TRASER DMS 365 2305 Release Note

Introduction
Core
Machine
Service
Trade
Parts

Introduction

Dear Readers,

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TRASER Software GmbH

Core

Bugs

[14843] Error regarding automatic insert of 'Service Item No.' when entering a 'Fixed Asset No.'

The system failed to automatically insert the Service Item No. when entering a Fixed Asset No. in sales/purchase lines. This error has been fixed.

[15452] Error when creating commission document

The system showed an error message when trying to create commission documents. This error has been fixed.

[15465] Incorrect allocation of service items in posted purchase invoice

When posting a purchase invoice to a G/L account, a wrong service item number was automatically added to the line of the posted document. This error has been fixed.

[15472] Performance issues regarding deletion of purchase orders

There were some performance issues regarding the deletion of purchase orders. These issues have been fixed.

[15481] Error messages in Fixed Asset Wizard

The Fixed Asset Wizard showed different error messages. The errors have been fixed.

[15492] 'Service Item No.' wrongfully deleted when inserting 'Serial No.'

When inserting a Serial No. in a purchase order line, the Service Item No. was wrongfully deleted. This problem has been fixed.

[15507] Performance issues in FA list

There were some performance issues regarding the FA list. These issues have been fixed.

[15544] Problems with functionality in FA list

There were some problems with a new functionality in the FA list.The issue has been fixed and the functionality has been removed.

[15716] 'Responsibility Center' value from setup not transferred to documents

The Responsibility Center value from the setup wasn't correctly transferred to new documents. This error has been fixed.

[15739] User was able to choose service order type that doesn't have 'Service' boolean set to true in 'Sales & Receivables Setup'

The user was able to choose a service order type in the Sales & Receivables Setup where the Service boolean wasn't set to True. This error has been fixed. The user can no longer insert a service order type with the Service boolean set to FALSE.

[15745] Events not set to 'obsolete' when moving service item creation to new code unit

When moving the service item creation to the new code unit, some events weren't set to Obsolete. This issue has been fixed.

[16017] Posting of sales and purchase documents with empty calculation type field

The user was able to post sales and purchase documents containing lines with empty calculation type fields when using a location with Require Pick or Require Put-Away and an item with item tracking. This error has been fixed.

New Functions

[14580] Population of 'Customer No.' field when opening payment conditions via customer card

From now on, when accessing the Payment Conditions table via the customer card, the customer no. is automatically filled when the user creates a new data record.

[15323] Commission line creation with commission base amount 0,00

Commission Lines can now be created even with Commission Base Amount = 0,00.

[15351] Migration of data into active and archived commission lines

Some new values were added to the active and archived commission lines.

[15366] New area for resource ledger entries on calculation reviews

The drill-down page on Sales Discount now shows the corresponding Resource Ledger Entries on calculation reviews.

Improvements

Machine

Bugs

[14087] 'Status (Purchase)' = In Stock not correctly reset when undoing a posted trade-in receipt line

When undoing a posted trade-in receipt line, the system failed to reset the Status (Purchase) field. This error has been fixed.

[14607] Issue regarding insertion of service item number into item journal line

The system failed to insert the service item number into the item journal line. This issue has been fixed.

[14608] Issue regarding the change of 'Serial No.' in item journal lines

When changing the serial number of an item, the system didn't update the serial number in the item journal line. This issue has been fixed.

[15332] Deletion of location and bin after validation of service item number

The system wrongfully deleted the Location Code and Bin Code when setting the service item number. This error has been fixed.

[15486] Issue regarding processing of mails

There was an issue regarding the processing of mails in rental reports. This issue has been fixed.

[15494] Wrong display of discount fields in equipment table

When trying to enter a discount into the Discount % (List Price) or Discount % (Direct Unit Cost) field, both fields showed a wrong value. This issue has been fixed.

[15758] Error when adding serial number of the service item in purchase orders

The system showed an error message when trying to add the serial number of the service item to a purchase order. This error has been fixed.

[15810] Error when connecting service item to fixed asset

The system showed an error message when trying to connect a service item to a fixed asset. This error has been fixed.

New Functions

[15342] Cancellation of calculation review approval

It is now possible to cancel a former approval of a calculation review.

[15478] 'Approve Calculation Review' boolean in calculation review list

The Approve Calculation Review boolean has been added to the calculation review list.

Improvements

Service

Bugs

[14292] Error message when creating service documents

The system showed an error message when trying to create service documents. This error has been fixed.

[15038] Error message when using 'Correct' function

The system showed an error message when using the Correct action in posted service invoices. This error has been fixed.

[15213] Notepad editor for entering solution and fault description too small

The notepad editor text box for entering solution and fault description was too small. This problem has been fixed.

[15214] Amount of hours not shown on report service worksheet

The service worksheet report failed to show the total amount of hours for all labor resources. This issue has been fixed.

[15435] Error when creating checklist using standard service codes

An error message appeared when creating checklists using standard service codes. This error has been fixed.

[15489] Issue regarding counter value in service item worksheet

The was an issue regarding the updating of the counter value in service item worksheets. This issue has been fixed.

[15501] 'Move Worksheet to a new Service Order' action not checking for ledger entries

The Move Worksheet to a new Service Order action failed to check for already existing ledger entries. This issue has been fixed.

[15744] Empty 'Responsibility Center' in service orders

The system failed to assign a responsibility center to service orders. This issue has been fixed.

New Functions

[2593] Extended warranty for service items

The system now checks if a service item has assigned a warranty period when creating a service quote or service order.

[6126] New fields in Service Setup

New fields have been added to the Service Setup.

[6127] Assigning of extended warranties to service items

The user can now assign extended warranties to service items.

[11748] 'Manufacturer Code' in warranty claim type table

The field Manufacturer has been added to the warranty claim type table.

[11750] Claim type dropdown on warranty claims

A claim type dropdown has been added in TRASER DMS 365 that will be filtered by the manufacturer that is present on my claim.

[14422] Renaming of 'Warranty Types' to 'Warranty Claim Types'

The page Warranty Types has been renamed to Warranty Claim Types.

[14423] New table 'Warranty Types'

The table Warranty Types has been added in TRASER DMS 365.

[15343] Creating warranty lines from posted service invoice lines

The user can now create warranty lines based on posted service lines.

Improvements

[14170] 'Default Item Quantity' function on service documents

The Default Item Quantity function from the Sales & Receivables Setup has also been implemented on service documents.

Trade

Bugs

[14276] Issue regarding access of service order from calculation

The user wasn't able to access a service order via a calculation. This issue has been fixed.

[14873] 'Service Item No.' not updated in sales document that is linked to a forecast

The Service Item No. wasn't correctly updated in a sales document linked to forecast when the service item was created via a purchase order. This issue has been fixed.

[15189] Error when adding text lines to configuration

The system showed an error message when adding text lines to a configuration. This error has been fixed.

[15265] System not checking for existing commission lines linked to migration when creating new commission documents

The system failed to check for existing commission lines linked to migration when creating new commission documents. This issue has been fixed.

[15471] Issue regarding creating of new commission document lines when changing contribution margin

The system failed to create new commission document lines when changing the contribution margin. This issue has been fixed.

[15497] Wrong description at 'Calculation Forecast' page

The Calculation Forecast page showed wrong descriptions. This problem has been fixed.

[15519] Bug regarding 'Service Item Creation Setup'

There was a bug regarding the creation of service items in purchase orders that was directly linked to the Service Item Creation Setup. This bug has been fixed.

[15533] Issue regarding setting of 'Status (Purchase)' when adding serial number manually

The Status (Purchase) wasn't filled when manually adding a serial number. This issue has been fixed.

New Functions

[15473] 'Post' action in archived commission line

The Post action has been added to archived commission lines.

[14890] 'Report for sales person commission

The user is now able to print the commission settlement for one or more salespeople.

[15858] New option 'No Calc. Review Required' for calculation review status

The option No Calc. Review Required has been added to the calculation review status.

[15860] Check functionality for Service Item Creation Setup and Item Tracking

A service item check has been added in TRASER DMS 365. From now on, the system will check newly created items against the Service Item Creation Setup.

Improvements

[14335] Improvement regarding the creation of purchase orders for service items from sales orders

The functionality for creating purchase orders from sales orders for service items has been improved.

[15322] Improvement regarding grouping and subtotals on commission settlement

The user is now able to view the commission settlement grouped by summation name with subtotals.

[15832] Improvement regarding filter in calculation review list

The filter in the calculation review list has been improved. It can now be released and deleted if necessary.

Parts

Bugs

[14161] Error regarding order tracking from requisition worksheet

There was an issue with the display of the service order type in an order tracking from a requisition worksheet. This issue has been fixed.

[14648] Wrong headline in purchase order

The headline for Order on German purchase order printouts was wrong. This issue has been fixed.

[15365] Error regarding substitution notification

The substitution message didn't show up in sales quotes and orders. This error has been fixed.

[15711] Item cannot be created

The user wasn't able to create items via the catalog card. This issue has been fixed.

New Functions

[15409] 'Price Factor' on 'Get Price Line' page

The price factor is now being shown on the Get Price Line page.

Improvements

[14357] Improvement regarding discount group mapping

Several improvements have been made regarding the discount group mapping functionality.

[14002] Improvement regarding 'Print Barcode Label' action

The Print Barcode Label action has been added to the warehouse receipt lines.