Please note that the ability to send an item to ERP is dependent on the type of ERP integration your company has enabled (for example, Sage 300 CRE®, QuickBooks® Desktop, or Xero™). If syncing for a t...Please note that the ability to send an item to ERP is dependent on the type of ERP integration your company has enabled (for example, Sage 300 CRE®, QuickBooks® Desktop, or Xero™). If syncing for a type of item is not supported by your ERP integration, you will not have the option to send it to the ERP tool for accounting acceptance. The user who sent the Job to ERP receives a notification. The user who sent the Sub Job to ERP receives a notification.
When you add a new company record to a project's Directory tool, the system automatically adds that company record to the Company level Directory tool. Multiple entries for the same company (e.g., a s...When you add a new company record to a project's Directory tool, the system automatically adds that company record to the Company level Directory tool. Multiple entries for the same company (e.g., a subcontractor, contractor, outside vendor) are accidentally created in the Company Directory when different users add the same company (with different spellings) to two different projects.
If your company has configured the ERP Integrations tool to work with your ERP system, a user can create a new project and then send it to the ERP Integrations tool for acceptance by an accounting app...If your company has configured the ERP Integrations tool to work with your ERP system, a user can create a new project and then send it to the ERP Integrations tool for acceptance by an accounting approver. To view this list, navigate to the ERP Integrations tool and click the Jobs subtab. After the project is created, it must be sent to the ERP Integrations tool.
To send a company record for a project's Directory tool to the company's the ERP Integrations tool to be accepted for export to an integrated ERP system by an accounting approver.
I am working on a construction project's accounting team and I don't see the options to accept or reject the data for export to our integrated ERP system. If you are a member of your company or projec...I am working on a construction project's accounting team and I don't see the options to accept or reject the data for export to our integrated ERP system. If you are a member of your company or project's accounting team and have responsibility for approving data for export from Procore into an integrated ERP system, you will need to contact your Procore Administrator or a user with 'Admin' level permission on the ERP Integrations tool.
Enable or disable the feature that allows Commitments, Commitment Change Orders (CCOs), and Progress Claims to sync to ERP without approval by an Accounting Approver.
