General Settings
Settings in the Configure to Order Setup and Service Order Types pages must be defined, and the Resource Card can optionally be configured before using the Repair Orders functionality in COSMO Discrete Manufacturing.
Configure to Order Setup
The settings include a Repair Return Reason Code, which ensures that the returned item is posted back into inventory with zero inventory value, avoiding valuation distortion.
Additionally, a suffix is required for creating new item numbers. This suffix is appended to the original item number and used to generate the repair item, which becomes the target of the upcoming production process and is inserted in a new Service Line for final invoicing.
In the General FastTab of the Configure to Order Setup page, fill in the fields as described in the following table:
| Field Group | Field | Description |
|---|---|---|
| Service | Repair Return Reason Code | Define a return reason code with the Zero Inventory Value checkbox selected. This ensures that the returned item is posted without financial impact and can be used in repair processes (see Zero Inventory Value on Return). |
| Repair Item No. Suffix | Define a suffix (including preceding dash -, e.g. -REP) to be used when creating a new item during the repair process. The combined item number must not exceed 20 characters. |
|
| Repair Analysis Item No. | Specify the item used when the system creates the repair-analysis production-order line from eligible service analysis lines. During execution, the setup value is required and the referenced item is used on the generated line. For consistent valuation and reporting, choose an item setup that matches your costing policy (commonly an Inventory item with FIFO). |
|
| RMA No. Series | Specify the number series used to generate unique Return Material Authorization (RMA) numbers for repair / return processes. This enables traceability from receipt to completion. NOTE: Ensure the series is long enough and auto-assigned without gaps. |
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| RMA No. assignment by Return Order | Turn on to assign the RMA number immediately when a Return Order is created. If not turned on, the RMA number is assigned automatically when a Service Quote or Service Order is created (or can be assigned manually later). RMA numbers are managed at the service line level, allowing repair orders to have multiple service lines with different RMA numbers. NOTE: Turn on if each Return Order should immediately get an RMA (for labeling, early warehouse tracking). Leave off if the RMA should exist after the quote/order is confirmed. |
RMA Tracking at Service Line Level
RMA numbers are tracked at service-line level through the RMA No. field on Service Lines. This supports repair orders with multiple service item lines, where each line can carry its own RMA context for independent traceability.
When working with repair quotes and return orders:
- Repair quotes are selected using RMA-based filters generated from service lines in the source service order.
- Return orders are selected using the same RMA-based filtering logic, and newly created return-order lines inherit the RMA No. from the related repair service line.
RMA filters are generated from service lines with non-empty RMA values, supporting multi-repair processing within a single service-order workflow.
The Repair Item Line No. field groups related repair lines, analysis lines, and component lines by repair item to keep multi-line repair structures organized.
Use the Find RMA No. entries action in the Service Item Worksheet to navigate to related records for a selected RMA number, including Sales Return Orders, Service Quotes and Orders, Construction Orders and Archives, Production Orders, Warehouse Receipts, Warehouse Shipments, and posted warehouse documents.
The RMA No. field is available on Warehouse Receipt and Warehouse Shipment subforms, including posted variants, so warehouse teams can identify repair-related inventory movements consistently.
Service Comments Access from RMA-Related Documents
Service Comments for the five categories – Faults, Resolutions, Internal, Accessories, and Loaners – can be accessed directly from RMA-related documents without navigating back to the Service Order. This provides quick access to repair-related information during document processing.
The Service Comments actions are available on the following pages when the RMA No. field is filled in:
- Sales Return Order lines
- Warehouse Receipt lines
- Construction Order header
- Planned Production Order header
- Firm Planned Prod. Order header
- Released Production Order header
Each action opens the Service Comment Sheet page filtered to display only comments for the specific service item and comment type associated with the RMA number. The actions are enabled only when an RMA number is present on the current line or header.
Service Order Types
In the Service Order Types page, select the Repair checkbox on each type that will be used for Repair Orders.
When this Service Order Type is assigned to a service order, all repair-specific logic is activated, including return handling, item replacement, and integration with Construction and Production Orders.
Resource Card
Resources can optionally be mapped to Work Centers, especially when time, labor, or effort needs to be captured as part of a Production Order. This mapping allows detailed control over how service labor is treated in both financial and operational terms.
The related fields are described in this section.
Service Repair Prod. Order Type
The Service Repair Prod. Order Type field defines how the resource is processed when a Service Line is converted into a Construction and Production Order during a Repair Order. It determines how the related costs are posted and how the resource appears on the final invoice. The available options are described in the following table.
| Option | Description | Usage |
|---|---|---|
| Service | - The Service Line remains unchanged. - The work (e.g., technician labor) is invoiced through the Service Order. - No Routing Line is created in the Production Order. |
Use when the effort is commercially relevant, but no cost accumulation in production is needed. |
| Production | - The Service Line is removed. - The resource is converted into a Routing Line linked to a Work Center (see Service Work Center No.). - Costs are posted through the Production Order, based on time or quantity. |
Use when the resource represents a production effort, but no separate sales price is required. |
| Service Price + Production Costs | - The Service Line remains in place for invoicing. - A Routing Line is also created for production execution. - This allows cost tracking in production and a sales price to be billed via the Service Order. |
Use when both billing and cost control are required. |
Service Work Center No.
The Service Work Center No. field specifies the work center used when the resource is handled via a Production Order. This is only relevant if the Service Repair Prod. Order Type field is set to Production or Service Price + Production Costs.
The linked Work Center should be set up with Unit Cost Calculation = Time for time-based cost accumulation.
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