How to Ask Norma

Norma understands ordinary language. You don’t need special syntax — say what you want the way you’d say it to a colleague, and name customers, suppliers, and products however you normally do. If a request is missing something Norma needs (a quantity, a customer), it asks a short follow-up rather than guessing. The examples below are grouped by flow.

Creating sales documents

Norma drafts the document and holds it for your approval.

• “Create a sales order for Acme, 2 Widgets.”
• “Quote Bistro Nine for 10 cases of Widget at 4.50 each.”
• “Make a delivery for sales order 20014.”
• “Invoice Acme for 3 Widgets and 1 Gadget.”
• “Raise a credit memo for Acme, 2 Widgets returned.”
• “Book a return for Acme, 1 Gadget.”
• “Take a 500 down payment from Acme.”

Tips: name the customer plainly (“Acme”) — Norma resolves the code. Give a quantity per line. If you know the price you want, say it; otherwise Norma uses the item’s list price.

Creating purchasing documents

• “Create a purchase order to Supplier Corp for 100 Widgets.”
• “Order 50 Gadgets from our usual Gadget supplier.”

Looking things up

These run immediately — no approval needed.

• “Find the customer Acme Corp.”
• “What items do we sell that contain ‘widget’?”
• “Show me purchase order 30007.”
• “List the open sales orders.”
• “Is there an A/R invoice for Acme this month?”

Running reports and analytics

Ask the business question in words.

• “Who owes us money?” or “Show the A/R aging.”
• “How much is more than 60 days overdue?”
• “Which suppliers are we behind on?” (A/P aging)
• “Show monthly revenue.” / “Revenue this quarter.” / “Annual revenue.”
• “What’s our gross margin?”
• “Which customers are over their credit limit?”
• “Give me a cash-flow forecast.”
• “How many days of stock do we have on Widgets?”
• “What’s our order backlog?”
• “List the saved queries.” then “Run the AR summary query.”

Booking from a scanned document

Upload or attach the document, then ask Norma to book it.

• “Book this scanned invoice.”
• “Create the purchase order from this PO photo.”
• “Turn this delivery note into an SAP delivery.”

Norma extracts the fields, fills the matching document, and shows it to you to check and approve before anything is created.

When Norma asks you a question

If a request is ambiguous — two customers named “Acme”, or a missing quantity — Norma replies with a short clarifying question instead of a document. Answer it and Norma continues. This is normal and keeps it from acting on a wrong guess.

A note on approvals

Anything that changes SAP — every create — is held for you to review. You’ll see the proposed document with editable fields; approve it and it’s created, reject it and nothing happens. Reports and look-ups never need approval. See “Reviewing and approving” for the details.