September Release 2025
TRASER DMS 365 Release
This section displays the features scheduled for release in September 2025 in TRASER DMS 365.
New Core Features
| Feature | Content |
|---|---|
| Exclusion of Salesperson from Commission | With the introduction of this feature, a new option will be available to exclude salespeople from commission calculations. Users can now mark individuals who should be omitted from future commission documents. |
| Support for Assigning Commission to Two Salespeople | With this update, users will be able to assign commission to up to two salespeople per transaction, allowing for more flexible and accurate commission distribution. |
| New Commission Calculation Based on Quantity | With this update, a new option will allow commissions to be calculated based on the quantity of items sold instead of the total amount. Related fields and labels will be updated to support this new calculation type. |
| Business Transaction Commission | With this update, a second commission type called Business Transaction Commission will be introduced, allowing commission to be calculated per individual sales transaction. This enhancement offers greater flexibility in how commissions are structured and awarded. |
New Machine Trade Features
| Feature | Content |
|---|---|
| Compatible Spare Parts by Model Code | Users will be able to store and update compatible spare parts per model code. A new report and query will allow quick searching of items previously used on specific machines or models, enabling faster selection and insertion into service lines. |
| Default Attributes for Models | Users will be able to define default attribute values for machine models. When a service item is created for a model, these default values will be automatically transferred and prefilled in the service item attributes. |
| Assembly Cost in Calculation Review | The calculation review will be improved to include service items from assembly orders, allowing their costs to be accurately reflected and displayed. |
| Display Default Service Item Picture in List | Users will be able to see the default picture of a service item directly within the service item list. |
| Improvement regarding Configurator Framework | The configurator framework will be streamlined to handle manufacturer configurations more consistently. This update will unify the process for pulling manufacturer configurations into both existing and new purchase orders, simplifying the workflow for users. |
| Improved Captions and Naming for Trade Functions | Trade functionalities will receive updated captions and naming to better align with standard English usage, enhancing clarity and adoption for native English-speaking users. |
| Reworked Workshop Handling in Calculation Forecast and External Equipment Link | The workshop handling within the calculation forecast will be redesigned and improved, including enhancements to the linking process with external equipment for better integration and accuracy. |
| Work In Progress Tracker for Sales Forecasts and Calculations | A new tracker will monitor key statuses for service item purchases, services and trade activities. When multiple processes or forecasts exist, the overall status will reflect the least progressed stage for clear insight into ongoing work. |
| Single Purchase Order Creation for Sales Calculation Forecasts | Users will be able to create a single purchase order that consolidates all forecasts from a sales calculation, simplifying order management and processing. |
| Forecast Modification after Creation of Sales Order | This feature will define which changes are allowed in a forecast after a sales order has been created for the calculation. |
| Option to Choose Base Machine List Price in Forecasts | Users will be able to select whether the Base Machine List Price used in a forecast for an existing service item is based on the Unit Cost of the service item or the Calculation Unit Cost. |
| Import Forecast Configuration via Template | Users will be able to import a configuration for a forecast using a predefined template, enabling faster and more consistent setup of forecast data. |
New Service Features
| Feature | Content |
|---|---|
| Rework on Warranty Statistics | The calculation method for warranty statistics fields will be updated. By default, all values will be calculated excluding VAT, unless explicitly stated otherwise. Additionally, the structure of these fields will be reworked to support a more consistent and streamlined data model. |
| Service Order Generation based on Service Intervals with Preview | A new page will be introduced to facilitate the creation of service orders based on upcoming service intervals. Users will be able to apply filters to define the scope of orders to be generated. Before finalizing, a preview of the service orders will be displayed, allowing users to verify their filter settings and ensure accuracy. Additionally, service item lines in the generated orders will automatically be linked to the corresponding service intervals. |
| Creating Maintenance Quotes | The possibility to create maintenance quotes will be added. To support this, a new document type will be introduced in the service header to clearly distinguish between quotes and active contracts. |
| Archiving Media Files | Media files used in documents such as service worksheets will be automatically transferred to their corresponding posted documents and archived versions. This ensures all related media is preserved consistently across both active and historical records. |
| 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. |
| Translation Support for Work Types and Labor Descriptions | Translation support will be added for Work Types. This means work types will be translatable in the same way as other translatable elements in the system. Additionally, the Labor description from the Service Management Setup will also be made translatable. |
| Service Caption Changes | Caption and naming adjustments will be made across service functionalities to better align with standard English usage. These changes aim to enhance clarity and improve adoption for native English-speaking users. |
| Contract Templates | A new template feature will be introduced for maintenance contracts. Templates will allow predefined values to be set for commonly used fields, making it faster and easier to create new contracts by reusing standard configurations. |
| Order Description in Service Item Lines | Users will be able to enter individual order descriptions for each service item line within a service order. While currently only a single description can be added at the header level, this improvement will allow more detailed and specific information to be recorded per line, providing better clarity and a more comprehensive overview of the order. |
New Parts Features
| Feature | Content |
|---|---|
| Flexible Devaluation Setup | A new configuration option will allow users to choose which item ledger entry types impact item devaluation. Currently, any entry type (except transfer orders) prevents devaluation within the set time frame. With the new setup, users will be able to specify that only certain types should affect this. This helps align the system with legal requirements across different countries or regions. |
| Enhanced Availability Factbox Filtering | Currently, availability Factboxes in documents can be filtered by responsibility centers. However, when there are more locations than responsibility centers such as many service vans this results in seeing all or none. A new filter table will be introduced, allowing filtering by user, area and location for more precise control, similar to the current responsibility center setup. |
| Catalog Import Procedure Enhancements | This feature enhances the catalog import process by refining how individual fields are managed during import and how manual changes on the item card impact price updates. |
| Automatic Addition of Related Items | This feature will introduce the ability to define additional items linked to a specific item. These related items can be added automatically or optionally selected when creating document lines. |
| Stock Conversion Suggestion | Users will be able to open and run a stock conversion worksheet to propose stockkeeping unit changes for various stocking life cycles scenarios. The worksheet will include a report that suggests change lines based on predefined setup criteria via a matrix for call/qty.-unit cost combinations and using an algorithm calculating average daily demand values. An action will be provided to confirm and apply these suggested changes, updating the relevant stockkeeping units. Additional related actions will allow users to easily access and manage relevant records connected to the worksheet. |
TRASER Rental 365 Release
This section displays the features scheduled for release in September 2025 in TRASER Rental 365.
New Rental Features
| Feature | Content |
|---|---|
| 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. |
| 'Vendor Item No.' in Rental Reports | A new option is available in rental reports, allowing users to choose whether to print the Item No. or the Vendor Item No. This setting is available on the Rental Quote, Rental Contract, Rental Protocol and Damage Report. |
| '4-Weeks' Price Base and Invoice Cycle | A new 4-Weeks option will be available for both price base and invoice cycle in rental contracts. When used together, this setup will generate customer invoices every 4 weeks, providing consistent billing intervals regardless of calendar dates. |
| Automatic Volume and Weight Fields on Contract and Protocol Lines | Volume and weight fields, including total values per line, will be added to all relevant rental lines. These values will be automatically populated from the item card and service item card. |
| Automated Transport Commentary on Rental Invoices | Rental invoices and credit memos will support an automatic commentary line with transport date and protocol number. All commentary lines will be grouped in a new FastTab for easy overview. |
| Rent Configuration Improvements | Users will be able to reconfigure existing contract configurations using a wizard that preloads current values and replaces the old setup upon completion. Configuration specifications will support new calculation methods. |
| Reset Object Status on Delivery/Return Lines | Users will be able to reset the object status for one or more lines in posted delivery and return documents. Both single and multi-selection will be supported. The system will ensure that only the most recent status can be reset. |
| Support for Shipment Codes in Rental | Rental documents will support standard Microsoft shipment codes. A default code can be set in rental quotes and contracts, with the option to override it in rental protocols. |
| Stair Billing for Rental Invoicing | Stair billing will be added to rental processes, automatically adjusting billing cycles and prices from daily to weekly to monthly rates. |
| 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. |
| Service Interval Notifications for Rental Objects | Users will receive notifications for due service intervals when entering specific rent or object lines. Additionally, service orders for rented service items with due intervals will allow updating the service location. |
| Loaner Rental Contracts Linked to Service Orders | Users will be able to create rental contracts from service orders for loaner needs. When linked, the rental contract number and key details (rent dates, shipping info) will be displayed in the service header FactBox. The rental contract will also show the related service order number for easy reference. Service orders linked to active rental contracts will not be invoiced until the loaner is returned and the rental invoice posted. |
| Caption Renaming from 'Protocol' to 'Delivery/Pickup' | All captions will be renamed from Protocol to Delivery/Pickup to improve clarity and help users better understand the purpose of related pages, functions and reports. |