Costpoint Online Help

Using the Help Search

Serial/Lot Subtask of Assign PO

Use this 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, then the Lot Number column does not display. If just the lot number is required, then 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 Inventory Controls.

Identification

Use the fields in this group box to enter identification information for the purchase order.

Field	Description
Purchase Order ID	This field displays the unique ID for this purchase order
Release	This field displays the release number of this purchase order.
Line	This field displays the purchase order line number.
Description	This field displays the description of the purchase item.
Quantity	This field displays the quantity being ordered for this line item.
Total Line Amt	This field displays the total line amount that is calculated by Costpoint. The calculation is Extended Cost plus Sales Tax/VAT Amount plus the sum of any additional charges from the Line Charges subtask.

Table Window

Field	Description
Quantity	Enter the quantity for this line item.
Notes	Enter any notes applicable to this serial/lot number.
UID	Enter the composite Unique Identification (UID) code for this serial/lot row.
Type	Enter, or click to select, the construct type for UID generation.
UID Enterprise Identifier	Enter the enterprise identifier code for UID generation.
UID Issuing Agency	Enter the issuing agency code responsible for assigning the enterprise identifier for UID generation.
Lot Number	Enter, or click to select, the internal lot number for the added part.
Serial/Lot User-Defined Label 1-15	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 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.

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Serial/Lot Subtask of Assign PO

Use this 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, then the Lot Number column does not display. If just the lot number is required, then 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 Inventory Controls.

Identification

Use the fields in this group box to enter identification information for the purchase order.

Field	Description
Purchase Order ID	This field displays the unique ID for this purchase order
Release	This field displays the release number of this purchase order.
Line	This field displays the purchase order line number.
Description	This field displays the description of the purchase item.
Quantity	This field displays the quantity being ordered for this line item.
Total Line Amt	This field displays the total line amount that is calculated by Costpoint. The calculation is Extended Cost plus Sales Tax/VAT Amount plus the sum of any additional charges from the Line Charges subtask.

Table Window

Field	Description
Quantity	Enter the quantity for this line item.
Notes	Enter any notes applicable to this serial/lot number.
UID	Enter the composite Unique Identification (UID) code for this serial/lot row.
Type	Enter, or click to select, the construct type for UID generation.
UID Enterprise Identifier	Enter the enterprise identifier code for UID generation.
UID Issuing Agency	Enter the issuing agency code responsible for assigning the enterprise identifier for UID generation.
Lot Number	Enter, or click to select, the internal lot number for the added part.
Serial/Lot User-Defined Label 1-15	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 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.