FAQ
Below you find answers to frequently asked questions about Monitor ERP received by the Support Center at Monitor ERP System AB. These FAQ are maintained on an ongoing basis.
Finance
You can read how to create a credit invoice here.
You can read how to cancel a credit invoice here.
You can read how to credit a supplier invoice here.
You can read how to credit an expense invoice here.
You can read how to cancel a supplier invoice here.
You can read more about how to reverse an outgoing payment here.
You can read more about canceled payment suggestions here.
You can read more about canceling an incoming payment here.
You can read more about reversing a voucher and creating a rectification voucher here.
You can read more about reversing a voucher using the accrual method here.
You can read more about exporting/importing an SIE file here.
You can read more about changing the year here.
You can read more about Intrastat in Monitor ERP here.
You can read more about ISO payments here.
Planned values are loaded from customer orders, purchase orders, and manufacturing orders. Whereas result is loaded from invoiced, linked to invoice, and reported values.
Sales
Even though the info in the Part register says there is a balance for the part, this balance might be cleared to be used in an order and then it is not available. Another scenario is that you have a linked manufacturing/purchase order which has not yet been final reported.
This means that the quantity and/or the price of the customer order has been changed. It can also happen when a credit invoice has been created.
Purchase
It is not possible to adjust prices in an arrival reported purchase order. To be able to adjust the price, you need to undo the arrival reporting. Then you can adjust the price in the Register purchase order procedure before a new arrival is reported.
Time recording
If Monitor ERP has been configured to calculate shorter working hours, this is automatically worked out by the system when the days recorded are authorized in the Authorize/Adjust recording procedure.
Correspondingly, shorter working hours are reduced if you uncheck the Authorized box for a day in Authorize/Adjust recording, then save.
There is a function that allows you to lock days (records) for adjustment in the Authorize/Adjust recording procedure. Days can be locked in two different ways.
Firstly, when exporting salary data in the Export a salary basis procedure. If you have the Export of salary basis option, the Lock records for adjustment box will be checked by default when exporting a salary basis.
It is also possible to lock days for adjustment in the Lock/unlock attendance recording items procedure. This is also the procedure to be used when recorded items need to be unlocked. You can either lock or unlock attendance recording items under Settings.
In the Authorize/Adjust recording procedure, a padlock is shown to the right of the Authorized checkbox when a day is locked for adjustment.
The Log date is the date on which the change was made. The Actual date is the date to which the change refers.
For example, if on July 10 you adjust an item recorded on May 5 that affects a time bank balance, it will be registered in the time bank log. The log date is therefore July 10 – as this is when the adjustment was made. The actual date (May 5) remains unchanged.
In the Historical balance list type, under the Time bank Time banks are used in order to save recorded time outside scheduled working hours. Different time banks are for example used for comp time, makeup time, flex time (positive/negative), and shorter working hours. log procedure, you can then view the balance of the time bank by searching for either the log date or the actual date.
The difference between the two is that the log date shows the exact balance for the date of the time bank in question. Any adjustments made subsequently are therefore not included. Instead, Actual date includes adjustments made after the date you have searched – but which nevertheless affected the balance for that particular day.
If, for example, you want to check the exact comp balance for May 31 – that is, the same balance shown to employees in the Recording terminal when they clocked out on that day – you must select the Historical balance list type and the Log date option.
On June 5 I adjusted a day in May which negatively affected the balance by 2 hours. If I had checked the Actual date for May 31 instead, the balance would have been two hours lower than if I had checked the log date.
Accordingly, the log date does not include these 2 hours since the adjustment was made a few days later. The actual date includes all adjustments that may have been made later which affect the balance for the day I have chosen to view.
Flex zones for breaks must be specified in order for employees to be able to clock in/out for breaks. The flex zones are added to the schedule, and can be applied to breaks as required. In order for an employee to be able to clock in/out for breaks, flex time must be allowed in the employee’s parameter group. This can be checked in the Parameter groups procedure.
It is most likely that you have forgotten to check the Show all I can adjust box before clicking Load .
New time banks can be added under the Time banks tab in the Basic data With "basic data" we refer to the static records in a database, for example parts, customers, users, work centers, etc. – Attendance procedure. In order for the parameter group to be able to use the time bank, an absence code must be linked to the time bank in the Parameter groups procedure.
You can register bridging days by selecting Holiday for the days in question in the Calendars procedure under General registers.
In the Schedule cycles procedure, under the Holidays acc. to column, you can select the calendar number with your bridging days.
When an employee leaves the company and the final salary payment is processed, the employee should be blocked. This is done by checking the Blocked box in the Personnel records – Time recording procedure. You can also enter an end date here for the period of employment.
If recording takes place in error, this can be adjusted in the Adjust work tab in the Authorize/Adjust recording procedure.
Manufacturing
You can delete the remaining quantity on the order in the Quick reporting Quick reporting means that the entire manufacturing order becomes reported as finished in one single step, including deletion of remaining quantity, if any. procedure. Choose the Delete remaining list type and select by your order number. Mark the row in question in the list in the Include column and then you save in the procedure. This way, the remaining quantity is deleted and the manufacturing order is assigned the status Finished. If you then wish to update the status to Historical, this can be done in the Final reporting procedure.
You can read more about Quick reporting here.
You can read more about Final reporting here.
On the subcontracting row, there is a purchase order which is generated when the purchase order is registered. After you have reported arrival of this purchase order, the subcontracting is reported with the quantity you have selected to report.
You can go to Register purchase order via the link and from there you can go to Reporter delivery and select quantity to deliver.
In the Synchronize with BOM and routing procedure you can compare manufacturing orders with BOM and routing and then synchronize.
Sustainability by Monitor
Here you find answers to questions asked by our customers at our webinars about sustainability.
Yes, this is standard functionality included as of version 23.6 of Monitor ERP. There is no extra charge for this functionality.
Currently, you download the data yourself and import it via the Import sustainability data procedure. We are looking at solutions via API. However, we have not yet found the best partner for retrieving data via API.
You decide the reliability index yourself and how you want to grade the source of information. The purpose of the reliability index is for you to grade how reliable you consider the source of information from which you obtained the sustainability data to be, if you want to try to find a more reliable source. If you, for example, received data directly from the supplier, the data should be considered reliable.
There is no field specifically created for this type of information, but you can use the Extra field in the Part register procedure to enter a comment or source reference.
No. A part can only have one material type.
No, the data is loaded from the active (default) supplier. If you have alternative suppliers for the part, information about the emissions is displayed in the Purchase order suggestion procedure so you can make the best choice for the environment!
Yes, it is possible to import weight values via the PDM integration.
For each of your parts, you can make an individual calculation for CO2e. You can also add several emission factors to distinguish steel originating from different countries.
Other greenhouse gases must be converted to CO2e when you create sustainability reports according to the new reporting standard, ESRS (European Sustainability Reporting Standards), as of 2026.
New calculations can be made per month if the calculation basis is changed. So far, we do not have support for handling factors per batch or the like, but this type of functionality might be added in the future. If it is a purchased part with a variable factor, you can save the factor per arrival in the log.
Yes, the transport distance is unique per warehouse.
Unfortunately, we do not have the answer to what is the correct method for all types of transport. According to our investigations, Google Maps seems to be an option that is used.
You can post a delivery method that includes both shipping by boat and air freight.
The calculation is made for the part's weight multiplied by the truck's emissions. How fully loaded the truck is is not taken into account because it is difficult to know and may vary.
It is accepted that emissions from transport are calculated as weight x distance. (The net weight is used.) Until new directives have been applied, our calculation will follow this concept.
Yes, in the Basic data – Sustainability procedure, you can enter emission data for previous years.
There are warnings shown in the sustainability calculation which can be used as a basis for knowing which data is "missing" and should be added.
There is no specific function for handling/linking these documents in particular, but there are several ways to link files in the Part register.
Yes, in the Sustainability list procedure you can do mass updates of emission data.
In cases where you buy material from a supplier and they show the CO2e value on the invoice, you should be able to trust it and they are responsible for these values being correct.
This will be an average value that you can calculate and enter for the delivery method in question. You may have to create a new delivery method that is a mix to use for the specific shipping agent.
In the existing Part register, there is a new tab called Sustainability. This is where climate data is entered. By supplementing data already contained in the ERP system with information on energy consumption and carbon dioxide equivalents (CO2e), Monitor ERP can calculate your carbon footprint at component level and help structure emissions at company level (according to Scope 1, 2 and 3).
The reliability index does not appear in the sustainability calculation and does not affect the calculation. The purpose of the reliability index is to see which values you need to work on to get more reliable sustainability data.
We plan to be able to export the data and we will evaluate whether we should have our own report template in Monitor.
The company's total annual emission is shown in the Basic data – Sustainability procedure.
Scope 3 is included in Monitor's sustainability functionality. You enter the total emissions for the different categories that are available from the start.
Since it is always weight x distance that is used in the calculation, this is not affected by joint transport.
There are two factors for the centers in the Work center A work center is a part of the factory. It can be a single machine or a group of machines, a single workstation or a group of workstations. register. One for Power and one for Other emissions so you can add LPG etc. as an other emission. Everything that you do not enter under the Expenses tab is regarded as overhead.
Yes, we are looking at including this as separate sections in the calculation as well. At the moment it has to be included as overhead.
Transport to and from the subcontractor is included in the calculation.
No, that is not possible. It is handled in the same way as standard price, there is only one per part.
Example: You have a warehouse (WH1) where you manufacture a part and you can deliver it directly to customers.
But you also have a warehouse (WH2) to where you can send the parts from WH1 and from there deliver to customers.
This means the parts found in WH2 have caused a greater CO2e emission due to the transport from WH1 to WH2, than the parts in WH1.
It works the same way regarding standard price for a part. The transport costs money, so the parts in WH2 should have a higher standard price due to the transport if it is to reflect what the parts really cost.
In Monitor ERP there is only one standard price and only one CO2e value per part.
You need to have user rights to Pre-calculation in the Manufacturing module and also the right to modify the part to get access to the sustainability functionality. You determine the user rights in the Users procedure.
You can start with Scope 1 and 2, but the calculation will not be complete if you leave out Scope 3.