Key Workflow Capabilities & Use Cases
Purchase Requisition
Automated Requisition Requests:
Employees or departments can submit purchase requisitions for goods and services directly through the system. This feature eliminates paper-based requisitions and centralizes all purchase requests in one platform.
Approval Workflows:
Each purchase requisition can be automatically routed through a predefined approval process, ensuring that only authorized purchases are made. Approval workflows can be configured based on like department, budget, or purchase amount.
For higher-value purchases or items that require multiple levels of scrutiny, Norming Resource Manager supports multi-level approval workflows. This ensures compliance with organizational policies for major procurements.
Real-Time:
Requestors can track the real-time status of their requests, reducing the need for manual follow-ups and improving transparency.
Budget Control and Alerts:
Allows budget limits checks. If a purchase exceeds the allocated budget, the workflow triggers additional approvals or notifies financial managers for review.
Automatic PO Creation:
Once a purchase requisition is approved, Norming Resource Manager can automatically generate a purchase order (PO) in Sage 300. This minimizes the manual effort required to create POs and ensures that purchasing data is accurate.
Expenses
Expense Submission:
Employees can submit their expenses (e.g., travel, meals, accommodations) through the web portal, attaching receipts and relevant documentation as needed.
Automated Routing:
Once an expense claim is submitted, the workflow routes the claim through the appropriate approvals, depending on the amount, department, or project. For example, smaller expenses might only require one level of approval, while larger or more complex claims may require multiple approvals.
Expense Policy Enforcement:
Workflows help enforce expense policies, ensuring that only eligible expenses are submitted and approved.
Integration with Sage 300 Financials:
Approved expenses flow directly into Sage 300’s Accounts Payable or General Ledger modules for reimbursement or posting, reducing manual data entry.
Timesheets
Employee Timesheet Submission:
Employees can submit their timesheets electronically through the Norming Resource Manager web portal. Each timesheet records the time spent on various contracts, projects, or categories.
Approval Hierarchies:
Timesheet workflows route submitted timesheets to the appropriate project manager or supervisor for approval based on predefined approval hierarchies.
Notifications and Reminders:
The workflow engine will send automated notifications to managers when timesheets are awaiting approval, and reminders if timesheets are overdue or still pending.
Sales Quotation
Sales Quote/Order:
The sales team can submit a sales quotation/order for approval via the Norming web portal. It includes all relevant details such as customer information, products or services ordered, pricing, delivery terms, and payment conditions.
Credit Check and Customer Verification:
If required, the workflow checks the customer’s credit status and account standing before proceeding with the sales quote/order. This could involve verifying outstanding balances, or available credit limits. If the customer’s credit status is acceptable, the order moves forward automatically. If not, the system routes the quotation/order for review by the credit control or finance team and gives warning/error message.
Approval Routing:
Depending on the company’s policy, sales quotation/order may require approval before being processed. For example, large or high-value orders might need to be approved by the sales manager or finance department.
Project Management
LEM:
Norming provides LEM (Labor, Equipment, and Materials) workflows for construction companies used in project management to track and control the use of resources—specifically labor, equipment, and materials—in construction projects. Effective LEM management ensures that resources are allocated and utilized efficiently, that costs are kept within budget, and that projects are completed on time.
Estimate Revise Request:
Provides tool for users to submit and approve revise estimates while keeping a record of both the original and revised estimates, ensuring that project managers can compare and track planned vs. actual costs effectively.