What Norma Can Do for You

Norma is your assistant for SAP Business One. You ask in plain language — the way you would ask a colleague — and Norma does the SAP work. You never have to remember a screen, a table name, or a menu path. This page is the friendly tour; if you want the exact tool list, see the capabilities reference.

Create the documents you need

Tell Norma what you want and it drafts the SAP document for you. It can create:

• Sales orders — “create a sales order for Acme, 2 Widgets.”
• Quotations — offer a customer a price before they commit.
• Deliveries — ship what was ordered.
• A/R invoices — bill a customer.
• Returns and credit memos — when goods or money come back.
• A/R down payments — take a payment up front.
• Purchase orders and quotations — order from a supplier, or ask them for a quote.
• Goods receipt POs — receive goods against a purchase order.

Norma looks up the customer, supplier, and products for you, so you can name them the way you normally would (“Acme”, “Widgets”) instead of hunting for codes.

One important thing: Norma never sends a document to SAP on its own. Every create is shown to you first, with all the details laid out and editable, and it only happens after you approve. See “Reviewing and approving” for how that works.

Look things up in seconds

Ask Norma a question and it reads the answer straight from SAP:

• “Find the customer Acme Corp.”
• “What’s the list price of a Widget?”
• “Show me sales order 20014.”
• “List the open purchase orders.”
• “Do we have an invoice for Acme this month?”

Get the numbers, not the spreadsheet

Norma has around twenty built-in reports, so you can ask business questions in words and get the figures back directly:

• “Who owes us money?” (A/R aging)
• “Which suppliers are we behind on paying?” (A/P aging)
• “Show monthly revenue this year.”
• “What’s our gross margin?”
• “Which customers are over their credit limit?”
• “What’s our cash-flow forecast?”
• “How many days of stock do we have on Widgets?”

If your SAP has saved (named) queries, Norma can list them and run one for you too.

Book a document from a scan

Have a paper or PDF invoice, or a photo of a purchase order? Hand it to Norma. It reads the document, pulls out the customer, the lines, and the totals, and drafts the matching SAP document. You check the details, fix anything the scan got wrong, and approve. See “Scanning a document to create one.”

What Norma won’t do (yet)

Norma is honest about its limits. Right now it does not:

• create the full set of purchasing documents (purchase orders, quotations, and goods receipt POs yes; purchase invoices and purchase returns not yet),
• post inventory movements (goods receipt/issue, transfers),
• record payments or journal entries,
• edit or cancel a document that already exists,
• create or change customers and items.

If you ask for something it can’t do, it will say so plainly instead of guessing.