June Release 2025
TRASER DMS 365 Release
This section displays the features that were introduced in June 2025 in TRASER DMS 365.
New Core Features
| Feature | Content |
|---|---|
| Service Item Templates and Resource Templates | With the release of this feature, it is now possible to set up predefined templates for service items and resources. The default values entered in the template will automatically populate when creating new service items or resources. This enhancement reduces manual entry and ensures consistency, especially for fields that are commonly repeated or critical to operations. |
| Warnings for Zero Price Lines | This update introduces usability enhancements for managing documents with missing pricing information. Specifically, it improves the handling of empty unit prices in sales and service documents, as well as empty unit costs in purchase documents. |
| Additional FactBoxes for Financings | Additional FactBoxes were added to the financing card to add links and attachments. |
New Machine Trade Features
| Feature | Content |
|---|---|
| Sorting Options by Setup Field for Configurations | With the release of this feature, it is now possible to customize the sorting of configurations using a setup field. This enhancement gives dealerships greater control over how configurations are displayed. Dealers can now choose to sort configurations by Category Description when such descriptions are defined or stick with the default sorting by Line No. This flexibility allows for a more intuitive and tailored user experience based on dealership preferences. |
| Enhancements to Option Handling in Calculations | With this release, the export function for options in sales calculations was enhanced to support exporting filtered lists, facilitating more precise and efficient data manipulation. |
| Enhancements to Calculation Configurations in Purchase and Sales Documents | This release introduces enhancements to calculation configurations in purchase and sales documents. A new checkbox labeled Print Quantity/UOM was added to the lines in the Configurations FastTab within forecasts. Additionally, a Toggle On/Off action group is now available in the Configurations FastTab, enabling users to quickly select or deselect fields. Users can also now add notes, links and documents to sales calculations and calculation forecasts. |
| Defined Process and Structure for Using 'Share Values' (Including Over-Allowance) in Sales Calculations | This release introduces the complete structure and necessary setup for supporting the over-allowance functionality within the sales process. It covers both calculatory and posted aspects to ensure a consistent and traceable approach. The following key components have been added or extended to support the over-allowance functionality: a setup table for configuring over-allowance usage, sales calculation extensions to include over-allowance in preliminary cost allocations, an allocate cost extension for internal evaluations, and the possibility to post revaluations to reflect over-allowance in finalized postings. Together, these enhancements lay the groundwork for a more accurate, flexible, and transparent handling of over-allowance within sales workflows. |
| Introduction of Posting Process for Over-Allowance Functionality | This feature introduces the posting process associated with the over-allowance functionality, enabling improved handling and tracking of over-allowance transactions. |
| Calculation Review Comparison | With the release of this feature, it will be possible to compare calculation forecasts with calculation reviews. |
| Calculation Forecast List | This feature allows users to access a complete list view of all calculation reviews for easier tracking and management. |
| Enhancements to Service Item Equipment Management including Standard Equipment Adjustments | This feature introduces improvements to service item equipment management, including better handling of standard equipment and updates based on sales forecasts. It ensures that changes to equipment configurations in forecasts are reflected in purchase and sales documents. |
| Sales Calculation Archive | This feature introduces a new sales calculation archives. Closed sales calculations will now be moved to this archive, ensuring that only active calculations remain in the current list for improved organization and performance. |
| Bulk Approval for Multiple Calculation Reviews | With this feature, users can now approve multiple calculation reviews simultaneously, streamlining the approval process and saving time. |
| Devaluation for Service Items with new Calculation Entry Type | Users can now create devaluations for service items using a new calculation entry type called Devaluation. |
| Prevention of Multiple Service Item Assignments | With this feature, it is no longer possible to assign a service item to multiple other service items. This enhancement ensures data consistency and prevents duplicate or conflicting assignments. |
| Linking Opportunities to Sales Calculations | With the introduction of this feature, users will be able to link opportunities to sales calculations. |
| Extension of Service Item Document Data | With this feature, relevant information from the service item card is now automatically populated when creating a transfer order, streamlining the process and reducing manual entry. |
| Enhancements regarding Sales Calculation Creation | This feature enhances the sales calculation creation process by improving the selection of service items. |
| Redesigned Standard Equipment Functionality | This feature delivers a rework of the standard equipment functionality. |
| Adjustments regarding Equipment Management | This feature improves the integration of service item equipment management with sales and purchase documents. |
New Service Features
| Feature | Content |
|---|---|
| Service Wizard | The new Service Wizard offers a fast and user-friendly way to create service orders by guiding users through a best practice process. It allows for easy entry of Problem Descriptions, DIME Submissions and Service Dates, while also supporting the attachment of Checklists to ensure consistency and completeness in service documentation. |
| Improvements regarding Warranty Credit Memos | Enhancements have been implemented for warranty credit memos. The fault and resolution descriptions from warranty claims are now automatically incorporated into the credit memos and the external claim number is transferred to the external document number field on service credit memos, improving traceability and documentation accuracy. |
| Printing Location 2 on Worksheet | With the release of this feature, Location 2 will be included on the worksheet, provided the field has been filled out. |
New Parts Features
| Feature | Content |
|---|---|
| Restocking Fees | With the introduction of restocking fees, dealers can now charge customers for returned parts to offset the administrative costs associated with restocking. To support this feature, new setup fields have been added to the Sales & Receivables Setup. Users must define a restocking fee percentage, and optionally, minimum and maximum fee thresholds. Additionally, a resource must be specified, which will later be used when inserting the fee into documents. In sales return orders and credit memos, a new action, Add Restocking Fee, has been introduced. When used, the system calculates the fee per item line based on the defined percentage and applies the minimum or maximum thresholds as needed. The corresponding fee is then automatically inserted into the document. If the minimum and maximum fee values are set to the same amount, the system will always apply this fixed value as the restocking fee. |
| Warehouse Receipt Creation on Purchase Order Release and Warehouse Receipt Creation on Transfer Order Release | With the release of this feature, it is once again possible to automate the creation of warehouse receipts upon the release of purchase and transfer documents. The setup can be configured per vendor, as interface apps with OEMs and third-party providers often require different behaviors. For example, if an OEM sends warehouse receipts electronically via an interface, automatic creation upon release is not necessary. For all other vendors, automatic receipt creation is needed to align with the standard logistics processes of TRASER DMS 365 in conjunction with Tasklet Factory Mobile WMS. Additionally, this release removes the automatic deletion and cleanup of warehouse receipt lists during partial posting. |
| Substitution Notification in Documents | With the introduction of this feature, when a customer orders a part that is no longer available and has been replaced by a substitute or interchangeable item, a separate comment line is now automatically added to the relevant sales or service line, clearly indicating the replacement. |
| Requesting Parts in Sales Orders When Shop and Warehouse Are at Different Locations | A new Create Transfer Order action was added to the sales order header, enabling users to generate a transfer order directly within a sales order. This feature supports sites with separate shop and warehouse locations by creating a transfer order from the shop warehouse to the ET warehouse. |
| Barcode Direct Printing from Tasklet Factory Mobile WMS with TRASER Barcodes | With the introduction of this feature, users now have the possibility to print TRASER barcodes directly within Tasklet Factory Mobile WMS. A new action on the Mobile Reports page allows users to automatically insert all TRASER barcode labels for items previously set up. To use this feature, the report printing must be configured for Tasklet Factory Mobile WMS. Once set up, TRASER item barcodes can be printed anywhere in Tasklet Factory Mobile WMS where item labels are supported. |
TRASER Rental 365 Release
This section displays the features that were introduced in June 2025 in TRASER Rental 365.
New Rental Features
| Feature | Content |
|---|---|
| Delivery/Return Prefix | With the release of this feature, users will be able to specify the prefix for the delivery date and return date in rental contracts, enabling the logistics department to accurately determine whether an item is required to be delivered before, on or after a specified date. |
| Better Usability in FastTrack Wizard | The usability of the FastTrack Wizard has been significantly improved. It now contains a FactBox showing available quantities per rent location. Additionally, users can now enter a rent location directly within the FastTrack Wizard, making it easier to verify whether the available quantity is sufficient. Another new FactBox provides an overview of availability across all rent locations, offering a clear and comprehensive view of item availability during the rental process. |
| Standard Text Lines now supported in Protocol Lines | With this new feature, users can now select and insert object-specific standard text codes in the Protocol Text Wizard. Previously, only manually typed text lines were supported. This enhancement streamlines the process of adding protocol texts by allowing users to quickly choose from predefined standard texts, improving efficiency and consistency. |
| Improved Handling of Calendar Changes in Invoiced Rental Periods | When the base calendar is changed during an ongoing rental period through an additional contract, only the difference in days will now be credited or charged, provided the period has already been invoiced. Previously, this scenario required a full cancellation and re-invoicing of the entire period. To enable this improved behavior, the With partial credit option must be selected in the invoice correction method settings. |
| Improvements regarding Bulk Rent: Contract History Decreasing Contract Line Quantity Setup for sorting rent objects |
A new FactBox in the FastTrack Wizard now displays availability across all rent locations. Transport orders can be created directly from the rental contract without a protocol, allowing transport planning even when return details are unknown. Delivery plan, return plan and protocol lines can now be sorted by a new option in the rental setup, using criteria like contract line number, object description, object number or bin code. Delivery and return plans are sorted automatically; protocol line sorting can be adjusted per protocol. Vendor item numbers are now visible in rental contract price lines, object lines and protocol lines. A new contract history function allows viewing all deliveries and returns per rental object, with filtering by object number, which is especially useful for bulk rent. The Ship to Addresses page now includes the field Your Reference, which transfers automatically to the rental document. Contact and phone number details from the delivery address are also transferred to the contract section. Additionally, a new option in the log allows users to mark when agreed quantities are not to be delivered; upon posting the protocol, the system creates an additional contract to adjust the original quantity to the amount actually delivered. |
| Improved Visibility of Delivery and Return Dates for Invoicing Checks | To support more efficient invoicing checks, the first delivery date and time, as well as the last return date and time, are now more prominently displayed. This information is visible in the contract and in the return protocol, providing better transparency for billing accuracy. |
| Improvement in Repair/Swap Interruption | Automatically created swap or repair interruption discounts can now be deleted if the customer is intended to receive the discount. To do this, the user must have the appropriate permission set in the user setup. These discounts can also be created or modified manually, including adjustments to the discount percentage. |
| Enhancements to Rent Protocol and Planning | The Rent Start Date, Delivery Date, Shipping Date and Return Date can now be updated directly in the protocol header, applying the changes to all rent objects within the protocol. In the delivery and return plan, new fields are available for filtering and tracking. The field Process in shows whether the protocol has been sent to the TRASER Mobile Rent 365. To indicate whether a transport order has been created, a new flow field is available and can be used as a filter. Additionally, delivery and return statuses are now shown in a new FactBox, providing clear visibility into whether a delivery has been prepared or shipped and whether the rented objects have been returned or processed. These improvements offer better transparency and control over rental operations. |
| Changing 'Vendor No.' in active Purchase Rental Contract | It is now possible to change the vendor in active purchase contracts. This supports scenarios such as vendor takeovers, ensuring accurate invoicing. Changing the vendor automatically updates related rental ledger entries and contract object lines, including vendor location numbers and delivery/return location codes. |
| Remaining Items Overview for Rental Contracts | With the release of this feature, customers are provided with a clear overview of what items remain in their possession from a rental contract. This is especially useful for contracts with many lines and multiple partial deliveries and returns. The list can be generated for any given date, allowing users to see what was remaining at the end of a specific period. |
| Damage Reporting after Returning Rent Objects | A new option is available to send a separate damage report to the customer after rent objects are returned. This ensures damages discovered after the return, especially when using the TRASER Mobile Rent 365, can be communicated clearly, without implying prior customer acknowledgment or signature. |
| Rental Basic Mode | We've introduced several enhancements to better support small rental businesses, including a new setup wizard, a dedicated demo environment and improved usability across the platform. |
| Improved Transparency for Skipped Registrations | Users can now provide a reason when skipping registration. This information will be displayed on the contract variable revenue page, helping to clarify why an invoice was skipped.. |