TRASER DMS 365 2212 Release Note

Introduction
Core
Machine
Service
Trade
Parts

Introductions

Dear Readers,

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TRASER Software GmbH

Core

Bug Fixes

[10733] Incorrect printing of document texts

Document texts were printed incorrectly. This issue has been fixed.

[11644] Document texts are taken from template and not from rent order

Document texts that were added manually weren't transferred during the posting of rent orders. Instead, only the text from the document text template was posted. This error has been fixed.

[12499] Error when deleting item reference

It wasn't possible to delete the item reference from the item card. This problem has been fixed.

[12722] Automatic dimensions allication not working when releasing purchase orders

Even though automatic dimensions had been set up, the system didn't allocate any dimensions to the service item when releasing a purchase order. This error has been fixed.

[12779] Wrong captions in service item list

When adding new fields to the service item list regarding the counter values, several fields had a wrong caption or weren't shown in the service item list. This error has been fixed.

[12819] Error when opening responsibility center setup

The system showed an error message when the user tried to open the responsibility center setup. This error has been fixed.

[12968] Licence error when opening Business Central

When selecting a company, the system showed an error message saying that the licence needed to open Business Central was missing. This error has been fixed.

[13024] Document text field overlaps with watermark

The watermark wasn't shown properly when opening the preview of a document because of the size of the document text field.

[13217] Error when opening Business Central

When selecting a company, the system showed an error message saying that the permission needed to open Business Central was missing. This error has been fixed.

New Functions

[5500] New column 'Document Sending Profile' on 'Document Layouts' page

The column Document Sending Profile has been added to the Document Layouts page.

[9548] New dimension handling in 'Close Income Statement'

Users can now post the close income statement without dimensions.

[11899] New message after releasing a document

You can set up a message that will be shown when releasing documents via the cues in the role center.

[12016] Deletion of 'Buy-from Vendor No.' filter for 'Get Receipt Lines'

The Buy-from Vendor No. filter has been deleted from the Get Receipt Lines function.

[12023] New fields 'No Pmt. Disc. on Items' and 'No Pmt. Disc. on Resources' in payment terms

The fields No Pmt. Disc. on Items and No Pmt. Disc. on Resources have been added to the Payment Terms page.

[12024] New column 'No Payment Discount' in 'Lines' tab

The column No Payment Discount has been added to the Lines tab.

[12025] New boolean 'No Payment Discount' on resource and item card

The boolean NO Payment Discount has been added to the resource and item card.

[12172] New factbox 'Financing Information' on service item card

The factbox Financing Information has been added to the service item card and service item list.

[12177] Changing of dimensions in rebook wizard

The user can now change the dimensions of the service item in the rebook wizard.

[12557] Gen. Bus. Posting Group visible and editable in service order types

The user can now edit the Gen. Bus. Posting Group in service order types.

[12704] New columns in customer list and vendor list

The following columns have been added to the customer list and vendor list:

Location
Address
Address 2

[12729] Use of 'External Loan No.' as 'External Document No.' when filling 'G/L journal'

When filling a G/L journal, the External Loan No. will be automatically transferred to the External Document No. field.

[12752] Document date in customer ledger entries, vendor ledger entries and g/l entries

The document date will now be shown in customer ledger entries, vendor ledger entries as well as g/l entries.

[13004] New fields in service item list

New fields have been added to the service item list.

Improvements

[12946] Update of 'Post and Send' function

The Post and Send function has been updated.

[13005] Update of data cues

The data cues on the role center have been updated.

Machine

Bug Fixes

[12447] Error message when carrying out 'Manually Reopen Damage' function

When carrying out the Manually Reopen Damage function, the system showed an error message. This error has been fixed.

[12448] 'New', 'Edit' and 'Delete' actions inactive on 'Service Item Damages' page

The New, Edit and Delete actions on the Service Item Damages page were inactive. This error has been fixed.

[13234] Pictures won't be deleted from the media storage table

When deleting documents that contained pictures, the pictures weren't deleted from the media storage table. This issue has been fixed.

[13317] Error when creating service invoices

The system showed an error message regarding the customer number when trying to create a service invoice. This error has been fixed.

[13410] Error when adding an equipment line to a forecast

The system showed an error message when trying to add an equipment line to a forecast. This error has been fixed.

New Functions

[8259] New field 'Location Code' und 'Bin Code' on service item card

The fields Location Code and Bin Code have been added to the service item card. The fields cannot be edited and will be populated based on the warehouse activities.

[10015] Linking of service item and internal customer

If you buy a service item via a trade-in order, the service item will now be automatically linked with an internal customer.

[10716] Calculation review drill-down

The values in the calculation review can now be viewed in more detail via a drill-down menu.

[11955] Checking feature when finishing 'Inventory Recordings'

A new checking feature has been added in TRASER DMS 365 that will make sure that all inventory recording lines with item tracking have been assigned a serial number.

[11979] Assigning equipment regardless of service item status

You can now assign equipment regardless of the service item status.

[11982] Changes to 'Assign/Remove Equipment' functionality

The Assign/Remove Equipment functionality has been changed.

[11983] Changes to 'Assign/Remove Equipment' page

The page Assign/Remove Equipment has been changed.

[12009] Change of customer allocation functionality

From now on, the customer no. from the sales order is added to the service item as soon as the sales order is created.

[12606] Pictures in sales quotes and sales orders

You can now add pictures to sales orders and sales quotes via a new factbox.

[12608] Pictures in Service Item Worksheets

You can now add pictures to service item worksheets. The tab Pictures was added to the worksheet.

Improvements

[12657] Sales documents in machine history

You can now view sales documents in the machine history, even when the service item isn't linked to an item or fixed asset.

Service

Bug Fixes

[12569] 'Unit Cost of Service Item' displays wrong value

The Unit Cost of Service Item field on the service item card displayed a wrong value. This issue has been fixed.

[12757] Service item is deleted when inserting order type

When changing the order type in a purchase order, the service item was deleted from the purchase order. This issue has been fixed.

[13424] 'Payment Discount %' is not populated when using 'Copy Document' action

When using the Copy Document function, the Payment Discount % value wasn't transferred to the document. This issue has been fixed.

New Functions

[8632] 'Qty. to invoice' and 'Qty. to ship' on service item worksheet

The Lines tab on service item worksheets now also displays the columns Qty. to ship and Qty. to invoice.

[8641] Multiselect service items

Users can now add multiple service items to a service order or service quote at the same time via the Multiselect Service Items action in the Lines tab.

[9458] 'Equipment' field in service orders

The field Equipment has been added to the menu bar in the Lines tab.

Improvements

[12753] Service orders connected to a warranty claim cannot be deleted

Service orders that are connected to a warranty claim can no longer be deleted.

[12786] Warranty Claim No. won't be transferred to new document

If you copy a document via the Copy Document function, the warranty claim no. won't be transferred to the new document.

[13112] Improvements regarding the fix price calculation in service documents

The following improvements have been made:

Lines that are marked as alternative positions won't be included in the fix price calculation
Get Subtotal and Mark As Alternative Position actions aren't visible if fix prices are calculated
No partial postings if fix prices are calculated.

Trade

Bug Fixes

[12568] Wrong product hierarchy filtering for standard service code selection in sales forecasts

The product hierachry filter for the standard service code selection in sales forecasts was flawed. This error has been fixed.

[12571] Captions in forecast and forecast factboxes not aligning

There were some wrong captions in the menu bar of the forecast page as well as in the forecast factboxes. This issue has been fixed.

[12957] Error regarding subcategory in forecasts

The system showed an error message when trying to create a purchase order from a forecast that contained a product without a subcategory. The error message appeared even when the Subcategory mandatory field was deactivated. This problem has been fixed.

[12982] Wrong value in 'Surcharge %' field

The field Surchage % in the forecast showed a wrong value. This error has been fixed.

[12986] Wrong filter for allocated costs in calculation review

Instead of using the correct date filter, the system used a wrong date filter for the allocated costs and for the drill-down in the calculation review This error has been fixed.

[12991] Error when invoicing purchase order

The system showed an error message when trying to invoice purchase orders. This error has been fixed.

[12993] Synchronization between workshop and external equipment does not work

The action Link to equipment in the calculation forecast failed to synchronize the workshop and external equipment. This error has been fixed.

[13076] Error in 'Trade-In' line on the forecast page

The system showed an error message when trying to enter the quantity for a item in the Trade-In tab on the forecast page. This error has been fixed.

[13215] 'Surcharge %' nor transferred from the margin setup

When creating a sales forecast, the Surcharge % field didn't show the value from the margin setup. This error has been fixed.

[13249] Attribute visibility in calculation review

The Subcategory as well as the Serial Number fields weren't visable on the calculation review page. This error has been fixed.

New Functions

[2419] New action 'Excel Equipment import' on equipment page

The action Excel Equipment import has been added to the equipment page.

[10579] New action 'Add Comment Lines' in calculation review

The Equipment tab in the calculation review now includes the action Add Comment Lines.

[10581] Import of equipment for specific manufacturer

You can now import equipment via the equipment page.

[11372] New action 'Export Equipment Template' on equipment page

The action Export Equipment Template has been added to the equipment page.

[11375] New factbox 'Equipment Comments' on equipment page

The factbox Equipment Comments has been added to the equipment page

[12276] New calculation entry types

There are two new calculation entry types

Purchase freight
Sales freight

[12967] Unit cost sum calculation without 'Financing (Repayment etc.)'

The unit cost sum is now calculated without the value of the Financing (Repayment etc.) field.

[12985] 'Purchase Rental' in calculation review

The field Purchase Rental has been added to the calculation review.

[13108] Service item sales for all service item

You can now add service items to sales documents even when they are not In Stock.

[13321] Result list with documents that were skipped

A list with all the documents that weren't added to the commission document has been implemented. This way, the user can check why a certain document was excluded.

Improvements

[12630] Service item card no longer shows lower counter value

If you manually change the counter value on the service item card, the service item card will no longer show the lower counter value. You can only view the lower counter value in the service item history.

[13113] Improvements regarding fix prices in sales documents

The following improvements have been made:

Lines that are marked as alternative positions won't be included in the fix price calculation
Get Subtotal and Mark As Alternative Position actions aren't visible if fix prices are calculated.

Parts

Bug Fixes

[12516] Error regarding automatic linking of substitutions

The automatic linking of substitutions failed when using a Vendor Item No.. This error has been fixed.

[12707] Error when adding substitution entries

The system showed an error message when the user tried to add substitutions. This error has been fixed.

[12739] Error when changing Item Vendor No.

The system showed an error message when trying to change the Item Vendor No. of an item. This error has been fixed.

[12932] 'Item No.' not populated properly when created via item search

When adding a catalog item to a purchase order via item search, a corresponding item was created, but the Item No. wasn't transferred to the lines. This issue has been fixed.

[12954] Error when creating item via item search

When adding a catalog item to a purchase order via item search, the system failed to create the corresponding item. This error has been fixed.

[13117] Error when creating item references from catalog import

The system showed an error message regarding the creation of item references from a catalog import. This error has been fixed.

[13310] Wrong connection for imported subsitutions via catalog import

The system created a wrong link between the original catalog item and the subsitution. This problem has been fixed.

[13312] Error message when adding a catalog item substitution

The system produced an error message when the user tried to add a catalog item substitution. This error has been fixed.

[13518] Substitution notification drill-down not working

The substitution notification drill-down didn't work properly. This issue has been fixed.

New Functions

[9792] New boolean 'Activate Value adjustment Accounts for devaluation' on inventory setup card

The boolean Activate Value adjustment Accounts for devaluation has been added to the inventory setup card.

[9793] New field 'Value Adjustment Account' on inventory setup card

The field Value Adjustment Account has been added to the inventory setup card.

[10632] Extension of 'Item Availability' factbox

The item availability factbox has been extended.

[11856] Country/Region of Origin codes mapping

Catalog import mappings for country/region of origin codes are now available.

Improvements

[11526/11906] Improvements regarding the visability of the 'Catalog Item No.' and 'Service Item No.' in factboxes

You can now see the Catalog Item No. and Service Item No. in all relevant factboxes.

[11909] Improvements regarding automatic warehouse shipment creation

The setup for the automatic warehouse shipment creation has been changed.

[12831] Substitution logic in standard service codes

The substitution logic has been implemented on the standard service code page.