Updated: 25.11.2024

TRASER DMS 365 2411 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

[23145] New Factbox for translations on option page

The Factbox Translations was added to the option page, providing users with an overview of the stored translations for a specific option.

[23205] Use of commission module with company experience set to essential

The commission module is now also accessible for users with the company experience set to Essential.

[23507] Prevent document release if credit limit exceeded

A new restriction was implemented to prevent the release of documents when the external credit limit is exceeded, provided the Show Credit Limit on Release toggle switch in the Sales & Receivables Setup is enabled. This ensures that users must either adjust the credit limit to proceed with the documents or stop further sales to the customer.

[23793] General commission corrections

You can now correct commissions previously assigned to a salesperson using the new correction functionality. This function generates a correction document for the commission to ensure accurate adjustments.

[23811] Rework of finance charge memo report layout

The spacing in the finance charge memo report was adjusted to normal, removing the unnecessary blank line between each report line. The updated layout now aligns with the spacing used in reminder reports for document lines and text, ensuring consistency and improved readability.

Improvements

[23865] Improvement regarding the formatting of text lines

Formatting consistency was improved when creating multiple text lines exceeding 80 characters via the text editor using the Add Text Lines function. This ensures that the text is always displayed as intended by the user.

Machine

New Functions

Improvements

Service

New Functions

[22832] Merging of time management and service tasks in role center

For a better overview and handling of time management and service tasks, the role centers were merged into a new role center.

[22975] New FastTab 'Media Files' on warranty claims

A new FastTab Media Files was added to the warranty claim. This FastTab allows users to store media files such as videos and images at the warranty claim.

[22978] New FastTab 'Media Files' on archived warranty claims

A new FastTab Media Files was added to the archived warranty claim. This FastTab allows users to store media files such as videos and images at the warranty claim.

[22979] Deletion of linked media files when deleting warranty claims

Media files associated with a deleted warranty claim will also be deleted. However, if these media files are additionally attached to a service item worksheet, they will remain available there.

[23244] Adding text lines to service documents

A text editor for service lines was added to the worksheet so that users can add texts to service lines.

[23410] Transfer of media files from service item line to warranty claim

Media files added to service item worksheets are now automatically transferred to associated warranty claims.

Improvements

Trade

New Functions

[22900] Calculation review export

Users can now export the calculation review in Excel. For more information, click here.

[23134] Importing translations for options

Users can now import translations for options. To be able to import translations, the actions Export Translation Template and Import Option Translations were added to the calculation page. When an option template with different languages is exported, the fields containing description translations are now displayed in the Excel template. Additionally, when importing an option with translations from the Excel template, the translations are properly imported into the translations Factbox.

[23479] Adding equipment of external equipment as comments in sales calculation

Equipment that is attached to external equipment can now be shown as comment lines in sales calculations.

Improvements

[23108] Improvement regarding selling of service items

To ensure proper handling of linked service items, users can no longer sell a service item if another service item is assigned to it, unless both are part of the same sales order. If a user attempts to post a sales shipment where a service item is assigned to another service item, an error message will be displayed.

Parts

New functions

[F22151] Working with multiple items with same item references and Tasklet Factory Mobile WMS

With this feature, it will become possible for two entirely different items from different manufacturers to share the same barcode as an item reference. In such cases, Tasklet Factory Mobile WMS will prompt the user to select the correct item, rather than automatically defaulting to the first one found.

[23570] Automatic filling of 'Vendor Shipment No.' in Tasklet Factory Mobile WMS

When using the Receive function in Tasklet Factory Mobile WMS alongside TRASER DMS 365, the vendor shipment number is now automatically prefilled on the mobile device. This seamless integration enhances the workflow, facilitating the automatic generation of receipts in Business Central. As a result, users benefit from a more structured receipt process with reduced risk of errors.

[23726] Separate pick

Users can now exclude specific shipping agent services or warehouse documents from being combined into a single pick document. To support this, the check box Separate Pick is now available on the shipping agent service, allowing users to set up the separate pick functionality for each service. Additionally, this setting can also be applied manually in the sales header or warehouse shipment header via the new Separate Pick toggle switch.

[23759] New toggle switch 'Shipment & Invoice Block for Sales Orders' on user setup

The toggle switch Shipment & Invoice Block for Sales Orders was added to the user setup card. When activated, users are able to edit the Block field in the sales order header on the sales order card. Via this field you can specify whether shipment, invoicing or both should be blocked for the sales order. More information on the toggle switch can be found here.

[23760] Blocking sales orders for shipment

The field Block was added to the sales order header. Via this field you can specify that shipment should be blocked for the sales order. More information on the block functionality can be found here.

[23790] Blocking sales orders for invoicing

The field Block was added to the sales order header. Via this field you can specify that invoicing should be blocked for the sales order. More information on the block functionality can be found here.

[23791] Blocking sales orders for invoicing and shipment

The field Block was added to the sales order header. Via this field you can specify that shipment and invoicing should be blocked for the sales order. More information on the block functionality can be found here.

Improvements

[21792] Improvements regarding the 'Calc. Plan Background Setup'

Several improvements were made regarding the Calc. Plan Background Setup to provide a more seamless experience. It now includes all the fields typically available when manually running the Calculate Plan... report from a requisition worksheet. Additionally, you can now apply filters just like in the manual execution and save these filters in the setup for automated processing via the job queue.