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Settings & Master Data
Settings
IIS 10: Create CA Signing Request and Install SSL Certificate
Azure Blob Storage
Person in Charge Setup
Creating Number Series
Mandatory Fields
Setting up Cues
Document Setup
Setting up Company-Specific Reports
Setting up Internal Invoicing
Setting up Service Order Types
Freight Charge Management
Setting up Base Calendar and Bank Holidays
Purchase and Sales Price Lists
Setting up VAT ID Validation
Master Data
Master Data Hints
History Legacy Data
Customer and Vendor
Create Vendor from Contact
Extended Contact Management
Linking Vendors to Manufacturers
Multi Salesperson Assignment for Documents
Assigning Customer Templates for Contact Conversion
Customer Classification
Setting Up Payment Conditions For Customers
Payment Methods
Payment Terms
Set up Customer Price Groups and Customer Discount Groups
Resources
Setting Up Resources
Prices and Discounts
Service Item
Creating Service Items
Additional Service Item Information
Creating Assets
Items and Catalog Items
Creating Items and Item Templates
Item History
Item Search
Item Units
Substitutions/Interchangeable Items
Shopping Baskets
Item Barcode Labels
Item Devaluation
Catalog Import
Order Modifiers
General Functionalities
Checklists
Document Signatures
Prepayment Texts
Subtotals
Fix Prices
Item Charges
Inflation Surcharges
Default Purchase Discounts and Default Sales Discounts
Multi-Level Discounts
Purchase Item Discount Groups
Printing Values in Client Currencies
Shipment Delays
Order Fulfillment Status
Worklists and Changelogs
Machine Communities
Finance Management
Chart of Accounts
Searching G/L Accounts via Match Codes
User
User Setup Card
Set up Responsibility Center
Set up user permissions for posting/invoicing of documents
Defining Default Order Types in the User Setup
Journals and Documents
Add Texts to Items
Checking Document Values Before Posting
Print Documents
PDF Preview of Documents
Filtering Posted Documents by Order Type
Deleting Posted Documents
Document Search
Used Parts Tax
Differential Taxation
Certificate of Supply
Dimensions
Dimension Setup
Changing Dimensions in Posted Documents
Updating Analysis Views
Reminders
Asset Management
Rebook Wizard for Assets
Adjusting Depreciation Values via Fixed Asset List
Financing Module
End of Year Checklist
Machine Sales
Sales without Forecast
Sales with Forecast
Forecast Templates
Sales Calculation
Forecast
Trade In
Sales Quote
Sales Order
Purchase Order
Sales Shipment and Invoice
Processing of Trade-In Orders
Agency Business Contracts
Commission
Calculation Review
Calculation Entry Types
Calculation Review
Machine History
Inventory and Parts
Sales Quote and Sales Order
Sales Shipment
Remanufactured Parts
Purchase Request and Replenishment
Planning and Replenishment
Requisition Worksheet
Creating Orders
Order Type Mapping for Orders and Requisition Worksheets
Purchase Receipt
Return Orders
Purchase Return Orders
Sales Return Orders
Inventory and Transfer
Location and Bin
Transfer
Physical Inventory for Items and Service Items
Drop Shipment
Shipment and Picking
Warehouse Receipt
Restocking Fees
Service Management
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Preparation/Planning
Maintenance Contracts
Service Intervals
Standard Service Codes Setup
Service Management Setup
Repair Status
Service Quotes
Service Orders
Create Service Orders
Service Order Planning/Disposition
Service Order Processing
List of Service Item Worksheets
Retrieve Last Service Locations of Service Items
Capitalized Service
Fix Prices
Service Charges
Purchase Order
Automated Checklists for Service Orders
Telematic Data
Service Delivery/Service Invoicing
Creating Service Invoices
Issue Service Invoices to a different Customer
Correct Or Cancel Posted Service Invoices
Service Credit Memo
Warranty
Warranty Setup
Warranty Types
Creating Warranty Claims
Self-Billing
Interfaces and Integrations
Release Notes
2025
June 2025 DMS365 Release Note
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2022
December 2022 DMS365 Release Note
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Items and Catalog Items
Updated: 11.04.2024
Creating Items and Item Templates
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Item History
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Item Search
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Item Units
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Substitutions/Interchangeable Items
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Shopping Baskets
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Item Barcode Labels
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Item Devaluation
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Catalog Import
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Order Modifiers
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