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 Analyse Item No. | Specify the item used as an analysis (diagnostic) placeholder on initial Service Lines before the actual repair item is generated. Use an item with Type = Inventory and Costing Method = FIFO to enable standard cost and value tracking for the diagnostic step. NOTE: Keep the description clear (e.g., "Repair Diagnosis"). Use an Inventory item (FIFO) if you need cost/value tracking. |
|
| 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. |
|
| 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). 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. |
Restriction to One Service Item Line for RMA Processes
During the in-house service return process, an RMA No. is assigned in the Service Order header and reused for the warehouse receipt (Return Order). Therefore, only one Service Item Line is permitted on a Service Order that has an RMA No.; multiple lines could generate multiple receipts, which the process does not allow.
Note
When you set the Service Order Type to Repair and attempt to add more than one Service Item Line, the system checks for an existing line. If one exists, an error is shown and the action is canceled.
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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