Norming Resource Manager 2024 PU2 is Released

September 27^th 2024

Dear Partners,

Thanks for your continued support of Norming solutions. Norming Resource Manager 2024 PU2 is released with the below new features:

Part I - New Modules

● PJC Contract Maintenance Requisition

Allows users to submit PJC Contract Maintenance requests through the Resource Manager Employee Portal. The approved PJC Contract Maintenance requests can be automatically or manually posted to Sage 300 PJC module to create new or update existing PJC contract.

● PO Invoice Automation

Automates the invoice capturing, 3-way matching and approval processes. The approved PO invoice can be posted to Sage 300 PO module automatically or manually per settings. 

Part II - New Features

Sales Quotation

1. Allows to create PJC contract maintenance request from 'Won' sales quotation.

2. Allows 'Non-Existing' customer in sales quotation. New customer can be generated in Sage 300 Account Receivable automatically during sale quotation posting process.

3. Allows different numbering rules for sales quotations with 'Active' and 'Quote' O/E Order types respectively.

4. PJC contract number can be specified at the header level to be used for all the details.

5. Displays additional unit cost, like Average Cost, Standard Cost and etc. in the detail table.

6. Allows 'Non-existing' items in sales quotation, but these items must be created in Sage 300 I/C Items before sales quotations are posted to Sage 300 Order Entry module.

7. The following information can be maintained in Resource Manager/Backend Application:

    a. Customer information on the Customer pop-up window.

    b. Item number in the detail table.

Purchase Requisition

1. Ship-To Location information can be maintained on Web PR screen.

2. Bill-to Location information can be maintained on Web PR screen.

3. The approval trail for each PR detail can be viewed on the Web PR screen if the system is configured to approve PR by details.

4. Improves the email notification ability by allowing sending emails to all vendor contacts.

5. Attachments can be attached for 'Approved' PR.

Receipt Requisition

1. Email notification can be sent to the following roles:

    a. PJC Contract Manager

    b. PJC Project Manager

A/P Invoice Requisition

1. Account Set can be specified in A/P Invoice Requisition.

2. Attachments can be attached for 'Approved' A/P invoice requisition.

I/C Transfer Requisition

1. Allows to import details for 'Transfer' and 'Transit Transfer' types of requisitions.

Travel Request

1. Values for the following fields can be brought into expense report from travel request:

Division Code, Region Code, Department Code, Cost Center Code and Job Code.

Leave Request

1. Allows to maintain optional fields in Leave Request.

Custom Requisition

1. Provides more fields with 'Amount' type.

PJC Estimate Revise Requisition

1. Provides a window on the Web PJC Estimate Revise Requisition screen to compare the revenue/cost/profit before and after the revise.

2. Provides a variable(ie. [MINCONTMG] Minimum Profit Margin for PJC Contract) for PJC Estimate Revise Requisition, which can be used to create conditional workflow. For example, if minimum profit margin is lower than a specific percent, an additional approver is required to approve the revise.

E-mail Templates

1. Enhances the E-mail notification function by providing the following variables:

   ○ [EMP_PREFIX]                           - Employee's Prefix

   ○ [EMP_JOBTITLE]                        - Employee's Job Title

   ○ [APR_PREFIX]                            - Approver's Prefix

   ○ [APR_JOBTITLE]                        - Approver's Job Title

   ○ [ACTIONER_PREFIX]                 - Current Actioner's Prefix

   ○ [ACTIONER_JOBTITLE]             - Current Actioner Job Title

   ○ [NEXTACTIONER_PREFIX]        - Next Actioner's Prefix

   ○ [NEXTACTIONER_JOBTITLE]    - Next Actioner's Job Title

2. Provides the following variables for Back-End email Notification ability:

   ○ [RCP_CODE]                               - Recipient Code

   ○ [RCP_NAME]                               - Recipient Name

Bac-End Requisitions List

1. Displays 'Approved Date' column for all the requisition list.

Web Portal To Approve List

1. Changes the name of 'Last Approver' to 'Last Actioner', also displays the comment entered by submitter in the 'Action Comment' column.

Mobile APP

1. Allows to print Custom Reports on the mobile App.

Web Screen

1. Provides web screen for PJC Contract Requisition List.

2. Displays 'Approved Date' column for all the requisition list.