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

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 to select, the serial number to assign to this inventory part. If auto-assign is enabled, the system loads a serial number.
Lot Number	Enter, or click to select, the lot number to assign to this inventory part. If auto-assign is on, the system loads a lot number.
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 to select, an effectivity date.
Routing No	This field displays a valid routing number for the item used when building this serial/lot. Or you can enter, or click to select, a valid routing number.
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 to select, the ID of the part's manufacturer.
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.
Manuf Rev	Enter, or click to select, the manufacturer revision for the manufacturer part, up to three alphanumeric characters.
Vendor, Vendor Name	These fields displays the vendor from the purchase order.
Vendor Part	Enter, or click to select, the vendor part for this item.
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 to select, the sales order number for the maintenance provided to the customer.
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 type of vendor warranty code provided by the vendor, or enter
Vendor Warranty Start Date	Enter, or click to select, the date on which the vendor's warranty began for this serial/lot.
Vendor Warranty Exp Date	Enter, or click to select, the date on which the vendor's warranty expires for this part.
Customer Warranty	Enter, or click to select, the type of warranty code provided to the customer.
Cust Warranty Start Date	Enter, or click to select, the date on which the customer's warranty began for this serial/lot.
Cust Warranty Exp Date	Enter, or click to select, the date on which the customer's warranty expires for this serial/lot.
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 to select, the code that represents the method used to create the UID code. This field defaults from the UID 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, 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: 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.