Serial/Lot Subtask of Requisition Lines
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
|
| 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
|
| 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
|
| 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:
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. |
to select, the construct type for UID generation.
to select, the date when the serial/lot part expires.