TRASER DMS 365 2303 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

Bugs

[14645] No change of 'Pay-to Vendor' in posted receipt header

Even after posting the relevant warehouse receipt, the system did not change the pay-to vendor in a purchase order. This error has been fixed.

[14655] Text field update for VAT clauses

The report text field for VAT clauses has been updated. The user can now add longer VAT clauses.

[14673] Error when changing responsibility center in service orders

The user wasn't able to change the responsibility center in service orders. This error has been fixed.

[14685] Error when changing a salesperson via multi salesperson functionality

The user wasn't able to change a salesperson via the multi salesperson functionality. This error has been fixed.

[14687] Wrong caption on printed layout in German

The German printout for purchase orders showed a wrong caption for Order. This error has been fixed.

[14690] Update of e-post design

The e-post design option has been updated as it didn't meet the asked requirements.

[14706] No update of salesperson code field after salesperson change

The system didn't update the salesperson code field even after changing the salesperson. This issue has been fixed.

[14741] Wrong address in sales invoices

The printouts of posted sales invoices showed a wrong address. This issue has been fixed.

[14755] 'Sell-to Customer' not visible on sales invoice report

The Sell-to Customer wasn't visibale on the sales invoice report. This error has been fixed.

[14758] Responsibility center list is not filtered properly

The responsibility center list wasn't being filtered properly. This issue has been fixed.

[14788] Issues with dimensions in FA wizard

There were issues with the dimensions in the FA wizard. These issues have been fixed.

[14825] 'Prices Including VAT' boolean is not set up properly on service and purchase order

The Prices Including VAT boolean on service and purchase orders caused issues. These issues have been fixed.

[14845] Dimensions from responsibility center not transferred to purchase header

The dimensions from the responsibility center weren't correctly transferred to the purchase header. This issue has been fixed.

[148907] Update of e-post design for issued reminders

The e-post design for issues reminders has been updated.

[148914] Problem with updating of print counter for TRASER reports

The print counter for TRASER reports wasn't updated properly by the system. This problem has been fixed.

[14926] Error when trying to print issued finance charge memos

The system showed an error message when trying to print issued finance charge memos. This error has been fixed.

[14930] Missing permissions in dimension management

Certain permissions were missing in the dimension management. This problem has been fixed.

[14962] Reminder level texts not printed on reminder documents

The reminder level texts were missing on printed reminder documents. This problem has been fixed.

[14973] 'Serial No.' not populated when creating purchase order from req. worksheet

The Serial No. wasn't being populated when creating a purchase order from a requisition worksheet. This error has been fixed.

[14983] Missing permissions in purchase management

Certain permissions were missing in the purchase management. This problem has been fixed.

[15015] 'VAT Product Posting Group' not updated when changing order type

The system failed to update the VAT Product Posting Group when changing the order type in a service order. This problem has been fixed.

New Functions

[13504] New functionality for finding the correct 'Page-ID' for rapidstart tables

The functionality for finding the correct Page-ID has been added in TRASER DMS 365. Users are now able to easily open the database records of a configuration package table which is added in a rapidstart package.

[14401] Display of hints when creating document from master data

From now on, the hints for customers and vendors will be displayed when creating documents from master data.

[14686] Extension of filter in FA list

The filter options in the FA list have been extended.

[14737] 'Sales Credit Memo' in rolecenter

Users can now access sales credit memos via the rolecenter.

[14779] 'Pmt. Discount Date' in purchase invoice list

The Pmt. Discount Date has been added to the purchase invoice list.

[14782] Change of German caption for 'Shipment Date'

The German caption for shipment date has been changed to Leistungsdatum on all invoice and credit memo reports.

[14790] 'Service Credit Memo' in rolecenter

Users can now access service credit memos via the rolecenter.

[14842] Visibility of 'Document Date' when applying customer or vendor ledger entries

The field Document Date is now visable when applying customer or vendor ledger entires.

[14878] 'G/L Account' and 'Balance' on financing card

The fields G/L Account and Balance have been added to the financing card.

[14904] Update of report selection

The report selection has been updated. The Replace Standard Reports can now be run for custom report layouts.

[14919] 'Posting Date' in posted sales invoice lines and posted sales credit memo lines

The Posting Date column has been added to posted sales invoice lines and posted sales credit memo lines.

[14963] New factbox for 'Contact Statistics'

The factbox Contact Statistics has been added to the segment card.

[14996] 'Service Order No.' on service invoices

The field Service Order No. has been added to printed service invoices.

[15028] 'Document Date' in reminder report

The field Document Date has been added to reminder reports.

[15159] 'Sales History' on customer card/list and 'Purchase History' on vendor card/list

Users can now access the sales history via the customer card and list and the purchase history via the vendor card and list.

Improvements

Machine

Bugs

[14664] Error when posting equipment

The system showed an error message when trying to post equipment via the assign/remove equipment page. This error has been fixed.

[14697] Error when posting service orders

The system showed an error message when trying to post service orders. This issue has been fixed.

[14753] Error when using rebook wizard

An error message appeared when trying to start the rebook wizard. This error has been fixed.

[14786] Error message when adding service item to assign equipment table

When adding a service item with attributes to the assign equipment table, the system showed an error message. This issue has been fixed.

[14817] Error in lookup table for 'City' on service item worksheet

The user wasn't able to select values from the lookup table for City on service item worksheets. This issue has been fixed.

[14885] Error when opening calculation review

The user wasn't able to open the calculation review. This error has been fixed.

New functions

[13220] New setup page for automatic creation of service items

The page Service Item Creation Setup has been added in TRASER DMS 365.

[14759] New field 'Change Item No.' on service item card

The field Change Item No. has been added to the service item card.

[14760] New fields on financing card

The following fields have been added to the financing card:

Repayment Request created on
Repayment Request created by
Promised Repayment Date
Repayment Date
Debiting Date

[14780] New fields on service item list

The following fields have been added to the service item list:

Current Owner Location
Location Code
Name
Sales Date

[14784] Automatic transfer of service item attributes from service item page to service item equipments

From now on, the attributes stored on the service item will be automatically transferred to the Equipment table.

[14800] Changing of serial number when service item is linked with a FA

Users are now able to change a service item's serial number not only when the service item is in stock as current asset, but also when it is in stock as fixed asset.

Improvements

Service

Bug Fixes

[14476] 'Warranty Claim No.' is not transferred in archived Service Item Lines

When a warranty claim was created and the service order is archived and restored afterwards, the Warranty Claim No. was not transferred into the new document. This error has been fixed.

[14586] Service order information cannot be changed

It was not possible to change customer, order type, ressource center or other information in a service order, if there was a service or resource line. This error has been fixed.

[14650] Service item cannot be inserted into service item line of a service order

A service item could not be inserted via the lookup into the service item line of a service order. This error has been fixed.

[14830] Service item line cannot be deleted because of linked warranty claim

A service item line could not be deleted because of a linked warranty claim, although there is no linked warranty claim. This error has been fixed.

[14836] Service invoice cannot be posted if starting date is the same as the finishing date and posting check is active

When the Posting Date Check was activated for Document Dates on the User Setup page and the Starting Date was the same as the Finishing Date, the service invoice could not be posted. This error has been fixed.

[14905] Error when setting repair status with no filled starting date

When setting an end date automatically by setting the repair status, there was an error message when there is was no set starting date. This error has been fixed. The starting date is now getting prefilled in this case.

[14951] Posted service invoice shows 'Customer' from header instead of 'Bill to Customer' on report

On the posted service invoice report, the customer from the header of the posted service invoice was shown instead of the Bill to Customer. This error has been fixed.

[14966] Payment condition is not applied in service documents

Set up payment conditions were not applied in service documents. This error has been fixed.

[14972] 'Sell-to' information is not displayed on service invoice report

The Sell-to information was not displayed on the service invoice report. This error has been fixed.

[14976] Error message during posting of service order regarding 'Last Service Location'

There was an error message during posting of a service order regarding the 'Last Service Location'. This error has been fixed.

[15026] Finishing date is not transferred at archiving process in warranty claim

The Finishing Date was not transferred when archiving a warranty claim. This error has been fixed.

[15246] 'Customer No.' is shown on posted service invoice report instead of 'Bill-to Customer No.'

The Customer No. was shown on the posted service invoice report although it should have been the Bill-to Customer No.. This error has been fixed.

New Functions

[9503] New cues in role center for 'Service manager' role

The cues This month, Next Month and Last Months have been added to the role center under Pending Service Intervals.

[9507] New page for pending service intervals

The new page is opened by clicking on the Current Month, Next Month and Last Month cues in the role center. It is linked to the Service Interval page and filtered by Due Date and Status.

[9555] New cue for contact person

The Contact Person factbox was added to the Pending Service Intervals page.

[9556] Actions implemented on 'Pending Service Intervals' page

The following actions have been added to the Pending Service Intervals page:

Create Service Quote
Create Service Order
Open Document
Connect/Disconnect Service Order
Close Service Interval
Cancel Service Interval
Open Service Item

[11820] Checklists can be printed together with service worksheet report

The boolean Attach Checklists has been added to the service item worksheet. If this boolean is activated, all checklists related to the service item line are attached to the report.

[14563] Open a requisition worksheet directly from worksheet

It is now possible to open a requisition worksheet directly from the service order worksheet. For this, the new action Open Req. Worksheet has been added to the service order worksheet.

[14993] Setup for hiding service lines with 100 % discount

The new boolean Hide lines with 100 % discount was added to the Service Management Setup page. If this boolean is activated, service lines with 100 % discount will not be printed in service documents.

[14994] Hide lines with 100 % discount on service reports

If the boolean Hide lines with 100 % discount is activated on the Service Management Setup page, then lines that have a 100% line discount are not printed on service quote reports, service order conformations, service invoice reports and service credit memo reports.

[15047] Factbox with service item hints in service item worksheet

A factbox regarding service item hints was added to the service item worksheet. It shows all service item hints for which the boolean Service has been activated.

Improvements

[14884] Improvement for report worksheet

The service date will now also be printed for labour costs, if time tracking is used.

Trade

Bugs

[14661] Issue with the transfer of responsibility center from service order to purchase order

When creating a purchase order from a service order, the responsibility center wasn't being transferred to the service order. This issue has been fixed.

[14847] Error when posting internal sales document with comment lines

The system produced an error message when trying to post internal sales documents with comment lines. This error has been fixed.

[14859] Error message when changing responsibility center in sales documents

The system produced an error message when trying to change the responsibility center in sales documents with service item lines. This error has been fixed.

[14860] Wrong calculation of contribution margin %

The Contribution Margin % field in the calculation review showed a wrong value. This issue has been fixed.

[14862] No salesperson code on service item after it has been sold

The service item card didn't contain a salesperson code after a service item had been sold and the relevant invoice had been posted. This error has been fixed.

[14889] Issue with data migration for commission entries

There was a bug regarding the data migration for commission entries. The bug has been fixed.

[14929] Error when opening related record from commission result list

The Open Related Record functionality on the commission result list didn't show any records. This error has been fixed.

[14960] Error when posting commission documents

The user wasn't able to post commission documents via the commission document list. This error has been fixed.

[15092] Wrong summation on commission overview page for current commission amount

The current commission amount on the commission overview page showed a wrong value. This error has been fixed.

[15176] Issue with changing item no. on service item card

The user wasn't able to change the item no. via the service item card. This issue has been fixed.

New Functions

[14214] New boolean 'Approve Calculation Review'

The boolean Approve Calculation Review has been added to the service item categories.

[14417] New action 'Show Commission Entries' on calculation review page

The action Show Commission Entries has been added to the calculation review page.

[14421] New action 'Open Service Item Card' on active and archived commission lines

The action Open Service Item Card has been added to active and archived commission lines.

[14424] New action 'Filter by Multi Sales Persons'

The action Filter by Multi Sales Persons has been added in TRASER DMS 365.

[14775] New field 'Description' on commission migration list

A Description field has been added to the commission migration list.

[14785] Attribute values on sales documents

Attributes will now be transferred to sales documents. Furthermore, the attribute values and the unit of measure are now visible on the document.

[14848] New field 'Migration Status'

The field Migration Status has been added to the commission migration list.

[14901] New page 'Active Commission Lines'

The page Active Commission Lines has been added in TRASER DMS 365.

[14902] New page 'Commission Line Archive'

The page Commission Line Archive has been added in TRASER DMS 365.

Improvements

Parts

Bugs

[14163] Wrong mapping entry usage in order type mapping for req. worksheet

The system used the wrong mapping entry when trying to create a requisition worksheet for an item by using the Calculate Plan... action. This error has been fixed.

[14253] Error when editing price factor in price list

The user wasn't able to edit the price factor in price lists. This error has been fixed.

[14282] Price factor isn't displayed in reports

The price factor wasn't being displayed in reports. This issue has been fixed.

[14446] Bug regarding automated reservation

There was a bug regarding the automated reservation when creating purchase orders from req. worksheets.This bug has been fixed.

[14684] Bug regarding 'Get Receipt Lines' action

The user wasn't able to use the Get Receipt Lines action. This error has been fixed.

[14692] Bug regarding reservation in purchase orders

The reservation of items in purchase orders didn't work properly. This error has been fixed.

[14705] Error when changing 'Type' on item card

The system produced an error message when trying to change the Type on item cards. This error has been fixed.

[14711] Error when assigning substitutions

The system showed an error message when assigning substitutions. This error has been fixed.

[14749] Duplicated entries when importing catalogs

There was a bug regarding the duplication of entries when importing catalogs. This bug has been fixed.

[14750] Issue with transfer of 'Description 2' service item to sales line

The Description 2 field from the service item card wasn't being transferred to the sales line. This error has been fixed.

[14798] Factbox 'Item Statistics' shows no values

The Item Statistics factbox didn't show any values. This issue has been fixed.

[14834] Bug regarding 'Get Receipt Lines' filter options

The user wasn't able to filter by order no. on the Get Receipt Lines page. This bug has been fixed.

[14844] Margin % in calculation review shows wrong value

The Margin % field on the calculation review page showed a wrong value. This bug has been fixed.

[14849] Error regarding batch job in catalogs

The user wasn't able to use the batch job functionality in catalogs. This error has been fixed.

[14888] 'Unit Cost' in service item worksheet shows wrong values

The Unit Cost field in service item worksheets showed a wrong value. This issue has been fixed.

[14949] Substitution notification doesn't appear after adding standard service code to worksheet

After adding standard service codes to a worksheet, a substitution notification should appear and the user should be able to open the substitution page. However, the user wasn't able to open the substitution page. This error has been fixed.

[14956] Bug regarding the update of catalog items and linked items

When updating the catalog items and linked items, the Description field value was wrongfully overwritten. This error has been fixed.

[14959] Bug regarding display of 'Unit Cost' after catalog import

The Unit Cost field on the item card showed a wrongly calculated value after a catalog import. This error has been fixed.

[14961] Item tracking empty after catalog import

The Item Tracking Code field was empty after a catalog import. This error has been fixed.

[15007] Error when executing catalog update

The user wasn't able to execute a catalog update because the update was always being interrupted by an error message regarding item substitutions. This error has been fixed.

[15034] Bug regarding the update of sales prices during catalog update

When updating a (manufacturer) catalog, only the sales prices related to items were updated. This issue has been fixed.

[15051] Error when posting warehouse shipment

The system showed an error message when trying to post a warehouse shipment. This error has been fixed.

[15055] Error message on 'Get Receipt Lines' page

The user wasn't able to use the Get Receipt Lines action. This issue has been fixed.

[15069] Error when creating item from subsidiary catalog item

The user wasn't able to create items from subsidiary catalog items. This error has been fixed.

New Functions

[12828] Using 'Vendor Item No.' in Mobile WMS App to find items

WMS app users can now use the Vendor Item No. to search for items.

[12958] 'Tote IDs' now visible on warehouse shipments in WMS app

The user is now able to view the 'Tote IDs' on warehouse shipments in the WMS app.

[14188] New flowfield 'Margin'

The flowfield Margin has been added to sales lines.

[14455] New action 'Update Prices' in sales order subform

The action Update Prices has been added to the Lines tab in sales orders.

[14456] New action 'Update Prices' in service item worksheet subform

The action Update Prices has been added to the Lines tab in service item worksheets.

[14614] Filter and search options in price lists

The user is now able to filter and search in price lists.

[14754] New field 'Your Reference' on purchase orders

The field Your Reference has been added to the purchase order.

[14837] 'Item Sales' factbox in item list and req. worksheet

The Item Sales factbox has been added to the item list and to the requisition worksheet.

Improvements

[14076] Removal of old stockkeeping unit function

The old stockkeeping unit functionality has been removed.

[14846] New field 'Tasklet Target Location' on Warehouse Employees page

The field Tasklet Target Location has been added to Warehouse Employees page.

[15033] Performance improvement regarding catalog import

The catalog import performace has been improved.