March Release 2026

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

TRASER DMS 365 Release

This section displays the features introduced in March 2026 in TRASER DMS 365.

New Core Features

Feature	Content
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.
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

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.

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
Opening Assigned/Built-in Equipment from page	A new Open Card button will be added to the Assign/Remove Equipment page so that users can open the assigned or built-in service item directly from the equipment.
Automatic Application of Trade-In Credit to Posted Sales Invoice	This new feature will automate the application of trade-in credit memo amounts to corresponding posted sales invoices for machine sales involving trade-ins, eliminating the need for manual processing and reducing administrative effort.
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.
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.
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
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.
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.
Maintenance Contract Reporting	With this release, users will be able to create and print reports for maintenance quotes and contracts.
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.
Enhanced Checks and Status Updates in Maintenance Contracts	This enhancement introduces several new system checks and automatic status updates to support smoother contract management, improve data accuracy and enhance overall user experience within the maintenance contract workflow.

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.
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.
Cost Details in Requisition Worksheets	The requisition worksheet will include enhanced vendor information, giving purchasers direct access to vendor-specific data such as price lists, discounts and contract terms.
Pricing for Item Categories	This new feature will make it possible for sales price lists of type Discount to support item categories as an asset type, enabling hierarchical discount definitions. TRASER DMS 365 will apply the most specific available category discount, using broader categories as fallback, while standard discount rules and filters will continue to apply.

TRASER Rental 365 Release

This section displays the features introduced in March 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.
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.
Enhanced Rental Quote and Contract Reports with Consumption Data	This feature will improve rental quote and contract reports by incorporating consumption details for better accuracy and insights.
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.
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.
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.
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.
Registering Costs on a Rental Contract	This new feature will make it possible to assign purchase invoices to one or multiple rental contracts. A new function, Add Costs to Rental Contract, will be available above the purchase lines.
Invoicing Per Period for Finalized Rental Contracts	With this new feature, users will be able to create invoices per period, even when the rental contract status is Final Settlement.
Alternative VAT-ID Integration in Rental	This new feature will introduce the possibility to select an Alternative VAT ID in a rental contract or when adding a new rental contract by changing the delivery address.
Improved Price Calculation for Configuration Packages	This new feature will enable TRASER DMS 365 to calculate prices for configuration packages based on rent prices from the rent classes. Insurance price lines can be entered for configuration rent classes, and if the price type Percentage Rent is used, TRASER DMS 365 will calculate the price automatically.
Self-Insurer for Rent Objects	With this update, customers can be marked as Self-Insurer using a new toggle switch on the customer card. The setting will carry over to rent quotes and contracts, defaulting to true if enabled on the customer card. When active, insurance price lines will not be applied when adding rent classes or rent objects.