When the Send to ERP button is dimmed and not available on the New Project Created page of the Project Creation Assistant, it is typically because the new project data that you have created does not m...When the Send to ERP button is dimmed and not available on the New Project Created page of the Project Creation Assistant, it is typically because the new project data that you have created does not meet the minimum requirements for exporting data with the integrated ERP system. To learn the specific reasons why you are not able to use the button, hover your mouse cursor of the question mark (?) icon on the button as shown below.
Answer You cannot change the vendor type after a Procore Company is synced/linked to a vendor ID from an integrated ERP system. To work around this, Procore recommends changing the 'Vendor Type' in yo...Answer You cannot change the vendor type after a Procore Company is synced/linked to a vendor ID from an integrated ERP system. To work around this, Procore recommends changing the 'Vendor Type' in your integrated ERP system and then refreshing the vendor list in Procore. The updates will go into effect after the next successful data sync. See Also Things to Know about your ERP Integration
Answer When your company has enabled the ERP Integrations tool and configured it to work with Viewpoint® Spectrum®, your sync settings will be configured for you by your Procore point of contact durin...Answer When your company has enabled the ERP Integrations tool and configured it to work with Viewpoint® Spectrum®, your sync settings will be configured for you by your Procore point of contact during the implementation process. If you want to sync your data for the first time, see Integration by Procore: Setup Guide. If you want to setup an automatic sync program, see Integration by Procore: Configure the Sync Program for Viewpoint® Spectrum®. See Also Integration by Procore: Setup Guide
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.
Upon completion of a workflow applied to the commitment when the Direct Export feature is enabled for commitments in your company's account, and a workflow is applied to the commitment. After a commit...Upon completion of a workflow applied to the commitment when the Direct Export feature is enabled for commitments in your company's account, and a workflow is applied to the commitment. After a commitment is sent to the ERP Integrations tool for accounting acceptance, and an accounting approver accepts the commitment for export to your integrated ERP system.
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.
