Serial/Lot Info Subtask

Use the Serial/Lot Info subtask to enter and assign new serial and lot numbers to inventory parts that require serial and/or lot tracking.

If only the serial number is required, the Lot Number column does not display. If only the lot number is required, the Serial Number column does not display.

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

Click to add a new row.

Contents

Field	Description
Serial Number	Enter, or click to select, a serial number to assign to this inventory part. If auto-assignment is on, the system loads a serial number. Note: This field is available only if the Serial check box is selected in the Serial Lot Information tab on the Manage Parts screen.
Lot Number	Enter, or click to select, a lot number to assign to this inventory part. If auto-assignment is on, the system loads a lot number. Note: This field is available only if the Lot check box is selected in the Serial Lot Information tab on the Manage Parts screen.
Available Quantity	This field displays the receipt quantity in the inventory unit of measure from the main screen. If serial tracking is required, this field displays 1 per serial number.
Vendor Warranty Expiration Date	Enter the date when the vendor's warranty expires for the part.
Order Type	Select Order Type from the drop-down list. The values are: Purchase Order: To associate this part with a purchase order (PO) Manufacturing Order: To associate this part with a manufacturing order (MO)
Order	Enter, or click to select, the PO or MO ID with which to associate this part. Use for purchase order type.
Release	This field displays a default PO release number once you have entered the Order; or you can enter a PO release number with which to associate this part.
Line	This field displays a default PO line number once you have entered the Order. You can also enter a PO line number with which to associate this part.
Manufacturer	Enter, or click to select, the ID of the part's manufacturer. You can enter up to 10 alphanumeric characters.
Manufacturer Name	This field displays the manufacturer name once you have entered an ID in the Manufacturer field. You can also click to select a manufacturer name.
Manufacturer Part	Enter, or click to select, the manufacturer part for this item. You can enter up to 30 alphanumeric characters.
Manuf Rev	Enter, or click to select, the manufacturer revision for the manufacturer part. You can enter up to three alphanumeric characters.
Vendor	Enter, or click to select, the ID of the vendor supplying this part. You can enter up to 12 alphanumeric characters. Vendors can be established in Purchasing or Procurement Planning.
Vendor Name	This field displays the name of the selected vendor. You can also click to select a vendor name if the Vendor column is blank.
Vendor Part	Enter, or click to select, the vendor part for this item. You can enter up to 30 alphanumeric characters.
Vendor Rev	Enter, or click to select, the vendor revision for the vendor part. You can enter up to three alphanumeric characters.
Manuf/Vendor Serial Number	Enter the manufacturer/vendor serial number for this part. You can enter up to 20 alphanumeric characters.
Manuf/Vendor Lot Number	Enter the manufacturer/vendor lot number for this part. You can enter up to 20 alphanumeric characters.
Notes	Enter any free-form notes regarding this serial/lot line.
Serial/Lot User-Defined Fields 1 - 5	These columns display if you defined field labels on the Manage Serial/Lot User-Defined Labels screen.
Configuration	This column displays the Bills of Materials (BOM) configuration ID used to build the serial/lot.
Routing No	This column displays a valid routing number for the item used when building this serial/lot.
Effectivity Date	This column displays the bill of material "as-of" date used when building this serial/lot.
Vendor Warranty	This column displays the type of vendor warranty code provided by the vendor.
Vendor Warranty Start Date	This column displays the date on which the vendor's warranty began for this serial/lot.
Customer Warranty	This column displays the type of warranty code provided to the customer.
Cust Warranty Start Date	This column displays the date when the customer's warranty begins for this serial/lot.
Cust Warranty Expiration Date	This column displays the date when the customer's warranty expires for this serial/lot.
Maintenance Purchased	This column displays the customer's purchased warranty status. It is selected when the customer has purchased maintenance for this item.
Maintenance SO Release	This column displays the sales order release for the maintenance provided to the customer.
Maintenance Sales Order	Enter, or click to select, the sales order number 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.
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 click to select, the code that represents the method used to create the UID code. This field defaults from the UID Defaults block 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 defaults from the UID Defaults block 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 UID Defaults block 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 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.
Autoload Serial/Lot	Click this button to have Costpoint load serial/lot information for the selected rows.
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 UID Defaults block 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 block of the Configure Serial/Lot Settings screen.