What Norma Can Do

Norma is an AI assistant that automates work in SAP Business One. A user asks in plain language; Norma retrieves the right tools and knowledge, reasons about the request, and either answers, asks a clarifying question, or proposes an action. It acts only through the connector’s declared tool set — it never touches SAP by any other path — and every write is held for a human to approve before it reaches SAP. This document is the authoritative account of what Norma can do today. It is kept current as tools ship; treat it, not older prose, as the source of truth.

Create SAP documents (writes)

Norma can create the following SAP Service Layer documents from a request or from a scanned document. Each is a create_* tool that maps the request onto the document’s Service Layer schema and posts it to /b1s/v1/<Docs>. Every one of these is a write: it is held for review, shown with editable arguments, and only created after a human approves (see “Every write is gated” below).

• Sales order (create_sales_order) — a customer order with one or more item lines.
• Sales quotation (create_quotation) — an offer to a customer; may carry an authoritative unit price per line, or fall back to the item’s list price.
• Delivery (create_delivery) — a delivery note shipping items to a customer.
• A/R invoice (create_invoice) — a customer invoice; optional authoritative unit price per line, otherwise the item list price.
• Return (create_return) — a customer return (mirrors a delivery in reverse).
• Credit memo (create_credit_memo) — an A/R credit note (mirrors an invoice).
• A/R down payment (create_ar_downpayment) — a customer down-payment invoice.
• Purchase order (create_purchase_order) — a supplier order with item lines.
• Purchase quotation (create_purchase_quotation) — a request-for-quote to a supplier.
• Goods receipt PO (create_goods_receipt_po) — receive goods against a purchase order.

The write set is growing along the full SAP document chain. Norma can look up the business partner and items a document needs before proposing it, so a request like “invoice Acme for 3 Widgets” resolves the customer and items and fills the lines.

Look up master data and documents (reads)

Norma reads the live SAP system to answer questions and to ground its writes. Reads are never gated — they run immediately.

• Business partners — get one by code, list them, or search by name (get_business_partner, list_business_partners, search_business_partners). Covers customers and suppliers.
• Items — list the catalogue or search it by name (list_items, search_items).
• Sales documents — fetch or list sales orders and deliveries (get_sales_order, list_sales_orders, get_delivery, list_deliveries).
• Purchasing documents — fetch or list purchase orders and goods receipts (get_purchase_order, list_purchase_orders, get_grpo, list_grpos).
• Invoices — fetch or list A/R and A/P invoices (get_ar_invoice, list_ar_invoices, get_ap_invoice, list_ap_invoices).

Run reports and analytics

Norma carries around twenty read-only analytics and report tools that answer business questions directly from SAP data — no export, no spreadsheet. The main families:

• Receivables and payables — A/R aging and A/P aging by customer or supplier (get_ar_aging, get_ap_aging); “who owes us money and how overdue”.
• Cash and credit — cash-flow forecast (get_cash_flow_forecast), credit exposure per customer against their limit (get_credit_exposure).
• Revenue — revenue by month, quarter, and year (get_revenue_monthly, get_revenue_quarterly, get_revenue_annual).
• Margin and sales — gross margin (get_gross_margin), a sales summary (report_sales_summary), delivery summary (get_delivery_summary).
• Order pipeline — open order backlog (get_order_backlog), the order-to-cash cycle time (get_order_to_cash_cycle), and aging open orders that are stuck (get_stuck_orders).
• Inventory — stock coverage / days of supply (get_stock_coverage), unhedged demand (get_unhedged_demand), inventory valuation (report_inventory_valuation).
• Saved queries — discover the named queries configured in the system (list_named_queries) and run one by code (run_named_query).

Scan a document and create from it (intake)

Norma can take a scanned or uploaded document — an invoice, a purchase order, a photo — instead of typed text (UC-07). It extracts the text and layout, structures it into typed fields (document type, partner, line items, amounts), and proposes the matching create_* document. The proposal enters the same review gate as any other write: you see the extracted arguments, correct any wrong field, and approve. Nothing is created from a scan without that approval. See the intake help page for supported document types and the flow.

Every write is gated (human in the loop)

There is exactly one write path and it is fail-closed. Each tool declares its effect (pure-read, sap-write, or data-egress). The guard reads that declaration: a read is allowed, and any write — or any tool whose effect is unknown — is held for review (ADR-0031). A held write is not a bare yes/no: its proposed arguments are an editable payload, so a reviewer can fix a wrong card code or a line quantity and approve with the corrected arguments; the connector re-validates the edit before posting. Reject or a 24-hour timeout means nothing runs. This one gate covers agent-proposed writes and document-prefilled writes alike.

Audited end to end

Every task is recorded station by station — retrieve, reason, authorize, execute, compose — with the inputs and outputs of each step, visible in the task’s audit view and linked to its durable-execution workflow. The audit records what actually ran: if a reviewer corrected the arguments, the trail shows the corrected write, never the superseded proposal.

What Norma cannot do yet

Norma’s coverage is deliberately narrow and honest. As of now it does not have:

• The full A/P write chain — purchase invoices, purchase returns, and purchase credit memos are planned but not shipped. Purchase orders, purchase quotations, and goods receipt POs are shipped.
• Inventory write tools — goods receipt, goods issue, and stock transfer are in design, not yet available.
• Finance and banking writes — incoming/outgoing payments and journal entries are planned, not yet available.
• Editing or cancelling existing documents — Norma creates; it does not modify or void a posted document.
• Master-data maintenance — it looks partners and items up; it does not create or edit them.

If you ask for one of these, Norma will tell you it cannot do it rather than guess.