Serial/Lot Info Subtask

Use the Serial/Lot Info subtask to match the quantities entered here with those quantities entered on the main screen.

For rejected quantities the sum must match by disposition, reason code and location.

This subtask is enabled and required when the item being inspected requires serial and/or lot tracking as established on the Manage Parts screen.

Contents

Field	Description
Inspection ID	This field displays the inspection ID currently being entered or modified.
PO Receipt	This field displays the purchase order receipt currently being inspected.
PO	This field displays the assigned purchase order ID of the item being inspected.
Release	This field displays the release number of the purchase order.
Trans Currency	This field displays the currency used.
PO Line	This field displays the PO line number of the item being inspected.
Item	These fields display the number of the item being inspected.
Rev	These fields display the revision of the item being inspected.

Table Window

Click to enter a new line in the table window.

Field	Description
Serial Number	This field displays the serial number assigned on the Manage Purchase Order Receipts screen. This field is editable. This field is not available if serial tracking is not required.
Lot Number	This field displays the lot number assigned on the Manage Purchase Order Receipts screen. This field is editable. This field is not available if lot tracking is not required.
Receipt Quantity	The receipt quantity in the inventory unit of measure from the PO receipt displays here and cannot be modified.
Dispositioned Quantity	This field displays the system-calculated dispositioned quantity.
Undispositioned Quantity	This field displays the system-calculated undispositioned quantity.
Acceptance Quantity	Enter the quantity accepted here for this serial/lot. For serial tracked parts the quantity must be 0 or 1.0000
MRB Quantity	Enter the quantity sent to the Material Review Board (MRB) for further inspection for this serial/lot. For serial tracked parts the quantity must be 0 or 1.0000.
Rejection Quantity	Enter the quantity rejected here for this serial/lot. For serial tracked parts the quantity must be 0 or 1.0000
Rejection Reason	Enter, or click to select, a rejection reason code, if there is a rejection quantity.
Rejection Disposition	Enter, or click to select, a rejection disposition code for the rejected quantity.
Rejection Location	Enter, or click to select, a location where the rejected material is stored. A location is not required if the Rejection Disposition code is Return to Vendor or Scrap.
Configuration	This field displays the configuration to which the selected part is being built. This field is not visible if the Use Configuration IDs check box is not selected in the BOM Corporate Settings subtask of the Configure Bills of Material Settings screen.
Effectivity Date	Enter, or click to select, an Effectivity Date. This field displays the Bills of Material "as-of" date that was used when building this serial/lot as default value.
Routing No	Enter, or click to select, a routing number. This field displays a valid routing number for the item that was used when building this serial/lot as default value.
Serial/Lot User-Defined Fields 1 - 15	These columns display the labels defined on the Manage Serial/Lot User-Defined Labels screen.
Manufacturer	Enter, or click to select, the ID of the part's manufacturer. The manufacturer ID saved on the PO receipt is the default value.
Manufacturer Name	This field displays the manufacturer name once the Manufacturer is selected.
Manufacturer Part	Enter, or click to select, the manufacturer part for this item. The manufacturer part entered on the PO receipt is the default value.
Manuf Rev	Enter, or click to select, the manufacturer revision for the manufacturer part. The manufacturer revision entered on the PO receipt is the default value.
Vendor	This field displays the vendor ID.
Vendor Name	This field displays the vendor name.
Vendor Part	Enter, or click to select, the vendor part for this item. The vendor part entered on the PO receipt is the default value.
Vendor Rev	Enter, or click to select, the vendor revision for the vendor part. The vendor revision entered on the PO receipt is the default value.
Manuf/Vendor Serial Number	Enter the manufacturer/vendor serial number for this part. The manufacturer/vendor serial number entered on the PO receipt is the default value.
Manuf/Vendor Lot Number	Enter the manufacturer/vendor lot number for this part. The manufacturer/vendor lot number entered on the PO receipt is the default value.
Maintenance Purchased	Select this check box if the customer has purchased maintenance for this item.
Maintenance Sales Order	Enter, or click to select, the maintenance sales order number for the customer maintenance provided.
Maintenance SO Release	Enter, or click to select, the sales order release for the maintenance provided to the customer.
Maintenance SO Line	Enter, or click to select, the sales order line for the maintenance provided to the customer.
Sales Order Tag No	Enter the sales order tag number for this serialized item.
Vendor Warranty	Enter, or click to select, the code for the type of warranty provided by the vendor.
Vendor Warranty Start Date	Enter, or click to select, the date on which the vendor's warranty began for this serial/lot.
Vendor Warranty Expiration Date	Enter, or click to select, the date on which the vendor's warranty for this part expires. The date entered on the PO receipt is the default value.
Customer Warranty	Enter, or click to select, the code for the type of warranty provided to the customer.
Cust Warranty Start Date	Enter, or click to select, the date when the customer's warranty begins for this serial/lot.
Cust Warranty Expiration Date	Enter, or click to select, the date when the customer's warranty expires for this serial/lot.
Notes	Enter free-form notes regarding this serial/lot.
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 punctuations 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 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 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.
Line	This field may display a serial/lot line number previously assigned by Costpoint. You cannot modify this line number. If you want to modify a previously saved serial/lot line for a receipt/inspection, you can use to select a pre-existing line. All related information automatically loads. To enter a true new line, leave the Line field blank and enter the line information manually.
Autoload Serial/Lot	Click the Autoload button to generate serial lot information for a new inspection line.
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.
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.