Updated: 11.04.2024

TRASER DMS 365 2401 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

[12952] New actions regarding signatures in sales and service documents

The following actions were added to sales and service documents:

  • Add Customer Signature
  • Show Signatures
  • Add Technician Signature (only in service orders)
  • Add Foreman Signature (only in service orders)

[12953] Signpad connection setup

The following fields were added to the user setup table:

  • SignPad Connection type
  • SignPad IP Address
  • SignPad IP Address Port

[12955] Storing signatures in media storage

The media storage type enum was extended by the following options:

  • Service Technician
  • Service Foreman
  • Customer
  • Certificate of Supply

[14896] Signpad request page

A signpad request page was added. The new page opens whenever a signpad signature is requested on sales or service documents.

[15060] Redesign of item legacy data table

The item legacy data table was redesigned.

[15063] Redesign of customer legacy data table

The customer legacy data table was redesigned.

[15064] Redesign of vendor legacy data table

The vendor legacy data table was redesigned.

[15066] Extension of item sales factbox

The item sales factbox was extended, it now also includes legacy data.

[16519] New toggle switch 'Extended Credit Limits' on customer card

The toggle switch Extended Credit Limits was added to the customer card.

[16700] New factbox for extended credit limits

A new factbox for extended credit limits was implemented.

[16702] New option 'Ship only against cash payment' on customer card

Users can now select the option Ship only against cash payment in the Blocked field on the customer card.

[16707] New checkbox 'Cash Payment' in payment methods

The checkbox Cash Payment was added to the payment methods table.

[18313] Accessing posted service orders from service history

Posted service orders can now also be opened from the service history.

[19197] New action 'Prepayment Texts' in sales orders

The action Prepayment Texts was added to the sales order card.

Improvements

[18389] Usability, caption and tooltip improvements

Several improvements were made regarding the usability, the captions and the tooltips.

[18880] Improvement regarding spacing on proforma invoice report

The spacing for the signature field on proforma invoice reports was improved.

Machine

New functions

[18045] New fields on service item card

The fields Service Item Location and Location Updated At were added to the service item card.

[18655] Service item translations

Users can now add translations to service items via the action Translations.

[18656] Counter translations

Users can now add translations to counters via the action Translations.

[18657] Service item attribute translations

Users can now add translations to service item attributes via the action Translations.

Improvements

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Service

New functions

[12927] Labor costs grouping by work type

The labor costs can now be grouped by total sum and work types in service documents.

[14988] New Report 'Maintenance Contract Invoicing'

There is now a new report for Maintenance Contract Invoicing which can create multiple invoices via a new function.

[15708] Overview of 'Last Service Orders' in Service Item Worksheet

There is now a new factbox on the Service Item Worksheet page to see the last ten services of the current service customer.

[16567] 'Upper Limit Counter Value' field moved from service item card to service item warranty page

The Upper Limit Counter Value field was moved from the service item card to the Service Item Warranty page.

[16742] Debited Cost Centers enabled for Service

The Debited Cost Centers logic was enabled for the service area.

[17705] Message for fix price calculation

A message is now shown when posting or releasing a document if a fix price was just entered but not calculated.

[18167] 'Service Budget' cues added to Role Center

The following cues were added to the service cuegroup in the role center:

  • Service Orders over Budget
  • Service Orders over Budget (Parts)
  • Service Orders over Budget (Labor)

Improvements

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Trade

New Functions

[16442] Creating purchase orders from forecast templates

Users can now create purchase orders from forecast templates. A new action called Create Purchase Order was added to the menu bar on the forecast template card.

[16798] New toggle switch 'Bad Debts Active' in Commission Setup

The toggle switch Bad Debts Active was added to the Commission Setup.

[16799] New toggle switch 'Bad Debts' in general journal and customer ledger entry

The toggle switch Bad Debts was added to the general journal and the customer ledger entry.

[16800] Exclusion of bad debts from commission calculation

During the commission calculation process, a check has been added to scrutinize the values in the Bill-to Customer No. and Document No. fields. If the associated customer ledger entry is set to Bad Debt, the corresponding lines in the commission lines will now be marked as Exclude.

[17865] New price options in forecast and sales documents

The following price options were added:

  • Show discounted Sales Prices
  • Show List Prices
  • Discounted Machine Sales Price

[18658] New forecast status option 'Alternative'

A new forecast status option called Alternative was added.

[18729] Default and minimum margin

The field Margin % in the Margin Setup was changed to Minimum Margin %. In addition, a new field called Default Margin % was added.

[18993] New tables for discounts and costs

New tables were added that allow the user to store discounts and costs in the configuration framework so that these values can be used for calculations that come from specific configurators.

[18995] Handling of discounts and costs from configurators

Discounts and costs from a configurator will be converted into charge items in purchase/sales documents.

[19002] Procedure to set product hierarchy manually

Users can now ​define the product hierarchy of a service item manually if no information comes from the implemented configurator.

[19188] Possibility to define multiple product hierarchies when importing a configuration

Users now have the possibility to define multiple product hierarchies for a base machine when importing a configuration.

[19211] New toggle switch 'Always print VAT information in agency documents' in 'Sales & Receivables Setup'

The toggle switch Always print VAT information in agency documents was added to the Sales & Receivables Setup.

Improvements

[19141] Improvement of manufacturer configurator logic

Improvements were made regarding the manufacturer configurator logic.

[19162] Improvement regarding commission invoice in agency business contracts

Improvements were made regarding the creation of commission invoices from the agency business card.

[19204] Improvement regarding 'Release' status in sales calculations

An improvement was made regarding the Release status in sales calculation. It is now possible to make certain changes even after a sales calculation has been released.

Parts

New functions

[16377] 'Inflation Surcharge (%)' in sales, purchase and service lines

The column Inflation Surcharge (%) was added to all sales, purchase and service lines.

[17279] 'Vendor Item No.' in all warehouse documents

The Vendor Item No. is now shown in all warehouse documents.

[18716] Catalog item translations

Users can now add translations to catalog items via the action Translations.

[19082] 'Vendor Item No.' in warehouse shipment lines

The Vendor Item No. is now shown in all warehouse shipment lines.

Improvements

[18391] Usability, caption and tooltip improvements

Improvements were made regarding the usability, the captions and the tooltips.

[18922] Deactivation of recount functionality in physical inventory orders

The recount functionality in physical inventory orders had to be disabled as it was causing errors.

[19195] Automatic selection of first line when entering shopping basket list

The system now automatically selects the first line instead of the last line when entering shopping basket lists in purchase and sales orders.