TRASER DMS 365 2303 Release Note
- Introduction
-
Core
-
Bugs
- [14645] No change of 'Pay-to Vendor' in posted receipt header
- [14655] Text field update for VAT clauses
- [14673] Error when changing responsibility center in service orders
- [14685] Error when changing a salesperson via multi salesperson functionality
- [14687] Wrong caption on printed layout in German
- [14690] Update of e-post design
- [14706] No update of salesperson code field after salesperson change
- [14741] Wrong address in sales invoices
- [14755] 'Sell-to Customer' not visible on sales invoice report
- [14758] Responsibility center list is not filtered properly
- [14788] Issues with dimensions in FA wizard
- [14825] 'Prices Including VAT' boolean is not set up properly on service and purchase order
- [14845] Dimensions from responsibility center not transferred to purchase header
- [14907] Update of e-post design for issued reminders
- [14914] Problem with updating of print counter for TRASER reports
- [14926] Error when trying to print issued finance charge memos
- [14930] Missing permissions in dimension management
- [14962] Reminder level texts not printed on reminder documents
- [14973] 'Serial No.' not populated when creating purchase order from req. worksheet
- [14983] Missing permissions in purchase management
- [15015] 'VAT Product Posting Group' not updated when changing order type
-
New Functions
- [13504] New functionality for finding the correct 'Page-ID' for rapidstart tables
- [14401] Display of hints when creating document from master data
- [14686] Extension of filter in FA list
- [14737] 'Sales Credit Memo' in rolecenter
- [14779] 'Pmt. Discount Date' in purchase invoice list
- [14782] Change of German caption for 'Shipment Date'
- [14790] 'Service Credit Memo' in rolecenter
- [14842] Visibility of 'Document Date' when applying customer or vendor ledger entries
- [14878] 'G/L Account' and 'Balance' on financing card
- [14904] Update of report selection
- [14919] 'Posting Date' in posted sales invoice lines and posted sales credit memo lines
- [14963] New factbox for 'Contact Statistics'
- [14996] 'Service Order No.' on service invoices
- [15028] 'Document Date' in reminder report
- [15159] 'Sales History' on customer card/list and 'Purchase History' on vendor card/list
- Improvements
-
Bugs
-
Machine
-
Bugs
- [14664] Error when posting equipment
- [14697] Error when posting service orders
- [14753] Error when using rebook wizard
- [14786] Error message when adding service item to assign equipment table
- [14817] Error in lookup table for 'City' on service item worksheet
- [14885] Error when opening calculation review
-
New Functions
- [13220] New setup page for automatic creation of service items
- [14759] New field 'Change Item No.' on service item card
- [14760] New fields on financing card
- [14780] New fields on service item list
- [14784] Automatic transfer of service item attributes from service item page to service item equipments
- [14800] Changing of serial number when service item is linked with a FA
- Improvements
-
Bugs
-
Service
-
Bugs
- [14476] 'Warranty Claim No.' is not transferred in archived Service Item Lines
- [14586] Service order information cannot be changed
- [14650] Service item cannot be inserted into service item line of a service order
- [14830] Service item line cannot be deleted because of linked warranty claim
- [14836] Service invoice cannot be posted if starting date is the same as the finishing date and posting check is active
- [14905] Error when setting repair status with no filled starting date
- [14951] Posted service invoice shows 'Customer' from header instead of 'Bill to Customer' on report
- [14966] Payment condition is not applied in service documents
- [14972] 'Sell-to' information is not displayed on service invoice report
- [14976] Error message during posting of service order regarding 'Last Service Location'
- [15026] Finishing date is not transferred at archiving process in warranty claim
- [15046] 'Customer No.' is shown on posted service invoice report instead of 'Bill-to Customer No.'
-
New Functions
- [9503] New cues in role center for 'Service manager' role
- [9507] New page for pending service intervals
- [9555] New cue for contact person
- [9556] Actions implemented on 'Pending Service Intervals' page
- [11820] Checklists can be printed together with service worksheet report
- [14563] Open a requisition worksheet directly from worksheet
- [14993] Setup for hiding service lines with 100 % discount
- [14994] Hide lines with 100 % discount on service reports
- [15047] Factbox with service item hints in service item worksheet
- Improvements
-
Bugs
-
Trade
-
Bugs
- [14661] Issue with the transfer of responsibility center from service order to purchase order
- [14847] Error when posting internal sales document with comment lines
- [14859] Error message when changing responsibility center in sales documents
- [14860] Wrong calculation of contribution margin %
- [14862] No salesperson code on service item after it has been sold
- [14889] Issue with data migration for commission entries
- [14929] Error when opening related record from commission result list
- [14960] Error when posting commission documents
- [15092] Wrong summation on commission overview page for current commission amount
- [15176] Issue with changing item no. on service item card
-
New Functions
- [14214] New boolean 'Approve Calculation Review'
- [14417] New action 'Show Commission Entries' on calculation review page
- [14421] New action 'Open Service Item Card' on active and archived commission lines
- [14424] New action 'Filter by Multi Sales Persons'
- [14775] New field 'Description' on commission migration list
- [14785] Attribute values on sales documents
- [14858] New field 'Migration Status'
- [14901] New page 'Active Commission Lines'
- [14902] New page 'Commission Line Archive'
- Improvements
-
Bugs
-
Parts
-
Bugs
- [14163] Wrong mapping entry usage in order type mapping for req. worksheet
- [14253] Error when editing price factor in price list
- [14282] Price factor isn't displayed in reports
- [14446] Bug regarding automated reservation
- [14684] Bug regarding 'Get Receipt Lines' action
- [14692] Bug regarding reservation in purchase orders
- [14705] Error when changing 'Type' on item card
- [14711] Error when assigning substitutions
- [14749] Duplicated entries when importing catalogs
- [14750] Issue with transfer of 'Description 2' service item to sales line
- [14798] Factbox 'Item Statistics' shows no values
- [14834] Bug regarding 'Get Receipt Lines' filter options
- [14844] Margin % in calculation review shows wrong value
- [14849] Error regarding batch job in catalogs
- [14888] 'Unit Cost' in service item worksheet shows wrong values
- [14949] Substitution notification doesn't appear after adding standard service code to worksheet
- [14956] Bug regarding update of catalog items and linked items
- [14959] Bug regarding display of 'Unit Cost' after catalog import
- [14961] Item tracking empty after catalog import
- [15007] Error when executing catalog update
- [15034] Bug regarding the update of sales prices during catalog update
- [15051] Error when posting warehouse shipment
- [15055] Error message on 'Get Receipt Lines' page
- [15069] Error when creating item from subsidiary catalog item
-
New Functions
- [12828] Using 'Vendor Item No.' in Mobile WMS App to find items
- [12958] 'Tote IDs' now visible on warehouse shipments in WMS app
- [14188] New flowfield 'Margin'
- [14455] New action 'Update Prices' in sales order subform
- [14456] New action 'Update Prices' in service item worksheet subform
- [14614] Filter and search options in price lists
- [14754] New field 'Your Reference' on purchase orders
- [14837] 'Item Sales' factbox in item list and req. worksheet
- Improvements
-
Bugs
Introduction
Dear Readers,
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Your
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.