TRASER DMS 365 2209 Release Note

Introduction
Core
Machine
Service
Trade
Parts

Introduction

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Core

Bug Fixes

[10888] Wrongly deletion of 'Posted' checkbox after adding changes to financing lines

After adding changes to financing lines, the information in the Posted checkbox in the financing lines were deleted. This error has been fixed.

[11828] Error when releasing purchase orders

Several problems occured when releasing purchase orders that contained an item with item tracking. This error has been fixed.

[11922] Changing of shurtcut dimensions not possible

It was not possible to make changes on shortcut dimensions. This error has been fixed.

New Functions

[1233] Translation function for G/L Accounts

You can now add translations to g/l accounts via the Chart of Accounts and G/L Account Card page. The translations are then automatically transferred into the respective documents once another language code is selected.

[5494] Specification of subtotals in sales documents

It is now possible to specify subtotals in sales documents.

[5496] New action 'Get Subtotal' in sales lines

It is now possible to view the calculated subtotal for several lines in sales documents. For this, the Get Subtotal action was implemented.

[5514] Filtering of reminder suggestion list by responsibility center

You can now filter the reminder suggestion list by the responsibility center. You can therefore create lists which you can pass on to different employees at different locations.

[5535] Specification of subtotals in service documents

It is now possible to specify subtotals in service documents.

[5536] New action 'Get Subtotal' in service lines

It is now possible to view the calculated subtotal for several lines in service documents. For this, the Get Subtotal action was implemented.

[9124] New report including water mark for sales invoice preview

A new report for the sales invoice preview is now available. For this report a water mark can be stored in the ForNav Setup.

[9125] New report including water mark for sales credit memo preview

A new report for the sales credit memo preview is now available. For this report a water mark can be stored in the ForNav Setup.

[9797] Mandatory field check in purchase, sales and service documents

You can now set up a mandatory field check for purchase, sales and service documents. The mandatory field check can be used to determine which fields have to be filled before releasing or posting documents.

[10627] New field 'Default Debited Cost Center' in documents

You can now set a Default Debited Cost Center in documents which is dependant on the order type of the document.

[10880] New fields on financing card

The financing card has been extended by several fields. Among other things you can now specify the financing category, the status (sales), the status (purchase) as well as the trade number.

[10886] New boolean 'Fixed Financing' on financing card

The boolean Fixed Financing has been added to the financing card.

[10887] New field 'Outstanding Liability' on financing card and in factbox

The field Outstanding Liabilty has been added to the financing card and to the factbox about the financing details.

[10900] New loan type 'Leasing'

You can now select the loan type Leasing on the financing card.

[11033] New boolean 'Interest Calculation Per Day' on financing card

The boolean Interest Calculation Per Day has been added to the financing card.

Improvements

[11810] Improvements on 'Multi-Salesperson Setup'

The Multi Verkäufer Einrichtung page has been reworked. Among other things, the Code column was added.

Machine

Bug Fixes

[10951] Wrong field caption in service item list

A field in the menu bar of the service item list had the wrong caption Category 4. This error has been fixed.

[11713] 'Post Revenue Allocation' action can be processed more than once

The Post Revenue Allocation action could be processed more than once in a posted rental invoice. This error has been fixed.

[11980] Error when specifying 'Item Journal' on service management setup card

It was not possible to use the search function for the field Item Journal below Assign Equipment and Remove Equipment on the service management setup card. This problem has been fixed.

[12143] Error message when selecting a service item in forecast

When selecting service items in a forecast, an error occurred stating that this forecast does not exist. This problem was fixed. Service items can now be selected properly again.

New Functions

Improvements

[11104] Upgrade for DMS Storage App

The Add-in for uploading and managing images in DMS365 has been extended.

Service

Bug Fixes

[11860] Resolution description contains false data in printed worksheet

The resolution description contained wrong data on the printed worksheet. Instead of the stored resolution description it contained the last sentence from the error description. This error has been fixed.

[11874] Comments are not transferred when correcting a posted service invoice

When correcting a posted service invoice, the comments were not transferred into the corrected service invoice. This error has been fixed.

[11886] Factbox 'Service Item Attributes' shows false values

The No. of Services field in the Service Item Activities factbox on the service item card was not updated when a service order was created for a service item. This error has been fixed.

New Functions

Improvements

[11889] Changes on field names in warranty claim

The following fields have been changed:

For the Status field, there are only the options Open and Released.
The Job Starting Date has been renamed into Starting Date.
Das Job End Date has been renamed into End Date.

Trade

Bug Fixes

[10813] Error when searching for service items in trade-ins

When searching for service items in trade-ins via the Lines register, the service items were incorrectly filtered. This problem has been fixed.

[11568] Error while transferring 'Surcharge in %' during creation of a sales forecast

When creating a sales forecast, the Surcharge in % field is supposed to be filled with the value from the margin setup. However, this did not happen. This error has been fixed.

[11647] Error message when creating a sales quote from a sales forecast

A repeated error concerning the date occured when creating a sales quote from a sales forecast. This error has been fixed.

New Functions

[10584] New options for 'Calculation Entry Types'

The options Leasing and Other Revenues have been added to the Calculation Entry Types.

[10715] New calculation review view from service item

The calculation review view via the service item has been reworked. More information is now available to you.

[11557] New fields for calculation review

The column Counted Rental Income % was added to the Select Service Item Category page.

The following fields have been added to the Calculation Review page:

Counted Rental Income %
Purch. Cash Discount
Counted Rental Income
Rental with Sales Option FA

Improvements

Parts

Bug Fixes

[10824] Catalog item is not linked to existing item after deleting and recreating it

If a catalog item was deleted and then recreated, creating a previously created item for that catalog item from the catalog item card would result in an error because the referenced item number was already taken. This error has been fixed. The catalog item is now linked correctly to the existing item.

New Functions

[1218] New possibilities for devaluation setup

You can now set up devaluations. For this, the page Devaluation Rules was implemented.

[1219] New table 'Devaluation Entry'

For being able to view all details on the process of item devaluation, the page Devaluation Entry was implemented.

[6922] New list for barcode label setups

You can now set up barcode labels. For this, the page Barcode Label Setups was implemented.

[6300] New page 'Barcode Label Layouts'

By using the page Barcode Label Setups, you can open the Barcode Label Layouts page for setting up the layouts. For this, open a setup card and subsequently open the page via the Layout Code field.

[6301] New page 'Barcode Label Setup Card'

It is now possible to set up barcode labels by using the Barcode Label Setups page. For this, a Barcode Label Setup Card including all important fields was implemented.

[6304] Field selection from item table for label setup

It is now possible to select the label type on the Barcode Label Setup Card. When selecting Item here, the fields from the item table will be shown on the card.

[6305] Field selection from service item table for label setup

It is now possible to select the label type on the Barcode Label Setup Card. When selecting Service Item here, the fields from the service item table will be shown on the card.

[6307] New 'Lines' register on 'Barcode Label Setup Card'

The Lines register was added to the Barcode Label Setup Card.

[6314] Creating barcode labels

The system can now create barcode labels based on the settings on the Barcode Label Setups page.

[6316] New action 'Print Barcode Label' on (service)item card

The Print Barcode Label action was added to the (service)item card. By using this action, you can now print the previously set up barcode labels.

[6318] Setting field values for barcode label

It can be defined in the Barcode Label Setups how many fields a setup line should contain. Furthermore, you can define the individual field names and at which position in the line they should be.

[9806] New boolean 'Reset Devaluation On Transfer' on location card

The boolean Reset Devaluation On Transfer was added to the location card. Once the boolean is activated, the location takes incoming transfer receipts into account during devaluation calculation and resets the respective devaluation.

[9808] New checkbox 'Separate Revaluation' in 'Item Journal' table

The checkbox Separate Revaluation was added to the table Item Journal which you can access via the item card.

[11966] Mark location as service van

A location can now be marked as a service van. For this, an additional boolean was added to the location card under the General register.

Improvements

[9780] Change of 'Average Cost Calc. Type' and 'Average Cost Period' are prohibited by the system in Warehouse Setup

It is no longer possible on the Warehouse Setup page to change the fields Average Cost Calc. Type and Average Cost Period once there are entries in the system. This improvement is intended to avoid errors in the future.

[11835] 'Devaluation Entry' page can now be opened from service item card/list

The Devaluation Entry page can now be accessed from the service item card or service item list. The page is prefiltered for the associated item numbers.