June Release 2026
TRASER DMS 365 Release
This section displays the features that will be introduced in June 2026 in TRASER DMS 365.
New Core Features
| Feature | Content |
|---|---|
| DocuSign Integration | With this release, TRASER DMS 365 will support digital signatures via DocuSign. |
| Commission Lines Can Be Posted Before Full Payment | Calculation methods and summations can be configured to allow commission lines using these methods to be posted even if the related sales document has not been fully paid. |
| Improved Consistency Between Sales Invoice Links | Commission functionality will be enhanced to handle links between sales invoices and take-backs the same way as links between sales invoices and trade-ins, ensuring a more consistent and reliable process. |
| E-Signature Infrastructure | With this feature, a provider-agnostic e-signature infrastructure will be introduced, enabling integration of signature requests and document status tracking on any record type. |
| Different Dimensions in Transfer Orders | With the introduction of this feature, transfer orders will support outgoing and incoming dimensions. |
| Extended File Storage for Standard Attachments | With the introduction of this feature, the file storage will be extended to include files uploaded via the standard Attachments FactBox. |
| Provision Posting for Outstanding Service Item Costs | During monthly closing, users will now be able to recognize and post provisions for all expected costs and discounts that are still outstanding for the purchase of a service item. |
| Expanded TRASER DMS 365 Report Support and Tax Group Enhancement | The next release will add support for North American paper sizes in all TRASER DMS 365 reports and replace VAT settings with a more flexible Tax Group structure. |
| Invoice Consolidation | This release introduces invoice consolidation. This functionality can be set up per customer for sales and service documents. Users can create customer-specific templates for consolidated invoices, as well as reminders. |
New Machine Trade Features
| Feature | Content |
|---|---|
| Merge Functionality for Service Items | If two service items were created using the same Serial No., their service ledger entries can now be merged. One of the service items will then be blocked, preventing the creation of new documents for it. |
| Multiple Payment Terms and Due Dates for Sales Orders | Users can define multiple payment terms and due dates on a sales order. When the order is posted, the system creates customer ledger entries with the corresponding amounts and due dates. The defined payment terms and due dates will also be reflected on printed sales documents. |
| Redesigned Overallowance Posting | The overallowance posting process will be redesigned with the introduction of a new posting group. Overallowance will be posted separately, costs will be recorded as a discount on the new machine and the commission calculation for the trade-in will be properly considered. |
| Automatic Application of Trade-In and Invoice Entries | A new setup option will allow customer ledger entries for trade-ins and related sales invoices within the same business transaction to be applied automatically. |
| Separate Calculation of Services and Costs in CPQ | Services and costs in Configure Price Quotes will be calculated separately, allowing service and cost investments to be passed directly on to the customer. |
| Improved Meter Value Functionality | Users can now be granted permission to either correct or reset meter values of service items, instead of having one permission for both. Upon reset, a Reason Code is stored in the service item history for improved traceability. If a meter value is reset to 0, the total amount is displayed as the sum of the old and new meter values. |
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. |
| Direct Link to Related Checklists on Warranty Claim Card | A direct link will be added to the Warranty Claim card, allowing users to open the related checklists for the associated service order based on the Document No. and Service Item Line No.. |
| Responsibility Center in Warranty Process | With this release, the Responsibility Center will be automatically filled based on the dimension setup and the predefined Responsibility Center dimension in the warranty claim and will subsequently be transferred to the related service credit memo. |
| Translation of Resource Groups | With this release, the translation functionality will be enabled for labor groupings based on resource groups. Resource groups will support translations when used for labor grouping, ensuring consistency with the existing translation framework. |
| Approval Workflows for Service Documents | This feature will enable the creation of approval workflows for service documents, aligning them with the existing approval workflows available for sales documents. |
| Support for Recurring Service Orders | Service Orders will be able to be marked as Recurring. A new action will allow posting all service lines while keeping the order header so users can reuse the same order each month for tracking time. |
| Changing Order Types from Service Worksheet | Order types will be able to be switched directly from the Service Worksheet, removing the need to open the service order. |
| Open Worksheet from Service Wizard | Users will be able to define which document opens automatically after completing the Service Wizard, removing the need for manual navigation. |
| 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. |
| Purchase Services for Service Documents | Users can now create purchase orders for external services in service orders via worksheets. New actions on the Worksheet page enable transferring costs from linked purchase lines to service resource lines. This ensures that the actual purchase costs are reflected in the service documents, improving pricing accuracy and financial transparency. |
New Parts Features
| Feature | Content |
|---|---|
| Barcode Improvements | With this release, the Barcode Label Setup will support configurable font sizes. Additionally, barcode label generation will be enhanced to allow configurable QR code sizes for different bin types, improving warehouse efficiency and space utilization while maintaining reliable scanning functionality. |
| Item Shopping Cart | The price lookup will be expanded into a full Item Shopping Cart, enabling users to collect multiple items and add them directly to sales orders, quotes or service worksheets. |
| Item Creation Wizard | Sales orders will support a structured item request workflow, allowing users to request new items directly from the order while keeping it intact with a placeholder line. |
| Cost Details in Requisition Worksheet | The requisition worksheet subform will be enhanced to display comprehensive vendor pricing and discount information. Vendor numbers, pricing details and validity dates will be shown in a structured layout, enabling quick comparison of all available vendors and purchase conditions without having to navigate to separate pages. |
| Excluding Reserved Items From Transfer Orders | The reservation status of items is now taken into account in transfer orders, so that only non-reserved items are inserted into the transfer order. |
| Pricing for Item Categories | Sales Price Lists will support item categories as a new asset type. Price list lines can be defined by item category and the system automatically applies the most specific matching category for an item, with higher-level categories used as fallbacks if no more detailed match exists. Category-based discounts follow the standard discount logic and respect all existing filters. If no category-based discount applies, the existing discount determination remains unchanged. |
TRASER Rental 365 Release
This section displays the features that will be introduced in June 2026 in TRASER Rental 365.
New Rental Features
| Feature | Content |
|---|---|
| 'Aptean Pay' Integration in Traser Rental 365 | With this release, TRASER Rental 365 will support Aptean Pay as a payment method, providing users another fast and secure option for invoice and credit memo processing. |
| Service Packages as Contract Elements | Users will be able to create service rent packages, e.g., seasonal tire changes, and add them to rent contracts. |
| Return and Delivery Comments as Special Delivery/Return Lines | Return and delivery comments will be handled as dedicated comment lines, improving the specification and printing of delivery and return remarks on related documents. |
| Create Service Item on Commission for Rent | A new setup option, Create service item on commission for rent, will allow items with an item tracking code configured only for sales to be commissioned as service items with a serial number for rent. |
| Rent Status Validation for Delivery Creation | If a service item has the rent status In Repair, a message will inform users that the status must first be set to Rentable before a delivery can be created. Additionally, the rent status can be changed directly in the service worksheet without posting the service order, making the rent object available for rent more quickly. |
| Contract Blocked for Invoicing | The option Skip in Batch Invoicing will be replaced by the new field Blocked for. Users will be able to decide whether a rent contract is blocked for batch invoicing or for invoicing in general. |
| Text Lines Linked to Price Lines in Rent Documents | A new function will allow users to enter text lines linked directly to price lines in rent classes, rent packages, rent quotes and rent contracts. |
| Create Return Function in Return Plan and Object Line | A new Create Return function will be available in the return plan and object line. This will allow users to complete the returning process in one step, eliminating the need to use Set Next Status, Set Location and Date and Process Next Status separately. |
| Automatic Contract Archiving | With this release, users will be able to specify a time period after which rent contracts will be automatically archived. |
| Update Customer Data in Rent Contracts | A new function on the customer card will automatically create and activate additional rent contracts when customer data changes. A valid-from date can be defined as the start date. If errors occur, the system will display the reasons why a contract could not be created. |
| Consider Rent Break Days in Overconsumption Calculation | A new setup option will allow rent break days to be subtracted from the total days when calculating the total allowed consumption for overconsumption. |
| Enhanced Calculation Review for Rent Revenues | Users will be able to exclude specific rent revenues from the Calculation Review. In addition, all different rent revenues will be displayed separately on the page for improved transparency. |
| New Price Base: Fixed Period Price | A new price base Fixed Period Price will be available for rent contracts. It allows users to define a single total price for the entire rent period across rent classes, packages and configurations. |
| Improved Setup Guidance for Reallocate Functionality | With this release, users will be reminded by the system to set up the reallocation journal template and batch. |
| Returns and Deliveries Flexibility | With this release, users can create and post return documents even if delivery documents already exist for the same item. Delivery documents can still be posted after the return is processed. If an item has been fully returned, the system will automatically create a new contract line when the delivery is posted. |
| Company Specific Activation of TRASER Rental 365 | TRASER Rental 365 can be enabled or disabled per company using a new toggle switch in Rent Setup. This toggle switch is visible at all times and is set to true by default during installation. When deactivated the system automatically removes the related application areas and hides all rent report pages. New basic permission roles are available for reading rent setup for standard users and for reading and accessing rent setup for admin users. |