Updated: 23.02.2026

TRASER DMS 365 2603 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

[27903] Enhanced VAT posting logic for EU service and delivery invoices

This release improves VAT handling for EU deliveries and services, ensuring that invoices, such as workshop invoices for spare parts and labor, are posted correctly. TRASER DMS 365 now automatically evaluates the proportion of goods and services within an invoice: if services (e.g., workshop labor posted to a G/L account) account for more than 50% of the total amount, the transaction is posted using the reverse charge mechanism based on the defined VAT business and VAT product posting groups. If goods (e.g., spare parts posted as items) exceed 50% of the total invoice amount, the transaction qualifies as a tax-free intra-community supply in accordance with §6a UStG and is posted using the appropriate VAT posting groups. To support this process, two new fields have been added to the General Ledger Setup, allowing users to predefine the VAT business and Product posting groups for intra-community supplies. This ensures accurate VAT entries while other accounting postings remain unchanged and enables compliant, automated VAT processing for EU service documents.

[29043] Commission handling

With this release, canceled trade-ins no longer impact commission amounts or block commission payments. When a trade-in is canceled, related commissions are automatically updated, ensuring accurate payouts and removing any pending status. In addition, users can now link related documents directly for correct commission calculation. This can be done via Link Purchase to a Sales Document in the purchase order lines menu bar or via Link Trade-in to a Sales Document in the trade-in lines menu bar, ensuring all relevant transactions are properly considered in commission processing.

Improvements

[23283] Formatting of document lines

The formatting checkboxes Page Break, Bold, Italic and Underline will no longer be displayed by default in document lines across sales, service and rent documents. These checkboxes can still be added back through personalization if needed.

[28259] Removal of confirmation message when creating documents

The confirmation message shown after creating sales, purchase, rent or service documents was removed. Newly created documents now open immediately, reducing unnecessary clicks and streamlining the workflow.

[29907] Standardized item number in order confirmation

To ensure a consistent layout across all sales documents, the order confirmation report was improved. Previously, when using a service item in a sales document, the Service Item No. was printed on the order confirmation while all other sales documents displayed the Item No.. The report has now been adjusted to also use the Item No., aligning the order confirmation report with all other printed sales documents and ensuring a consistent document layout.

[30054] Renaming of 'Service Order Types' page to 'Order Types'

The Service Order Types page was renamed to Order Types. This change improves usability and allows users to find the page more easily.

[30350] Extended 'Show Document Lines' setting

The Show Document Lines setting in the User Setup has been enhanced to ensure consistent behavior across return orders. If Show Document Lines is activated in the sales area, document lines are now also displayed in the sales return order list. If the setting is activated in the purchase area, document lines are now also displayed in the purchase return order list. This improvement ensures consistent visibility of document lines across all related sales and purchase documents.

[30497] 'Combine Fix Prices' in sales reports

The option to Combine Fix Prices is now available in sales order confirmation reports. This enhancement allows users to combine fix price lines and ensures consistent behavior between sales and service processes.

[31126] Streamlined trade-in posting

When posting a trade-in, TRASER DMS 365 will no longer create entries in the Approved Calculation Review table. This improvement streamlines the workflow, eliminates unnecessary record creation and enhances the overall usability and reliability of the trade-in process.

Machine

New Functions

[26775] 'Extension of calculation review and resource allocation

This release introduces several extensions to calculation entry types, calculation review and resource allocation. When setting up Item Charges, users can now only select Calculation Entry Types that are relevant to the Calculation Review, ensuring cleaner configuration and improved data consistency. The same restriction has been applied to Revaluation Journals, where only relevant entry types are available for selection. Additionally, Item Charges for built-in configurations can now be configured differently for the sales and purchase area, providing greater flexibility in cost allocation. In addition, the resource allocation in the sales ares of the Calculation Review was improved and Expected Additional Cost and Expected Discount are now properly represented in the calculation review. These extensions enhance transparency, accuracy and usability within the calculation process.

[30135] Opening built-in service items

Service items that are assigned to/built into another service item can now be opened directly from the configuration. Using the Open Card function in the menu bar of the Configurations FastTab, users can quickly access the card of assigned or built-in configurations, improving navigation and simplifying configuration management.

Improvements

[28500] Transfer of service item pictures to sales quote

Pictures stored on a service item can now be transferred directly to a sales quote. Users can choose whether to include all pictures or only the favorite picture, providing flexibility based on their needs. This enhancement makes it easier to include and print relevant images directly on the sales quote.

Service

New Functions

[27099] Maintenance contract reporting

With this feature, a new maintance contract report was introduced, allowing contracts to be printed and shared with customers. The layout can be customized using a Word layout, enabling flexible and customer-specific document design. In addition, the Maintenance Contract Statistics page was extended with two new fields:

  • Profit % calculation
  • Profit amount calculation

Furthermore, printed service documents for machine communities were enhanced to include the following information:

  • Customer Names
  • Share Values

Improvements

[28006] Enhanced printed service documents for machine communities

Printed service documents for machine communities have been enhanced to include customer names and share values, in addition to the existing customer number and share percentage. This improvement provides clearer, more transparent and more comprehensive information in printed documents.

[28545] Prefiltered service items in maintenance contracts

The service item number lookup in maintenance contracts is now automatically filtered to show only machines assigned to the customer listed on the contract. This ensures that only relevant service items can be selected, prevents incorrect assignments and improves data accuracy.

[30000] 'Serial No.' in 'Barcode Label Setup'

The Barcode Label Setup has been extended to support printing the Serial No. for service items.

[30205] Suppressed checklist messages when creating multiple service orders

When using the Create Multiple Service Orders action in service intervals, checklist messages are now optimized for better usability. Previously, a separate message was displayed for each created service order that had an automatically generated checklist, causing excessive confirmation clicks when creating multiple orders at once. Now, individual checklist messages are suppressed during multiple order creation. Instead, a single summary message is displayed, indicating how many checklists were created. This significantly improves usability and reduces unnecessary user interaction.

[30797] Caption change from 'Counter' to 'Meter'

All occurrences of Counter within TRASER DMS 365 have been renamed to Meter to ensure consistent and standardized terminology across the system.

Trade

New Functions

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Improvements

[27613] Enhanced option selection usability in 'Configuration' FastTab

The usability of option selection in the Configuration FastTab has been improved. Users can now apply filters to options and filter by Category Description.

[28064] New setup for configuration sorting in sales documents

A new setup option in the Sales & Receivables Setup allows users to define how configurations are sorted in sales documents created from calculation worksheets. Users can choose to sort the configuration lines either by Category or by Line Number, providing greater flexibility and control over the document layout.

[29023] Vendor currency prompt in calculation worksheet

When importing configurations into the calculation worksheet, TRASER DMS 365 now checks the vendor’s currency. If the vendor has a different Currency Code, the user is prompted to decide whether the vendor currency should be used in the calculation worksheet. If confirmed, TRASER DMS 365 automatically recalculates the prices based on the current exchange rate. This improvement ensures transparent currency handling and accurate price calculations.

[30291] Creating service orders without 'Customer No.'

The Create Service Order action is now available even if a service item has no Customer No.. If a service item is created by releasing a purchase order, TRASER DMS 365 automatically inserts the Internal Customer from the Sales & Receivables Setup into the service item card. This allows users to create service orders more easily and ensures a smooth process.

[30622] New setup regarding configuration sort order

A new setup option Configuration Sort Order was added to the Sales & Receivables Setup. This setup allows users to define the sorting order for sales and purchase documents that are created from a configuration.

[31089] Improved filter in calculation review

The filter logic in the calculation review has been improved. Open trade-ins are no longer displayed as Exp. Sales Price in the calculation review. This ensures clearer and more accurate representation of expected values within the calculation overview.

Parts

New functions

[10804] Rework of REMAN functionality

This release introduces a centralized setup and improved automation for reman parts. A new REMAN Returnable Parts FastTab has been added to the Inventory Setup, allowing users to activate the creation of reman parts, define a default item template for these items and set up a suffix for reman parts that is added to the Vendor Item No.. In the Prices & Sales FastTab on the item card, new fields have been introduced to manage and monitor reman parts. Once the REMAN Value is entered on the item card, users can create or update reman parts directly using the new Create/Update REMAN Returnable Parts action. This process can also be executed for multiple items at once via the Create/Update REMAN Returnable Parts action in the Inventory Setup. Additionally, users now have the option to automate the process by using the Create Job Queue for Returnable Parts action available in the Inventory Setup. This feature enhances the reman functionality and helps customers create reman parts more quickly and efficiently.

[29560] Create catalog items directly from items

With this release, users can now create individual catalog items directly from existing items. Relevant data is automatically transferred from the item card to the new catalog item, eliminating the need for a full catalog import. Catalog items can be created or connected from the item card as well as within service worksheets and purchase orders. In addition, catalog items can be easily connected to existing items from the catalog items page, giving users greater flexibility and efficiency in maintaining catalog item data.

Improvements

[29579] Improved 'Link Catalog Item to Item' performance

The performance of the Link Catalog Item to Item action has been improved. Users can apply additional filters before execution. TRASER DMS 365 processes the filtered catalog items and automatically links items where no link exists yet.

[29981] Enhanced inventory difference recording

The field Difference Recording Qty has been added to the physical inventory lines. The new field supports enhanced inventory difference recording without changing existing processes.

[30235] Using storage bin code as description in physical inventory records

When creating a physical inventory recording from a physical inventory order using Make New Phys. Invt. Recording, users can now activate the Use storage location code as description option. When activated, TRASER DMS 365 automatically copies the storage bin code into the Description field of the physical inventory recording header. This enhancement streamlines data entry, reduces manual effort and shortens the overall inventory workflow.

[30776] Using order-related bins for picks

When using Tasklet Factory Mobile WMS to pick sales orders without creating a pick in TRASER DMS 365, the Bin Code defined in the sales order line will be used. If an order-related bin is specified, it is checked and, if valid, displayed in the Tasklet Factory Mobile WMS pick function. This ensures warehouse users always see the correct bin from which the items should be picked, improving accuracy and efficiency in the picking process.