number, or Manufacturing Order if associated with a manufacturing order. This field displays Manufacturing Order if a serial/lot number was entered on the Manage Manufacturing Orders screen.
Order	This field displays the MO or PO number against which the serial/lot was originally received. This defaults to the MO number being relieved.
Release	This field displays the PO 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	This field displays the ID of the manufacturer who created the serial/lot.
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	The manufacturer revision number for this serial/lot is displayed in this field.
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	This field displays the vendor part number for the serial/lot.
Vend Rev	The vendor revision number for the serial/lot is displayed in this field.
Manuf/Vendor Serial Number	The manufacturer/vendor serial number for the part is displayed in this field.
Manuf/Vendor Lot Number	The manufacturer/vendor lot number for the part is displayed in this field.
Notes	This field displays any free-form text associated with the serial/lot number.
Serial/Lot User-Defined Fields 1 - 15	These fields display if you defined field labels on the Manage 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 expires for this serial/lot.
Maintenance Purchased	If this check box is selected, the customer 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). 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 Number. 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 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 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.
Autoload 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.
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.