Serial Lot Information Tab

Use this tab to enable serial/lot tracking capabilities in Sales Order Entry.

Inventory Tracking Required

Use this group box to indicate whether or not serial or lot tracking is required for this part.

Note: If the Allow Serial Lot Backflush checkbox is selected in Configure Production control Settings, you can select Serial and/or Lot tracking.

Field	Description
Lot	Select this check box if lot tracking is required for this part when performing inventory transactions. If you leave this check box clear, lot tracking is not required for this part. You can override this value for a specific project on the Manage Part Project Data screen. Costpoint automatically enables or disables this checkbox based on the status of related records and quantities. If your part has project requirements and there is a record in the INVT table with any location quantity above zero-like On Hold, On Hand, In Inspection, In Shipping, In MRB, or any RMA quantity-and the project IDs do not match, you cannot edit the checkbox for tracking. Costpoint disables it automatically. If the part has project requirements and there is no record in the INVT_WHS_LOC_SR_LT table where the project IDs match, you can adjust the inventory tracking settings as needed.
Serial	Select this check box if serial tracking is required for this part when performing inventory transactions. If you leave this check box clear, serial tracking is not required for this part. You can override this value for a specific project on the Manage Part Project Data screen. If the part does not have project requirements and there is a record for it in the INVT table showing any quantity above zero-like On Hold, On Hand, In Inspection, In Shipping, In MRB, or any RMA quantity, Costpoint will automatically disable this checkbox.

Sales Order Tracking Required

Use this group box to enable the serial/lot tracking capabilities in Sales Order Entry and to assign lot/serial numbers, if they are assigned by part number. If the Serial check box is selected and Inventory Lot Tracking is required for the part (based on the settings on the Configure Serial/Lot Settings screen in Inventory or Sales Order Entry), and inventory serial numbers are not required, you must also track inventory serial numbers for this part on the Configure Serial/Lot Settings screen. Both the Last Lot Number and Last Serial Number fields are enabled at all times.

Note: The U/M Code for S (Selling) U/M Types must be EA (Each) on the Units of Measure subtask if sales order configuration tracking is required.

Field	Description
Lot	Select this check box to use lot configuration tracking in Sales order Entry.
Serial	Select this check box to use serial configuration tracking in Sales Order Entry.
Last Lot Number	Enter, or click to select, the last lot number used for this part (if applicable).
Last Serial Number	Enter, or click to select, the last serial number used for this part (if applicable).