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Edit a Commitment Synced with MYOB Advanced Construction

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Objective

To edit a commitment in Procore after its been synced with an integrated ERP system. 

Background

After the commitments on a project have been synced with a company's MYOB Advanced Construction system, Procore automatically restricts your ability to edit synced fields on a commitment. This is to ensure that the data remains in sync on both systems. The fields that cannot be edited after a sync include:

  • Contract Company
  • Status
  • Schedule of Values (SOV) subtab (all fields)

On occasion, you may have a need to edit a synced commitment. The method that you use to edit a commitment will differ, depending upon whether or not you are making an official change to the terms of the commitment or if you are correcting a data entry mistake. 

Things to Consider

  • Required User Permissions:
    • To edit a commitment, 'Admin' level permission on the project's Commitments tool.
      OR
    • To edit a commitment as a user with 'Standard' or 'Read Only' level permission to the Commitments tool, the 'Update Purchase Order' and/or 'Update Subcontract' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a Permission Template. 
  • Prerequisites:

Steps

Create a CCO for a Synced Commitment

After syncing your MYOB Advanced Construction system with Procore, it's recommended that you follow the designated commitment change order process when editing your project's commitments:

  1. Navigate to the project's Commitments tool.
  2. In the Commitment log page, locate the commitment that you want to edit.
    Note: When a commitment has been synced with an ERP system, a green ERP banner appears in the Title cell of the commitment line item. 
  3. In the right-pane, click the Create Commitment CO button. 
  4. In the New Commitment Change Order page, modify any information as needed. To learn about the editing option, see
    Important! If your company is using the MYOB Advanced Construction system and you have synced your project's commitments, the following fields are marked read-only and cannot be edited in Procore unless the commitment is unlinked. See Unlink Commitments Synced with MYOB Advanced Construction.
    • Title
    • Contract Company
    • Status
    • Default Retainage
    • Schedule of Values (SOV) subtab
  5. Click Create & Email or Create.

See Also