Solution Overview
Norming document management solution allow backoffice sage 300 users to view the attachments (such as PDFs, Word files, Excel spreadsheets, scanned images, and other file types) been uploaded via the Norming Resource Manager web portal. This functionality improves document accessibility, auditability, and collaboration by ensuring that relevant documents are stored centrally and linked to specific transactions or entities in Sage 300.
It allows sage 300 finance user to view the documents attached to Resource Manager requests or transaction within Sage 300, including:
Purchase Request: Attach supporting documentation to purchase requests, such as item specifications , pictures , warranty information and etc.
Expenses: Any receipts can be uploaded by employees and viewed by the finance users.
Timesheets : Supporting documents such as work orders , sick notes.
A/P Invoice Request: Link vendor invoices, receipts, or purchase order to payables transactions.
Sales Quote Request: Attach quotations, customer correspondence directly to the order.
You can also attach documents to any sage 300 transaction and screen , including: General Ledger, Accounts Payable/Receivable, Order Entry, Inventory Control and any screen.
Norming Document Management solution helps both finance and operational users in businesses to streamline document management, improve accessibility, and enhance collaboration by allowing users to attach and access important documents. It enables businesses to reduce reliance on paper, stay organized, and remain audit-ready. By integrating seamlessly with Sage 300 modules, it ensures that document management becomes a natural part of your accounting system, improving overall efficiency and accuracy in handling documents.
