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Example

Monitor ERP Integration

Several of our customers use Monitor ERP as their business system, and we have helped with integrations of various kinds:

  • Create item preparations for new items after configuration
  • Create configured quotes or orders from external configurator
  • Mass updating of articles, for example in the context of revision
  • Integration from PDM systems, e.g. for new revisions of parts, linking drawings.
  • 3D visualization in Monitor’s webshop

Monitor ERP G5 has an API that can be used for these integrations and update data in Monitor “live”.
Read more about Monitor’s API at api.monitor.se Using the RuleDesigner Configurator, we can easily build customized processes to help with automation against Monitor ERP.

Values in this solution

  • Saving time
  • Correct input
  • Automation

Mass update

Sometimes there is a need to be able to update a list of articles in the same run, in cases where Monitor’s built-in update functions are not sufficient.
Items can be exported from Monitor to Excel, and we can create a program that goes through the items and performs a number of simultaneous updates.
For example:

  • Steps to the next audit
  • and enter a revision date
  • and link a document
  • and post a comment on the audit

Create configured quote or order

There are cases where an external configurator is used in combination with the Monitor configurator.
The rules for the product can then be split so that the rules for production are in Monitor’s configurator, e.g:

  • Rules on which operations to perform
  • Rules for input materials, e.g. estimated quantities

Rules for selling can be found in an external configurator, e.g:

  • Presentation rules for product features, images, video, product sheets
  • Options that do not affect production, service contracts, etc.
  • Pricing rules

In this case, no new trade item preparation is created in Monitor for each quote or order.
Instead, a configuration is created in Monitor where the choices from the external configurator need to be matched with the choices in Monitor’s configurator.

Create new article preparations

In some cases, new top-level items need to be created in Monitor for each new product variant assembled in an external configurator.
In this case, the integration involves creating a part preparation that defines which constituent parts the top-level part is composed of and which operations are to be performed.
Operation times and material quantities may need to be calculated.