Updated: 27.05.2024

TRASER DMS 365 2405 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

[16457] Use of line formatting in documents

Users can now apply bold, italic, or underline formatting to document lines. This formatting will be visible both within the document lines and in all printouts, ensuring clarity in your documents. To enable this functionality, three new fields were added to the document lines: Bold, Italic, Underlined.

[19684] Visibility of serial number when getting shipment or receipt lines for item charge assignment

When getting shipment or receipt lines for the assignment of item charges, the Serial No. is now visible on the following pages:

  • Purch. Receipt Lines
  • Sales Shipment Lines
  • Posted Transfer Receipt Lines
  • Return Receipt Lines
  • Return Shipment Line

[20021] Display of details in ext. credit limit notification

The pop-up notification regarding extended credit limits will now display the Show details option, consistent with the standard behavior in Microsoft Dynamics 365 Business Central. This allows users to access the information card for the extended credit limits directly from the notification.

[20022] Display of credit limit details in orders

Users can now opt to display credit limit details whenever a credit limit is exceeded in an order and the document is released. To enable this, the toggle switch Show credit limit details when releasing document was added to the Sales & Receivables Setup.

[20623] Use of item charges in internal documents

Users can now use document lines of type Item Charge in documents with internal invoicing.

[20920] Secure parameters added to interface pages

20921 - 20926 - 20927 - 20931 - 20938

In the Parameters FastTab of the Interface List page, it is now possible to hide the actual value but keeping it editable at the same time. For this, the Secured Value checkbox was added to the Parameters FastTab. If the checkbox is activated, the entered value is replaced by asterisks (*), so that it is not possible to see or reverse engineer it.

Important!

• The checkbox selection is set up during parameter initialization and cannot be changed in a running environment.
• Debugging is not possible with such parameters as no access is possible from outside.

[20991] Order number on every printed sales order/shipment page

From now on, the document number will be printed on every sales order and shipment printout page.

Improvements

[20902] Exclusion of sales and service lines from admin documents in req. worksheets

The checkbox Admin Document was added to sales and service lines. When creating lines, the system will now check if the document is an admin document. If so, the system will ignore the lines when calculating the demand in req. worksheets. This improves the demand planning process.

[20932] Use of document text placeholders

An issue with document text placeholders was resolved. Previously, placeholders 6 - 10 were not printed correctly, but this faulty behavior was improved.

[20970] Improvement of error message that occurs when selecting customer number

The error message that appears when creating a sales document for a customer with a responsibility center defined for the service area was improved. The original message, Selected Responsibility Center is not allowed for this user. was updated to Selected responsibility center % is not defined for the % area. Please check Responsibility Center Setup..

Machine

New Functions

[16392] Purchase order report for transport

Users can now print a transport order with an individually set up transport layout from the purchase order.

[20463] 'Emission standard stage' field on service item card

The field Emission Standard Stage was added to the service item card.

Improvements

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Service

New Functions

[17844] Prices in warranty lines

Users can now create a report regarding pricing from the submitted warranty lines. To enable this, the following fields were added to the warranty claim line:

  • Unit Price
  • Amount

[18502] New fields on warranty claim card

The following non-editable fields were added to the warranty claim card:

  • Parts (Delta)
  • Additional (Delta)

[19156] Display of warranty claim number on document pages

The warranty claim number was added to all service documents, allowing users to quickly see the connected warranty claims on all service documents.

[20657] Customer name in service invoice item lines

The customer name was added to the service invoice item lines.

[20738] License plate number in 'Cust. Serv. Items' factbox

The license plate number will now be displayed in the Cust. Serv.Items factbox.

[20930] Workshop bin on worksheet page

Users can now see, select and change the workshop bin directly from the worksheet page.

[20977] Resource aggregation

The resource aggregation can now also be set up in the Service Management Setup. If the Labor Aggregation Method field on the customer card is empty, the aggregation set up in the service management setup will be used; if the field is not empty, the aggregation specified on the customer card will be used.

Improvements

/

Trade

New Functions

[16435] Comments in equipment lines at the service item

Comments in the equipment lines are now stored in the same way as the information in configuration or external equipment lines. Additionally, comments created in configurations for item lines get transferred to the equipment page.

[17367] Implementation of fix prices functionality in sales forecasts

Users can now store and calculate fix prices for sales forecasts, which are then transferred to the sales quote.

[17641] Creation of sales quote with fix price from sales forecast

When creating a quote for a sales forecast with a fix price, the system will now automatically insert the sales prices from each forecast into the Unit Price excl. VAT field in the sales line, while keeping the Line Discount % field blank.

[17642] New options for fix price functionality in sales forecast

The following options were added to the sales forecast page:

  • Calculation Fix Price FastTab below the forecast lines with the following fields: Total Sales Price and Total Calc. Fix Price.
  • Fix Price Calculated toggle switch in the General FastTab.
  • Fix Price allowed toggle switch in the General FastTab.
  • Calculated Sales Price (Fix Price), Surcharge Amount (Fix Price) and Surcharge % (Fix Price) fields in the Fix Price FastTab.

[17646] Calculation of sales price incl. VAT

Users can now calculate a sales price with VAT included in sales forecasts. To be able to do this, the Sales Price incl. VAT toggle switch was added. When set to true, the system now automatically takes the VAT Bus. Posting Group from the customer and transfers it into the respective field on the sales forecast. Additionally, when the boolean is set to false, the new fields are not displayed, and any existing values are automatically cleared.

[19486] Calculation of service items with sales discounts in sales forecast

Users can now calculate service items with sales discounts based on the list prices in sales forecasts. When a sales discount is entered, the system will calculate the sales price using the list prices. Additionally, the Show List Prices toggle switch will be automatically set to true.

[19656] Filters on standard fields

Users can now set up filters in the summation lines on fields that are available by default in the commission line table. This eliminates the need to set up additional filter fields for data that is already accessible, e.g., Service Item No.. This makes the process more efficient and user-friendly.

[19658] Filters on more field types

Users can now set up filter fields of more field types and apply these filters in the summation lines. This extended capability allows for a more precise determination of the appropriate summation for each commission line.

[19804] Creation of sales calculation from service item

Users can now create a sales calculation directly from the service item card. For this purpose, the action Sales Calculation was added to the service item card.

[19992] Change of filter on service item list

The filter on the service item list was changed from a table view filter to a user filter, allowing users to also filter for previously sold machines.

[20174] Processing of calculatory over-allowance

Users are now able to process the calculatory over-allowance value during the posting routines related to a sales calculation, given that the field Over-Allowance Type in the sales calculation is defined as Calculatory.

[20336] Possibility of using negative values in purchase and sales discounts in forecast

Users can now insert negative percentage values and amounts for the purchase and sales discounts in sales forecasts. This enhancement provides greater flexibility in inputting and handling discounts.

[20455] New action 'Open Configuration'

The action Open Configuration was added to the following pages, allowing users to open the record in the manufacturer configurator webpage:

  • Purchase Order Card
  • Calculation Forecast
  • Calculation Forecast Template

[20579] Possibility to add attributes in the configuration FastTab

Users can now add attributes in the configuration FastTab of the sales forecast. To enable this, the option Attribute was added to the Type field.

[20791] Printing service item data on documents

The action Service Item Document Data was added to the service item categories, allowing users to set up per service item category what information should be printed on sales documents as comment lines.

[20928] New table 'Import Configuration Translation'

The table Import Configuration Translation was added to the calculation equipments page, making it possible for users to create sales documents from sales calculations in dependence of the language code from the customer or contact.

[20995] Printing work order from sales order in different language codes

Users can now print out work orders from sales orders in different language codes. To do so, they will have to activate the new toggle switch Print in Language Code on the request page.

Improvements

[19389] Optimized error handling for manufacturer configuration lines

The error handling for manufacturer configuration lines was optimized. Users will now get an immediate overview of all errors that occurred when importing the configuration lines, eliminating the need to repeatedly read in the configuration after correcting a single error.

[19390] Optimized error handling for manufacturer configuration additions

The error handling for manufacturer configuration additions was optimized. Users will now get an immediate overview of all errors that occurred when importing the configuration lines, eliminating the need to repeatedly read in the configuration after correcting a single error.

[20331] Better placement of sales discounts in sales documents

The placement of sales discounts in sales documents was improved. Sales discounts are now positioned after the configuration lines of the corresponding service item. If multiple service items are transferred to the offer, their respective sales discounts will be positioned under the corresponding configuration lines for enhanced clarity and organization.

[21084] Configuration options transferred to purchase order lines as charge items

The options from the configuration lines will now be transferred as charge items to the purchase order lines. Configuration Lines with type Option will no longer be transferred as comment lines to purchase documents. This improvement aims to ensure that the options from the configuration lines are calculated in the purchase order.

[21085] Improvement regarding transfer of vendor item number to share invoice documents

The vendor item number is now correctly transferred to share invoice documents for service and sales.

Parts

New Functions

[17294] Proforma sales shipment report

Users can now create a proforma sales shipment document and print/send it as a PDF directly from the sales order. For this purpose, the action Proforma Sales Shipment was added to the sales order card.

[17895] Combine picking by customer delivery address

Users now have the possibility to combine pick documents also by the customer's delivery addresses and not only by the customers. Thus, the toggle switch Per Cust./Ship-to was added to the Create Pick dialog window.

[17896] Automated picking functionality

Users can now automate the process of creating pick documents automatically when a sales order is released. This will streamline the logistics management for dealers with a high volume of sales orders and sales lines. Click here to read the documentation.

[17897] Automatic transfer of items between main and secondary locations

Users can now automate the transfer of items between main and secondary locations. You will find more information on this functionality here.

[18733] Vendor information box in req. worksheet

A new box was added to the req. worksheet displaying vendor information.

[19632] Access to registered warehouse put-aways from purchase order

The action Registered Warehouse Put-Aways was added to the purchase order menubar to allow users to access registered put-aways directly from the purchase order.

[20141] Extension of vendor item number

The vendor item number is now also displayed in the actions for Find Item & Bin Contents in Tasklet Factory Mobile WMS.

[20164] Setup for pick worksheet automation

Users can now set up the process of creating pick documents automatically when a sales order is released. This will streamline the logistics management for dealers with a high volume of sales orders and sales lines. Click here to read the documentation.

[20169] Deletion of lines in picking worksheet when re-opening a warehouse shipment

When re-opening already released warehouse shipment documents, the user can now choose to immediately delete the lines in the picking worksheet instead of having to manually search for the warehouse worksheet lines that are responsible for possible errors. This streamlines the picking process.

[20252] Notification regarding possible spare part substitutions shows vendor item numbers

The notification regarding possible spare part substitutions will now also show vendor item numbers.

[20344] Order threshold for vendors

Users can now set an order threshold for vendors in order to check if the purchase orders meet the requirements. Thus, the field Parts Minimum Order Amount (Decimal) was added to the vendor card.

[20549] Print of vendor item number in order picking list

The report for the order picking list will now include a column for the vendor item number.

[20754] 68mm x 34mm barcodes

Barcodes can now be printed with a size of 68mm x 34mm.

[20773] Setup to define margin calculation in sales/service lines

For a better visibility of prices and margin values in sales/service lines, the calculation base of the margin field was changed and extended. The following fields were added:

  • Unit Cost (Margin Calc.) field on item card
  • Costing Method for Margin Calc. field on Sales & Receivables Setup

[20775] Calculation of margin in sales lines

For a better visibility of prices and margin values in sales lines, the calculation base of the margin field was changed and extended. The following field was added:

  • Unit Cost (Margin Calc.) field in sales lines

[20778] Calculation of margin in service lines

For a better visibility of prices and margin values in service lines, the calculation base of the margin field was changed and extended. The following field was added:

  • Unit Cost (Margin Calc.) field in service lines

[20998] 101mm x 38mm barcodes

Barcodes can now be printed with a size of 101mm x 38mm.

[21000] New barcode sizes

The following barcode sizes were added:

  • 70 mm x 25 mm
  • 75 mm x 25 mm
  • 50 mm x 37 mm
  • 50 mm x 38 mm
  • 76,2 mm x 25,4 mm

Improvements

[20026] Predefine responsibility center when creating purchase order from req. worksheet

Users can now define a responsibility center when creating purchase orders from req. worksheets. For this purpose, the option Resp. Center for New Purchase Orders was added to the Carry Out Action Msg. - Req. page.