Activity templates for sales (CRM)

Now you can create activity templates that can be used for customer orders, quotes, as well as in the customer register. You can use pre-defined activity templates to simplify the work of for example creating a standardized work method for following up on customer activities.

Linked orders

There is increased flexibility to modify linked orders when it comes to quantity and date. You can choose which rows should be updated on linked orders when replanning quantity and/or delivery date on customer orders or purchase orders.

Improvements in daily management

The following improvements and new components have been developed during the spring:

• The component Internal delivery reliability has been added. The purpose of the component is to show delivery reliability (based on time) for the selected work center/work centers.
• The component Delay has been added. This component shows the delay in hours for the selected work center/work centers. If charts are used, you see one bar per work center.
• New functionality is added regarding Include in slide show. An optional number of views and their components can be displayed in a slide show. This way you can easily spread and show selected product information on an optional number of screens since there are no limits or costs for licenses regarding daily management.

Affect stock balance via cases

Now there is a link between registered claim cases and stock balances. This means that rejections and returns affect the stock balance and the transaction is linked to the correct case number.

Stock count per location

Now it is possible to perform stock count per location.

EDI – General improvements

• Now you have the option to link external conversion programs, so-called BlackBoxes, to the EDI flow.
• Improved performance regarding EDI behaviors.
• Exports of order confirmations, dispatch advices, and invoices via EDI, always include quantities and prices according to the unit on the order row, when using parts with several units.

Support for arrival of advised quantity

The Report arrival procedure now takes reported dispatch advices into consideration. The dispatched quantity will be suggested as quantity to arrival report. New fields for selection have been added to the backstage of the procedure, for example delivery note number of the dispatch advice.

Improved export to Excel

Export of raw data to Excel has been improved.

Country package for China

When installing MONITOR G5 for the first time, there is a preinstalled package with basic data adapted to the Chinese market.

Country package for Poland

This version contains functionality for companies in Poland using features within manufacturing, purchase, and sales. The Polish country package will be launched in several steps, where this step contains support for companies that do not use the Accounting module in MONITOR. The following functionality is included in this version:

• Arrival note (PZ document) 
• Invoice layout
• Split payment for customer invoices
• Correction invoice
• Statement balance/customer
• Discounts are calculated and deducted from the price each instead of being calculated from the total row amount on orders/invoices
• New field for Receiving date on supplier invoices
• Export of JPK FA
• Export of payment file in the format ISO XML to Danske Bank in Poland.

Tools & Maintenance – Released this fall

This fall we will release an option called Tools & Maintenance. This is a fully integrated solution used to handle and administer different tools within the company. Tools and machines are registered in the same register as regular parts in MONITOR. They are also handled in the same procedures as other parts, for example Net requirement calculation. In the part register you can see all reservations, withdrawals, and planned purchases in the planning window.

When creating BOM and routing for parts, the tools can be linked to operations. The tools can then be reserved when the part is being manufactured. When starting an operation on the order, the tools will be withdrawn. When the operation is reported as finished, the tools will be returned.

Tools & Maintenance provides you with a good overview and structure used to plan and handle maintenance as well as calibration of your tools. MONITOR supports handling of consumable tools, reusable tools, machines, and tool structures.

Would you like more information? Read more on our support site. Please note! This site is password protected. There you also find videos about latest development. (Please contact our Support Center if you want to receive login information.)