Purchase Requisition
Raise and approve a request to buy, with budget checking, then turn it into a Sage 300 purchase order.
Watch demo
Norming Resource Manager for Sage 300
Norming Resource Manager for Sage 300: web & mobile workflows.
Norming Resource Manager helps organisations bring employees, managers and operational users into selected Sage 300 business processes through browser and mobile workflows.
Enter→
Attach→
Submit→
Approve→
Post to Sage 300
Bring more of your organisation into the Sage 300 process.
Sage 300 remains the core ERP, while Resource Manager provides a workflow-focused web and mobile experience for the people who raise, review, approve and manage transactions.
1EnterCreate the request or transaction through web/mobile.
2AttachAdd supporting documents and relevant information.
3SubmitRoute the transaction into the configured workflow.
4ApproveManagers review and approve from web or mobile.
5Post / UpdateApproved transactions flow back into the applicable Sage 300 process.
Broaden user participation affordably
Extend selected Sage 300 workflows to more requestors, approvers and operational users at a much lower user licence cost than providing each person with a full Sage 300 desktop licence.
Work beyond the desktop
Use supported web and mobile workflows for transaction entry, approvals and inquiry.
Keep documents together
Attach supporting documents so reviewers have the information they need when approving transactions.
Reduce manual work
Digitise repeatable business processes and automate selected invoice capture and matching activities.
Improve visibility
Track workflow status, approval progress and submitted requests through inquiry and management tools.
Stay connected to Sage 300
Extend the user experience while retaining Sage 300 as the core ERP and financial system of record.
Resource Manager capabilities
Every module that can run through Resource Manager, grouped by business process. Available functionality depends on the modules licensed and the product release in use. 22 of the 30 have a recorded demonstration - click Watch demo to play it here on this page.
Procure to Pay
8 modules · 8 with a demoThe full procurement cycle - requisition, RFQ, purchasing, receiving, invoicing and payment - with optional AI document recognition at the invoice steps.
RFQ
Collect and compare supplier quotes online before the purchase order is raised.
Shares the Purchasing Workflow demonstration - RFQ begins at 4:56.
Watch from 4:56P/O Receipt
Record goods received against the order, including partial deliveries, with traceability and cost control.
Watch demoP/O Invoice
Match the supplier invoice to the order and the receipt, with multi-receipt matching and a full audit trail.
Watch demoA/P Invoice
Enter and approve supplier invoices with no purchase order behind them, before they post to A/P.
Watch demoA/P Payment
Approve and process payment runs, with the approval recorded against each payment.
Watch demoAI A/P Automation
Read the A/P invoice automatically with AI document recognition, removing the manual key-in.
Watch demoAI P/O Invoice Automation
Read the P/O invoice automatically and match it against the order and receipt before approval.
Watch demoEmployee Self Service
6 modules · 5 with a demoTravel, expenses, time, leave and attendance handled by the people who raise them, on web or mobile, with policy compliance and reconciliation built in.
Expense & Travel
Travel requests and expense claims submitted with receipts attached, checked against policy, then reimbursed.
Watch demoExpense Overview
A short introduction to how travel and expense claims move through Resource Manager.
Watch demoCash Advance
Request an advance before travel, then reconcile it against the expense report when the claim is submitted.
Demonstration on requestTimesheet & Overtime
Record hours against projects and tasks, including overtime, for approval and posting.
Watch demoAttendance
Clock in and out with device identification and geofencing, feeding time management.
Watch demoSales & Accounts Receivable
2 modules · 0 with a demoQuoting and customer invoicing brought under the same approval control as everything else.
Sales Quotation
Generate, review and approve sales quotes through a workflow, then push the approved quote to an O/E order.
Demonstration on requestA/R Invoice Requisition
Check and approve customer invoices before they are sent, so nothing goes out unreviewed.
Demonstration on requestG/L & Management
5 modules · 4 with a demoJournal control, your own requisition forms, and the screens managers use to see and clear what is waiting on them.
G/L Journal
Route journal entries for review before posting - segregation of duties on the general ledger.
Watch demoCustom Requisition
Build your own requisition forms with custom fields, templates and flexible workflows.
Watch demoManager Console
One screen to inquire on and approve everything submitted through the portal, whatever the transaction type.
Watch demoMulti-Entity Approval
Approve across several Sage 300 companies from a single interface, for managers working across entities.
Demonstration on requestCustom Report
Deliver Crystal reports through the web portal and mobile app, with scheduling.
Watch demoProject Accounting (PJC)
5 modules · 2 with a demoContract initiation, estimating and site cost capture for project-based businesses, posting into Sage 300 Project and Job Costing.
Estimate Revise
Revise project estimates through a controlled requisition, reviewed by the project manager or controller.
Watch demoContract Maintenance
Draft, review and approve contracts so costs are agreed by all parties before work begins.
Demonstration on requestLEM Report
Capture labour hours, equipment usage and materials consumed on site - the construction industry's daily record.
Demonstration on requestPlanning
Plan labour resources across projects so the right people are allocated where they are needed.
Demonstration on requestInventory Workflows
2 modules · 1 with a demoInternal stock requests and movements raised and approved outside the Sage 300 desktop.
I/C Transfer Requisition
Request and approve stock movements between locations, keeping inventory levels right across sites.
Demonstration on requestItem Usage Requisition
Request internal or project material, connected to purchasing and budget controls.
Watch demoAcross Every Module
2 modules · 2 with a demoTwo capabilities that apply wherever you use Resource Manager, rather than to one process.
Document Attachment
Attach and manage supporting documents from Sage 300 desktop screens, not just the portal.
Watch demoRM ePortal (Mobile App)
The Employee Portal on a phone - raise and approve transactions away from a desk.
Watch demoStart with these product demonstrations
A quick way to see Resource Manager across mobile access, procurement, invoice automation and management visibility.
Also in Workflow & Approvals. Resource Manager routes the transactions your team
raises. For the payment run specifically, TaiRox SOX
Check Approval lets staff prepare payment batches and managers approve them for one or
more companies from a single console.
Other solutions we distribute
Start from the process you want to fix. Each solution installs alongside Sage 300.
Fixed Asset Management
Acquisition, depreciation, disposal, leasing, maintenance and barcode tracking.
View solution →Collections & CRM
Chase overdue invoices from a dashboard, and manage sales pipelines in the same Sage 300 database.
View solution →Security, Access & Compliance
Single sign-on and multi-factor, user management across companies, and segregation-of-duties checks.
View solution →Productivity & Automation
Hundreds of enhancements to daily Sage 300 screens, plus bulk updates and cross-company maintenance.
View solution →Want to explore Resource Manager for your Sage 300 environment?
Speak with your Sage 300 partner, or message ERPAdvance Asia on WhatsApp for a quick answer, to discuss the processes you would like to move to web, mobile or automation.