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.
The following data fields are synced when Procore connects to Viewpoint® Vista™ using the Integration by Ryvit: Job names are not synchronized because some companies have longer project names in Proco...The following data fields are synced when Procore connects to Viewpoint® Vista™ using the Integration by Ryvit: Job names are not synchronized because some companies have longer project names in Procore than what is allowed in the Integration by Ryvit. The Integration by Ryvit treats Sub Jobs as Jobs, so Procore's sub job concept is not supported with the integration. The Integration by Ryvit is the product of a partnership between Procore and Ryvit, a third-party developer.
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.
How to enable the job cost transaction syncing setting on a Procore project for companies using the Procore + Sage 300 CRE® integration or Viewpoint Vista integration.
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.