December Release 2025

TRASER DMS 365 Release
TRASER Rental 365 Release
- New Rental Features

TRASER DMS 365 Release

This section displays the features that were introduced in December 2025 in TRASER DMS 365.

New Core Features

Feature	Content
Individual Accounts for Exchange Rate Adjustment	This release enhances the adjust exchange rates functionality by allowing separate G/L accounts for exchange rate adjustments of customer receivables and vendor liabilities. Previously, adjustments were posted to the standard receivables or liabilities account and the currency gains/losses accounts. With the release of this feature, TRASER DMS 365 will post adjustments to the new account if defined; otherwise, it defaults to the standard account. This provides greater flexibility and transparency in financial reporting.
Correct VAT Posting for EU Deliveries and Services	This release ensures correct VAT posting for EU deliveries and services, such as workshop spare parts and labor. Invoices are now evaluated based on the proportion of goods and services: if services exceed 50%, the reverse charge mechanism is applied; if goods exceed 50%, the transaction is treated as tax-free intra-community supply under §6a UStG (VAT Act). New fields in the General Ledger Setup allow defining the VAT business and product posting groups for intra-community supply, ensuring that VAT entries are posted correctly while other accounting entries remain unchanged.

Feature

Content

Individual Accounts for Exchange Rate Adjustment

This release enhances the adjust exchange rates functionality by allowing separate G/L accounts for exchange rate adjustments of customer receivables and vendor liabilities. Previously, adjustments were posted to the standard receivables or liabilities account and the currency gains/losses accounts. With the release of this feature, TRASER DMS 365 will post adjustments to the new account if defined; otherwise, it defaults to the standard account. This provides greater flexibility and transparency in financial reporting.

Correct VAT Posting for EU Deliveries and Services

This release ensures correct VAT posting for EU deliveries and services, such as workshop spare parts and labor. Invoices are now evaluated based on the proportion of goods and services: if services exceed 50%, the reverse charge mechanism is applied; if goods exceed 50%, the transaction is treated as tax-free intra-community supply under §6a UStG (VAT Act). New fields in the General Ledger Setup allow defining the VAT business and product posting groups for intra-community supply, ensuring that VAT entries are posted correctly while other accounting entries remain unchanged.

New Machine Trade Features

Feature	Content
Option to choose Base Machine List Price in Calculation Worksheets	Users will be able to select whether the Base Machine List Price used in a calculation worksheet for an existing service item is based on the Unit Cost of the service item or the Calculation Unit Cost.
Machine Finder Extension	With this release, the Machine Finder functionality will be enhanced to improve search efficiency and user experience. New fields will be added to allow searching for service item equipment by number or description. The Serial No. field will be extended to search both the service item and the service item serial numbers table. Additionally, the Unit Price field will be replaced with Unit Cost of Service Item. Tooltips and field positions will also be updated to make the search more intuitive and user-friendly.
Assembly Cost in Calculation Review	The calculation review will be improved to include service items from assembly orders, allowing their costs to be accurately reflected and displayed.
Work in Progress Tracker for CPQs	With this release, the calculation worksheets in CPQs will include new status fields to make related activities more visible. The fields, Related Activities, Return Status, Service Activities and Service Order Status, will be non-editable and show the current activity status. These fields will help users quickly understand the progress of each calculation worksheet and improve tracking and decision-making.
Checklist Templates for Service Item Categories	With this release, checklist templates can be assigned to service item categories and used in sales or transfer orders. When a service item is entered in a sales or transfer line, TRASER DMS 365 will prompt the user to create a checklist from the template specified in the service item category. Created checklists must be completed before posting the shipment. Completed checklists from sales orders can be viewed in the posted sales invoice, while those from transfer orders can be accessed in posted transfer shipments.
Maintenance Contracts in Calculation Worksheet	With this release, maintenance contracts can be added directly into the calculation worksheet. The new Create Maint. Contract action generates contracts from the worksheet, transferring customer, contact, service item, amounts, salesperson and other template data. One contract line is created per worksheet line, using the earliest start date when multiple lines exist. This functionality will support both upfront payments and invoicing via contract, integrating smoothly with sales quotes and orders.

New Service Features

Feature	Content
Rich Text Editor for Service Comments	The rich text editor will be introduced for service comments. With this change, comments will no longer be saved as plain text lines but as BLOBs. These formatted comments will also appear correctly in reports.
Rework on Warranty Statistics	The calculation method for warranty statistics fields will be updated. By default, all values will be calculated excluding VAT, unless explicitly stated otherwise. Additionally, the structure of these fields will be reworked to support a more consistent and streamlined data model.
Enhanced Ship-to Handling in Service Orders and Worksheets	This release improves the handling of ship-to information in service processes. Service managers can now include ship-to details directly in a service order and this information will be automatically transferred to the First Location field on the worksheet. Additionally, the system now better supports scenarios where a service item is linked to a different ship-to code.
Service Interval Improvements	This release introduces several improvements to the service interval management. Users will be able to select a reason code when cancelling or closing intervals, ensuring proper reporting and preventing deletion without justification. Service intervals can be created in batches for multiple service items using user-defined filters, with review and bulk-editing options. A new Service Notice interval type will be added for better classification and process automation. Additionally, users will be able to assign priorities to intervals to help technicians determine the order of execution, improving scheduling and workflow efficiency.
Splitting of Warranty for New and Used Machines	With this release, service intervals will support automatic differentiation and assignment of warranty types based on a the service item state (new or used) and manufacturer code. This eliminates manual adjustments, applying all matching warranties automatically and defaults to a generic warranty if no manufacturer-specific warranty is found.
Inclusion of Sold Service Items in Calculation Review	With this release, sold service items from service orders, including their costs and prices, are now included in the calculation review.
Reason Code in Service Documents	With this release, the reason code functionality will be available across all service documents.

New Parts Features

Feature	Content
Item Substitution Enhancements	With this release, substitution handling for sales and service items will be enhanced. Users will be able to define default substitution preferences, specifying whether old stock from the current location or items from all locations should be preferred. A new option will allow the substitution page to be shown automatically instead of a notification, improving user guidance. Furthermore, substitution entries will be able to be flagged as enforced so that they replace the previously selected item and apply relevant rules such as Blocked for Sale. These changes help users automatically select the correct stock while managing substitutions efficiently and consistently.
Sales Line Fill Rates	This release introduces a new functionality that records fill rates at the line level in sales and service orders. For each entered item line with quantities, a dedicated entry table will be updated to document and standardize fill rate data. The collected information will be stored for later use in TRASER BI Connect, enabling the creation of reports on fill rates. These insights will support decision makers in stocking strategies and inventory management.
Location Aggregation for Stock Conversion Suggestions	With this release, the stock conversion report will support location aggregation, allowing demand calls and inventory data to be consolidated across multiple related locations. A new Location Aggregation Setup table enables users to group locations under a single main location, which serves as the consolidation point for stock conversion suggestions. When enabled, the report accumulates demand history, current inventory and pending orders from all locations in the aggregation, providing unified and more accurate stock conversion suggestions.
Tasklet Factory Mobile WMS Enhancements	With this release, several improvements will be made to Tasklet Factory Mobile WMS. Warehouse employees will be able to confirm the warehouse shipment bin after scanning, reducing errors from incorrectly scanned barcodes in free-text fields. Locations without required picks will display the same fields and views as locations with picks, aligning the process across all tasks. Employees will be able to print barcode labels for items during put-aways or picks, showing vendor item numbers and quantities to facilitate flexible packaging. For locations that require shipment but not pick, the shipping agent and shipping agent service will be visible in Tasklet Factory Mobile WMS to support package sorting. Additionally, Tasklet Factory Mobile WMS will display expected serial numbers during warehouse receipts and vendor item numbers on physical inventory movements and transfer lines for improved item identification and consistency across processes.

TRASER Rental 365 Release

This section displays the features that were introduced in June 2025 in TRASER Rental 365.

New Rental Features

Feature	Content
Improved Access to Rental Prices and Discounts	New actions will be added to the customer card and customer price groups, allowing users to easily view and manage rental prices and discounts. This will simplify the process of checking customer-specific pricing and entering new rental conditions.
Rent Deposit Analysis	With the release of this feature, it is now possible to view both paid and open deposits and prepayments with the new report Analysis Report Deposit/Prepayment Rental. This report provides a clear overview to support financial tracking and reconciliation.
Rent Quote Status	With the release of this feature, users can tag quotes as won or lost. This enables better tracking and analysis of quote performance, making it easier to evaluate the ratio of successful to unsuccessful quotes.
Approval Workflow for Rental Quotes and Contracts	With this release, the TRASER DMS 365 approval workflow will support rental quotes, contracts and additional contracts. Users will be able to use the workflow when releasing these documents, with automatic handling of approval requests, pending status and cancellations, ensuring proper review and authorization throughout the rental process.
Damage Report for Returns	With this release, users will be able to send damage reports to customers after completing a return. A new damage report will be available, with actions to print or email the report from unposted returns, posted return lists and posted return cards.
Rental Contract Discounts based on Duration	With this release, users will be able to apply discounts based on the length of a rental contract. A new field, Minimum of Price Base Periods, will be added to the Rent Discounts table, allowing users to specify the minimum number of days, weeks or months a contract line must span before the discount is applied.
Optimization of Sales Process	With this release, users will be able to decommission returned rent objects when creating sales orders from rental contracts. The system will link sales lines to the corresponding rent lines, check required locations or bin codes and use the sales line quantity for decommissioning. If a sales document already exists for the contract, users can link the returned object to it, avoiding the creation of a duplicate document.
Rent Class Creation from Purchase Orders	With this release, users will be able to streamline the process of purchasing items for rental. Previously, creating and preparing rental items required multiple steps: creating the item, setting up the rent class, creating and shipping the purchase order and then returning to the item to activate the rental quantity—repeated individually for each item. To simplify this workflow, a new functionality for rent class creation and activation will be available directly within purchase orders. This reduces manual effort and saves significant time when acquiring multiple items for rental.
FastTrack Wizard Enhancements	With this release, the FastTrack Wizard will save its current status, allowing users to resume where they left off. Linked rent classes will also be handled more clearly: mandatory classes are automatically added with a notification, while recommended or optional classes will prompt the user to add them, with selection options if multiple items exist. Added items will be visibly marked in the wizard for clarity.
Damage Management for Contracts	With this release, it will be possible to register and manage damages for all rent objects, not only service items. Damages recorded on delivery and return will be visible on the contract page and users will be able to close them once processed. In addition, service orders will be creatable for rent objects of any type, similar to the existing functionality in the damage report.
Rent Opportunities	With this release, users will be able to create rent opportunities to manage rental prospects. Opportunities will track related rent quotes and contracts, with actions to create and show rent quotes replacing the standard sales quote actions. Updating or deleting a rent quote or contract will update the opportunity accordingly.
Improvements regarding Scrapping Functionality	With this release, the usability and visibility of scrapping will be improved. Sales and scrapping quantities will be printable on return documents, multiple objects can be selected more easily for sale or scrapping and new fields on the contract list and card will show open sales or scrapping entries at a glance. Checks for open entries when closing a contract will become more flexible and the vendor item number will be visible in the sales and scrapping wizard lines.