Serial/Lot Info Subtask
Use this subtask to enter and assign new serial and lot numbers.
If only serial or lot tracking is required, the screen will have only one column (either Serial Number or Lot Number, as required). If both serial and lot tracking are required, both columns are displayed.
This subtask is required only if serial/lot tracking is enabled (on the Configure Serial/Lot Settings screen) and the part/project or part master requires serial/lot tracking (that is, the Serial and/or Lot check boxes are selected in the Tracking Required group box on the Manage Parts screen in Product Definition). The serial/lot assignment screen will be displayed for the following transactions:
- Miscellaneous Receipts
- Inventory Issues (negative issues only)
- Quantity Adjustments (positive adjustments only)
- Scrap Adjustments (positive adjustments only)
- Inventory Transfers (only if the To part/project requires some tracking and the From part/project does not, or if both From and To require tracking, but the To side requires more)
- Enter Physical Counts (only if Actual Count is greater than Pre-Count).
Contents
Field | Description |
---|---|
Actual Count Qty |
This field displays the actual physical quantity counted for the line. |
Variance Qty |
The field displays the variance quantity for the line. |
Serial/Lot Qty |
This field displays the serial/lot quantity assigned to the line. |
Autoload Hdr QtyActual Count |
Click this button to load the actual count information to this serial/lot line. |
Serial/Lot Info
You can have Costpoint generate serial/lot assignments on this screen by setting the options in the Auto-Assign group box on the Configure Serial/Lot Settings screen in Costpoint Inventory or Costpoint Sales Order Entry. When you enter a new line in the table window, the serial/lot numbers for each line automatically default into their respective fields, and increase sequentially.
Field | Description |
---|---|
Serial Number |
Enter, or click
|
Lot Number |
Enter, or click
|
Actual Count Quantity |
Enter the quantity of the added part assigned to the lot number. If you are using serial tracking, Costpoint assigns a quantity of 1. |
Pre-Count Quantity |
This is field is maintained by Costpoint and cannot be modified. |
Variance Quantity |
This is field is maintained by Costpoint and cannot be modified. |
Current Quantity |
This is field is maintained by Costpoint and cannot be modified. |
Vendor Warranty Expiration Date |
Enter the date on which the vendor's warranty will expire for the serial/lot. |
Manufacturer |
Enter, or click
|
Manufacturer Name |
This manufacturer's name displays when you enter the manufacturer ID. |
Manufacturer Part |
Enter, or click
|
Manuf Rev |
Enter the manufacturer revision number for this serial/lot. This automatically displays if the part number was automatically displayed in the Manufacturer Part field or selected from lookup. |
Vendor |
Enter, or click
|
Vendor Name |
This field is automatically loaded after you enter the Vendor. |
Vendor Part |
Enter, or click
|
Vendor Rev |
Enter the vendor revision number for the serial/lot. This is loaded if you selected the Vendor Part. |
Manuf/Vendor Serial Number |
Enter the manufacturer/vendor serial number for the part. |
Manuf/Vendor Lot Number |
Enter the manufacturer/vendor lot number for the part. |
Notes |
Enter any free-form text associated with this serial/number. |
Serial/Lot User-Defined Fields 1 to 15 |
Enter additional information required for the user-defined fields. These columns display different labels if you defined them on the Manage Serial/Lot User-Defined Labels screen. |
Order Type |
This field displays Purchase Order if the serial/lot is associated with a PO number or Manufacturing Order if associated with an manufacturing order (MO). When you create new serial/lot assignment, these same two order types can be selected from a drop-down list for association to the serial/lot. |
Order |
This field displays the PO or MO number against which the serial/lot was originally received. When you create new serial/lot assignment, enter the PO or MO. |
Release |
This field displays the PO release number against which the serial/lot was originally received. When you create a new serial/lot assignment, enter the PO release number against which the serial/lot was originally received. When you make an entry in the Order field, the number is automatically displayed. |
Line |
This field displays the PO line number against which the serial/lot was originally received. However, when you create a new serial/lot assignment, enter the PO line number. When you make an entry in the Order field, the number is automatically displayed. |
Configuration |
Enter, or click
|
Routing No |
Enter, or click
|
Effectivity Date |
Enter the bill of material "as-of" date that is used when building this serial/lot. |
Vendor Warranty |
Enter, or click
|
Vendor Warranty Start Date |
Enter the date on which the vendor's warranty began for this serial/lot. |
Customer Warranty |
Enter, or click
|
Cust Warranty Start Date |
Enter the date on which the customer's warranty began for this serial/lot. |
Cust Warranty Expiration Date |
Enter the date on which the customer's warranty will expire for this serial/lot. |
Sales Order Tag No |
This field displays the sales order tag number for this serialized item. |
Maintenance Sales Order |
Enter, or click
|
Maintenance SO Release |
Enter the sales order release for the maintenance provided to the customer. |
Maintenance SO Line |
Enter, or click
|
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. |
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 UID Defaults group box 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 group box of the Serial/Lot Settings screen if you use the Generate UID button to create the UID. |
Maintenance Purchased |
This field indicates whether the customer has purchased maintenance for this item (that is, the check box is selected) or not (check box is clear). When you create new serial/lot assignment, select this check box to indicate that maintenance is purchased for the item. |
Autoload Serial/Lot |
Click this button to automatically load serial/lot numbers 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:
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 group box of the Configure Serial/Lot Settings screen. |