Recording the serial and lot details for the counted parts in the PI plan

Unified Glossary

Basics of using a typical web page

Using Online Help

This page enables you to modify the serial and lot numbers of the part. Tell me more

The ““Record  Serial # & Lot #  Information” page appears.

The system displays the following field:

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

The system displays the following fields in the “Plan Details” group box:

PI Plan #

The number that identifies the physical inventory plan for which you need to modify the serial and lot details.

PI Plan Description

The textual description of the PI plan.

Warehouse #

The warehouse for which the PI plan was generated.

Warehouse Description

The textual description of the warehouse.

Line #

Use the drop-down list box to select the line number of the part for which you need to record  the lot or serial number details. The system lists the line numbers of all the parts from the “Enter Phy. Inventory Count Results” page for which count results have been updated, based on the “Recount Mandatory” option set in the “Set Physical Inventory Options” activity.

 

  • If the option “Recount Mandatory” is set as “Required”, then the system will not display parts with deviation greater than “Recount Tolerance” as the serial and lot number details for these parts can be modified only after recounting.

 

  • If the option “Recount Mandatory” is set as “Not Required”, then the system displays all parts irrespective of the “Recount Tolerance”.

The system displays the following fields in the “Part Details” group box:

Part #

The number that identifies the part for which you need to modify the serial and lot number details.

Part Description

The textual description of the part.

WH- Zone #

The number that identifies the zone in the warehouse where the part is stored.

Bin #

The number that identifies the bin in which the part is stored.

Part Control Type

The type of part control, which could be either serial-controlled or lot-controlled.

Part Type

The type to which the part belongs.

Transaction UOM

The unit of measurement for parts during PI count transaction.

Stock Status

The user-defined stock status of the part.

Count Quantity

The quantity of parts available after PI count.

Stock Quantity

The quantity of parts available as per the system inventory record.

The system displays the following fields in the “Serial / Lot Details” multiline:

Line #

The line number of the part.

Serial #

The serial number of the part (Alphanumeric, 40). The value entered must be as defined in the “Stock Maintenance” business component.

Lot #

The lot number of the part (Alphanumeric, 40). The value entered must be as defined in the “Stock Maintenance” business component.

Manufacturer Serial #

The serial number of the part issued by the manufacturer (Alphanumeric, 40). The value entered must be as defined in the “Stock Maintenance” business component. (Alphanumeric, 40).

Manufacturer Lot #

The lot number issued by the manufacturer (Alphanumeric, 18). The value entered must be as defined in the “Stock Maintenance” business component.

Ensure that this field is entered if “Lot #” is entered.

Note: If the part is lot number-controlled, then the “Serial #” and “Manufacturer Serial #” can be ignored.

Note: If the part is serial number-controlled, then the “Lot #” and “Manufacturer Lot #” can be ignored.

Quantity

The quantity of the part counted, for the serial number or lot number entered (Decimal). Ensure that the quantity is greater than zero.

The system displays the following:

Condition

The condition of the part, which could be “New”, ”Overhauled”, “Serviceable” or ”Unserviceable” .

Serial / Lot Type

The type of the serial number or lot number, which could be “Existing” or “New” for a part of type ”Component” or for a part which is “Shelf Life Controlled”.

  • Existing – Indicates that the lot number or serial number entered for the part was already existing in the specified warehouse.

  • New – Indicates that the lot number or serial number entered for the part does not exist in the specified warehouse and a new internal serial number is generated for the same.

Certificate Info.

Indicates whether the certificate information is “Recorded”, “Not Recorded” or “Not Applicable” for a part.

  • Recorded – If the certificate information is updated for the part of part type “Component” or for a part that is “Shelf Life Controlled”.

  • Not Recorded – If the certificate information is not updated for the part of type “Component” or for a part that is “Shelf Life Controlled”.

  • Not Applicable – If the certificate information is not applicable as the parts are neither of type “Component” nor are “Shelf Life Controlled”.

Note: For serial controlled parts, the system does not allow any positive stock corrections for part serial numbers, if:

a) the last transaction for the part is  maintenance issue, general issue, loan/rental issue or stock transfer issue with stock transfer receipt in “Draft” or “Fresh” status.

b) the last transaction for the part is Repair Order Issue, Exchange Issue, PBH Exchange Issue or Sub Contract Issue, with the corresponding reference documents (Repair Order, Purchase Order or Subcontract Order) in closed/short-closed/NT closed/BER Closed status.

The system performs the following on clicking the “Edit Serial & Lot Details” pushbutton:

To proceed further,

Top

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Recording the serial and lot details for the counted parts in the PI plan – An overview

Enter PI Count Results - A summary of the activity

This page enables you to modify the serial and lot numbers of the parts for which the count results have been recorded. During the physical inventory counting, if you notice any discrepancy in the serial and lot numbers of the part, between the actual quantity stored in the warehouse and the system quantity, you can use this page to record the correct serial and lot numbers for the part.

If required, you can modify the serial and lot numbers of the part even if there is no discrepancy in the count quantity.  

You can select the part line number for which the serial and lot details must be modified. The corrected serial and lot numbers can be entered for the part in the multiline.

Top