March Release 2025
TRASER DMS 365 Release
This section displays the features introduced in March 2026 in TRASER DMS 365.
New Core Features
| Feature | Content |
|---|---|
| DocuSign Integration | With this release, TRASER DMS 365 now supports digital signatures via DocuSign. |
| 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. |
| Retention Policy Functionality | With this release, users can now create and manage retention periods for documents in accordance with retention policies, which facilitates data management. |
| Invoice Caption Change after Printout | This release introduces a new setup for invoice headers. Users can now specify different captions for original and duplicate printouts of an invoice. |
| Girocodes / QR Codes on Invoices | With this release, users will be able to create and print QR Codes on invoices for SEPA Credit Transfer, in accordance with the guidelines of the European Payments Council. |
New Machine Trade Features
| Feature | Content |
|---|---|
| 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. |
| User-Based Discount | With this release, a custom discount value per user can now be assigned. |
| 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. |
| Calculation Entry Types and Calculation Review Improvements | This release introduces several improvements to calculation entry types and calculation reviews. When setting up Item Charges, users can now only select Calculation Entry Types that are relevant in the Calculation Review. Item charges for Options can now be setup differently for sales and purchases. The resource allocation in the sales ares of the Calculation Review has been improved and expected Additional Costs and Purchase Discounts will be properly represented in calculation reviews. |
| Service Item Attachments/Detachments Wizard | This release introduces a new Configuration Wizard, which facilitates the handling and stocktaking of configurations for service items. The attachment/detachment process is streamlined and a history for detached configurations has been implemented for improved traceability. |
| <!-- | Under-Allowance Handling |
New Service Features
| Feature | Content |
|---|---|
| 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. |
| Maintenance Contract Reporting | With this release, users will be able to create and print reports for maintenance quotes and contracts. |
| Improved User Experience for Attachments/Detachments via Service Order | This release improves the handling of service item attachments and detachments in service orders. |
| 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. |
| Contract Invoicing after Service Intervals | With this release, maintenance contracts now support invoicing after a connected service interval is finished. This can be set up in a Maintenance Contract or Maintenance Contract Template. Contracts with this setup are excluded from the standard invoicing process and can only be invoiced once an interval is marked complete. Users will receive a notification about this, with direct access to create the corresponding invoice. |
| <!-- | Job & Component Codes |
New Parts Features
| Feature | Content |
|---|---|
| Fulfillment Status in Transfer Orders | This release will extend the existing fulfillment status functionality from sales and service documents to transfer orders, providing complete visibility into reservation states across the entire supply chain. |
| Adding Legacy Data to Sales History and Purchase History | With this release, item ledger entries from legacy systems can be included in the Sales History and Purchase History. |
| Print Barcodes on Price Adjustments | With this feature, users can search for specific location and bin combinations where item prices have changed. By entering a comparison and validity date, the report shows items with price differences across all customers. Users can then print barcodes for selected or all items to update store labels. |
| Substitution Import via Catalogs | This feature enables catalog managers to export an empty 'Substitution Buffer' Excel template and then import the filled template. This allows for structured vendor item substitutions, and transfer validated entries into Item Substitution Entry and Substitution Condition tables with full traceability and import history. |
| "Vendor Shipment No." Check Improvements | The check for receipts, whether the Vendor Shipment Number is mandatory, has been improved to apply only to item lines. Receipts with only resources or charges bypass the check. This improves usability and avoids unnecessary validation when no physical items are received. |
| Item Price Information Overview | A new Price Information page is introduced, which offers an extensive overview of item prices and discounts for customers or campaigns. Users will be able to calculate prices based on the available data, as well as create Sales Quotes and Sales Orders directly from this page. |
| Document Implementation for Handling Dangerous Goods | This release implements the use of digital documents for handling and shipping dangerous goods in accordance with UN-regulations. |
TRASER Rental 365 Release
This section displays the features introduced in March 2026 in TRASER Rental 365.
New Rental Features
| Feature | Content |
|---|---|
| Alternative Quotes | This release will introduce the option to create variants for rent quotes, which contain differences, e.g., in contract duration or pricing. Customers can then choose between the main rent quote and its variants. |
| 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. |
| Automatic All-In Prices Rent Class | With this release, multiple price lines in a rent contract can be combined into a single, all-in price line. Unlike rent class packages, where the total amount needs to be specified in advance, the system sums up the individual line amounts for rent, service and/or additional revenues, and creates an all-in price line with the rent line description. |
| Automatic Contract Archiving | With this release, users will be able to specify a time period after which rent contracts will be automatically archived. |
| Improved Automatic Additional Contract Creation for Price Changes | This release introduces a new setup for the automatic creation of additional contracts in case of price changes. Users can now specify whether additional contracts should be automatically created for all price changes, only increases, or only decreases. |
| Rental Analysis | This release introduces a report page for rental analysis, displaying the potential rent revenue which is calculated based on the selected Rent Price Codes. |
| '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. |