MONITOR ERP SYSTEM
Integrated with business intelligence, MONITOR ERP consists of numerous modules that covers all activities in a modern manufacturing company. It is a complete ERP system that provides control over all business processed in an organisation.
Manufacturing module is the core of MONITOR ERP that is optimised for manufacturing and production planning. Users can create BOM and routing, perform calculations, and register manufacturing orders. Loading plans, pool planning, and coordinated processing can also be controlled, providing a comprehensive solution for manufacturers to plan their resources.Show More
BOM & Routing
One of the most crucial functions in MONITOR ERP, Bom & Routing allows users to perform part registration and update operation lists for new manufactured, purchased or fictitious parts. Data entered such as operation times, lead times, quantities, prices and etc is applied throughout the system; requirement calculations and loading plans are also derived from the same data.
Pre-calculation populates the financial calculation of cost price, manufacturing cost, and sales price of a product. Cost for sub-contracted work, own work and material can be included as part of the manufacturing cost. Users can then mark-up the cost and derive the sales price. This provides a more accurate calculation of overall cost.
Costing analysis can be carried out after the part has been manufactured. Planned cost vs actual cost can be populated to measure the effectiveness of planning.
Users will be able to create and modified manufacturing orders as well as delete existing orders. Information such as orders, parts, operations and material in the form of planned values and reports can be easily viewed. Gantt chart that shows current lead time and order structure is made available too.
Loading Plans in Lists and Charts
Production overview is important in order to verify the capacity of your production at any point of time. User can monitor how work centers’ loading is affected by manufacturing orders. It is shown on a time axis, in view of monthly, weekly, or daily basis. User can configure the display charts as required.
Pick Lists for Material
You will be able to print a document that can be used when you pick material from the stock to a manufacturing order. By using mobile application, user will be able to refer to material required to pick from stock for a specific manufacturing order. System will also be able to define which location to pick from in a warehouse as well.
Operation and Material Reporting
Reporting on time and quantity for one operation at a time is made easy by entering the report number of the operation. The reporting that you perform can be monitored in the Order List – Manufacturing procedure and they are then accounted for in the Post-calculation procedure.
System allows user to easily subcontract part of the production to subcontractor. The system is able to subcontract purchase order automatically when a manufacturing order including a subcontract is created. By having this function in the system, follow up on subcontract costs and lead times will be much easier and manageable.
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.
Effective and reliable requirements planning can be achieved in the Purchase module. User will be able to see the stock on hand, total value, with full traceability. The module also supports case management and different stock calculations.Show More
Supplier Relationship Management (SRM)
All supplier information and communications including activities log and email correspondences can be maintained in the SRM.
RFQ: Send, Compare, Monitor
The system allows users to send multiple RFQ to selected suppliers, compare price, lead time, and other terms to select the best offer available.
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.
Create, modify, or delete existing orders either manually or directly from customer order and 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.
Upon receiving stocks and goods, user can customise information to be shown on the transport label before printing. User may also generate and search reports by part number, order number, or supplier’s part number. Information about receiving inspection can also be recorded.
Link Supplier Invoices to Purchase Orders
All supplier invoices can be linked to the respective PO; any debit note, credit note, or interest invoices can also be attached to the same PO.
Accounts Payable: Approval, Report, and Schedule Payment
Through accounts payable, user can send invoices for payment approval, and generate reports showing payment status of all invoices and upcoming invoices that are due for payment.
Business Intelligence: Purchase Analysis, Supplier Rating, and Order Backlog
Business Intelligence in MONITOR empowers users in monitoring and managing its purchases, costs, and lead time through statistical data. Insights such as a supplier’s delivery reliability can be obtained easily through automatic calculations.
The sales module covers all sales process, including quotation, customer order, sales order, invoice, delivery order, accounts receivable, cash flow planning, and also CRM.Show More
Customer Relationship Management (CRM)
The CRM allows organisations to manage all information and communications between customers or prospects. Activities, logs, and email correspondences are recorded, providing full traceability of all engagements.
Quotes – Create, Send, Monitor, and Convert to Sales Order
Monitor total quotations sent and total conversions; convert quotations to sales order easily. Templates can be changed easily according to user preference.
Sales Order – Create, Check Delivery Time, Confirm, Monitor
Create sales order manually or convert from Quotes. Users can estimate the delivery time using the system and from there, monitor and as well as manage the entire sales to delivery process.
Delivery Process and Transport Management
The system generates invoice based on the item arranged for delivery, whether it is partial or complete delivery. Delivery notes and transport labels can be printed or sent by email. Shipping information is automatically populated based on the quantity delivered. Users can also create stock order if they add-on the Warehouse option.
Customer Invoice, Pro-forma, and Stage Invoices
Pro-proma forma? invoice and invoices are generated during delivery of customer order. COGS can be linked to customer order, updating both material and stock accounts simultaneously. Users can also create invoicing plans to issue invoice by stages; for example 30% upon order, 60% upon delivery, and 10% upon final inspection.
Accounts Receivable: Incoming Payments, Payment Reminders, Interest Invoices, etc.
Customer aging, payment reminders and interest invoicing can be managed in the Accounts Receivable. Payments received can either be updated manually, or automatically via file transfer from the bank.
Sales Analysis, Delivery Reliability, Cash Forecast
Business Intelligence in MONITOR analyses sales information based on time, region, seller, customer, or product. It also provides insights about the organisation’s delivery reliability, cash flow forecasts (for incoming and outgoing funds). Information is linked and retrieved from all modules, providing a holistic view on the organisation’s real-time performance.
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.Show More
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.Show More
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.Show More
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.
INTEGRATED BUSINESS INTELLIGENCE
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.