Walkthrough - Process an In-House Repair

This walkthrough shows a typical In‑House Repair process in COSMO Discrete Manufacturing – from return registration to final shipment – and includes the optional Repair Quotation (quote → approval → order) path. It covers cases with and without a predefined Service BOM.

This step-by-step process ensures full traceability, clean separation between service and production, and audit-ready documentation – from customer return to cost valuation.

Quick Decision Map

Follow the steps in this walkthrough based on these two paths:

  • Path A – Start with a Repair Quotation and follow steps A1–A10 if:

    • You must present a costed offer before touching the item.
    • The repair scope is estimated from history, photos, or preliminary diagnostics.
    • Internal policy requires signed approval (warranty exclusions, out‑of‑scope damage).
    • You want to lock pricing before production resources are reserved.

  • Path B – Skip the Repair Quotation and start with steps A7–A10 if:

    • The repair is contractually covered (warranty/service level).
    • Pricing is standardized or not customer‑specific.
    • Turnaround speed is more important than formal approval.

Prerequisites / Checks

To complete this walkthrough, the following setup is configured/defined:

  • Repair-related fields in Configure to Order Setup page (Repair Return Reason Code, Repair Item Suffix, Repair Analysis Item No., RMA No. Series, and RMA No. assignment by Return Order).

    In-House Repair CTO Setup

  • Service Item master data and Service BOMs (if applicable).

  • Resources set with the correct Service Repair Prod. Order Type.

  • Serial/lot tracking if applicable.


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