Updated: 11.04.2024

Master Data Hints

Note

Before you can create hints, you must grant the relevant user the permission to view hints for the different areas. For more information on this, click here.

In TRASER DMS 365 you can add hints to master data. These hints will be displayed in a separate window as soon as you use a master data record in a document. The contents of this chapter are divided into the following sections:

Creating Hints for Contacts

This section describes how to create a hint for a contact. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Contacts page.
  • Select the contact from the Contacts list for which you want to create a master data hint.
  • Click Contact > Hints in the menu bar.
  • The Hint Texts window opens.
  • Enter the desired hint text into the text field in the Hint Text column.
  • Select the checkboxes for the business areas in which the hint text should be displayed to users.
  • Optionally select the checkbox in the Calculation column, if the hint text should be displayed in calculations.

You have successfully set up a hint for a contact. Depending on your selection, the hint will be displayed when the contact is used in the Sales, Purchase, Service or Rental (if TRASER Rental 365 has been activated) business areas or in calculations.

Creating Hints for Customers

This section describes how to create a hint for a customer. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Customers page.
  • Select the contact from the Customers list for whom you want to create a master data hint.
  • Click Customer > Hints in the menu bar.
  • The Hint Texts window opens.
  • Enter the desired hint text into the text field in the Hint Text column.
  • Select the checkboxes for the business areas in which the hint text should be displayed to users.
  • Optionally select the checkbox in the Calculation column, if the hint text should be displayed in calculations.

You have successfully set up a hint for a customer. Depending on your selection, the hint will be displayed when the customer is used in the Sales, Purchase, Service or Rental (if TRASER Rental 365 has been activated) business areas or in calculations.

Creating Hints for Vendors

This section describes how to create a hint for a vendor. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Vendors page.
  • Select a vendor from the Vendors list for whom you want to create a master data hint.
  • Click on Vendor > Hints in the menu bar.
  • The Hint Texts window opens.
  • Enter the desired hint text into the text field in the Hint Text column.
  • Select the checkboxes for the business areas in which the hint text should be displayed to users.
  • Optionally select the checkbox in the Calculation column, if the hint text should be displayed in calculations.

You have successfully set up a hint for a vendor. Depending on your selection, the hint will be displayed when the vendor is used in the Sales, Purchase, Service or Rental (if TRASER Rental 365 has been activated) business areas or in calculations.

Creating Hints for Assets

This section describes how to create a hint for an asset. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) to find the page Fixed Assets.
  • Select the asset from the Fixed Assets list for which you want to create a master data hint.
  • Click on Related > Fixed Asset > Hints in the menu bar.
  • Enter the desired hint text into the text field in the Hint Text column.
  • Select the checkboxes for the business areas in which the hint text should be displayed to users.
  • Optionally select the checkbox in the Calculation column, if the hint text should be displayed in calculations.

You have successfully set up a hint for a fixed asset. Depending on your selection, the hint will be displayed when the asset is used in the Sales, Purchase or Rental (if TRASER Rental 365 has been activated) business areas or in calculations.

Creating Hints for Items

This section describes how to create a hint for an item. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Items page.
  • Select an item from the Items list for which you want to create a master data hint.
  • Click on Item > Hints in the menu bar.
  • The Hint Texts window opens.
  • Enter the desired hint text into the text field in the Hint Text column.
  • Select the checkboxes for the business areas in which the hint text should be displayed to users.
  • Optionally select the checkbox in the Calculation column, if the hint text should be displayed in calculations.

You have successfully set up a hint for an item. Depending on your selection, the hint will be displayed when the item is used in the Sales, Purchase, Service or Rental (if TRASER Rental 365 has been activated) business areas or in calculations.

Creating Hints for Service Items

This section describes how to create a hint for a service item. To do so, please proceed as follows:

Note

The Show Note Texts toggle switch in the Traser FastTab on the Service Management Setup page must be activated in order to display hint texts when selecting a service item in a service quote or order. You can find more information regarding the service management setup under Service Management Setup.

  • Use the quick search (ALT+Q) to find the Service Items page.
  • Select a service item from the Service Item list for which you want to create a master data hint
  • Click on Related > Service Item > Other > Hints in the menu bar.
  • Click on New to add a hint text.
  • Enter the desired hint text into the text field in the Hint Text column.
  • Select the checkboxes for the business areas in which the hint text should be displayed to users.
  • Optionally select the checkbox in the Calculation column, if the hint text should be displayed in calculations.

Tip

In the Hint Texts overview of a service item, the FactBox area (ALT+F2) displays when and by which user a hint has been created, modified, or processed. Processed hints are no longer displayed in documents.
To mark a hint as processed, select the checkbox in the Processed column. Alternatively, you can mark a hint text as processed directly in the service document. To do so, open the Worksheet, select the desired hint in the Service Hints FactBox FastTab and click on Service Hints > Mark as Processed.

You have successfully set up a hint for a service item. Depending on your selection, the hint will be displayed when the service item is used in the Sales, Purchase, Service or Rental (if TRASER Rental 365 has been activated) business areas or in calculations.

Creating Hints for Resources

This section describes how to create a hint for a resource. To do so, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Resources page.
  • Select the resource from the Resources list for which you want to create a master data hint.
  • Click on Resource > Hints in the menu bar.
  • The Hint Texts window opens.
  • Enter the desired hint text into the text field in the Hint Text column.
  • Select the checkboxes for the business areas in which the hint text should be displayed to users.
  • Optionally select the checkbox in the Calculation column, if the hint text should be displayed in calculations.

You have successfully set up a hint for a resource. Depending on your selection, the hint will be displayed when the resource is used in the Sales, Purchase, Service or Rental (if TRASER Rental 365 has been activated) business areas or in calculations.