How do I sync my Head Contract with Acumatica or MYOB Advanced Construction?

Background

Your ERP integration often requires you to take specific actions in order to sync items like contracts, progress claims, or change orders. With Procore's Acumatica Cloud ERP and MYOB Advanced Construction Connectors, there is no action required to sync your head contract. However, certain conditions must be met for an automatic sync to be activated. 

Answer

Head contracts in Procore automatically sync to Acumatica Cloud ERP or MYOB Advanced Construction as a summarised single line item within the Revenue Budget tab. Your head contract is automatically synced when the following conditions are met:

• The project is synced with Acumatica Cloud ERP or MYOB Advanced Construction.
• A head contract exists in the 'Approved' status.
• At least one (1) line item with a non-zero value has been added to the contract's schedule of values (SOV).
• The contract number must consist of no more than seven (7) alphanumeric characters.

This automatic sync detects changes made to the contract's value in Procore as they occur, and updates the corresponding summarised value in Acumatica Cloud ERP or MYOB Advanced Construction accordingly.

See Also

• About the Project Financials + Acumatica Cloud ERP Connector
• Create a Head Contract