Updated: 16.09.2025

December Release 2025

TRASER DMS 365 Release

This section displays the features 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.

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.
Cancellation of Trade-Ins A new cancel function has been introduced for posted trade-ins. Previously, cancellations were handled by copying the trade-in receipt into a sales invoice and marking it as Cancel. The new function allows users to cancel posted trade-ins directly, ensuring a smoother and more accurate process.
Split Update Functionality for Document Data and Configurations The functionality for updating document date and configurations has been split into two separate functions, allowing users to update them independently. When updating configurations in a sales document, TRASER DMS 365 now checks if the configurations already exist in the sales lines to prevent duplicates. A new selection page has also been introduced, displaying FastTabs for service item configurations where users can choose which configurations to insert.

New Service Features

Feature Content
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.

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.
Enhanced Price List Configuration for Catalog Import When importing a catalog, it is now possible to define multiple price lists in advance to support different pricing structures, such as customer price groups or discount groups. Additionally, a new toggle switch has been added to the catalog to activate or deactivate the creation of price lists for All Customers.

TRASER Rental 365 Release

This section displays the features introduced in December 2025 in TRASER Rental 365.

New Rental Features

Feature Content
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.
Excel Import for Fast Track Assistant Users can now import rent objects directly through the Fast Track Assistant using a simple CSV or Excel import.

TRASER BI Connect Release

This section displays the features introduced in December 2025 in TRASER BI Connect.

New BI Connect Features

Feature Content
Sales Invoice Statistics Enhancements The Sales Invoice Statistics page has been enhanced with a new drilldown function, allowing users to analyze sales invoice data at the row level and view detailed sales lines for the selected invoice. Additionally, the Order No. has been added as a new column to the sales invoice header and can be used as a filter, enabling users to search and identify invoices more easily, particularly when multiple invoices exist for the same order.
Physical Inventory Orders Reporting Enhancements An overview of posted physical inventory orders is now available to help analyze differences and estimate potential costs, supporting improved stockkeeping decisions. Reports allow evaluation of quantity and value deviations across locations during inventory, providing better insight into inventory accuracy and cost management.
Profit&Loss Report Enhancements The Profit&Loss Report has been expanded with a dynamic setup, allowing the creation of subcategories to which G/L accounts can be assigned. G/L accounts can now be listed multiple times per subcategory and filtered by dimensions, enabling more flexible and precise evaluation.
Machine Sales Statistics Enhancements The category and subcategory fields in the Machine Sales Statistics have been expanded to include descriptions for greater clarity. In addition, the current inventory of machines is now displayed, providing a more complete overview of sales and stock.

TRASER DMS 365 x Continia Document Output Release

This section displays the features introduced in December 2025 in TRASER DMS 365 x Continia Document Output.

New TRASER DMS 365 x Continia Document Output Features

Feature Content
Support for Adding Additional Fields to XML Master Templates Users can now easily add additional fields to XML master templates. This feature automatically copies a field created in one XML template to all other XML master templates, eliminating the need for users to create the field manually in each template.
New Document Category for Sub-Rent Transactions A new document category for sub-rent transactions has been introduced. It is now possible to receive sub-rent invoices from our vendors and process them in TRASER DMS 365 x Continia Document Output. Contract numbers can be extracted and the contract details are automatically transferred to the corresponding purchase invoice or credit note.
Factbox Functions Now Available as Promoted Actions The TRASER DMS 365 x Continia Document Output Factbox functions, including Open Email, Send Email, Queue Email, Print PDF, Save PDF, and, where applicable, Post & Send/Post & Print, are now available as promoted actions in the relevant group on all rent pages.
Integration of Document Output for Unprocessed Rent Invoices and Credit Memos New pages have been created to track and process unhandled rent invoices and credit memos, enabling seamless integration with Document Output.
Ability to Send Reminders for Rent Invoices Users can now send reminders for outstanding rent invoices, streamlining the follow-up process and improving payment tracking.

TRASER ECM Connect 365 Release

This section displays the features introduced in December 2025 in TRASER ECM Connect 365.

New TRASER ECM Connect 365 Features

Feature Content
Enhanced Standard Setup in TRASER ECM Connect 365 for TRASER DMS 365 Documents TRASER ECM Connect 365 now allows creating a standard setup for link configuration, ECM viewer setup and automatic archiving. This standard setup has been extended to include TRASER DMS 365 documents.
Enhanced Standard Setup in TRASER ECM Connect 365 for TRASER Rental 365 Documents TRASER ECM Connect 365 now allows creating a standard setup for link configuration, ECM viewer setup and automatic archiving. This standard setup has been extended to include TRASER Rental 365 documents.

TRASER ECM Connect 365 x Shareflex Documents Release

This section displays the features introduced in December 2025 in TRASER ECM Connect 365 x Shareflex Documents.

New TRASER ECM Connect 365 x Shareflex Documents Features

Feature Content
Preview Functionality for Dropzone in TRASER DMS 365 TRASER DMS 365 now provides a preview function for the Dropzone. The integrated SharePoint viewer from TRASER ECM Connect 365 x Shareflex Documents allows users to view files stored in Microsoft Dynamics Business Central as well as files archived in TRASER ECM Connect 365 x Shareflex Documents.