Nyhetsbrev version 8 - Monitor · 2018. 12. 18. · Third edition 2(26) Monitor ERP System AB [email protected] +46 (0)650-766 00 +46 (0)650-766 10 This newsletter contains a list of

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Monitor ERP System AB [email protected] www.monitor.se +46 (0)650-766 00 +46 (0)650-766 10

MONITOR Newsletter version 8.2

mailto:[email protected]

http://www.monitor.se/

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This newsletter contains a list of new features in MONITOR version 8.2. The newsletter is arranged in the same way as the modules in MONITOR, with a general section first and then one section for each respective module. The new features in each module are presented as bullets marked with (). However, more extensive features are presented under their own headings. At the end there are summaries of new settings and procedures added to this version.

General

New Flexible Management of Serial Numbers

You can now create serial numbers in a flexible way using an unlimited number of series. A new procedure called Product Series is added. Here you register products series that generate serial numbers depending on the parts' number, code or product group. If you use the tab Extra info, in the Update Part procedure, you can also create customized serial numbers based on the tab's text fields. By using tags you can create serial numbers with prefixes and suffixes.

This means that serial numbers no longer are available in the Number Series procedure. The settings regarding serial numbers are also removed. These settings are automatically transferred to the new procedure for customers that use serial numbers. Please note that you might have to review the access rights to the new procedure Product Series. Serial numbers can be created automatically in the system if you have the supplement called Product Configurator or adaptation 32 "Generate Serial Numbers in Register Manufacturing Order".

MONITOR Business Intelligence

The Delete button has been replaced with a button with a trash can .

In the Quotes view it is now possible to select by Probability.

MONITOR Machine Integration

The Factor button for current work has been moved and you can now enter a factor for work with batch recording.

In the view called Unacknowledged stops you can now enter a comment to the stops.

Before you can cancel/finish a work with a selected stop cause that affects the order, you must select a new stop cause that does not affect the order.

If you do not have a loaded work you cannot change to a stop cause that affects the order.

Agreement - Create Invoice Basis from Agreement

Creating invoice bases from customer and supplier agreements is a new function in this version. Please note that this function is intended to be used on agreements regarding expense invoices such as rent, leasing, cleaning, etc., which occur with fixed intervals.

In the Register Agreement procedure, the existing functionality has been changed and functionality regarding invoicing has been added. You now enter an Invoicing interval as well as if it concerns advance or subsequent invoices. In order to create the bases it is important that you check the box Create basis for release. For advance invoices you can also choose to perform accrual accounting of the basis.

If the agreement time is set to Until further notice, bases will be created automatically for twelve



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months ahead. If the agreement has an end date, the bases will be created up to this date. If the status or agreement time has been changed on the agreement, the created bases that have not been invoiced will be adjusted.

If you have activated the modification log for the agreement, the changes made under the Main and Rows tabs will be logged.

Under the Agreement basis tab you can see all bases (both invoiced, released and not yet invoiced) created for the agreement. By clicking a basis row you will see the agreement rows that exist for the basis at the bottom of the tab. If you have selected Accrual accounting under the Main tab you will find an Accrual accounting button on the basis row with information about amount, period and account.

When the bases have been created on the agreements, they have to be released so that actual invoice bases will be created. You will find a new procedure called Release Invoice Basis from Agreement under Sales | Customers and Purchase | Suppliers. Here you perform the release every month.

If you have selected Accrual accounting for the agreement, the amount will be distributed on the current balance account and current periods. This will be saved to the Accrual Accounting procedure and followed-up in the Print Accrual Accounting procedure. In the latter procedure, the selection Type has been added. Here you can choose customer/supplier agreement to only see the accrual accountings that have been created from agreements.

For suspended output VAT on advance invoices you will find two new settings used to manage suspended output VAT on agreements. This is activated in the section Agreement under the System tab in the Settings procedure. A new account called Preliminary accrual account - Agreement has been added in the Chart of Accounts / Standard Accounts procedure. On this account you record the invoice amount up until the invoice has been fully paid. This way the VAT report will coincide with the accounting. When the invoice is paid, the recording will automatically be made from the preliminary accrual account to the accrual account that you have selected on your agreement. The suspended VAT will be recorded on the account for output VAT.

In the Agreement List procedure you can now select by Invoicing method. You will also find two new list types called Agreement list and Total agreement basis where you can follow-up on invoiced and not invoiced bases. Another list type has also been added called Create agreement basis. In this list you can add more bases so that there will be bases for twelve months ahead for agreements with an agreement time set to "Until further notice".



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In the Payment Forecasts procedure, the setting Include agreement has been added. If you configure this setting, bases with status Not released and Released will be shown in separate columns for customer and supplier agreements in the list. Invoiced bases are shown in the Receivables and Payables columns.

If you have limited the access rights to an agreement, this only applies to procedures concerning agreements. When you create invoice bases and invoice from customer agreements or when you link supplier invoices to invoice bases other users with access rights to these procedures can also see the invoices and bases. In the Preview Access per Supplier procedure it is possible to set restrictions on supplier invoices.

It is possible to enter a future value in quantity and price each for the current row with a start date. This is made under the Rows tab in the Register Agreement procedure under Extra row info. These values are available as of the current period's agreement basis. In the Update Agreement Price procedure you update future values to current values at the same time as the row value is updated and current values are moved to previous. Only agreement rows with future values for the current period will be presented in the list. When you open an agreement in the Register Agreement procedure a message appears informing you that the future date has expired on one or several rows. A question also appears asking if you want to update current values. If you open an agreement from the Agreement List, list type Rows, the row on which the future date has expired is marked with an exclamation mark.

If you have installed the supplement MONITOR Agent it is convenient to run the Update Agreement Price procedure every month in order to have updated and current values regarding price and quantity on the agreement rows.

As of this version you will find a separate consecutive number series for Agreement number in the Number Series procedure. It is also possible to use prefixes for agreements. This is determined by the setting Use prefix for agreement. We recommend that you use number series in combination with prefixes to avoid that the number series collide.

You can report agreement activities in the Activity Reporting - Sales and Activity Reporting - Purchase procedures.

Other General News

When printing the modification log in the Customer Info and Supplier Info procedures you can see who made the change, when the change was made as well as which part, supplier, etc. the change concerns. This applies if you have activated logging in the Log Selection procedure.

Under the Activities tab in the order procedures and in the Register Nonconformity procedure you can now choose to show finished activities.

It is now possible to link documents during reporting in the Recording Terminal, Operation Reporting and Arrival Reporting - Subcontract procedures. The linked documents can be seen where comments are shown, that is, in the list type Log in the Manufacturing Order Log procedure and under the Operation log and Order text tabs in the Post-Calculation procedure.

It is now possible to use to use category components on quotes, customer orders, inquiries and purchase orders. This is determined by settings and new tabs have been added for these types in the Categories and Category Management procedures.



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We have improved the integration with the calendar program in procedures that have the Activities tab. Each activity can be synchronized with the calendar. You can also enter and synchronize the length (hours) and location. Please note that there are no integration options in the Register Project and Register Nonconformity procedures.

You can now select a default activity template under the Activity templates tab in the Activities procedure. The default template including activities will then be loaded automatically when registering new customer orders, quotes, parts, etc.

If you, in the Chart of Accounts procedure, have activated Specification on accounts regarding advance/subsequent payments, then the order number will automatically be loaded to the Specification field to simplify the reconciliation of advance payments.

Test companies and historical databases can now be hidden in the structure map that shows which databases you can switch to in the window called Change to company.... Administrators can change the general settings that apply to all users. A user can change his/her own settings.

A new method to send e-mail has now been added called Via Outlook. Using this method you can send e-mails directly from your Outlook. Your signature can be used and the e-mail method does not lock MONITOR or Outlook when the e-mail message is open. This alternative is added to the setting called "E-mail sending method" under Fax / E-mail under the System tab in the Settings procedure.



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Manufacturing

News in the Manufacturing Module

Now you can e-mail Subcontract purchase orders and Subcontract delivery notes from the Register Manufacturing Order procedure. An XML file will be attached if this has been selected for the supplier. If there are linked documents to the subcontract they will also be attached in the e-mail message.

It is now possible to synchronize manufacturing orders against the preparation in the Register Manufacturing Order procedure. The function is the same as the existing synchronization function in the Adding / Replanning procedure with the exception that all levels on the manufacturing order will now be synchronized. Under the new tab called Synchronization you will see the result. If you want to synchronize several manufacturing orders at the same time to the preparation you can from the Order List - Manufacturing procedure, list type Order, load several manufacturing orders to the Register Manufacturing Order procedure. You do this by right-clicking and opening the Info Menu. When you have selected which orders you want to synchronize, the Register Manufacturing Order procedure opens with the selected manufacturing orders loaded.

In the Loading / Work Center and Loading Selection procedures you will find two new selections in the Info menu called Day (Date) and Week (Date).

Now you can choose to show cycle time on manufacturing order documents by activating the setting called "Use ineffective time in the preparation" under the Manufacturing tab in the Settings procedure. Check the box Show cycle time in the Manufacturing Order Documents procedure in order to include it in the document. The cycle time is shown in the same unit as the unit time.

The order rows on the forms Subcontract purchase, Subcontract purchase e-mail and Subcontract delivery note can now be divided into two rows per part. You will find the setting Two order rows in the Form Settings procedure.

Now you can e-mail the "Transport label, subcontract" upon shipping from the Comprehensive Document Subcontract and Report Subcontract Dispatch procedures.

The setting "Date format for periods", set on Date, also affects the procedures Loading / Work Center and Loading Selection. The operating system's date setting affects how the date format is presented.

If a travel time has been set on the supplier, this will be deducted from the delivery period on the form Comprehensive document subcontract.

In the Measuring Data List - Manufacturing procedure you will find a new list type called Total. Here you will see the number of reportings per measuring point per part.



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Purchase

Report Measuring Data during Receiving Inspection

Now you can enter measuring points for purchased parts in the Update Part - Purchase procedure. This is activated by the setting "Use measuring points in receiving inspection" under Orders / Inquiries in the Settings procedure. In the new procedure Measuring Points - Purchase you can register templates for measuring data that later can be used in the Update Part - Purchase procedure. For parts that need receiving inspection and have entered measuring points, you will find a button that opens a reporting window for measuring data in the Receiving Inspection Reporting procedure. In the Receiving Inspection List procedure a new list type has been added called Instructions. In this list you will see measuring points and measuring instructions. In the new procedure called Measuring Data List - Purchase you can see and print measured values. Finally, a button has been added that is used to show measuring points in the Part Info procedure.

New Payment Format - ISO 20022

ISO 20022 is a new standard when sending payments. It is based on the file format pain.001.001.03. There is a payment method in MONITOR called ISO that supports this file format. The payment method manages EUR payments (so-called SEPA payments), SEK payments and payments in other currencies. To simplify this you will find a check box called "Within EEA" in the payment suggestion. This box appears if you select the payment method ISO. If you check this box, only SEPA payments are selected. We recommend that you first complete the SEPA payment (create and send the file). Then you select SEK in the payment suggestion and complete this payment file (create and send the file). Finally, you create a payment file with the remaining ISO payments (other international payments).

The following banks are supported in MONITOR:

SE-Banken

Nordea

Handelsbanken

Swedbank

Danske Bank

Please note! Please contact your bank before you start using the new format!

Swedbank cannot handle IBAN accounts as the sender account. This is managed in the Company Info procedure, the C button. Then a window appears in which you can enter a user account in BBAN format as well as Clearing number and Clearing system. This must be entered for all currencies used. You will find the fields to the right in the table.

Handelsbanken cannot handle IBAN accounts as the sender account for payments in SEK. This is managed in the Company Info procedure, the C button. Then a window appears in which you can enter a user account in BBAN format as well as Clearing number and Clearing system. This must be entered for all currencies used. You will find the fields to the right in the table.



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Electronic Invoice Management (EIM)

Now annotations, stamps, etc. on supplier invoices are saved in a separate database field. This means that the original invoice image will be saved as it was when first imported to EIM. Now it is possible

to Show/Hide annotations on the invoice via a new button in the Register Supplier Invoice and Authorize Supplier Invoices procedures as well as in MONITOR Authorize. This is also possible in lists and procedures in MONITOR where the supplier invoice image is available.

It is also possible to print the invoice with or without annotations and stamps. This can be made directly from the Register Supplier Invoice, Authorize Supplier Invoices procedures as well as from MONITOR Authorize, but also where the supplier invoice image is shown. In the Info Menu in the Accounts Payable Analysis procedure selections are added to send invoices with or without annotations and stamps.

It is now possible to add annotations to a write protected PDF.

Please note that the possibility to show/hide annotations/stamps only works on new invoices. This does not work on existing invoices, where the annotations/stamps are saved on the actual PDF image.

Separate authorization flows for expense invoices and order invoices regarding amount limits and head signer have been added. This way it is possible to manage these flows differently depending on the invoice type.



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MONITOR Web -EIM

A number of improvements have been made in the supplement called MONITOR Web - EIM to be able to interact with MONITOR version 8.2.

As of MONITOR version 8.2 you can create invoice bases from agreements. It is also possible to link the supplier invoice to the agreement's invoice basis. In order to link to the invoice basis, the agreement number from the invoice must be interpreted and the agreement number must be entered on the agreement in MONITOR. A supplier invoice that is linked to an invoice basis created from an agreement will have the same settings regarding head signer as an expense invoice. When the supplier invoice is linked to an invoice basis, the supplier invoice will follow the same flow as an order invoice up until it has been authorized. Then it will instead follow the authorization flow of an expense invoice. If the system cannot match the invoice's rows automatically, the invoice must be manually linked to the invoice basis, just like order invoices.

It is also possible to perform accrual accounting on invoice bases created from agreements. When you final code the linked supplier invoice, an accrual accounting record will be created automatically in the Accrual Accounting procedure in MONITOR based on the setting under the General tab in the Register Agreement procedure. If the supplier invoice is linked to such an invoice basis in the Web – EIM, the invoice will be automatically coded on the accrual account entered for the agreement. The accrual accounting will be created and shown under the Accrual accounting button in the Web – EIM according to the setting on the agreement.

If you performed accrual accounting on an invoice, the accrual accounting record was created in MONITOR prior to the final coding. Now the accrual accounting record will be created and saved in the Accrual Accounting procedure in MONITOR when the invoice is final coded.

Accrual accounting now has separate types in MONITOR 8.2. The registered accrual accountings will be assigned different types depending on if the accrual accounting is linked to a consecutive number of a supplier invoice, if it derives from an agreement, or if it is a current accounting. Accrual accounting created in the Web – EIM will be given the type Supplier invoice or Supplier agreement.

When an invoice has one of the status alternatives: Purchase order missing, Arrival missing or Part missing you will also see the name of the row loaded from the purchase order.

When an invoice had one of the status alternatives: Purchase order missing, Arrival missing or Part missing the invoice row's and order row's price/unit field were shown including discount. This field does no longer include the discount. However, the Amount field is shown including discount.

The service called ReportService now manages that the adaptations 409 - EIM authorization reminder via e-mail and 391 Webb – EIM are active at the same time.

The service ReportService does no longer show a link to the invoice in the e-mail message sent when there is an invoice to authorize. This applies if you only have adaptation 409 - EIM authorization reminder via e-mail or if you have both adaptation 409 and adaptation 391 Web EIM.

In MONITOR 8.2 you can enter a default offset account on an account in account class 9. This works in the same way in the Web - EIM.



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In MONITOR 8.2 you can have separate authorization flows for order invoices and expense invoices. This works in the same way in the Web - EIM.

If you have configured settings in MONITOR to code suspended VAT when registering in advance invoices on agreements, the VAT will be coded on the account used for suspended VAT according to the standard account. This applies when the invoice is linked to an invoice basis created from an agreement with the invoicing method In advance.

Deleted invoices (cancelled invoices) now have a separate status in MONITOR. This means that the comments entered when you delete a supplier invoice in the Web - EIM will remain and be shown when you search for and open a deleted supplier invoice. This applies to both MONITOR and Web - EIM.

When linking supplier invoices in foreign currency you will find the selection Show rows in foreign currency. The amount will then be shown in the currency on the invoice converted using the invoice's exchange rate. Previously the order's arrival reported rows converted using the invoice's exchange rate were shown. These rows now show the price each using the currency in which the order is registered.

It is no longer possible to import supplier invoices of the type credit which also have a negative quantity and price each. These invoices must now be opened via "Open the failed auto import". Then you can adjust the invoice before loading it into the Web - EIM.

Now it is possible to link several invoice rows, for example additional currency price, additional cutting and alloy costs to an invoice row which in turn is linked to an order row. These rows will then be included in the New price field. This field forms the basis for the part's price difference calculation and last purchase price. When the invoice has status To authorize and/or To final code it is possible to delete or add these additional rows on the order linked invoice row, if needed.

Other News in the Purchase Module

In the Update Supplier procedure you can enter a recipient of e-mail messages for the forms Inquiry and Subcontract delivery note.

In the Part List - Purchase procedure the alternative Only show incorrect has been added to the list type Supplier links when classifying by Part. In the list you will then only see parts with double current supplier links. You can delete the incorrect current suppliers in the list.

You can now see current blanket orders when using the Blanket order button in the Supplier Info procedure.

In the new procedure called Supplier Import you can import new suppliers from a tab-separated text file as well as update existing supplier information.

You can now use the Info Menu to link to the selected blanket order when using the list type Blanket order in the Order List - Purchase procedure.

In the Measuring Data List - Purchase procedure you will find a new list type called Total. Here you will see the number of reportings per measuring point per part.





Now you can undo arrival reporting of an order row in the Undo Arrival Reporting procedure even if another order row on the same portion of the invoice basis has been given a consecutive invoice number.

If you credit a supplier invoice regarding advance/subsequent in a payment plan in the Register Supplier Invoice procedure, the payment plan will be taken back a step so you can release the advance/subsequent invoice again. However, this requires that you say no to the question Create new invoice basis?

Now it is possible to authorize all/remaining rows in a check box in the Authorize Supplier Invoices procedure as well as under the Order link tab in the Register Supplier Invoice procedure.

A new supplier invoice status has been added called Deleted (-1). If an invoice has status Deleted you can enter a comment with the reason why it was deleted. This way you will also know why you have a gap in the number series during revision. In the Accounts Payable Ledger procedure you can list all deleted invoices in the new list type called Deleted. You can also select by them in the Accounts Payable Analysis procedure. If a supplier invoice is deleted you cannot take it back to the ledger but it must be registered again in the Register Supplier Invoice procedure.

In the Register Supplier Invoice procedure you can link a supplier invoice to an invoice basis created from an agreement. Then you enter an agreement number in the Agreement number field.

In the Register Supplier Invoice procedure (when using the supplement called MONITOR - EIM) you can now browse between all pages on the invoice you are registering even though the coding window is open. Use the arrows in the coding window to browse.

In the Authorize Supplier Invoices procedure you will find a new column called Manufacturing order number.

Now the payment information regarding payment format, payment method and charge code will be loaded from the invoice to the payment suggestion in the Payment Suggestions procedure. These fields are also editable.

The Confirmation LB / FB procedure has been renamed since you can confirm several payment types in the procedure. The procedure is now called Confirm Outgoing Payments.





Now there is a block against registering a payment date prior to the voucher date on supplier invoices in the Make Payments, Confirm Outgoing Payments and Payment Suggestions procedures.

Invoice bases (Purchase) that are released from an agreement will now be shown in the Invoice Basis procedure.

When you delete a supplier invoice that has been linked to an advance/subsequent invoice from the payment plan, you can undo the release. First you must uncheck the Delete box on the invoice basis in the Invoice Basis procedure, list type Only deleted. Then you can, from the purchase order, undo the release via the Info Menu.

The Supplier's invoice number can now be copied to Selection and used in search forms that allow you to search by Supplier's invoice number for example in the Accounts Payable Ledger and Transaction List procedures.





Sales

Service Management

In this version of MONITOR the Service Management is completely redesigned. However, the Service Management is still a supplement to MONITOR. The menu item Service Management, in the Sales module, has been removed. Now you register service orders in the Register Customer Order procedure instead. When you load a service part (a manufactured part registered with service information in the Update Service procedure) the window Register service appears. On the row you

will then find the button under the Service column if the row contains a service part. This button is used to load the window Register service. In this window you can for example make changes of the service, if needed. You must create a manufacturing order so that the service technician can record on or report the service. You can add new operations and material to the manufacturing order in the reporting procedures or in the Adding / Replanning procedure. In the new procedure called Service Summary, the reportings and recordings made are summarized. This way you can check that the price to customer will be correct. An invoice basis is created when saving. The Register Basic Data - Service procedure has been replaced with the procedures Update Service and Update Service Technician to simplify the administration of the basic data regarding service.

Please note! Your existing service orders in 8.1 will not be transferred to 8.2, you have to register them again manually in 8.2. The orders that must remain can be printed in a list and then be registered again as customer orders in version 8.2.

The main advantages with the redesigned service management in MONITOR are:

Service orders and customer orders are managed in the same lists and procedures (Order List, Order Inflow and Pick Lists).

Possibility to register several service engagements for different serial numbers per order.

Possibility to register for example the installation of part and the actual part on the same order.

Possibility to follow-up all stages included in a service.

All functions regarding manufacturing orders (documents, preparation, stock withdrawals, reporting, recording and follow-ups).

The main advantages with the redesigned service management in MONITOR Mobile are:

Possibility to perform partial reporting (only report time) on services.

Possibility to register for example meter readings and number of cycles for a serial number.

Possibility to see your job queue per service or service operation.

Possibility to link from customer order info to service reporting.

Other News in the Sales Module

The new check box called EC sales list via customer code invoice, to the right of the field Customer code invoice in the Update Customer procedure, determines if the EC sales list shall show the Customer code invoice's VAT number.





In the Update Customer procedure you can enter a recipient of e-mail messages for Nonconformity.

To include Our supplier number in sales forms you can check the box Show supplier number for the customer in the Customer List procedure, list type Settings.

In the new procedure called Customer Import you can import new customers from a tab-separated text file as well as update existing customer information.

For blanket order you can now choose if the blanket order's information text "For blanket order: X" ,"Rest quantity: Y Initial quantity: Z Valid until: yyyy-mm-dd" shall be printed on the belonging customer order's forms.

You can now see current blanket orders when using the Blanket order button in the Customer Info procedure.

In the Register Quote procedure you can use the Info Menu to link to the Check Delivery Times procedure via the selections Check Delivery Times - All rows and Check Delivery Times - Only current row.

In the new procedure called Quote Lead Time you can see the Time until confirmation and Order within validity period.

The setting called "Decimals under 'Each' on orders/quotes/invoices" means that you cannot enter more decimals than configured in the setting when registering orders/quotes/invoices.

If you use invoicing plan on customer orders and also create manufacturing orders and/or purchase orders from customer orders, a message now appears informing you to change the customer order status to Preliminary if the advance invoice shall be paid before a manufacturing/purchase order is created. When in advance invoices are paid in either the Register Incoming Payments, Incoming Payment List or Confirm Incoming Payments procedure a message appears informing you that the status must be changed manually to 1 on the customer order so that linked manufacturing/purchase orders can be created.

If you deleted rest on a customer order with an invoicing plan, the amounts on the order and invoicing plan differed. If the order was final delivered (status 9) you could not adjust the amounts on the invoicing plan. This resulted in rest on the invoicing plan. Now it is possible to delete this rest so that it won't remain as "not invoiced" in the Invoicing Plan List procedure. Please note! You cannot undo the deletion.

If prices are updated on parts you can use the selection Update prices in the Info Menu on the rows in the Register Quote and Register Customer Order procedures.

A tooltip is now shown on the check box used to link additional text rows (row type 4) in the Register Customer Order procedure.





If the setting Alloy cost has been set to During register customer order, in the Update Customer procedure, the alloy cost will now be added to the customer order when the order is created from a quote.

Default delivery period on manually registered customer orders and directly registered invoices are now determined by the new setting called "Default delivery date on order rows", under Orders / Quotes under the Sales tab in the Settings procedure.

The setting "Info procedures follow the active record", under Settings | Customize..., also affects the Customer Order Info procedure. Previously, this setting only affected the Part Info, Supplier Info, Customer Info and Manufacturing Order Info procedures.

You can now use the Info Menu to link to the selected blanket order when using list type Blanket order in the Order List - Sales procedure.

Package types are now managed differently in MONITOR. The new setting called "Use package type from Package Type Codes" under Shipping under the Sales tab in the Settings procedure, activates the new procedure called Package Type Codes. In this procedure you will find standardized package type codes. You can also make exceptions per shipping agent in this procedure. The package type codes can then be used on parts under Shipping info in the Update Part procedure.

The setting "Open Print Shipping Documents after delivery reporting?" has been renamed to "Open procedure after delivery reporting". A new selection has also been added used to open the Packing List procedure.

If order backlog is used in the credit limit control, the values are checked against the Customer code invoice on the order. This is useful if you for example deliver to several stores or retailers but the payments are made centrally. The credit limit control is made against the central company (entered in the Customer code invoice field) since they are paying the invoices.

Several alternatives are added regarding cost of sold goods. The alternatives that already exist always manage the material cost excluding storage overhead mark-up (SO). Now it is also possible to record the cost of goods sold with a material cost including SO. This is determined by the setting "Price alternative for material cost of goods sold ".

In the Delivery Reporting procedure you can insert serial number rows using a new alternative in the Info menu. Ten serial number rows (row type 5) can be inserted and the rows are added at the end of the position on which the cursor is placed.

In the Print Shipping Documents procedure, Packing list is added as a new source of info. The alternative Packing list has been added to the setting "Default source of information", under the Sales tab in the Settings procedure.

If you use the format BGC Invoice to create customer invoices, you will find a new setting called "Client no. at BGC for BGC Invoice" where you enter your client number at the Bank giro. You must enter a client number to be able to create a BGC invoice file.

In the Register Invoices Directly procedure you will now receive a warning if you try to credit a debit invoice several times.





Under the Rows tab, in the Register Invoices Directly procedure, you will find the column Available balance if you have activated the setting "Show available balance on order row and quote row".

Several price alternatives have been added to the Invoice Basis procedure. All selectable price alternatives in the list are also available for the setting regarding cost of goods sold during invoicing. This setting is found in the Settings procedure.

In the Invoicing Log procedure you can also compare with actual price when checking the box Show calculation info. Actual price is now divided into the alternatives Standard price during delivery and Standard price during invoicing. In all Total lists you can now compare with the price alternatives Standard price during delivery and Standard price during invoicing.

The procedure Payment Matching has been renamed. The procedure is now called Confirm Incoming Payments.

Now there is a block against registering a payment date prior to the invoice date on customer invoices in the Incoming payments, Incoming Payment List and Confirm Incoming Payments procedures.

Inventory The part's unit will now be shown on the form when printing annual volume in the Print Annual

Volume procedure.

In the Part Import procedure, when selecting type Parts, you can now update basic data also for existing parts. Preparation operations can now be imported by using the new type Operations. This applies to new parts as well as existing parts without previous operations.

A new setting has been added called "Fixed weight default on new parts". This way the weight on new parts created in the Update Part, Part Import and Preparation procedures will be automatically fixed.

Now you will see the number of supplier links in the list in the Purchase Order Suggestion procedure. This is useful if you want to buy the part from an alternate supplier.

Under the Create tab, in the Continuous Physical Inventory - List procedure, you will now find a check box used to exclude parts without a standard price. This is activated by the settting "Block for reporting if the part has no standard price?" under Stock reporting under the Inventory tab in the Settings procedure.

For the alternative Base value on balance - Historical in the Inventory Value List procedure you will find a new check box called Actual arrival date. If you check this box the inventory value list will consider the date entered during arrival/delivery. The parts may have arrived on Saturday the 30th but were not registered in MONITOR until Monday the 1st. During the arrival the arrival date the 30th will be registered, but the inventory value list will not display these parts in your stock until the 1st (due to the log date). Now the inventory value list can display parts in stock per the last of the month even if the arrival was saved in MONITOR the first.

Now you will see the part name in a separate column in the PopUp Serial numbers.

The customer and supplier names are now printed in the Update Product Register procedure.





If you manually change owner in the Update Product Register procedure you can choose if you want to change the delivery address or if you want to leave it unchanged. This is useful if the product is a fixed unit that will not be moved in spite of the owner change.

With the new option "Copy hyperlink to this procedure and record" in the Edit menu, you can create a hyperlink to a certain serial number in the Update Product Register procedure.

A new list type called Events is added to the Product Register List procedure. Here you will see all events (such as reported manufacturing order, delivery reporting, invoicing, change of owner) that are linked to a serial number. Using this list type and having the right order number loaded you can right-click to open the Info menu and link to other procedures such as Register Customer Order.

You can now link from the Product Register List procedure to the Update Product Register procedure with the right serial number loaded.

In the Update Product Register procedure you will find information about previous owner changes by using the Owner history button. The sign # appears on the button if owner changes have been made.

A calendar is now available in the fields Actual arrival date and Installation date in the Update Product Register procedure.

Workshop Info

Priority Plan Chart

A new procedure called Priority Plan Chart has been added where you can plan the priority plans in chart form. This means that you can plan operations during the day and add desired gaps between the runs. The data is shown according to the master plan and you can lock the operations at a specific time. You will find operations not locked on a separate row in the chart. From there you pick the operations that you want to lock by dragging them to the time axis. You cannot overload by planning two operations at the same time but there must be available time on the time axis. The workload or volume is shown in number of operations or hours.

In the Update Work Center procedure you use the new settings called Hourly planning and Availability factor for work centers that you want to plan in the priority plan chart.

Other News in the Workshop Info Module

In the Update Employee procedure you can now register several card numbers for an employee and enter a valid through date per card number.

You will now find the button Indirect codes in the Update Employee procedure. Here you enter which indirect and not order bound codes that the employee shall be able to use when recording. Under the Indirect codes tab in the Codes procedure you will find a button used to see which employees are allowed to record using a specific code.





Now you can enter category on employees in the Update Employee procedure. Category components can for example be used to enter specific skills of an employee. The term Employee category can be used as a selection term in lists. This tab is activated by the setting "Use category management for employee category?". A tab called Employee is now added to the Category Management procedure.

A tab called Activities is now added to the Update Employee procedure. Here you can plan activities for an employee. The e-mail correspondence regarding employees can be logged and you can make notes about activities, events, etc. In the Activities procedure, under General in the Global Settings module, you can create activity templates that can be used under the Activities tab. Due to this, new procedures are added under Workshop Info | Employees called Employee Activity List, Activity Reporting - Employee and Exact Match Search - Employee.

A new list type called Relative information is added to the Employee List procedures. In this list you will find the relatives' name and contact information. In the list Phones/addresses you will also see the employee's e-mail address.

The Update Accumulated Balances / Authorized By is now a list procedure in which you can select by Employee number, Department and Authorized signer. You can also choose to include blocked employees. The following fields can be updated in the list: Accum. flex, Accum. MU, Accum. S-comp, Accum S.hours and Authorized by.

In the Priority Planning procedure you can prioritize all operations in a structure order, when selecting an operation and in the Info menu selecting Replanning, Prioritize the entire operation list and Show all levels.

On the operation rows in the Priority Planning procedure you will now see the name of the first material linked to the operation. If you use the supplement called Tool Management you will now find a column that shows the first tool's number and name.

In the Authorize / Adjust Recording procedure you will find a check box used to adjust the operation quantity without withdrawing any linked material. This is only available if you have activated the setting "Automatic material reporting during operation reporting?".

In the Authorize / Adjust Recording procedure a lock-up has been added to avoid that two users make the same adjustment for a recording.

In the Authorize / Adjust Recording procedure it was previously not possible to preview recordings made on an authorized day. You can now preview but not save and this message appears "This day has been authorized by... Read-only. No saving allowed".

In the Statistics procedure you will now see paid pauses in the list Attendance/work.

In the Salary Basis procedure you can now select to lock exported recordings from being edited. This function is available regardless of if you use the Salary basis or not. There is also a function used to undo the locking, if necessary.

You can now enter if a break shall be paid or not on a schedule in the Update Schedule procedure. During a paid break, called pause, attendance time will be recorded. However, no work will be recorded.





Accounting

Management Accounting

Customer category has been added under Other terms in the Update Coding Method procedure. This is used when coding the manufacturing order log. Customer order category, Purchase order category and Supplier category have also been added under Other terms.

In the Update Coding Method procedure the price change log's quantity alternative "Valid WIP balance when changing the standard price" has been renamed to "Valid WIP balance and To stock balance when changing the standard price". Two other quantity alternatives are also added called "Valid WIP balance when changing the standard price" and "Valid To stock WIP when changing the standard price". These alternatives manage standard price changes in the Valid WIP balance and Valid To stock WIP separately. These were previously on the same coding method. This meant that if you valued the WIP calculation with planned/reported for WIP value of material, a difference appeared between the recorded on the account for WIP and the WIP calculation that considered the standard price change in the column "To stock". (This way of valuating the material in WIP does not consider the standard price changes as long as there is WIP balance.)

In the Update Coding Method procedure you will now find more coding alternatives for Cost center, Cost unit and Project in the Inventory log and Price change log WIP. The new alternatives are Main part's product group, Main part's part code, Part category and Main part's part category. The main part is the main part on the manufacturing order.

The quantity alternative Planned subcontract cost is now managed more correctly. If you choose this quantity alternative, the management accounting will find and record the planned subcontract cost from the preparation when arrival reporting the subcontract. Previously the supplier invoice must be linked before the planned subcontract cost was recorded.

Improved Activity Management in the Project Accounting

Main activities are added to the activity management in project. A main activity summarizes the belonging sub-activities. Using main activities, the activities and different phases in a project are better structured and presented since you can expand and minimize the belonging sub-activities.

Main activities are registered under the new tab Main activities in the Register Basic Data - Project





procedure. The main activities are then used as default values for different project types in the activity templates as well under the Activities tab in the Register Project procedure.

All sub-activities must belong to a main activity but several sub-activities can belong to the same main activity. It is not mandatory to use main activities. When updating to version 8.2 you will find a predefined main activity called "Main activities". All existing activities in the system will be sub-activities to this main activity. Then you decide if you want to register own main activities.

A main activity shows start and finish date based on the sub-activities' first start date and last finish date. The main activity totals the sub-activities' planned and reported hours and costs. It is not possible report on a main activity. The status on the main activity is determined by the status on the sub-activities. As long as nothing has been started the main activity status is Not started and as long as all activities have not been Finished, the main activity status is In progress.

In the Loading List - Project procedure a selection has been added to the search form called Only main activities. If you check this box the main activities on current projects will be displayed under the Loading list tab and the loading will be shown as a total from the belonging sub-activities. Under the Lead time chart tab you will see both main and sub-activities. The planning is always made on the sub-activities. The main activities are only totals of the belonging sub-activities.

Other News in Project

Now it is possible to delete projects in the Register Project procedure by using F6 or the button called Delete record in the Windows functions. You cannot delete a project with a balance brought forward, balance or if the project is included in product groups, exception accounts or standard accounts.

The activities are now divided into main and sub-activities in the Register Basic Data - Project procedure.

Other News in the Accounting Module

In the Chart of Accounts procedure you can select a Default offset account for 9xxx accounts (account class 9). The purpose is mainly to facilitate for bookings in which VAT on imports is used (i.e. using the monetary customs value). This only works in the Register Vouchers and Register Supplier Invoice procedures.

In the Print AutoCoding procedure you can now choose to Include inactive AutocCodings in the list.

In the Report Generator procedure you can now send reports in PDF format via e-mail using a selection in the File menu.

In the Report Generator procedure you will find a new function called Heading row that can be used on the sections in the report. Heading row means the headings you have entered under the Headings tab in the Chart of Accounts procedure. The heading row is linked to the headings in the chart of accounts and to which each account is linked.

In the Revaluate Ledgers procedure you can now choose which account shall be used for the revaluation amount. You can choose the same account as your ledger account as before, but now you can also choose an account from the standard chart of accounts. New accounts for revaluation of accounts payable and accounts receivable ledgers are also added to the standard chart of accounts.





In the Budgetary Depreciation procedure you can now select by Cost center, Cost unit and Project.

Global Settings Procedures concerning economics have been moved from the menus General and Tables to a separate menu called Accounting. Some procedures have also been moved between the menus General and Tables.

You can now use three characters for prefix in the Order Types / Prefix procedure.

Two new chart of accounts have been added to the MONITOR system. These can be selected in the Create Chart of Accounts procedure in the Global Settings module when starting up MONITOR:

BAS 2016

BAS 2016 Mini

Please note! The Create Chart of Accounts procedure is used only at system startup and never when changing chart of accounts during an ongoing accounting year. To change chart of accounts you can use the Rename Account procedure. There you will also find the new chart of accounts types. You can also see the new chart of accounts under the BAS accounts tab in the Chart of Accounts procedure.

Now you can use another date format than the one selected as the general date format in the setting "Date format for periods". In the Users procedure it is possible to select date format for individual users.





In the Users procedure you will now find a search/filter function that can be used to search for specific users. The function filters out users whose user names or names contain the entered search phrase. By clicking the Clear search/filter button to the right of the field you clear the search.

You will now find new selections in the Document Viewer Exception procedure. This makes it possible to print linked documents manually via an associated program together with for example the manufacturing order document. The Document Viewing is a supplement to MONITOR.





New Classification and Selection Alternatives The following classification and selection alternatives are new in this version:

Manufacturing

Purchase

Order List -Purchase

Order Confirmation Reminders

Delivery Reminders

Supplier's blanket order

Administrator

Administrator

Sales

Order List - Sales

Print Pick Lists

Invoicing Log

Customer's blanket order

Customer category

Customer's order number

Agreement type

Workshop Info

Accounting

Budgetary Depreciation

Cost center Cost unit Project

The selection and classification terms marked with an asterisk * have been removed.





New or Modified Settings The following settings are new or have been modified:

Manufacturing Copy the material row's manufacturing comment when placing orders

Purchase Default arrival date on order rows **

Use category management for inquiry category?

Use category management for purchase order category?

Use measuring points in receiving inspection

Suggested exchange rate during payments out

Signer ID/Organisation number (ISO)

Agreement/Customer number (ISO)

Path to confirmation file (ISO)

Use Confirm Outgoing Payments **

Sales Default delivery date on order rows

Use category management for quote category?

Use category management for customer order category?

Enter serial number in customer order and invoice header **

Price alternative for material cost of goods sold **

Open procedure after delivery reporting **

Warn for picking deviations in Pick List EDI

Open Print Shipping Documents after Print Packing List

Use package type from Package Type Codes

Show row types/part type from invoice rows on the packing list

Show packaging parts from invoice rows on the packing list

Default source of information **

Use category management for service category *

Use category management for service technician category? *

Print transport label after arrival reporting *

General schedule start for service technicians *

General schedule end for service technicians *

General break start for service technicians *

General break end for service technicians *

Client no. at BGC for BGC Invoice

Suggested exchange rate during payments in

Check customer's order number

Note in log when e-mailing from the CRM tab or activity tabs **

Use Outlook integration when e-mailing from the CRM tab or activity tabs **





Inventory

Workshop Info

Fixed weight default on new parts

Use category management for employee category?

Note in employee log when e-mailing from Update Employee?

Use Outlook integration when e-mailing from Update Employee

Accounting

System Payment format (former International payment format)

Payment format - confirmation (former International payment format - confirmation)

Confirmation format (ISO)

Path to export program

Use prefix for agreement

Code suspended output VAT when invoicing advance on customer agreements

Code suspended input VAT when registering advance invoices on supplier agreements

Activate STARTTLS for SMTP

E-mail sending method **

Add suffix to identify e-mail with MONITOR-to-MONITOR files

Settings marked with * (asterisk) are included in the supplement called Service Management. Settings marked with ** have modified/extended functionality.

Tip!

To find a setting you just double-click on any optional phrase in the Settings, and then you select Edit | Find.





New Procedures When the system is started after updating MONITOR, the new procedures are only available for the user ADMIN and users that are members of the ADMIN group. To make these procedures available for other users, the user ADMIN must open the User Rights procedure which is found in the Global Settings module under Printers / Users, and add the new procedures to the user rights groups that shall have access to them. Read more about this in the Help Function for the User Rights procedure.

Menu Items

Manufacturing

Purchase Supplier Import

Measuring Points - Purchase

Measuring Data List – Purchase

Update Agreement Price - Purchase

Release Invoice Basis from Agreement

Confirm Outgoing Payments **

Sales Customer Import

Release Invoice Basis from Agreement

Quote Lead Time

Calculate Configured Rows

Service Summary *

Update Service *

Update Service Technician *

Confirm Incoming Payments **

Inventory

Workshop Info Employee Activity List

Activity Reporting - Employee

Exact Match Search - Employee

Priority Plan Chart

Accounting

Global Settings Product Series

Procedures marked with * (asterisk) are included in the supplement called Service Management.

Procedures marked with ** have been renamed.

