TRASER DMS 365 2211 Release Note

Introduction
Core
Machine
Service
Trade
Parts

Introduction

Dear Readers,

We are pleased to provide you with this document.

The transfer, publication or duplication of this document is only permitted with the explicit permission of TRASER Software GmbH.

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TRASER Software GmbH

Core

Bugs

[9841] Error when calculating interest for 365 days

Financings showed wrong interest amounts when selecting interest calculation for 365 days. This error has been fixed.

[12174] 'Sales Shipment No.' and 'Sales Invoice No.' should be empty in financing if no service item is assigned

When creating a new financing, the Sales Shipment No. and the Sales Invoice No. were filled in by the system even though no service item had been added to the financing. The fields should be empty when no service item is selected. This error has been fixed.

[12258] Error when posting commission

Posting commissions didn't work. This problem has been fixed.

[12371] Subtotal amount not calculated properly when selecting more than one line

The subtotal calculated via the Get Subtotal function was wrong when more than one line had been selected. This error has been fixed.

[12408] Error when trying to delete filter in 'TRASER General Cues Setup'

It wasn't possible to delete filters on the TRASER General Cues Setup page via the Edit Filter action. This error has been fixed.

[12457] Bug regarding the upload of pictures to checklists

After uploading and deleting a picture from a checklist, the user wasn't able to upload a new picture. This problem has been fixed.

[12508] Problems with 'Person in Charge' filter and 'Resp. Center' filter in 'My Activities'

The Person in Charge filter and the Res. Center filter in My Activities did not work. This error has been fixed.

[12577] Error when copying service documents because of the alternative position lines

It wasn't possible to copy a service document via the Copy Document action when the service document contained lines that were marked as alternative positions. This error has been fixed.

[12592] Bug when cancelling/correcting posted purchase invoices

The user wasn't able to cancel/correct posted purchase invoices. This error has been fixed.

[12692] Error message when chaning the value of the default responsibility center

The system showed an error message when changing the value of the default responsibility center on the Responsibility Center Setup page.

New Functions

[5540] Automatic assigning of responsibility center in new sales documents

The default responsibility center set up on the Responsibility Center Setup page will be automatically transferred to new sales documents.

[5541] Automatic assigning of responsibility center in new purchase documents

The default responsibility center set up on the Responsibility Center Setup page will be automatically transferred to new purchase documents.

[5542] Automatic assigning of responsibility center in new service documents

The default responsibility center set up on the Responsibility Center Setup page will be automatically transferred to new service documents.

[9336] Integration of signature function in standard reports

The signature function is now available in all printed standard reports.

[9480] New page 'Responsibility Center Setup'

The page Responsibility Center Setup has been added.

[9484] New option 'Detaching of responsibility center filter' on user setup card

The option Detaching of responsibility center filter has been added to the user setup card.

[9485] Setup wizard for responsibility center

A wizard for the setup of responsibility centers has been added to the Responsibility Center Setup page.

[11974] Assigning of 'Multi Salesperson' in sales lines

if you have set up a multi salesperson, it will be automatically transferred to sales lines.

[11975] Assigning of 'Multi Salesperson' in service lines

if you have set up a multi salesperson, it will be automatically transferred to service lines.

[12718] New page for excel imports

A new page for excel imports has been created.

Improvements

[5545] Removal of 'Resp. Center' field from master data records

Due to the new responsibility center functionality, the Resp. Center field has been deleted from the following pages:

Customer list
Customer card
Vendor list
Vendor card

[9479] Removal of 'Resp. Center' field from user setup

Due to the new responsibility center functionality, the Resp. Center field has been deleted from the following pages:

user setup card
user list

[12006] Improvements regarding VAT block in documents

The VAT block in invoices and credit memos has been updated/changed.

[12455] Signature field in checklists

The Signature field has been added to checklists.

[12477] Improvements regarding alternative positions in sales and service lines

The amounts in sales or service lines that are marked as alternative positions will not be included in the total amount.

[12591] Improvements regarding responsibility center functionality

Some improvements have been made regarding the responsibility center functionality.

[12604] Improvements regarding direct debit message

The direct debit message that reminds users to enter a payment terms code when using a payment term that is labeled as Direct Debit has been changed to a notification.

[12734] New checklist layout

Several improvements have been made regarding the checklist layout.

Machine

Bug Fixes

[10393] Error when adding service items to 'Remove Equipment' lines

The system showed an error message when trying to add service items to the Remove Equipment lines. This error has been fixed.

[12607] Wrong information in 'Service Item Activity' factbox

The Service Item Activity factbox sometimes showed wrong values. This error has been fixed.

New Functions

[10014] Service item purchased via purchase order will be linked to internal customer

From now on, service items will be linked to the internal customer no. during purchasing processes provided that the setup for this has been carried out.

Improvements

[10346] License plate number independent from assigned customer

From now on, you can create license plate numbers regardless of a customer's region/country code.

[11958] New report design for inventory recordings

The report for physical inventory recordings has been edited.

[12275] Improvements regarding Calc. Review page

Some fields on the calculation review page have been rearranged.

Service

Bug Fixes

[12158] Service items cannot be entered in service credit memo

Service items could not be entered in the service lines of a service credit memo. This error was fixed.

[12589] Warranty factbox shows wrong values after posting of service document

The factboxes in the warranty claim header showed the wrong values after the source service documents was posted. This error was fixed.

[12600] Display Error in Service Reports

If the VAT clause in a report consisted of more than one line, the second line was not displayed correctly on the report. This error was fixed.

[12631] Service document cannot be posted with activated internal invoicing and existing comment lines

If a service document had Internal Invoicing activated plus existing comment lines, it could not be posted. This error was fixed.

[12716] Wrong caption in service lines archive

The caption in the service lines archive showed a wrong document number. This error has been fixed.

New Functions

[10922] New column ‘Vendor Item No.‘ in standard service code lines

A new column Vendor Item No. was added in the standard service code lines.

[12648] New field ‘Warranty Claim No.‘ in service item lines

The field Warranty Claim No. was added to the service item lines.

Improvements

Trade

Bug Fixes

[12010] Service item isn't transferred from sales forecast to purchase order

When creating a purchase order from a sales forecast, the service item from the sales forecast wasn't automatically transferred to the purchase order. This error has been fixed.

[12584] Multiple dimension bugs

There were multiple bugs regarding the dimension functionality.

New Functions

[9697] Trade-in comfirmation report

From now on, you can print trade-in comfirmations which you can send to customers.

Improvements

[12325] Improvement regarding the updating of the counter value

From now on, changes to the counter value will be reflected correctly in the service item history. Furthermore, the value of Counter 2 on the service item card will be updated when changing the Order Date.

[12461] Improvement regarding the changing of the counter value

When changing the counter value of a service item, the value won't be transferred to existing service orders.

[12680] Improvement regarding counter value records

From now on, the counter value will be updated automatically after removing a record from the service item history.

Parts

Bug Fixes

[11753] Creation of warehouse shipment not possible

When trying to create a warehouse shipment for a location code that requires Shipment & Pick and is set to No Automation, an error messages occured. This issue has been fixed.

[12128] Base unit of measure not populated when creating item from catalog item

When creating an item from a catalog item the base unit of measure wasn't filled automatically by the system. This issue has been fixed.

[12171] Existing item isn't linked after manually deleting and recreating assigned catalog item

The system failed to link a catalog item to an existing item when a user tried to create an item from a catalog item, provided that the item itself was created from an already deleted catalog item. This problem has been fixed.

[12233] Character limit in 'Default Item Template Code'

The character limit for the Default Item Template Code field has been expanded.

New Functions

[8699] New page for substitutions & interchangeable substitutions

From now on, you can open a page for substitutions & interchangeable substitutions via the item page.

[8717] Import of substituitions for a catalog

From now on you can import substitutions for a catalog via the catalog import.

[8718] Transfer of substitution entries from catalog item to item

If you create an item from a catalog item, the existing substitutions at the catalog item record will now be transferred to the new item record.

[9791] 'General Business Posting Group' in devaluation rules

The field General Business Posting Group has been added to the devaluation rules page as well as the devaluation rule card.

[9805] 'Calculate Devaluation' in Item Revaluation Journals

The action Calculate Devaluation has been added to Item Revaluation Journals.

Improvements

[11102] ToolTip improvements

Multiple tooltips regarding the parts area have been changed/updated. Furthermore, some fields have been moved.

[11149] New field 'Variant Code' for substitutions & interchangable substitutions

The field Variant Code has been added to the Substitute/Interchange Item page.

[11870] Improvements regarding requisition process

Multiple pages and fields regarding the requsition process have been changed/updated.

[12225] New field 'Catalog Code' for substitutions & interchangable substitutions

The field Catalog Code has been added to the Substitute/Interchange Item page.