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.
Use this subtask when the item being received must be serial and/or lot tracked as established on the Manage Parts and Manage Part Project Data screens. You can also have serial and lot information automatically assigned to inventory parts in the Auto-Assign group box on the Configure Serial/Lot Settings screen in Administration.
Contents
Field | Description |
---|---|
Purchase Order |
This field displays the PO ID against which this item is received. |
Release |
This field displays the release number of this purchase order. |
Line |
This field displays the PO line number. |
Description |
This field displays the description from the purchase order. |
PO Line Warehouse |
This field displays the warehouse receiving this inventory part. |
Inv Abbrev |
This field displays the inventory abbreviation to which this part is charged. |
Item, Rev |
These fields display the item ID and revision from the purchase order. |
Table Window
Click
to enter a new line in the table window.
Field | Description |
---|---|
Serial Number |
Enter, or click
|
Lot Number |
Enter, or click
|
Receipt Quantity |
The receipt quantity in the inventory unit of measure from the main screen displays here and cannot be modified. If serial tracking is required, this field displays 1 per serial number. |
Undispositioned Quantity |
This field displays the system-calculated undispositioned quantity. |
Acceptance Quantity |
Enter the quantity accepted here if there is no separate QC inspection performed on this part. |
Rejection Quantity |
Enter the quantity rejected here if there is no separate QC inspection performed on this part. |
Configuration |
This field displays the Bill of Materials (BOM) configuration ID used to build the serial/lot. |
Effectivity Date |
This field displays the bill of material "as-of" date used when building this serial/lot. Or you can enter, or click
|
Routing No |
This field displays a valid routing number for the item used when building this serial/lot. Or you can enter, or click
|
Serial/Lot User-Defined Fields 1 - 15 |
These columns display if you defined field labels on the Manage Serial/Lot User-Defined Labels screen. |
Manufacturer |
Enter, or click
|
Manufacturer Name |
This field displays the manufacturer name once the Manufacturer is selected. |
Manufacturer Part |
Enter, or click
|
Manuf Rev |
Enter, or click
|
Vendor, Vendor Name |
These fields displays the vendor from the purchase order. |
Vendor Part |
Enter, or click
|
Vend Rev |
Enter the vendor revision for the vendor part, up to three alphanumeric characters. |
Manuf/Vendor Serial Number |
Enter the manufacturer/vendor serial number for this part. |
Manuf/Vendor Lot Number |
Enter the manufacturer/vendor lot number for this part. |
Maintenance Purchased |
Select this check box if maintenance has been purchased for this item. |
Maintenance Sales Order |
Enter, or click
|
Maintenance SO Release |
Enter, or click
|
Maintenance SO Line |
Enter, or click
|
Sales Order Tag No |
Enter the sales order tag number for this serialized item. |
Vendor Warranty |
Enter, or click
|
Vendor Warranty Start Date |
Enter, or click
|
Vendor Warranty Exp Date |
Enter, or click
|
Customer Warranty |
Enter, or click
|
Cust Warranty Start Date |
Enter, or click
|
Cust Warranty Exp Date |
Enter, or click
|
Notes |
Enter free-form notes regarding this serial/lot line. |
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
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:
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 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:
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
|
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. |