Updated: 11.04.2024

TRASER DMS 365 2311 Release Note

Introduction

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Bug Fixes

This release includes several bug fixes as well as the following new functions and improvements.

Core

New Functions

[4597] New fields for VAT ID validation

The field EU VAT Bus. Posting Group as well as the toggle switch Validate national VAT-ID have been added in TRASER DMS 365 to ensure that the customer has a valid VAT ID for outgoing EU shippings.

[13795] Additional item charges for items

Users can now set up automatic item charges with pre-defined amounts in sales and purchase documents.

[14037] Fixed asset sticker printout

Users can now create a sticker printout for a number of a fixed asset.

[16321] Automatic dimensions for IC partners and responsibility centers

The following tables can now be set up for automatic dimensions:

  • IC Partner
  • Responsibility Center

[16736] Field for prepayment amount in purchase orders

The field Prepayment Amount (incl. VAT) has been added to purchase orders.

[16867] New column in 'Customer - Summary Aging Simp.' report

The column Total has been added to the Customer - Summary Aging Simp. report, summing up all other columns.

[17773] 'Assigned from' column in worklist overview

The column Assigned from has been added to the worklist overview page.

[17966] New fields on purchase order report

The fields Our Account No., VAT Registration No. and Order Type have been added to the purchase order report.

Improvements

[17234] Improvement regarding import in shopping basket setup

You can now define columns in the shopping basket setup for the import so that the right information regarding items is being imported.

[17261] Possibility to add further acquisition costs via the purchase invoice

Users now have the possibility to add further acquisition costs via the purchase invoice.

[18042] Improvement regarding sales quote captions

Several sales quote captions have been improved.

Machine

New functions

[12044] New page 'Machine Finder'

The page Machine Finder has been added in TRASER DMS 365.

Improvements

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Service

New functions

[10792] New field 'Capitalized Service' in service order types

The field Capitalized Service has been added to the service order types.

[10794] New option fields in service management setup

The option fields Calculation Base (Item) and Calculation Base (Resource) have been added to the service management setup.

[10798] New field 'Reason Code for Cap. Service' in service management setup

The field Reason Code for Cap. Service has been added to the service management setup.

[10800] New toggle switch 'Capitalized Service' in service header

The toggle switch Capitalized Service has been added to service headers.

[12511] New fields regarding capitalized service in service management setup

The following fields have been added to the service management setup:

  • Item revaluation Journal Batch for Capitalized Service
  • Item Journal Template for Capitalized Service

[14215] New print option in warranty claim header

The option Print Used-Part Information Lavel has been added to the warranty claim header.

[15818] Adding documents and videos to service item worksheet

The tab Files & Videos has been added to the service item worksheet containing several option fields to insert and delete different types of files.

[15819] Adding documents to service items

The tab Files & Videos has been added to the service item card containing several option fields to insert and delete different types of files.

[16432] New tab 'Permitted file types' in storage setup

The tab Permitted file types has been added to the storage setup.

[16434] Extension of storage app

The storage app has been extended; users are now able to upload several types of files like videos, pdf, voice messages, etc.

[16440] Prefilling of service lines for capitalized service

The system is now able to prefill service lines for capitalized service once the functionality has been set up on the item or resource card.

[16535] Default warranty claim statuses

The following warranty claim statuses have been added:

  • New
  • Submitted
  • Approved
  • Rejected
  • Returned
  • Revised

[17499] Warranty claim information in service history

The information regarding warranty claims are now also being shown in the service history.

[17618] Invoice plan check

When the status of the maintenance contract is set to released several checks are applied regarding the invoice plan to make sure that lines can't be deleted or edited.

[17619] Release status check on maintenance contracts

After the status of the maintenance contract is set to released, the system shows the following message when the user tries to edit a field:

Current status is set to released. Please reopen the Maint. Contract to make changes.

[17647] Mandatory fields in maintenance contracts

The following fields were marked as mandatory in maintenance contracts:

  • Customer No.
  • Invoicing Order Type
  • Invoicing Interval
  • Starting Date
  • Contract Duration
  • Customer Posting Group
  • Gen Business Posting Group
  • VAT Business Posting Group

[17652] Restructuring of fields in warranty claims

The fields on the warranty claim card have been restructured.

[17654] Possibility to edit factboxes in warranty claims

Users are now able to edit certain factboxes in warranty claims.

[17712] New action 'Picking List' in service order lines

The action Picking List has been added to the service order lines.

[17759] Automatic update of calculated amounts on warranty claim card

The calculated amounts on the warranty claim card are immediately updated when a change is made.

[17817] New field 'Failure Part' in warranty claim header

The field Failure Part has been added to the warranty claim header.

[17822] New field 'Failure Part' in warranty claim header

The option Export Shopping Basket has been added to the warranty claim card.

[17825] New toggle switch 'Show as empty fields' on checklist card

The toggle switch Show as empty fields has been added to the checklist card.

Improvements

[17075] Improvement in checklist report

The checklist report has been improved to support wider labels.

[17388] Improvement regarding profitability evaluation of adjusted working hours

The functionality to evaluate the profitability when adjusting working hours has been improved.

[17714] Improvement regarding the quantity for labor resources

An improvement has been made regarding the quantity for labor resources. If a fixed price is defined for a labor resource, the quantity will no longer be printed on the report.

[18352] Improvement regarding the the report option 'Show as empty fields'

The report option Show as empty fields has been improved so that it will also be shown if a user wants to print the work card and the checklist in one printout.

[18506] Improvement regarding standard line sets

An improvement has been made to the standard line sets on the worksheet to make them configurable.

Trade

New Functions

[17665] Implementation of item search functionality in forecasts

The item search functionality has been implemented in forecasts.

[18000] Change to how devaluation amounts are calculated

A change has been made to how devaluation amounts are calculated to improve the usability.

[18100] New calculation review approval logic

A new calculation review approval logic has been implemented.

[18103] New calculation review approval logic for commission

The new calculation review approval logic is now also available for commission documents.

Improvements

[17809] Improvement regarding unit costs in forecast

Several improvements have been made to the unit cost information in forecasts.

[18035] Filter improvements for trade-ins in forecasts

The filter options in forecasts for trade-ins have been improved.

[18187] Improvements regarding sales forecasts

Improvements have been made to the sales forecasts that prevent the system from creating multiple sales quotes or orders from one sales forecast.

[18424] Improvements regarding printing of barcode labels

Improvements have been made to the printing barcode labels functionality.

[18514] Improvement regarding calculation review approval logic

Improvements have been made regarding the calculation review approval logic.

[18526] Improvement regarding deletion of purchase order

An improvement has been made so that users can delete purchase orders that were linked to a forecast without deleting the service item number.

[18527] Improvement regarding updating of purchase order

The system will now keep the existing document number rather than creating a new one when clicking Update Order.

Parts

New functions

[6317] Printing barcode label per bin

The field Label Type has been extended. Users can now select the value Bin to print barcode labels per bin.

[14482] New action 'Post and Print Document' on warehouse receipt

The action Post and Print Document has been added to the warehouse receipt.

[16697] New toggle switch 'Exclude from price update'

The toggle switch Exclude from price update has been added to the item card.

[16829] Shopping basket functionality in sales quotes

The shopping basket functionality has been implemented in sales quotes.

[17110] New toggle switch 'Set new default bin'

The toggle switch Set new default bin has been added.

[17275] New action 'Print Barcode label' in warehouse shipment lines

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

[17706] 'Vendor Shipment No.' in warehouse receipt list

The Vendor Shipment No. is now visible in the warehouse receipt list.

Improvements

[16649] Improvement on shopping basket setup

Minor improvements have been made to the shopping basket setup.

[17280] Improvement regarding prices in purchase order confirmation

The toggle switch Hide prices has been added to purchase orders so that the user has the option to hide prices from purchase order confirmation printouts.

[17688] Improvement on requisition worksheets performance

The requisition worksheets performance has been improved.

[17698] Improvement regarding factbox for bin content

A new factbox has been implemented displaying bin contents.

[18441] Improvement regarding 'Partial price file' field

The Partial price file field is now set to true by default.