TRASER DMS 365 2208 Release Note

Introduction
Core
Machine
Service
Trade
Parts

Introduction

Dear Readers,

We are pleased to provide you with this document.

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TRASER Software GmbH

Core

Bug Fixes

[10620] Error when posting commission documents

An error message occured when posting commission documents. This issue has been fixed.

[10945] Error when adding header data to sales quote or order when sales order type has been selected

After selecting a specific sales order type, a general error message occured when adding header data to sales quote or order. This problem has been fixed.

New Functions

Improvements

Machine

Bug Fixes

[11241] Issue with assigning items or service items with item tracking to equipment

An error message occured when trying to assign items or service items with item tracking to equipment. This problem has been fixed.

New Functions

[9501] New function 'Reset counter to Zero' in service item history

The function Reset counter to Zero has been added to the menu bar on the service item history page.

Improvements

Service

Bug Fixes

[11657] The field 'Labour Aggregation Group Caption' is not always visible page

The field Labour Aggregation Group Caption was not always visible on the Service Management Setup page. This error has been fixed. The field is now permanently shown.

New Functions

[56] Setup of aggregating labour costs for service reports

In the Service Management Setup, you can now group all labour cost lines via the new field Labour Aggregation Method. There are the following options:

None (Default)
Total Sum
Resource Groups (only total sum, without unit prices)
Resource Groups and Work Type

This new field is also included on the customer card.

[4768] New field 'Labor Costs Position' on 'Service Management Setup' page

The field Labor Costs Position has been added to the Service Management Setup page.

[8235] Aggregation of labor cost lines on service reports

From now on, you can use the field Labor Costs Position in the service management setup to define how labor costs are shown on service reports. This aggregation of labor cost lines makes it easier for you to get a good overview of the different labor cost amounts.

[9928] New field 'Checklist Template' on Standard Service Code card

The field Checklist Template has been added to the Standard Service Code Card.

[10146] Renaming of 'Service Item Worksheets' page

The name of the page Service Item Worksheets has been changed into Worksheets.

Improvements

Trade

Bug Fixes

[11213] Incorrect transfer of unit costs for external equipment when creating purchase order from forecast

When trying to create a purchase order from a forecast, the unit cost for external equipment wasn't transferred to the purchase lines. This problem has been fixed.

[11229] Issue when posting purchase order regarding the update of the service item status

There was an issue regarding the status of the service item when trying to post purchase orders. It was impossible to post purchase orders as the status wasn't updated correctly. This issue has been fixed.

New Functions

[4674] Registering commission

The following functions regarding the registration of commissions are now available:

Create commission documents
View current commission values (amounts and percentages)
Post commission documents

[5829] Include service invoices and credit memos in commission calculation

From now on, you can include service invoices and service credit memos in the commission calculation. For this purpuse, the boolean Include Service Documents has been added to the Commission Setup page. In addition, you can now add service field nos. in the commission field setup.

[10621] New activity 'Calc. Review to be approved' on TRASER Rolecenter

The TRASER Rolecenter now contains the activity Calc. Review to be approved.

[10622] New activitiy cue 'Commission' on TRASER Rolecenter

The TRASER Rolecenter now contains the activity cue Commission.

[10626] New fields on 'Commission Summation Setup' page

The fields Starting Date and Ending Date have been added to the Commission Summation Setup page, which you can access via the Commission Setup page. Use these fields to specify a period for the commission calculation.

Improvements

[9483] Several improvements regarding calculation forecast

The calculation forecast has been updated. The following improvements have been implemented:

You can add comments to equipment, which will then be listed in the configuration lines. In addition, the Comments exist checkbox has been added to the configuration lines.
The field Linked with Item Charge has been removed from the configuration lines.
You will no longer be able to edit the the Surcharge field in the external equipment lines once the Calculate separately checkbox is deactivated.
You now have more filtering options when adding a Standard Service Code to the workshop lines.
The actions Create Purchase Order as well as Open Document have been added to the external equipment menu bar.
The forecast calculation factbox has been updated.

Parts

Bug Fixes

[10941] Missing error message when posting warehouse receipts

When trying to post a warehouse receipt without a vendor shipment no. the system did not provide an error message. Thus, it was impossible for the user to see why the posting didn't go through. This problem has been fixed. The system now provides a specific error message when trying to post a warehouse receipt without a vendor shipment no.

[11014] Issue with renaming fields on 'Order Type Mapping for Orders' page

Renaming fields on the Order Type Mapping for Orders page wasn't working properly. This problem has been fixed.

[11027] Issue with transfer of pictures from catalog item to item

When creating an item from a catalog item the pictures from the catalog item weren't transferred to the item card. This issue has been resolved.

New Functions

[7525] New field 'Vendor Item No.' in price list lines

The field Vendor Item No. has been added to the price list lines.

[7791] Notification on item card if manufacturer code is changed

From now on, the following notification appears on the item card when you change the manufacturer code: You have changed the manufacturer code. The stockkeeping units will not be updated. Please run the report 'Create Stockkeeping Units' or delete old stockkeeping units manually.

[9698] New fields regarding substitutions/interchanges

The field Substitutions/Interchanges has been added to the Sales Line Details and Service Line Details factboxes. In addition, the field S/I has been added to all relevant pages. The field shows whether there are any substitutions (S), interchangeable substitutions (I) or both (S/I) for the current line.

[8702] New factboxes regarding substitutions/interchanges

If you open the page for the substitutions/interchanges via an item card, you will now have two additional factboxes:

Factbox 1: Shows an explanation for the colored item descriptions
Factbox 2: Shows Sales Line/Service Line Details for the selected document line

[10358] New page 'Order Type Mapping for Req. Worksheets'

The page Order Type Mapping for Req. Worksheets has been added in TRASER DMS 365.

[10363] Using the settings from 'Order Type Mapping for Orders' to create related purchase orders with prefilled 'Purchase Order Type'

If you create a purchase order via a sales or service order, the system will now use the settings from the Order Type Mapping for Orders to create related purchase orders with prefilled Purchase Order Type.

[10364] Using the settings from 'Order Type Mapping for Req. Worksheets' to create rerlated purchase orders with prefilled 'Purchase Order Type'

If you create a purchase order via worksheets, the system will now use the settings from the Order Type Mapping for Req. Worksheets to create related purchase orders with prefilled Purchase Order Type.

[10365] Using the settings from 'Order Type Mapping for Orders' to fill the 'Expected Receipt Date' in purchase orders

If you create a purchase order via a sales or service order, the system will now use the settings from the Order Type Mapping for Orders to to fill the Expected Receipt Date in purchase orders.

[10366] New field 'Lead Time Calculation' on the 'Order Type Mapping for Orders' and 'Order Type Mapping for Req. Worksheets' page

The field Lead Time Calculation has been added to the Order Type Mapping for Orders and Order Type Mapping for Req. Worksheets page.

[10597] New checkbox 'Reserve automatically' on 'Order Type Mapping for Orders' page

The checkbox Reserve automatically has been added to the Order Type Mapping for Orders page.

[10599] New checkbox 'Reserve automatically' on 'Order Type Mapping for Req. Worksheets' page

The checkbox Reserve automatically has been added to the Order Type Mapping for Req. Worksheets page.

[10625] Action 'Get Bin Content' in sales documents

From now on, you can use the action Get Bin Content in sales documents to create sales lines on the actual bin content.

Improvements

[9494] Preventing manual changes of substitution entries at catalog item records

To prevent issues with manual or incorrect data, you can no longer manually add, delete or modify substitution records of type = Catalog Item.