TRASER DMS 365 2301 Release Note

Introduction
Core
Machine
Service
Trade
Parts

Introduction

Dear Readers,

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TRASER Software GmbH

Core

Bugs

[12992] Subtotal isn't transferred properly when using 'Copy Document' action

The value for the Subtotal Amount wasn't transferred to the document when using the Copy Document function. This error has been fixed.

[13009] Contract text added in 'Rich Text Editor' gets deleted if the editor is closed too quickly

When adding a contract text via the rich text editor, the text was deleted when the user colsed the editor too quickly. This problem has been fixed.

[13228] 'Post Order Dates' page not visible in rental credit memos

The page Post Order Dates wasn't visible in rental credit memos. This error has been fixed.

[13618] Wrong filter on 'Fixed Asset G/L Journal' in 'Service Management Setup'

There was a problem with the filter for the Fixed Asset G/L Journal in the Service Management Setup, which is why the user wasn't able to assign or remove equipment. This error has been fixed.

[13653] Problem with payment terms validation

The system produced an error message when trying to enter payment terms in a new sales or service header that had not yet been assigned a Customer No..

[13655] Error when creating internal service order type

There was a problem with setting up internal service order types. This has been fixed.

[13750] 'Posted Purch. Shipments' wronly allocated in role center

The Posted Purch. Shipments was wrongly allocated in the role center. This error has been fixed.

[13870] Error when creating a credit memo for purchase invoices regarding comment lines

The system produced an error message regarding the comment lines when trying to create a credit memo for a purchase invoice. This problem has been fixed.

[14114] Carryover not calculated properly on sales invoice preview report

The sales invoice preview report showed a wrong value for the Carryover. This error has been fixed.

New Functions

[9126] Service invoice report preview

The action Preview Document has been added to service invoices.

[9127] Service credit memo report preview

The action Preview Document has been added to service credit memos.

[12724] New report for printing worksheet via posted service invoice

You are now able to print worksheets via a posted service invoice.

[12774] New 'Lines' subpage in reminder list

A new Lines subpage has been added to the reminder list.

[13572] New action for creating new person via 'Contact Persons' factbox

A new action for creating a new person has been added to the Contact Persons factbox.

[13669] Inclusion of empty filter in document lines

On the responsibility setup page, you can now filter the User ID by empty responsibility center.

[13672] Filtering of contact list by salesperson codes

You can now filter the contact list by salesperson codes. This functionality also includes the salesperson codes from multi salespersons.

Improvements

[13027] Labor lines marked as alternative positions are excluded from labor grouping

From now on, resource lines in service and sales documents that are marked as Alternative Position and Labor are excluded for the labor grouping.

[13149] Dimension posting for item charges regarding 'Dimension Set ID'

The dimension functionality has been expanded. The right dimensions will be posted when selecting Dimension Set ID for item charges.

[13879] Alternative position lines won't be used for subtotal amount calculation

Lines that are marked as alternative positions will no longer be included in the subtotal amount calculation.

Machine

Bugs

[12410] Error when using 'Correct Counter Value' action

The system produced an error when trying to use the Correct Counter Value action. This problem has been fixed.

[13493] Surcharge calculated incorrectly in sales forecasts

The surcharge amount in sales forecasts was calculated incorrectly. This error has been fixed.

[13494] 'Discount % (Direct Unit Cost)' calculated incorrectly in sales forecasts

The Discount % (Direct Unit Cost) in sales forecasts was calculated incorrectly. This error has been fixed.

[13601] Error when creating 'Calc. Interests'

The system produced an error when trying to create Calc. Interests via the Service item list. This error has been fixed.

[13654] Error when creating purchase orders from sales forecast

Creating purchase orders from sales forecasts wasn't possible. This problem has been fixed.

[13830] Error when using 'Post Selected Lines' action

The action Post Selected Lines on the equipment page didn't work as intended. This problem has been fixed.

[13839] Error when creating purchase orders from equipment page

The system produced an error regarding the service item status when trying to create a purchase order from the equipment page. This error has been fixed.

[13862] Error when releasing calculation forecast

The system produced an error message when releasing a calculation forecast. This error has been fixed.

[13892] Problem with dynamic caption for 'Counter Value 1' and 'Counter Value 2'

There was a problem with the dynamic captions for Counter Value 1 and Counter Value 2. This problem has been fixed.

New Functions

[11963] New report for counting service items linked to fixed assets

The report Service Items in Stock as Fixed Asset has been added to the fixed asset card and fixed asset list.

[12622] New boolean 'Print Picture' in sales reports

The boolean Print Picture has been added to sales reports.

[12833] New boolean 'Sync Item / Service Item / Fixed Asset' in dimension list

The boolean Syc Item / Service Item / Fixed Asset has been added to the dimension list.

[13527] New Option for fixed asset numbering in rebook wizard

The field Serviced Item No. Prefix has been added to the Rebook Wizard tab in the General Ledger Setup.

[13542] Comfirmation message when changing service item description

A new confirmation message has been implemented. This message occures when the user changes a service item description.

[13603] Creation of fixed assets via service item card

You can now create fixed assets via the service item card.

[13851] Updating of service items/items when changing description

If you change the description of a service item/item all relevant service items/items will be updated.

[13874] New action 'Add Equipment Comment' on equipment page

The action Add Equipment Comment has been added to the equipment page.

[14108] More information in service item list

The service item list has been extended. The page now shows even more information.

[14120] Payment discount drilldown extension

The payment discount drilldowns in the calculation review have been extended.

Improvements

[13008] Improvements regarding the equipment fields on the 'Service Management Setup' page

The fields regarding equipment in the Service Management Setup have been updated.

[13430] Inclusion of rebook entries in machine history

Rebook entries are included in the machine history.

[13431] Improvements regarding the 'Create Calculatory Asset' page

The fields on the Create Calculatory Asset page have been updated to match the fields in the rebook wizard.

Service

Bugs

[12941] Visibility of 'Modify Damage' action on service item card

From now on, the Modify Damage action will only be visible when a damage has been recorded for the service item.

[13751] Bug when printing service credit memos

Printed service credit memos contained a second page with an error message. This has been fixed.

[13865] 'Print Signature' in posted service invoices without function

The Print Signature function in posted service invoices didn't work as intended. This error has been fixed.

New Functions

[8623] Multiple new fields in service orders

New fields have been added to the Lines tab in service orders.

[10924] New factbox 'Job Instructions'

The factbox Job Instructions for standard service codes has been added in TRASER DMS 365.

[11971] Service worksheets extension

You can now select the options Print Parts & Labour and Print Pictures in service worksheets.

[12396] Creation of customer invoices via warranty claim card

From now on, you can create customer invoices via the menu bar on the warranty claim card.

[12682] New option 'Print Posted Worksheet' in posted serive invoices and credit memos

The option Print Posted Worksheet has been added to posted service invoices and credit memos.

[12727] New report for printing worksheet via posted service invoice and service credit memo

A new report for printing worksheets via posted service invoices and service credit memos has been implemented.

[13313] New action 'Get Std. Service Codes'

The action Get Std. Service codes has been added to service quotes.

[13632] New boolean in 'Repair Status Setup'

The boolean Query Counter has been added to the Repair Status Setup page.

[13916] Item unit cost in service lines

The item unit cost will now be shown in service lines.

Improvements

[11876] Improvement regarding fix prices in service reports

The following improvements have been made:

Lines that are marked as alternative positions won't be included in the fix price calculation
All relevant fix prices are shown

[13173] Preventing factbox data changes in archived warranty claims

The factbox data in archived warranty claims can no longer be edited.

[13620] Warranty function update

The warranty functionality has been updated.

[13670] Improvements regarding the service comment lines

The transfer of service comment lines has been updated.

[13910] Removal of service order type check from warranty claims

You are now able to create warranty claims even if the service order type doesn't have the checkmark Warranty.

Trade

Bugs

[13606] Wrong Filter for 'Act. Standard Costs (FA)'

The filter on the FA Posting Category for the Act. Standard Costs (FA) in the calculation review drilldown didn't work as intended. This problem has been fixed.

[13842] Wrong field values in 'Calc. Review'

The calculation review showed some wrong field values. This problem has been fixed.

[13893] Wrong 'Commission Base Amount' in commission documents

The Commission Base Amount in commission documents wasn't calculated correctly. This error has been fixed.

New Functions

[11645] New fields in Calc. Review

The fields Expected Purch. Cash Discount and Expected Sales Cash Discount have been added to the calculation review.

[12028] New field 'Max. Purch. Discount % for Review' in Purch. & Payables Setup

The field Max. Purch. Discount & for Review has been added to the Purch. & Payables Setup.

[13429] New action 'Calc. and Post Complete Depreciation' in fixed asset card

The action Calc. and Post Complete Depreciation has been added to the FA Depreciation Books page, which you can open via the fixed asset card.

[13617] 'Number of Calc. Deprication Months' in service item model

You can now add the number of calc. depreciation months to the service item model. In the past, it was only possible to add this information to the service item subcategory.

[13674] Print equipment in sales documents and trade-ins

The boolean Print for equipment lines has been added to sales and trade-in documents

[13679] New field 'Margin %' on location card

The field Margin % has been added to the location card.

Improvements

[13852] Calculation of calc. interest regarding 'Interest Date Filter'

The calculation of the calc. interest now takes the Interest Date Filter into consideration. If you leave the date filter empty, the calc. interest won't be calculated.

Parts

Bugs

[10183] 'Create Purchase Order' function error

The Create Purchase Order function has been updated.

[11871] Released order is still being displayed on 'Open Orders Req. Worksheet' page

Released orders were still being displayed on the Open Orders Req. Worksheet page. This error has been fixed.

[12169] Error when validating the vendor no. in item table

The system produced an error message when trying to validate the vendor no. in the item table. This error has been fixed.

[13257] Wrong substitution information in sales line details factbox

The sales line details factbox showed wrong substitution information.This problem has been fixed.

[13582] Issue with 'Create Item' action

There was an issue with the subsidiary/manufacturer catalog assignment when trying to execute the Create Item action. This issue has been fixed.

[13621] Error message when creating items from catalog items

The system produced an error message when trying to create items from catalog items. This error has been fixed.

[13651] 'Reordering Policy' should be visible on more pages

The field Reordering Policy has been added to different pages.

[13828] Error when creating item from catalog item card

The Create Item action on the catalog item card didn't work as intended. This error has been fixed.

[13829] Error when selecting 'Purchase Item Discount Groups' in price lists

The system produced an error when trying to select Purchase Item Discount Group for the product type in price lists. This error has been fixed.

[13912] Error regarding value adjustment account

The value adjustment account function was flawed. It has been fixed.
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[13973] Error message when trying to create items for substitutions

The system did not create a new item when the user tried to use a catalog item as a substitution. This error has been fixed.

[14008] S/I notification isn't getting displayed in sales quotes

The S/I notification wasn't being displayed in sales quotes. This error has been fixed.

New Functions

[11313] Changing of inventory posting logic

The inventory posting logic has been updated regarding the value adjustment account.

[11968] New boolean 'Hide in Availability' on location card

The boolean Hide in Availability has been added to the location code.

[13272] Extension to warehouse shipment function

The warehouse shipment function has been extended regarding the address information from source documents.

[13287] Extension to pick document function

The pick document function has been extended regarding the address information from source documents.

[13314] Deletion of multiple catalog items

From now on, you can delete multiple catalog items at the same time via the catalog item list.

Improvements

[13969] Improvements regarding the 'Substitutions/Interchanges' page

The Substitutions/Interchanges page has been updated.

[13971] Improvement regarding substitutions with quantity = 0

Users can no longer make changes to the substitutions/interchanges page if the item quantity in the Lines tab is 0.

[13972] Improvement regarding substitution creation during excel import

Improvements have been made regarding the substitution creation during excel import.