INTEGRATION:
CRIBWISE® AND MONITOR G5
SAVE TIME AND IMPROVE ACCURACY
The CRIBWISE ready-to-use integration synchronizes purchase order data from CRIBWISE to Monitor G5 to save time and improve accuracy. Why do it twice? Skip the manual effort. The magnitude of this becomes apparent not with a single transaction, but with the hundreds, or thousands, of items that are routinely ordered to keep the shop floor running.
CONNECTIONS WITH A MANUFACTURER’S PREFERRED ERP
Monitor, a respected leader in ERP solutions offers modules geared toward the needs oftoday’s manufacturers and a focus on machiningMonitor G5 offers the latest ERP capability and is ideal for project-based manufacturing.
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HOW IT WORKS
The system has a logical flow and just a few rules with some flexibility to meet user preferences:
1. CRIBWISE is the master for these Purchase Orders
2. The synchronization is one-way only (changes on orders in Monitor ERP are not reflected back to CRIBWISE)
3. Flexibility – It is possible to set up a separate order type in Monitor ERP to use for these CRIBWISE-created order, and which order type to use is configurable in the integration
4. Purchase orders for all suppliers in CRIBWISE are synchronized, meaning all suppliers (vendors) used for Purchase Orders must match a supplier in Monitor.
SETTING UP FOR SUCCESS
Several important criteria are accounted for, including:
• Viewing purchased quantities and values in Monitor
• Checking delivery status for orders in Monitor
• Facilitating supplier invoice handling and approval
• Matching the invoice with the order
• Specifying Devices
• Creating Arrival Reports and Goods Labels
• Matching Purchase Currency
• Saving time with a slow-start integration (of only one, or a few vendors) before enabling all
REQUIREMENTS AND CONFIGURATION
• The integration requires a G5 version of Monitor ERP, and the API module must be activated.
• The API must be accessible from the CRIBWISE Cloud meaning that incoming https-calls to the API originated from CRIBWISE Cloud IP-address must be accepted. This may require firewall configurations at customer side.
• It’s also recommended to setup a specific API-user in Monitor ERP to use for the integration.
• To be able to create Purchase Orders in Monitor ERP via integration a default coding (account) must be configured for “Free order rows”. This configuration is performed in Monitor settings.
• The API user must have the following access
rights:
– Show supplier
– Show purchase orders
– Show order types
– Show company information
– Show part
– Show chart of accounts
– Show dimensions/dimension codes
– Create new purchase order
– Modify purchase order
– Report arrival of purchase order
– Show currencies
• The system currency in CRIBWISE must match the default purchase currency in Monitor ERP. If multiple purchase currencies are used in CRIBWISE, each currency must also exist in Monitor ERP. Currencies are matched by currency code (ISO).
• Before the integration can be used it must be configured which is made from CRIBWISE Administration Portal from the menu Administration – Integration. If the integration addon is activated for the customer a menu-option will be displayed.
• General and workflow levels settings can be found at
LIMITATIONS
No Equivariant
Monitor Sets The Purchase Order Number
Monitor doesn’t have an equivariant to the CRIBWISE order status, meaning it is not possible to distinguish between Active, Closed or Cancelled orders in Monitor. When all rows in Monitor are fully received, the order will automatically change its status to 9 – History (Completely delivered). When the order enters this status it’s no longer possible to update it.
It is not possible to set the Purchase Order number within
CRIBWISE. The account is specified as a default setting in Monitor. The same applies for the cost center.
Rules For Purchase Order Numbers
Cannot Delete Order Rows
It is not possible to delete order rows within Monitor via API. If an order row is deleted in CRIBWISE then the order quantity will be set to zero (0) within Monitor. The same will happen if the complete order is cancelled – all rows will be set to zero.
Purchase order numbers must not be longer than 15 characters. If an order in CRIBWISE has more than 15 characters, it will not be synchronized to Monitor, and an error will be displayed. By default, all purchase orders will be synchronized regardless of Vendor, Stock or Device. Therefore it is required to have the Vendor ID in CRIBWISE to match a supplier in Monitor. Otherwise, the synchronization will fail, and an error will be displayed in the execution log.
