Updated: 27.05.2025

Rental 2506 Release Note

Introduction

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Bug Fixes

This release includes several bug fixes as well as the following new functions and improvements.

New Functions

[21887] Standard text in protocol lines

Standard text codes can now be entered in the protocol lines so that standard information which is needed for delivery and return can be entered easily.

[21891] Rent Security Payment Setup

The setup for deposit is also used for security payment. To be able to use the security payment, the deposit functionality must be activated on the TRASER Rental Setup page. After activating, the revenue item for the security item has to be entered. The resource number in the revenue item setup must be empty. After entering the revenue item, the G/L account for security deposit must be entered in the customer posting groups.

[21893] Security Payment in Contract

The security payment can be entered as price line in rent classes, rent packages or in additional revenues.

By entering the contract-based security payment in a rental contact, a new FastTab appears where you can enter a security payment amount or percentage. By entering a rent class with security payment, the amount can be entered in the line. After signing the contract, the security payment invoice can be created.

[21894] Security Payment Entry and Documents

After signing the contract, there is a security payment entry. With this, a contract manager can see whether the security payment was paid and how much still remains. From the entry, the security payment invoice can be created. A security payment credit memo can be created as well in order to correct mistakes and return the remaining prepayment amount.

[21895] Delivery of contract with Security Payment

If the security payment is not paid yet, the delivery protocol cannot be created. The system throws a message so that the user knows why he cannot create the protocol. If the delivery protocol exists before the security payment invoice was created, the protocol cannot be posted until the payment was done.

[21896] Posting of Rent Documents with Security Payment

The paid security payment will be deducted by posting the rent invoice. A credit memo line is added to the rental invoice when it is posted.

[21904] Security Payment Invoice/Credit Memo Layout

There is now a separate report for the security payment.

[22425] Document Text for Security Payment

A text can be entered in the document texts for the document of the security payment.

[23323] Deleting repair/swap interruption

An automatically created swap or repair interruption discount can be deleted if the customer should get the discount. The user needs the permission for it in the User Setup.

[23324] Modifying repair/swap interruption

Swap or repair interruption percentage discounts can be modified.

[23325] Creating repair/swap interruption

Swap or repair interruption discounts can be created or changed manually.

[24109] Automatic calculation of package revenue percentages

In order to divide the revenues correctly, a percentage distribution must be defined. Previously, this always had to be done manually, but is now calculated automatically on the basis of the individual rent prices of the rent classes.

[25197] Rent start date, shipping date und delivery and return date in protocol header

The rent start date, delivery date, shipping and return date can now be updated by entering a new date in the protocol header for all rent objects in the protocol.

[25244] New fields 'Transport Orders', 'Process in', 'Protocol Status' in delivery and return list

The rent start date, delivery date, shipping date and return date can be updated in the protocol header for all rent objects in the protocol.
New fields were added to the delivery and return plan for filtering.

  • The field Process in to see if the protocol was sent to the Rent App.
  • There is a new flow field on which you can filter on to see if a transport order was created.
  • The delivery and return status is shown in a fact box so you can see if the delivery was prepared or shipped. In case of returning it shows if the rent objects were returned or processed.

[25298] Partial credit memo by changing base calendar in rental contract

If the base calendar is changed via an additional contract during the rental period, only the difference days can now be credited or invoiced, given that the period was already invoiced. Until now, the previous invoice was always completely canceled and the period was recalculated. To do this, it is necessary to use the option With Partial Credit in the invoice calculation methods for the invoice correction.

[25332] Rent Location Filter in FastTrack Assistant

It is now possible to enter a rent location in the FastTrack Assistant. This makes it easier to see if the available quantity is sufficient. There is also a Factbox in the FastTrack Assistant where the availability on all rent locations is shown.

[25388] Location availability in 'Add Rent Class' wizard

There is now a Factbox in the FastTrack Assistant where the availability of the rent object on all rent locations is shown.

[25389] Item Availability in Fast Track Assistant

A Factbox with the available quantities per rent location is now visible in the Item FastTrack Assistant.

[25390] Create transport order without protocol

Transport orders can now be created from a rental contract that is without a protocol. This way, the transport can be planned if it is not exactly known what will be returned.

[25414] Contract History: Page for delivered quantities

There is a new function in the rental contract for opening the contract history. All deliveries and returns for all rental objects can be viewed in the contract history. This means that you can use a filter on the object number to see exactly when and how much was delivered and returned. This is particularly relevant for bulk rent.

[25461] 'Your Reference' in 'Ship to Code'

There is a new field on the Ship to Addresses page. The field Your Reference can be filled in Ship to Address. By entering the Ship to Address in a rental document, the Your reference field will be filled.

[25463] Decreasing rent contract line quantity by lowering protocol quantity to process

There is now an option to select a checkbox if the agreed quantity in the contract is not to be delivered. If a customer decides to reduce the quantity, this can be defined in the system by selecting the checkbox. When the protocol is posted, the system creates an additional contract that reduces the quantity in the contract to the delivered quantity.

[25484] Default Invoice Calculation Method in Service Order Type

A default invoice calculation method can now be entered for the service order types. When the service order type is used in the rental contract, this calculation method is transferred to the rental contract.

[25501] Rental Contract Inventory List

A new report is available. From the rental contract, a rental inventory list can be printed which shows the inventory of the rental contract to a specific date. It is also possible to choose another print layout option to print a return list for manually inserting the returning quantity.

[25581] Possibility to change vendor in active rental purchase contract

The Vendor or Pay to Vendor can be changed in an active rental purchase contract.

[25626] Transfer rented rent objects to a new delivery location

Rent objects can be transferred to a different delivery address in a rental contract. Example: The rent object is delivered to the customer who delivers it to the construction site independently. The delivery address would therefore not be the same as the address at which the rent object is to be collected. This can be done simultaneously for all lines using the Transfer to new address function. To do this, the delivery address must first be changed via an additional contract.

[25753] Report for Damages

A report with all damages that occurred during the rental period can be printed. This damage report can be printed and sent from the return protocol or from the posted return.

[25811] Mark return damage as 'Registered' after signing

It is now possible to add additional damages in the unposted return protocol after the return was processed in case that additional damages are found for which the customer had not signed. By setting a boolean these new damages are marked, so that they can be excluded from the return protocol print and the new report can be printed for these additional damages.

[25942] Pictures that are taken individually for a protocol are visible in the protocol

Pictures that were taken for a protocol are now available in the posted protocol.

[26337] Delivery/Return prefix

Prefix for the delivery date and/or return date can be defined so that the logistic department knows whether the object needs to be delivered before a date, on a date or after a certain date.

[26386] Delivery and Return Date and Time Visibility

The information of the first delivery date and time and last return date and time is now visible in the Rent End Information factbox. This makes it easier to decide if I want to invoice the delivery/return date as well.

[26534] Update VAT for US market

TRASER Rental 365 now has the standard functionality from Microsoft for handling rent invoices without VAT Posting Groups for using Rental 365 in the US.

[26540] Comment lines for variable and registering revenues

Comment lines can be entered for additional revenues like variable costs and registering revenues. You can choose if you want to enter a standard text code including the extended texts or if you want to define a text manually. These texts will be transferred into the rent invoice.

Improvements

[12510] Convenience functionality when copying rent price codes

When leaving the changed code field, the Price Code page closed and an empty Price Code page opened with the message that it has not been activated yet. The user had to confirm the message and open the copied price code record again in order to activate it. This process was improved. The page of the copied price code now remains open so that the user can activate the price code or can do further changes directly without having to click through a message and reopen the newly created record again.

[24867] Protocol lines which were not shipped are deleted

If there are protocol lines with Quantity to process = 0, these lines will be deleted when posting the protocol. A new protocol can create object lines and a delivery/return plan. This makes it easier to see that the user has to plan the delivery/return for these rent objects.

[25095] Changing the price code via the FactBox in an active rent class

Price codes can be opened and changed via the FactBox in the rent class, although it was used in the price lines. This is now prevented so that the amount can be changed but not the price basis or revenue type.

[25107] Show date of consumption in rental invoices

The register date for consumption entries can be printed in rental invoices. For this a setting on the TRASER Rental Setup page has to be activated.

[25108] Structure and overview contract text list

Line header and line start text are inserted into the report as an HTML element so that they are always linked.

[25269] Configuration package price on report for rental quote and rental contract

Configuration packages are now printed clearly arranged in rental quotes and rental contracts so that the customer can see which rent classes are included in the rent class package.

[25384] Setup for sorting rent objects in protocol, delivery and return plan

Delivery plan, return plan and protocol lines can now be sorted. For this, a new option field is available in the TRASER Rental Setup page. The sorting options are:

  • Contract Line No.
  • Object Description
  • Object No.
  • Bin Code

The delivery and return plan will be sorted automatically. In the protocol, the lines are sorted by the chosen option but can be changed per protocol if needed.

[25413] 'Vendor Item No.' in object lines, rental lines, protocol lines

The Vendor Item No. is now visible in the rental contract price lines, object lines and protocol lines.

[25462] Transfer contact and phone number from 'Ship to code' in contract contact

The contact and telephone number from the delivery address, which can be added to the customer, are transferred to the Contract Contacts register if the delivery address is selected in the rental contract.

[25617] Fill in 'Qty. To Process' in rent pick list

The quantity which is entered in a rental pick list will be written into the Qty. To Process column in a protocol when registering the pick list.

[25618] Add new line in the picklist

New lines can now be added in picklists to deliver new rent objects which where not written into the rental contract. These rent objects will be transferred into the protocol and by posting the protocol, an additional rental contract will be created and the rent object will be added to the contract.

[25667] Improvement in Text Search Rental

The text search was improved to deliver better results.

[25678] Improvement for Utilization Charts

The utilization chart function was improved to display the utilization into the more distant future.

[25695] Select rent class in commission wizard for item, service item and resource

The commissioning wizard can be opened and processed without having a rent class filled on the card before.

[25780] Text lines from rent class should be editable

Text lines which are inserted in rental lines from a rent class were not editable. This was changed.

[25795] Improvement on Rental Availability Page

The available quantity on the Rental Item Availability page now takes into account the reserved quantity that will be delivered in the future and the quantity that is expected to be returned based on the expected rental end date from the rental contract. This makes the availability display more accurate.

[25883] Finishing the creation of a delivery does not fill the 'Deliver-to'/'Return-from' fields in BC Protocol

When creating a new delivery in the TRASER Mobile Rent 365 app, the delivery address in protocol was not filled. This was changed.

[25917] Textfield if invoice registration is skipped

There is a new text field on the invoice registration page. In case of skipping the registration, a reason for skipping can be entered. This will be visible on the Contract Variable Revenue page. This makes it understandable why the invoice was skipped.

[25934] Signatures of customers no longer accessible in rental contracts

The signatures for the contract and the connected protocols are stored as pictures in the contract header. These signatures are no longer downloadable.

[25943] Additional contract is created without asking the contract manager

By changing the estimated rent end date, the system creates an additional contract in case of duration based prices without asking the user if he wants a price change based additional contract. This was changed. The system now throws a message which the user has to confirm.

[25995] Rental Basic Mode visibility improvements

  • The Contract Text page can be found via the Search.
  • The consumption Factbox is now available.
  • The replacement fields can be hidden, all other fields are visible.

[26158] Rent object still reserved after registering the rent end date

Reservations based on the estimated rent end date will no longer be taken into account for the availability for rent objects once the rent end date was registered.

[26325] Open posted service invoices from rental contract

It is now possible to open the (list of) posted service invoices that are related to the rental contract from the contract. At the moment I can only open the unposted service orders.

[26338] Improvement for adding a new object in delivery protocol

If an already included object is added as a new object in a delivery protocol, the quantity is set according to the already existing value and not according to the value that was entered in the Add New Object wizard.

[26361] Possibility to set quantity to 2 or more for linked service item rent classes

The quantity of linked rent classes of type service item can be adjusted to a quantity higher than 1 now. This was not possible in the past. If the requirement mandatory or recommended was used, the quantity of one was inserted automatically and could not be changed.

[26384] New automatic rent status 'Rented with Sales'

If the order type Rent With Sales Option is used in a rental contract and the rent object is shipped, the status in the service item will be Rented With Sales.

[26389] Select all/deselect all functions in wizards

It is now possible to select or deselect all non-mandatory options that can be selected in the shown wizard step. This applies to the rent class and rent object wizard.

[26515] 'Quantity to Process' not mandatory for creating a transport order

The transport order can be created before the quantity to process was inserted.

[26516] Change return address for all return lines with one function

The return address can be updated via the Set location & date functionality in the return plan. In case the shipping address differs from the address for collecting the rent objects. In this case the system creates several protocols based on the return address. If you want to collect them all from the same address, you can update the address for all lines with one function.

[26517] Payment terms are not needed on transport order report

The terms of payment are now no longer printed in the transport orders.

[26550] Simple overview of unposted protocols

When a rental agreement is written, it can have one or more lines for delivery or return. It is checked that the logs - delivery and return - can be viewed and edited in the new function and are displayed correctly in chronological order.

[26738] Rent Quote, Contract Pages Usability Improvements

  • The order of FastTabs was improved.
  • The pages Contract Contacts, Contract Objects and Object Attributes were renamed to Contacts, Object Lines and Object Attribute Filter.
  • The Object Lines FastTab is now always shown and can be extended. If the contract is not signed, it is shown as ineditable.

[26896] Consumption type description and value printed in protocol

The consumption type description and value will be printed on the rental protocol.

[27052] 'Quantity to process' is not prefilled with value

The Quantity to Process is no longer prefilled.

[27088] Issue with redelivery of already closed rental lines

It is now possible to redeliver lines that are already closed.