Updated: 02.01.2025

TRASER DMS 365 2412 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

[20459] Provisions statement

A new report, Provisions Statement, is now available. This report displays the provisions and its postings for additions, usage, reversal and reclassification for the defined time period.

[24278] New fields in customer template

The following fields were added to the customer template:

  • Customer Type
  • Customer Classification
  • Extended Credit Limits
  • Shipment Copies
  • Credit Memo Copies
  • Machine Comm. Admin
  • Combine Invoice (Rent)
  • Default Invoice Frequency
  • Skip Holidays
  • Rental Calendar

Improvements

[20879] Improvement regarding the rounding of prepayment amounts

The prepayment amount is now correctly rounded to show the correct total amount in printed prepayment invoices and the corresponding test reports.

[23611] Improvements regarding usability of provisions feature

Several improvements were made regarding the usability of the provisions feature, e.g. better error messages for the user.

Machine

New Functions

[24284] 'Trade-In Customer No.' on service item card

The fields 'Trade-In Customer No. and Trade-In Customer Name were added to the service item card enabling users to easily identify the customer from whom they received a service item through a trade-in.

Improvements

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Service

New Functions

[20328] New FastTab 'Provisions' in maintenance contracts

The FastTab Provisions was added to the maintenance contract, allowing provisions to be created directly within the contract and automatically linked to the corresponding maintenance contract.

[20332] New action 'Create Addition Postings' in maintenance provision lines

The action Create Addition Postings was added to the maintenance provision lines, allowing users to create provision postings out of a maintenance contract.

[21709] New action 'Create Reversal Postings' in maintenance provision lines

The action Create Reversal Postings was added to the maintenance provision lines, allowing users to create provision postings out of a maintenance contract.

[21710] Display of maintenance contract number in all necessary tables

The field Maintenance Contract No. was added to the Provision, Provision Entry and the General Journal pages. This was done to enable the correct use of provisions in maintenance contracts.

[23249] Possibility to edit warranty fields in sales documents

The process for connecting and disconnecting warranty claims to sales documents was streamlined to align with the standard DMS workflow. Warranty fields in sales documents are now editable.

[23298] New action to access maintenance contract via service item card and customer card

Maintenance contracts are now accessible directly from the customer and service item cards. A new action opens a filtered list of contracts specific to the selected customer or service item.

[23344] Contract status for maintenance contracts

The status field in maintenance contracts can now be easily updated to Open or Closed using actions available on the contract card.

[23346] Exclusion of closed contracts from invoicing

Closed maintenance contracts are now automatically excluded from invoicing when running the contract invoicing report.

[23845] Display of maintenance contracts and orders in service wizard

When using the service wizard to create new service orders, any open worksheets and contracts will now be displayed.

[23866] New field 'Print Vendor Cr. Memo No. in Service Cr. Memo' on warranty claim card

When a service credit memo is created from a warranty claim linked to a purchase credit memo, the vendor credit memo number from the purchase document will now be displayed in the lines of the service credit memo if the Print Vendor Cr. Memo No. in Service Cr. Memo toggle switch is activated.

[23980] Caption change in service worksheet report

The field caption for displaying the vendor item number instead of the item number has been standardized to align with other DMS reports.

Improvements

[24101] Improvement regarding invoicing lookup in maintenance contracts

The invoicing interval lookup was improved to display all available information.

[24104] Improvement regarding 'General' FastTab on warranty claim card

The default visibility of specific fields in the General FastTab on the warranty claim card was adjusted to provide a more streamlined overview.

[24357] Several improvements for provisions with maintenance contracts

Several enhancements were made to the handling of provisions in maintenance contracts.

  • The Posted checkbox in the maintenance contract provision lines will now remain activated even after lines have been posted.
  • The report caption for the actions Create Addition Postings and Create Reversal Postings which can be accessed via the Lines FastTab was standardized to: Create Provision Postings.
  • When provisions are deactivated in the General Ledger Setup, the Provisions FastTab will no longer be displayed on the maintenance contract.

These updates improve clarity and user experience when managing provisions in maintenance contracts.

[24619] Improvement regarding deletion of documents linked to warranty claims

The system's behavior when deleting documents associated with warranty claims was improved. Now, certain documents linked to active warranty claims cannot be deleted.

Trade

New Functions

[22010] Transfer of service item cost to calculation forecast

When an existing service item is added to a calculation forecast, the unit cost from the service item card will now be transferred to the base machine list price in the calculation forecast. This functionality also applies when creating a sales calculation from the service item.

[22047] Transfer of service item equipment to calculation forecast

When an existing service item is added to a calculation forecast, the associated service item equipment will now be added automatically as well.

[23282] Automatic service item status

The status of a service item can now be preset based on the service item creation setup or the manufacturer setup. This means the service item will automatically be set to Used if it is received via a document where the toggle switch is set to True.

[23287] New toggle switch 'Take Back' in purchase orders

Purchase orders can now be marked as Take Back orders, allowing users to receive a service item back and start a new trade number for it.

[23289] New action 'Create Take Back' in purchase order list

Purchase orders can now be created as take back purchase order using the new action Create Take Back in the purchase order list.

[23979] Printing out equipment list from service and sales order

Users can now print the equipment list directly from both the service order and the sales order, improving workflow efficiency.

[24011] 'Print Serial No.' in trade-in confirmations

The serial number of a traded-in service item can now be printed in trade-in confirmations by activating the relevant toggle switch.

[24106] Change of filter for service items

The filter for service items in the purchase section of a calculation forecast was updated to include service items with the current status Sold. This allows users to select service items that are intended for trade-in but were previously sold by the dealer.

[24413] Transfer of description from calculation to service order

When creating a service order from a workshop with an empty standard service code, the description will now be transferred from the workshop line to the created service order.

Improvements

[23661] Improvement regarding creation of sales order

Sales orders can now be created directly from the sales calculation. A new action, Create Sales Order was added to the sales forecast card.

[24148] Improvement regarding use of service items with status 'Sold' in purchase lines

Service items with the status Sold can now be used in purchase lines, improving the flexibility of the purchase process.

[24350] Improvement when using attributes in calculation forecast

Attributes are now transferred as comment lines to the configuration page, with the attribute value included in the description of the comment line.

Parts

New functions

[22652] Display of 'Order No.' in Tasklet put-aways

If an item in a put-away was reserved for an order, the associated order is now displayed on the put-away card in Tasklet Factory Mobile WMS.

[23660] New field 'No. of open Purchase Orders' in requisition worksheet

To enhance usability, the requisition worksheet will now include a new field that displays the number of open purchase orders to which the suggested requisition line can be added. This will greatly simplify identifying existing open purchase orders for the same vendors and/or locations.

[23757] Possibility to change service order type when reservations exist

The order type can now be changed when working with reservation presets in the service order type.

[23815] Automatic creation of pick-up bins for sales orders

Several essential setup fields were added to the location card to support the automatic creation of a pick-up bin. Once the function is set up, users can automatically create or manually define pick-up bins for the sales process, simplifying sourcing logistics for out-of-stock items. The system automatically splits put-away lines by demand into pick-up and warehouse bins, similar to workshop bins in the service area.

[23989] Deletion of pick-up bins when posting sales order

If the automatic creation of pick-up bins is activated, these bins will be deleted when the corresponding sales order is invoiced.

[23990] Extension of sales header with pick-up bin

The field Destination Bin in the sales header was changed to Pick-up Bin. This new field can be used for selecting a bin for items in the sales lines.

[23991] Use of pick-up bins in combination with transfer orders

The pick-up bin logic was enhanced to support warehouse receipts originating from transfer orders. When using pick-up bin locations, received items will now be allocated based on demand to the appropriate pick-up bin in the put-away of the purchase order.

[24053] service order type alignment for worksheet item lines in drop shipments with requisition worksheet order type mapping

Requisition lines for drop shipments will now adhere to the setup in the Order Type Mapping for Req. Worksheet table. When the requisition worksheet is used to create purchase orders for drop shipments, the defined order type mapping will automatically be applied, ensuring consistency.

[24556] Visibility of 'Order No.' on 'Get Posted Document Lines to Reverse' page

The order number will now be displayed on the Get Posted Document Lines to Reverse page. This page can be accessed via the sales return order or the sales credit memo.

[24718] Deletion of pick-up bins only when automatic creation is set up

Pick-up bins will only be deleted if the corresponding location has the automatic creation of pick-up bins setting enabled.

Improvements

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