March Release 2026

TRASER DMS 365 Release
TRASER Rental 365 Release
- New Rental Features
TRASER BI Connect Release
- New BI Connect Features
TRASER DMS 365 x Continia Document Output Release
- New TRASER DMS 365 x Continia Document Output Features

TRASER DMS 365 Release

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

New Core Features

Feature	Content
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.
Trade-In Commission Handling Improved	Canceled trade-ins no longer affect commission amounts or delay payouts. When a trade-in is canceled, related commissions are automatically updated to ensure accurate payments without pending status. Users can also link related documents directly for correct commission calculation.

Feature

Content

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.

Trade-In Commission Handling Improved

Canceled trade-ins no longer affect commission amounts or delay payouts. When a trade-in is canceled, related commissions are automatically updated to ensure accurate payments without pending status. Users can also link related documents directly for correct commission calculation.

New Machine Trade Features

Feature	Content
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 built-in configurations can now be set up differently for sales and purchases. The resource allocation in the sales ares of the Calculation Review has been improved and Expected Additional Cost and Expected Discount will be properly represented in the calculation review.
Open Built-In Service Items Directly	Service items built into another item can now be opened directly from the configuration via Open Card in the Configurations FastTab, making navigation and configuration management easier.

Feature

Content

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 built-in configurations can now be set up differently for sales and purchases. The resource allocation in the sales ares of the Calculation Review has been improved and Expected Additional Cost and Expected Discount will be properly represented in the calculation review.

Open Built-In Service Items Directly

Service items built into another item can now be opened directly from the configuration via Open Card in the Configurations FastTab, making navigation and configuration management easier.

New Service Features

Feature	Content
Maintenance Contract Reporting	With this release, users will be able to create and print reports for maintenance quotes and contracts.

New Parts Features

Feature	Content
Centralized Setup & Automation for REMAN Parts	This release introduces a centralized setup and enhanced automation for reman parts. A new REMAN Returnable Parts FastTab in the Inventory Setup lets users enable reman part creation, define a default item template and set a suffix for the Vendor Item No.. New fields in the Prices & Sales FastTab on the item card support reman management. Users can also create or update reman parts directly from the item card or for multiple items via the Inventory Setup. Automation is also available, helping customers manage reman parts faster and more efficiently.
Create Catalog Items from Items	With this release, users will be able to create individual catalog items directly from existing items, with relevant data automatically transferred from the item card. Catalog items can be created or linked from the item card, service worksheets, purchase orders or directly on the catalog items page, providing greater flexibility and efficiency in maintaining catalog data.

Feature

Content

Centralized Setup & Automation for REMAN Parts

This release introduces a centralized setup and enhanced automation for reman parts. A new REMAN Returnable Parts FastTab in the Inventory Setup lets users enable reman part creation, define a default item template and set a suffix for the Vendor Item No.. New fields in the Prices & Sales FastTab on the item card support reman management. Users can also create or update reman parts directly from the item card or for multiple items via the Inventory Setup. Automation is also available, helping customers manage reman parts faster and more efficiently.

Create Catalog Items from Items

With this release, users will be able to create individual catalog items directly from existing items, with relevant data automatically transferred from the item card. Catalog items can be created or linked from the item card, service worksheets, purchase orders or directly on the catalog items page, providing greater flexibility and efficiency in maintaining catalog data.

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.
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.
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 VAT ID	In rent contracts and add. rent contracts, the alternative VAT ID can now be selected automatically by changing the delivery address.
New Setup for Closing Contracts with Open Damages	A new setting in the TRASER Rent Setup will allow users to decide whether contracts can be closed with open damages or must remain open until they are resolved.
Improved Price Calculation for Configuration Packages	When selecting a configuration package, TRASER Rental 365 will automatically calculate and display the price based on the rent prices from the assigned rent classes. Insurance price lines can also be defined for configuration rent classes. If the price type Percentage Rent is used, the insurance price is calculated automatically.
New Functionalities for Configuration Packages	With this release, configuration packages will offer greater flexibility and automation. Contract managers can define the price base (e.g., day, week, month) in the configuration wizard and set a default on the package card. Specifications can be added as contract text lines and marked for printing. Quantities can be entered in customer-friendly units and automatically converted based on rent class settings, with automated calculation supported across relevant wizards.
Register Costs on Rental Contracts	Purchase invoice costs can now be assigned to one or multiple rent contracts using the new Add Costs to Rent Contract action in purchase documents.
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.
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.
Invoicing per Period in Final Settlement	A new checkbox Combine Open Periods in Final Settlement will be added to the Invoice Calculation Methods and is set to true by default for existing methods. If set to false, TRASER Rental 365 will create invoice plan lines per period, even when the rent contract status is Final Settlement.
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.

TRASER BI Connect Release

This section displays the features introduced in March 2026 in TRASER BI Connect.

New BI Connect Features

Feature	Content
Report Improvements	This release includes minor improvements across several reports, including an extended customer search functionality to enhance usability.
Service Invoice Statistics	A new Service Invoice Statistics report is now available. It provides hierarchical reporting with drilldown functionality, enabling more detailed analysis and improved transparency of service invoice data.
Cash Flow Forecast	The Cash Flow Forecast has been added to the Finance App, providing a clear visualization of expected future cash flows by source type. This enhancement enables better financial planning.
DMS Report Improvements	The Machine Sales Statistics report has been enhanced with expanded category and subcategory fields that now include descriptions for improved clarity and better data interpretation. In addition, the current machine inventory is now displayed within the report, providing greater transparency and a more comprehensive overview of available stock.
Customer Overview Enhancements	The Customer Overview report has been extended to include sales document KPIs that can be filtered by fiscal period and dimensions, providing more flexible and detailed performance analysis. Additionally, the report enables visibility of revenue and profit per customer by order type and item category, delivering deeper insights into customer performance and profitability.
Report Structure Rework	The report structure has been reworked to introduce role-based reporting. The apps Power BI Core and Power BI DMS have been reorganized into dedicated role-based areas: Finance, Service, Sales, Warehouse and Purchase. This new structure improves clarity, simplifies navigation and ensures users can access relevant reports more efficiently based on their role.
Service Credit Memo Overview	New dedicated pages for Service Credit Memos have been introduced, offering detailed insights into credit memo rates, fault reason codes and related key metrics.
Warranty Claims Visuals	This feature introduces new visuals based on warranty claims data, providing improved transparency and analytical insights.
Service Dashboard	A new Service Dashboard is now available for service managers, delivering key KPIs that clearly highlight deviations and signal when immediate action is required. The dashboard provides a concise and transparent overview of service performance.
Workshop Utilization	The new Workshop Utilization report provides service managers with a clear overview of billed hours, planned hours and overall utilization. The report supports flexible weekly or monthly analysis and can be filtered by fiscal year, location, resource and service order type, enabling detailed performance monitoring and improved capacity planning.

TRASER DMS 365 x Continia Document Output Release

This section displays the features introduced in March 2026 in TRASER DMS 365 x Continia Document Output.

New TRASER DMS 365 x Continia Document Output Features

Feature	Content
Post and Send/Print for Warehouse Shipments	New functionality has been introduced for Post and Send/Print on Warehouse Shipments. This feature enables users to automatically send or print the related Posted Sales Shipment using the Continia Document Output functionality immediately after posting.
Sending Archived Service Worksheets	Users can now send archived service worksheets directly from the archive in combination with the related service invoice. This ensures that customers receive the original signed document together with the invoice, providing greater transparency.