Updated: 24.09.2024

TRASER DMS 365 2409 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

[21248] 'Show Document Lines' per area

The Show Document Lines toggle switch was removed from the General FastTab and is now available in the following FastTabs:

  • Sales
  • Purchase
  • Machine/Service
  • Rental

This gives users the flexibility to choose, for each user and area, where they want to view the document lines.

[22678] Expansion of comment line description on proforma invoices

The description of comment lines will now be shown as a single line rather than multiple lines on proforma invoice printouts, enhancing readability and clarity.

[22800] Formatting change for signature files from Signpad

The format for signature files generated using the Signpad was updated. Previously, the format was: %Name% - %Document Type%.png. It will now follow this format: %Name% - %Document No.%.png.

[22930] 'Log Interaction' toggle switch on all sales/purchase documents

The Log Interaction toggle switch was added to all sales and purchase documents, allowing users to log interactions in the interaction log entries.

Improvements

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Machine

New Functions

[21926] Synchronization of attributes

If an attribute is added in the Equipment page of a service item, this attribute will now be transferred to the Attribute Values table on the service item card.

[21927] Redesign of 'Remove Equipment' functionality

The Remove Equipment functionality was redesigned to enhance clarity and improve user experience.

[21929] Redesign of 'Assign Equipment' functionality

The Assign Equipment functionality was redesigned to enhance clarity and improve user experience.

[21930] Removing equipment of type 'Option'

Users now have the ability to remove options from the service item and introduce them into their stock. The functionality operates as follows:

  • If both Type and No. are empty for Source Type = Option, a confirmation message is shown, indicating that the options will be removed without any cost posting.
  • If Type is Item and No. is filled, the inventory will increase for that item.
  • If Type is Service Item and No. is filled, the inventory will increase for that service item and the Service Item Status (Purchase) is changed to In Stock.
  • If Type is Item or Service Item and No. is empty, the system will return an error stating that a number must be filled in.

[23433] Adding of new service item options to service item equipment

If a user creates a new line of type Option on the Assign / Remove Equipment page, the Calc. Options can now be added to the service item equipment via a new lookup page.

Improvements

[22282] Transfer of standard equipment lines to service item equipment when receiving purchase order

When purchasing a machine through a sales calculation, standard equipment lines will now be transferred to the purchase order as comment lines. These comment lines will then be transferred to the service item equipment when the purchase order receipt is posted.

[22288] Improvement regarding usability of text lines on 'Assign / Remove Equipment' page

To enhance the usability of text lines on the Assign / Remove Equipment page, the text editor will now display text exclusively for the selected equipment line. New text lines will appear only under the relevant line, improving clarity and reducing confusion when managing text across multiple lines.

Service

New Functions

[22114] Open fault, resolution and internal comments in archived service orders

Archived comment lines from service orders can now be opened in a separate editor, giving users a clearer understanding of the interventions.

[22160] Filling in 'Start Time' and 'End Time' from oc timetracking

When tracking time for a service order with oc timetracking, the start time, end time, and dates will now be automatically transferred to the corresponding service lines.

[22644] Transfer of checklist when splitting orders

When splitting a service order, the associated checklists will now automatically transfer along with the corresponding service item line to the new order.

[22682] Filtering by 'Closed' in service invoices

Users can now filter for paid service invoices in the filtering section, similar to the function for sales invoices.

Improvements

[20502] Improvements for maintenance contract list and invoice report

Several improvements regarding the maintenance contract list and the invoice report were implemented, allowing the user to create a single invoice per customer for all maintenance contract invoices within a specified filter range.

Trade

New Functions

[21483] Work description in orders, shipments and invoices

Users now have the option to print the work description on all sales reports, i. e. sales orders, sales shipments and sales invoices.

[21850] Removal of '%' symbol from discount and surcharge fields in calculation

The % symbol was removed from the following fields: Discount %, Surcharge %, Default Margin % and Minimum Margin %. This was done to enable users to view and utilize the discount fields in a manner similar to the standard in Microsoft Dynamics Business Central.

[21944] Importing lines in the forecast as 'Options'

When importing lines into the forecast using the configurator, the system now treats configuration lines as Options.

[22005] 'Status (Purchase)' field in 'External Equipment' FastTab on forecast page

The field Status (Purchase) was added to the External Equipment FastTab on the forecast page.

[22046] Service item serial number in 'External Equipment' FastTab on forecast page

The service item serial numbers will now be visible in the External Equipment FastTab on the forecast page.

[22355] New options for creating purchase orders from sales calculation

The button Send to Quote on the sales calculation page was changed to Create/Update Sales Quote. The option Delete Quote was changed to Delete Sales Document.

[22520] New table 'Calc. Option'

The Calc. Equipment table was replaced with the Calc. Option table. All fields from the old table were moved to the new table.

[22701] 'Serial No.' added to item charge tables and pages

The field Serial No. was added to the item charge assignment tables and pages.

[22707] Configuration import in calculation template

The button Import Configuration was added to the Calculation Templates page, allowing users to import configurations into a calculation template.

[22715] Possibility to show 'Person in charge' in trade-ins via personalization

Users now have the option to add the Person in charge field to trade-ins via the Personalize function.

Improvements

[22339] Improvement regarding use of hints in sales calculations

Users now have the ability to see hints as soon as a customer, vendor, or service item is entered into a sales calculation. Previously, hints were only visible once the calculation was completed and a sales quote was created from it. A new page action, Master Data Hints, was added to the menu bar of the sales calculation page.

[22550] Improvement regarding sales price in forecast summary

The following improvement were made:

  • The sales price (sales currency) and the payment amount (sales currency) will be displayed in the forecast summary
  • The two fields will only be displayed if sales currency and calculation currency differ from each other

[22676] Improvement regarding headlines on sales document printouts

The headlines on sales document printouts are now always displayed in the customer's language.

[22688] Improvement regarding assignment of external equipment to workshops in forecasts

This improvement gives users greater flexibility to link and unlink equipment from a workshop in forecasts. For instance, they can now assign more than one external equipment to a workshop.

Parts

New Functions

[20299] New Action Type 'Add' and New field 'Open Purchase Order No.'

The field Open Purchase Order No. was added to the requisition worksheet, allowing users to select an existing purchase order for the same vendor and location. Once selected, the corresponding purchase order is added to the suggested requisition line. When a purchase order is selected in this new field, the action message automatically changes to the new value Add.

[21797] Requesting spare parts from a different location

The action Create Transfer Order was added to the service worksheet, allowing users to request parts from a different location so that they can execute the service intervention from their specific location.

[22025] Possibility to use fields more than once per barcode label

The Field No. can now be selected more than once per barcode label, whereas previously it was limited to a single selection per setup. This allows users to assign different captions to the same field for different entries on the printed barcode label.

[22951] Possibility to recount recordings for physical inventory orders

The functionality for recounting recordings in physical inventory orders was added. When a recording is marked as Recount Recording it will replace the quantity calculated from all previous recordings in the related physical inventory order line.

[22976] Sorting physical inventory order lines by bin

Users are now able to sort the printed lines in physical inventory recordings not only by item but also by bin.

[23074] New FactBox 'Catalog Languages' on catalog list

The FactBox Catalog Languages was added to the catalog list.

[23109] 'Vendor Item No.'in the inventory difference list

The Vendor Item No. can now be included in the inventory order difference list printout. A new toggle switch was added to the printing options to enable this functionality.

Improvements

[22300] Improvement regarding vendor item number lookup

The vendor item number lookup was improved across all areas to allow exact filtering only, instead of allowing different filtering parameters.