Rental 2509 Release Note
- Introduction
- Bug Fixes
- New Functions
- [24805] Salesperson code in shipping details
- [26041] Extension for rental transfer order
- [26123] Reservations for rental locations
- [26125] Rental location in rental contract
- [26126] Location in rental reservation entry
- [26234] Open TRASER RentBoard 365 from Microsoft Dynamics Business Central
- [26287] Extension of rental transfer order report
- [26511] 'Vendor Item No.' in Rental Quote/Rental Contract Report
- [26542] Transport cost invoicing
- [26547] Increasing factor in rent class for configuration packages
- [26549] Resetting the object status in the lines of the posted deliveries/returns
- [26586] Converting package prices to unit prices
- [26590] Fix regarding alternate shipping address
- [26766] Volume and weight in service item card / dimensions in item and service item card
- [26767] Weight and volume in rental tables
- [26768] Transport order, volume and weight
- [26805] Status update for replacements
- [26905] Transferring the 'Trade No.' from service item to sub-rent invoice
- [26911] Caption change in delivery protocol
- [26921] Rent object is automatically transferred to contract lines if rent class is for specific object
- [26929] Added standard shipment method code
- [26980] Notification for due service intervals by inserting rent object
- [26981] Service intervals action in object lines
- [27001] Creating rental contract from service order
- [27002] Rental contract number in service header
- [27008] See connected service order in rental contract
- [27013] Service cannot be invoiced if the rental contract is still active
- [27080] 4-Weeks price base option
- [27100] Stair-billing functionality
- [27407] 'Tariff No.' in rental lines and on service item card
- [27474] Open created service item in sub-rent contract
- [27477] New fields for depreciation method
- [27478] Rent revenue grouping for depreciation calculation
- [27481] Possibility to calculate depreciation based on percentage of rental revenue
- [27770] Posting a sales order with items which are not in rental contract
- [27953] Delivery creation for partly returned lines
- [28181] Rental contract data transfer to sales order
- [28227] Asynchronous rental returns
- [28463] No special characters in rental purchase orders
- [28674] Pre-decommission validation for service items
- Improvements
- [24940] Integrating Signatures in Rental Reports
- [25988] Rent setup wizard improvements
- [26388] Usability improvements for consumption pools
- [27041] Caption 'Protocol' changed into 'Delivery/Return'
- [27073] Caption 'Purchase Protocols' changed into 'Sub-Rental Receive/Return'
- [27074] Report 'Purchase Protocols' changed into 'Sub-Rental Receipt/Return'
- [27103] Caption 'Rental Purchase' changed into 'Sub-Rental'
- [27771] Report protocol for delivery/return changed into 'Rental Delivery/Return'
- [28728] Improvement regarding field transfer when generating service orders from rental contracts
Introduction
Dear Readers,
We are pleased to provide you with this document.
The transfer, publication or duplication of this document is only permitted with the explicit permission of TRASER Software GmbH.
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Your
TRASER Software GmbH
Bug Fixes
This release includes several bug fixes as well as the following new functions and improvements.
New Functions
[24805] Salesperson code in shipping details
The salesperson code has been added to the shipping address on rental documents to ensure accurate responsibility and reporting.
[26041] Extension for rental transfer order
The following fields were added to a rental transfer order in order to manage the transports better:
- Shipping Agent Code
- Shipping Agent Service Code
- Comment
- Person in Charge
- Phone No.
- Current License Plate
[26123] Reservations for rental locations
The following two setup options for reservations were added:
- Rent Location in reservations: Transfers rent location into reservation entries.
- Default rent location in contracts: Pulls default rent location from the user card into contract lines.
[26125] Rental location in rental contract
Rent locations can now be specified in rental contract lines. When entered, the reservation entries will reflect that item quantities are reduced for the selected rent location, providing better visibility into availability for a given period.
[26126] Location in rental reservation entry
A rent location can now be entered on the rent object reservation page, making it easier to check availability for the requested period. The location is also transferred into the reservation entries.
[26234] Open TRASER RentBoard 365 from Microsoft Dynamics Business Central
The TRASER RentBoard 365 can be opened from Microsoft Dynamics Business Central. The function for opening the TRASER RentBoard 365 is available on pages Rent Quote list, Rent Quote card, Rent Contract list and Rent Contract card.
[26287] Extension of rental transfer order report
The rental transfer order report was extended with additional details to provide clearer handover documentation.
[26511] 'Vendor Item No.' in rental quote/rental contract report
The Vendor Item No. can be printed on rental quote or contract reports. There is a boolean where you can decide if you want to print it. This only works if a specific item which has a vendor item number is used in rental lines.
[26542] Transport cost invoicing
When transport costs are invoiced, delivery/return dates and document number are now transferred into the rent order, ensuring the customer receives all relevant information.
[26547] Increasing factor in rent class for configuration packages
If a rent class is part of a configuration package, a factor for increasing the specification value can be stored. For example, if a quantity of 4 of the rental object ensures a height of 2.50 metres, the height only doubles to 5.00 metres when quantity 5 is entered.
[26549] Resetting the object status in the lines of the posted deliveries/returns
Posted deliveries and returns can now be canceled from posted documents. There are two new options in posted deliveries and posted returns: Cancel Selected Line and Cancel All. Important to know: Only the last posted delivery/return can be canceled. If several deliveries/returns have to be canceled, the user has to cancel from the latest posted to the oldest one.
[26586] Converting package prices to unit prices
Rental contracts with package prices can now be converted to unit prices per rent class via an additional rental contract, allowing invoicing only for items still with the customer.
[26590] Fix regarding alternate shipping address
Alternate shipping addresses are no longer removed when changing the customer on an additional contract; addresses now remain intact.
[26766] Volume and weight in service item card / dimensions in item and service item card
There are new field available on the (service) item card:
- Net Weight
- Gros Weight
- Unit Volume
- Unit Length
- Unit Width
- Unit Height
[26767] Weight and volume in rental tables
The values of height, length, weight and volume from (service) item cards are transferred into the contract object lines, delivery/return lines, rental transfer lines, rent pick line, and posted delivery and return lines.
[26768] Transport order volume and weight
Volume and weight from a delivery/return are transferred into a transport order, so that the forwarding agency gets this information.
[26805] Status update for replacements
When starting a replacement in rental contracts, the Next Status is now prefilled with In Repair, ensuring that all rent objects to be replaced are returned with the correct status and making the process easier to follow.
[26905] Transferring the 'Trade No.' from service item to sub-rent invoice
The sub-rent costs are now shown in the calculation review of the service item.
[26911] Caption change in delivery protocol
In the delivery protocol, the field where damages can be recorded prior to delivery was renamed from Damages to Previous Damages for clearer identification.
[26921] Rent object is automatically transferred to contract lines if rent class is for specific object
If the boolean Add object for specific rent class in contract is enabled on the TRASER Rent Setup page, the object number from the rent class is inserted in the contract line.
[26929] Added standard shipment method code
The shipping agent code can now be used in the rental area. This field needs to be inserted via personalization.
[26980] Notification for due service intervals by inserting rent object
If the service item which should be rented to the customer has due service intervals in a rental period, the user gets a notification for it so that he knows that there are services which should be done.
[26981] Service intervals action in object lines
If a service item is planned in rental contract, the service intervals can be opened from the rental contract with the respective function above the object lines.
[27001] Creating rental contract from service order
A rental contract can be created from a service order in case of customer needs a loaner.
[27002] Rental contract number in service header
If the service order is linked to a rental contract, the rental contract number is written into the service header. There is also a factbox which includes the following information:
- Rent start date
- Estimated rent end date
- Shipping address
- Shipping date
- Rent end date
- Return date
[27008] See connected service order in rental contract
The service order number to which the rental contract is linked is shown in the rental contract. This makes it is easier to see that this contract is for a loaner.
[27013] Service cannot be invoiced if the rental contract is still active
If a service order is connected to a rental contract, the service order cannot be invoiced if the rental contract is still active. The loaner has to be returned first and the rental invoice must be posted. If the rental contract is still in status Active or Final Settlement, a message is displayed that the rental contract has to be finished first.
[27080] 4-Weeks price base option
There is a new price base and invoice cycle option named 4-Weeks. They have to be used in combination. By using the 4-week price and invoice period in a rental contract, the customer get invoices for constant 4 weeks independent of the calendar days.
[27100] Stair-billing functionality
TRASER Rental 365 now supports stair-step (tiered) billing, allowing usage to be priced according to thresholds for more accurate and fair invoicing.
[27407] 'Tariff No.' in rental lines and on service item card
A tariff number can now be entered on the service item card. This tariff number is transferred into the rental contract lines.
[27474] Open created service item in sub-rent contract
It is now possible to open the created service item card from a sub-rent contract with the respective function in the menu bar of the lines.
[27477] New fields for depreciation method
Two new fields, Rent Revenue Depr. % and Rent Revenue Grouping, were added to support a depreciation method calculated from a rent object's rent revenue.
[27478] Rent revenue grouping for depreciation calculation
A new Rent Revenue Grouping table is available to define which rent revenue types are used to calculate a rent object's depreciation based on a percentage of its rental revenue.
[27481] Possibility to calculate depreciation based on percentage of rental revenue
Fixed asset depreciation can now be calculated as a percentage of rent revenue. The values are recorded in the fixed asset journal.
[27770] Posting a sales order with items which are not in rental contract
Items that are to be sold additionally but are not included in the rental contract can now be sold via the sales order created from the rental contract.
[27953] Delivery creation for partly returned lines
When creating a new delivery for a partly returned or returned line, the system no longer shows the prompt about changing the line if automatic additional contracts are active.
[28181] Rental contract data transfer to sales order
Data entered in the rental contract, including addresses and contact details, is now transferred to the sales order. This ensures accurate information while allowing easy adjustments and reducing additional work in the sales order.
[28227] Asynchronous rental returns
Asynchronous returns are now supported with partial deliveries and partial returns, enhancing logistics flexibility.
[28463] No special characters in rental purchase orders
Special characters are now blocked in rental purchase orders to prevent integration errors.
[28674] Pre-decommission validation for service items
Users can now trigger an event to cancel the decommissioning of a service item when specific validation conditions are not met, preventing non-compliant or ineligible items from being decommissioned.
Improvements
[24940] Integrating Signatures in Rental Reports
The signature that is stored for the seller / buyer can now be printed on receipts by selecting the respective boolean.
[25988] Rent setup wizard improvements
- Standard Status Texts in the Rent Class Type Flow were shortened to Planned, Delivered, Returned etc.
- Invoice Frequencies can be added in the Rent Setup Wizard.
[26388] Usability improvements for consumption pools
The consumption pools functionality has been enhanced for better clarity and tracking:
- The available quantity in each pool is now displayed, providing a clear view of remaining resources.
- Subscriptions now show the customer name for easier identification.
- Each subscription includes a start and end date, which determine which contract is eligible to use the pool code based on the contract start date or additional contract start date.
[27041] Caption 'Protocol' changed into 'Delivery/Return'
All captions users can see were renamed from Protocol to Delivery/Return. This makes it easier for the user to understand what these pages, functions and reports are used for.
[27073] Caption 'Purchase Protocols' changed into 'Sub-Rental Receive/Return'
The caption of purchase protocols was renamed into Sub-Rent Receive/Return.
[27074] Report 'Purchase Protocols' changed into 'Sub-Rental Receipt/Return'
The reports for rental purchase protocols were renamed into Sub-Rent Receiving or Sub-Rent Return.
[27103] Caption 'Rental Purchase' changed into 'Sub-Rental'
The caption of Rental Purchase was renamed into Sub-Rent.
[27071] Report protocol for delivery/return changed into 'Rental Delivery/Return'
The reports for delivery and return were renamed into Rental Delivery or Rental Return.
[28728] Improvement regarding field transfer when generating service orders from rental contracts
Service orders created from rental contracts now automatically populate Standard Work Type and Repair Status, streamlining order creation and reducing manual entry.