Skip to Content
Author's profile photo Stefan Resag

How to perform an inhouse repair process

The document below describes how ByD can be used to manage an inhouse repair process starting from a service request, returning parts, repairing them and sending them back to the customer.

Step 1 – Create a Service Request:

WoC Service Desk – Common task ‘New Service Request’: Enter Reference Product, because this will be checked later when you manually link the return document with the service order (see step 6).

Remark: The process could also start with step 2, but the service request ID could be used as a kind of RMA ID, which then can also be entered in the internal notes field of the Customer return notification document as a reference.

Step 2: Create Customer Return Notification. Goro  WoC Inbound Logistics – Common task ‘New Customer Return Notification

     Important: Enter follow-up Activity: Repair at Own Service Center in step 2 of the guided activity. This will do two things:

  1. Goods will be still externally owned, even when visible in your stock overview.
  2. References do not need to be maintained for that item.


Step 3: Perform inbound process: As a result the returned part will be shown in the stock overview owned by the customer. In addition a return document will be created automatically. See WoC Service Orders, View Returns.


Step 4: Repair returned part.

  1. Create a service order from service request and plan the repair process by adding items for services and spare parts needed to repair returned part, if already known.
  2. Release service order to service execution.

Step 5: Confirm and complete the service execution for the service order in the work centers ‘Field Service and Repair’ and ‘Service Orders’ with the standard process for service orders.

Step 6: To enhance transparency link the service order to the returns document as follows: Edit the returns document, select the item for the returned part and perform action ‘Assign Reference’. Enter the respective Service Order ID and click o.k., even if the system complains, that it does not find any order with that ID. The service order information is then visible in the returns document item details (see screen shot in step 7). In addition the link between service order and returns document is visible in the document flow.

Step 7: In the same ‘Returns’ UI you can trigger sending the repaired part back to the customer with the action ‘Request Outbound Delivery’.


Step 8: Do the outbound delivery from the Delivery proposals list in the WoC Outbound Deliveries. The document flow now gives a good overview of all involved documents.


Step 9: Invoice the customer based on the service execution.

Assigned Tags

      You must be Logged on to comment or reply to a post.
      Author's profile photo Christian Baetz
      Christian Baetz

      Hi Stefan,

      thank you for the helpful description. In step 7 I receive an error message in my system: "Sales organization not valid for maintained sales unit". Were does the mentioned sales Organisation come from? Because this is not visible and Service Order and Return use the same Sales Unit.



      Author's profile photo Stefan Resag
      Stefan Resag
      Blog Post Author

      Hi Christian,

      this error message is not really helpful and needs improvement, because it does not mention the sales org and sales unit and also does not explain, what 'not valid' means.

      I recommend to create an incident for this. Unfortunately I do not know why this error message pops up.

      Best regards,


      Author's profile photo Watcharaphon Nuanyaisrithong
      Watcharaphon Nuanyaisrithong

      Dear Stefan,

      I have tried this scenario for Return with repair and got same error message when not having any reference which system may not be able to determine Sales Org/Sales Unit and Channel.

      Is there work around on this issue?


      Author's profile photo Former Member
      Former Member

      Hi Stefan,

      In step 6, if I reference incorrect service order ID.

      How to change it?

      Best regards,

      Dai Minh

      Author's profile photo Stefan Resag
      Stefan Resag
      Blog Post Author

      Hi Dai Minh,

      unfortunately it is currently not possible to remove or change the reference on the return item.

      Best regards,


      Author's profile photo Vishal Kambare
      Vishal Kambare

      Hi Stefan,

      Please support on below query

      We get material from Supplier which we have to store in our warehouses,

      Can we use same scenario as you explained above?

      (I am not getting Supplier list in "Sender" section (may be because its customer return?))


      Please assist.

      Thank You.

      Author's profile photo Stefan Resag
      Stefan Resag
      Blog Post Author

      Hi Vishal,

      could you provide me with some more details on what the overall business scenario is about? The process described above is purely based on return from customers. If you get materials from your supplier you cannot store them in supplier-owned inventory. I assume you are looking at a kind of supplier consignment scenario.

      Best regards,