This is the core of MONITOR. The system is optimized for manufacturing and production planning. Here you create BOM and routing, make important calculations, and register manufacturing orders that will generate profit. Here you can control your loading plans. You report and print pick lists, handle pool planning, and use coordinated processing. We provide all tools necessary to help you succeed in your line of business.
BOM and Routing
BOM and routing is one of the most important and fundamental function in an ERP system like MONITOR. Here you can add and update operation lists and bills of material (BOM) for the parts. The data entered here, such as operation times, quantities, lead times, prices, etc., is important information that is applied throughout the entire system. The information from the BOM and routing is used in calculations, requirement calculations, and loading plans.
The main purpose of pre-calculation is to perform a financial calculation of manufacturing cost, cost price, and sales price for product structures. Costs consisting of material, sub-contracted work, and own work are added together to a total manufacturing cost. This forms the basis of reconciliation/balancing against actual cost – the post-calculation.
The main purpose of post-calculation is to perform a financial follow-up after a part/an order has been manufactured/reported. Here you compare planned costs with actual costs to find out if it turned out the way we planned.
Here you create new manufacturing orders as well as replan or delete existing orders. You can change and replan both main information and the order structure. You can also print linked order documents such as drawings.
Loading Plans in Lists and Charts
It is important to have an overview of your production. Is your capacity sufficient today? Tomorrow? A week from now? You can easily handle your loading plans in lists or charts, where you can drag and drop your orders.
Pick Lists for Material
Documents can be printed in an easy way. You can also see which material should be picked from stock to a manufacturing order when using the mobile application. If a material has several locations, you will only see the locations that are needed to pick the material. If you have already performed a material clearance (booked material), you will see these locations. Otherwise, locations are suggested according to age analysis in MONITOR. If a part appears several times in the same pick list, the deduction will be made according to the requirement date, so that the material row that is needed first is withdrawn from the oldest location. When the disposable balance of that location is zero, the material row continues to make withdrawals from the second-oldest location, and so on.
Operation and Material Reporting
It is easy to report time and quantity for one operation at a time, by entering the report number of the operation. If you need to perform partial reporting, each report is totaled with regard to both quantity and time. The loading will be balanced in proportion to the reported quantity. In the same way you can easily report quantity for one material at a time, by entering the report number of the material. If you are making a partial reporting for the material, the system will add up the quantity for each partial report that is made. The remaining quantity (that reserves material) is deducted by the corresponding quantity that was reported.
Subcontracts are used to send work to subcontractors. You might not have the necessary machines or knowledge, or you might have a high work load at the moment. In MONITOR you can easily subcontract part of your production if needed. When a manufacturing order including a subcontract is created in MONITOR, a subcontract purchase order is automatically created. This also applies if an existing manufacturing order is replanned or an internal operation is replanned and shipped off to a subcontractor when there is a lack of capacity. It is easy to follow up on subcontract costs and lead times in MONITOR, which makes it possible for you to control your manufacturing order flow.
Do you have several equivalent machines in your production? Then our pool planning might be of interest to you. When you create BOM and routing you might not always know which machine will perform the work. You then select a pool instead to which several equivalent machines are linked. You then delegate the work to one of the machines that is linked to the pool and has capacity to perform the work. Delegation of work within the pool can be made manually but also automatically where MONITOR selects the best suitable machine for the work.
Sometimes you have parts that should or could be manufactured at the same time as other parts and you want to place orders for them at the same time. This is perfectly possible in MONITOR. If you for instance punch two different parts, part A and part B, at the same time from the same sheet-metal. When using coordinated processing, the net requirement calculation will register orders for both part A and part B as soon as a shortage occur of one of them. If you register an order manually for part A, the system will automatically register an order for part B, too. Coordinated parts are kept together as several main parts on an order, and the same applies when replanning and deleting.
This module contains support for the entire purchase process, from inquiry to accounts payable. Here you register suppliers, use SRM, create inquiries and purchase orders, perform arrival reporting, create transport labels, and perform receiving inspections to make sure everything is correct. You also register supplier invoices, manage the accounts payable with invoice payments, and follow up on e.g. purchase statistics, supplier rating, and order backlog.
Supplier Register with SRM (Supplier Relationship Management)
It is important to keep track of your suppliers. This is the engine of the purchase module where you handle all communication and specific settings regarding your suppliers. It is easy to create activities, log activities and email correspondences. MONITOR makes sure that that the supplier is not included in any inquiries, purchase orders, invoices, accounts payable, supplier links, or subcontractors for work centers, before removing the supplier from the system..
Inquiry to Suppliers – Register, Send, Monitor
You want to know the price of a product and when it can be delivered. This is exactly what you can find out here by sending inquiries to several suppliers to be able to choose the best offer. You can also update existing inquiries or delete them. When updating an inquiry, you can change the status of it according to the supplier's response, or turn the inquiry into a purchase order (for the entire inquiry or for individual rows). You can also copy an inquiry to a new "related" inquiry, e.g. if you wish to revise the inquiry or send a copy of it to another supplier.
Here you can control your purchase orders. You can create, modify, or delete existing orders. This is very easy to do and you can also create purchase orders in several different ways:
- You can create purchase orders manually.
- You can generate actual purchase orders from purchase order suggestions.
- You can create purchase orders from customer orders and manufacturing orders.
You can also load and edit purchase orders that have been created in another procedure, in order to e.g. add and delete order rows, change the quantity and delivery date, etc. This applies to purchase orders that have been created from manufacturing orders.
Arrivals, Print Transport Labels, Receiving Inspection
It is very easy to perform arrival reporting in MONITOR. You can search by several criteria during arrival reporting, such as your part number and order number, or supplier's part number. Upon arrival you print transport labels and put these on the packaging, before it is placed in stock. There you will see all necessary information.
You can also print transport labels in different sizes as well as choose which information should be included in the transport label by editing it in MONITOR. For new suppliers you might want to verify that you have received the correct products and quantities. You can then choose to perform receiving inspection of the new supplier. Sometimes you might want to inspect using certain intervals to see it the supplier continues to keep the expected level. All of this is provided in the system.
Register Supplier Invoices, Link to Purchase Order
You can register new supplier invoices, modify existing invoices, and credit or cancel invoices. You can register debit invoices, credit invoices, and interest invoices. You can also final record invoices here. The registration of supplier invoices can be done manually or using invoices from XML files that are sent via email (MONITOR-to-MONITOR) from the supplier. These files can then be imported to the procedure. Several users can work in the procedure at the same time and register supplier invoices.
You can link purchase orders to supplier invoices. You can see which purchase orders have been arrival reported for the selected supplier. The order rows will be shown for the purchase orders you have selected to include. You then select which order rows you want to link to the supplier invoice. For each order row it is possible to update prices, discount, VAT code, and posting.
Accounts Payable with Invoice Registration and Outgoing Payments
In the accounts payable you can control all your incoming supplier invoices. The invoices are registered and linked to purchase orders for reconciliation. You can also send invoices for authorization. Payments can be manually handled with or without file transfer to your bank. In different reports you can see the status of all invoices and future outgoing payments.
Follow-up Using e.g. Purchase Statistics, Supplier Rating, and Order Backlog
By using the business intelligence in MONITOR you will have a clear picture of your purchase statistics. You might want to see statistics for a specific time period, supplier, or part. You can also see the supplier invoicing in a chart – or why not create a separate view including the information you want to see!
It is important to be able to measure the supplier's ability to deliver on time. You can also measure rejection statistics of reported arrivals. There are different settings that affect how the calculation of delivery reliability is made. The delivery reliability can be based on reported arrivals or on order row level, and shows which arrivals that have been delivered on time. This is presented in total, as the relation between orders delivered on time, too early, and too late.
This module contains all procedures for sales of goods and services. Here you find procedures for customer management, prospective customers, CRM, quotes, customer orders, deliveries, invoicing, statistics and follow-ups, accounts receivable, and cash flow forecasts.
Customer Register with CRM functionality (Customer Relationship Management)
It is important to keep track of your customers and prospective customers. Here you find the core of your sales where you handle all communication. It is easy to create activities and log activities and email correspondences. MONITOR also provides the tools necessary for great leads generation where you can follow up on and see the outcome of fairs and exhibitions, or other events. You can also choose target groups that you want to communicate with before different events take place.
Quotes – Register, Send, Monitor, and Convert to Actual Order
Here we offer the support necessary to create and follow up on your quotes. You can also see which quotes turned into actual orders. It is very easy to turn a quote into a customer order. You can link cover and end sheets to your quotes to make a professional impression. It is also possible to change the quote template according to your needs.
Customer Orders – Register, Check Delivery Times, Confirm, Monitor
Here you register, modify, or delete existing customer orders. Customer orders can also be created from quotes. When creating customer orders, you can use a function called check delivery times that estimates when the delivery can be made. When a new customer order has been registered and an order confirmation has been sent, you can monitor the order, perform delivery reporting, and update the sales statistics. The order planning is also affected. A customer order results in a reservation in stock for the delivery period in question. It is easy to use traceability when creating your customer orders. It is also easy to create a new order based on an existing order by using “Save as”. Then you can choose if you want to copy the order header and/or order rows. You can also enter the order date for the new order.
Delivery Process with Pick Lists and Transport Management
It is important to keep track of your customer orders and stock orders for sales*. You can deliver any optional orders or deliver orders via pick lists. This is determined by the selected list type. A delivery reported customer order is updated on row level and a new status is set on the order depending on if a partial delivery or a delivery in full has been made. When the delivery is saved in this procedure, an invoice basis is created for delivered order rows and packaging. You can then print your delivery notes and transport labels or send them via email. Shipping information is automatically calculated for the delivered quantity. As long as the invoice has not been printed, the delivery can be adjusted, either by reporting delivery of an additional quantity or by undoing the delivery. When reporting an additional quantity, you can add it on an existing invoice basis.
* Stock order is available if you have installed the option called Warehouse.
Invoices to Customer, Pro forma, and Invoicing Plans
An invoice basis is created when delivering customer order rows or when registering invoices directly. Your pro forma invoices are handled in the same way.
In order to record COGS at invoicing, you also need to select the cost accounts and stock accounts that should be used per product group and customer group in each posting group. This system setting then determines if the accounts for material cost of goods sold (COGS) should be posted as cost account on the accounting order, with the stock account as offset account.
Invoicing plans are used for customer orders where you want to invoice the order in full or partially, in advance or in arrears. An invoicing plan can for example be 30% in advance, 60% upon delivery, and 10% in arrears after final inspection has been made. You can also use invoicing plans if you want to invoice the entire order in advance.
Accounts Receivable with Support for Incoming Payments, Payment Reminders, Interest Invoices, etc.
In the accounts receivable you can see customer invoices that have been sent. Incoming payments are received and registered manually or automatically via file transfer from the bank. Here you also handle payment reminders and interest invoicing.
Follow-ups via e.g. Sales Statistics, Delivery Reliability Cash Forecast
By using the business intelligence in MONITOR, you will get a clear picture of your sales statistics. You might want to see statistics for a specific time period, country, region, seller, customer, or part. You can also create a view including the information you are interested in. This view can then be selected by default for you or for a specific department.
How reliable are your deliveries? The system helps you to keep track of your deliveries. You can also load cash flow forecasts of future incoming and outgoing payments. Information to these forecasts is loaded from quotes, customer orders, and accounts receivable in the Sales module, and from purchase orders and accounts payable in the Purchase module. For invoicing plans, the delivery dates of the partial invoice rows are used when calculating cash flow. Data can also be loaded from manually registered incoming and outgoing payments such as salaries, VAT, etc.
Here you find effective and reliable requirements planning. You can see what’s in stock, and what it’s worth. You also have top quality traceability in this module. Case management and different stock calculations are also found here.
In MONITOR you save all basic data for parts in one place. This data is then used in several different places such as the part register and different order registers. The part register is the most important and fundamental register in MONITOR. Here you can load part lists with stock transaction logs as well as adjust part prices.
You can import new parts, annual budgets for purchase and sales, as well as part prices. You can also import standard prices, supplier prices (also applies to subcontract parts), customer prices, and price lists.
Here you can identify parts for which a shortage is expected. In MONITOR you can calculate order suggestions containing quantity and time/dates. Requirement calculations and net requirement calculations are also found here.
Net requirement calculations can be scheduled or run continuously. A continuous net requirement calculation only checks the parts that have been modified since the last net requirement calculation.
You can load sales forecasts that show expected sales. These forecasts are then used in the requirements planning in order to see the requirement of quantities and delivery dates for parts.
You can perform continuous or complete stock count. Continuous stock count is usually carried out according to a rolling schedule, where you stock count certain locations, part types, or departments at a time when the production is still in progress. During a full/complete stock count, you usually do a stock count of the entire stock, at a time when the production is stopped, for example on a weekend.
You can move the stock balance of parts between different locations. You can also move the balance from one location at a time and then choose to distribute it on several locations at the same time. It is also possible to create new locations when moving the balance.
You can stock report directly without having an order or project. To that direct report it’s possible to link a cause and a posting.
It is easy to calculate the value of the parts in stock. If you use the option called Warehouse, you can also value parts being transported between warehouses.
You can calculate the value of work in progress (WIP), that is, the value of manufacturing orders in progress. The report can be used e.g. as a basis when recording the WIP value in the accounting in connection with monthly or annual accounts. You can calculate the WIP value as a situation report for today or for a selected time in the past.
By having a secure and detailed traceability through all levels of the processing flow, you minimize the number of products that have to be recalled if a nonconformity should occur.
You can trace/follow a serial number or a batch in each step of the processing, starting with the arrival from the supplier. Traceability is also about stating what is withdrawn from and what is added to stock so that afterwards it is possible to trace it from customer order, via manufacturing order to purchase order. But it is also about being able to trace it the other way around; from purchase order via manufacturing order to customer order. You should be able to make such tracking regardless of the level in the process flow.
Here you register and list cases when different nonconformities occur from customer, to supplier, and internal. You can register default basic data for different nonconformity types, such as customer nonconformities or supplier nonconformities.
You can create predefined phases or activities and costs for a case type, that are loaded to a new case. The default phases, activities, and costs configured per case type can be changed in connection with the registration of a new case.
It is possible to link substitute orders to cases. Then you can plan, control, and follow up on these substitute orders. A substitute order can be a new order to customer or supplier or a manufacturing order for adjustment or new manufacturing of own manufactured parts.
Those responsible for different case activities can report their activities as they start and finish them. You can obtain an activity list to use as a basis for costs.
The system allows you to measure the key performance indicator "delivery performance" to customers and from suppliers, respectively. This can be displayed in chart form. The system also allows you to create supplier rating for subcontracts.
You can calculate and update the annual budget for parts. An annual budget is distributed based on a budget chart. You will also find a function that is used to calculate and save annual volumes for parts. Data for the annual volume can be loaded in different ways and the saving is made to either the annual volume or the annual volume at the current pace.
You can also calculate the parts’ safety stock, that is, at which stock balance a refill signal should be sent. The volume that should be ordered is determined by the part’s order quantity – which also can be calculated. The purpose is to calculate an order quantity that will minimize the cost of stock-keeping and purchasing. This quantity is later used for requirements planning and calculations.
Here you find functions for attendance and work recording, basis for salaries, functions for detail planning, schedules, etc.
The personnel record their attendance and work. Based on delegation and priority, they choose which work to perform. The recording items are used as basis for salaries and post-calculations. The recording terminal is available as a Windows client for PC or a web client on any device, such as a tablet. The personnel can record work directly on their device next to the machine so they do not have to walk to the other side of the workshop to record.
Attendance and work recording items can be adjusted, if needed. Attendance recording items can be authorized using a separate function.
A salary basis, based on recording items can be exported to external payroll programs (requires the Export Salary Basis option). Today MONITOR supports PAXml, Agda, and Visma. Hogia will be available later on.
Extended Personnel Records
Here you create schedules and schedule cycles with basic data that derives from the time recording. You can also link data such as salary types, absence codes, overtime types, etc. to attendance and work recording items.
You configure how many recording terminals you want to use and if they should allow attendance recording, work recording, or both. Another example is a specific terminal that only allows recording via card number/plastic card (magnetic stripe/nfc/chip).
In this module you manage your company’s current accounting. Here you find functions for handling accounts, automatic posting/allocation, current recording of transactions, reports and follow-ups, as well as change of period/year. You will also find project accounting here.
Chart of Accounts, Dimensions, and Postings
A standard chart of accounts is included in the delivery. You can, when needed, add new accounts to this chart of accounts. You register accounts to be used in the current accounting and in procedures where posting of accounting orders is made.
Three dimensions are included: Cost center, Cost unit, and Project. However, you can add more dimensions if needed (you can use a maximum of eight dimensions). To each dimension, you can add several dimension codes.
Headings and SRU codes for accounts in the chart of accounts are also included. These can be modified if needed and more headings and SRU codes can be added.
Automatic postings can be created that make it possible for the system to automatically perform several extra postings. By using automatic allocations, you can allocate an amount for example to different cost centers and cost units.
You use accrual accounting when you wish to distribute/allocate the recording of a total amount over a number of months. In normal cases accrual accounting is created from other procedures in the system, for example when registering supplier invoices or vouchers. Accrual accounting can also be created manually, and you can still link it to e.g. a supplier invoice or a voucher.
The accrual accounting function can also be used to reverse a voucher in a future accounting period, for example a closing record voucher which should be reversed next year.
Vouchers can be created automatically via integration or manually in the current accounting. You can load existing vouchers and make changes. You can also create rectification vouchers and reversal vouchers to adjust previously registered vouchers. It is also possible to copy vouchers and accrual account them (a reversal voucher in the subsequent period/year). You can create your own voucher texts to use during registration of vouchers and payments. This facilitates the registration since recurring texts can be loaded without having to rewrite them every time.
You can register new budgets or create budgets by copying data, for example copying budget and results from previous years. It is possible to register multiple parallel budgets for the same accounting year. You configure how many budgets you would like to handle. The budget chart which should be used is loaded from the chart of accounts during registration. However, you can select another budget chart.
Change of Period/Year
In the Accounting module it is easy to change accounting periods and change to a new accounting year.
When you start using MONITOR, you can manually import opening balances to the accounting. You can also import all accounting data via SIE files.
Reports and Follow-ups
In the general ledger you can see all voucher rows grouped per account or project. Balance brought forward and closing balance are shown for each grouping and for the end of the selected time period. For balance sheet accounts you see this year's opening balance. Data is based on vouchers in the accounting with links to for example chart of accounts, dimensions, projects, etc.
You can see balance information about one or several accounts, in the active accounting year or in another accounting year. You can also see detailed information such as transactions, journals, and dimensions.
The following accounting reports are included: Balance reports (with or without dimensions), balance sheet, income statement, and budget of result. You can also create your own reports. VAT reports can be saved to a VAT report file that you send to the tax authority.
You can load basis for reporting of EU statistics. In Sweden this is called EC sales list and it is reported to Skatteverket (the Swedish tax authority).
Events in the accounting can be shown in chronological order. Each record shows when the event took place and which user performed the action – when the record was created, modified, or deleted.
Project accounting is incorporated in the accounting module. Project is a general term for different orders, income, costs, and hours. There are different types of projects, for example development projects, reconstruction projects, or manufacturing projects. You can enter a project number on a manufacturing order, when posting customer orders, etc. in order to link these records to a project. You can also register and manage activities in the project accounting.
The costs, income, and hours of the project can then be followed up using cost types. These are loaded from different modules in the system. Budget, planned and ordered, result, expected result, and forecast, can all be managed for each cost type/income type.
Projects also handle phases with different activities. Planned time, reported time, and remaining time, can be managed for each activity. Activities can also be linked to cost types, which means that the reported time will also be regarded as a cost in the project.
In the project accounting you can also report costs, income, or time used directly in the project if it is difficult to find these via customer orders. Separate activities can also be reported per user directly in the project. You can also follow up on projects and on hours that are linked to the projects.
Two Columns (standard)
INTEGRATED BUSINESS INTELLIGENCE
BI (Business Intelligence) guides you when making decisions in your company. Here you find the most important key figures that facilitate your decision making. BI is included in the standard version of MONITOR. There are 18 views available for the different modules in MONITOR. You can also create own views based on the key figures that your organization is interested in.
Two Columns (standard)
Business Communication at Its Best!
MONITOR-to-MONITOR is a feature used to facilitate the communication between companies using MONITOR. When you for example send or receive an order confirmation via e-mail in MONITOR, an XML file is attached that the receiver can use to perform the registration in his/her MONITOR system. You import the file by dragging it (using the cursor) directly from the e-mail message to MONITOR where you drop it.
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