Send a Commitment to ERP Integrations for Accounting Acceptance
Objective
To send a commitment to the ERP Integrations tool to be accepted for export to the integrated ERP system by an accounting approver.
Things to Consider
- Required User Permission:
- 'Admin' permissions on the project's Commitments tool.
- Prerequisites:
Before you can send a commitment to the ERP Integrations tool, it must satisfy these prerequisites:- ID Number. Must be fewer characters than the limitation set in MYOB Advanced Construction.
Note: Your Procore integration implementation specialist can set this limitation within Procore itself, so that your users are restricted from surpassing it. If this has not been configured, then there will be no length limitation in Procore, only that in MYOB Advanced Construction. - Title. Enter the Title of the commitment that will be sent to MYOB Advanced Construction.
- Contract Company. Must be linked to a synced MYOB Advanced Construction vendor. See Link a MYOB Advanced Construction Vendor to a Procore Company.
- Status. The status must be set to 'Approved' or 'Complete.'
- Schedule of Values (SOV). Must include at least one (1) line item, and all line items must contain MYOB Advanced Construction cost codes.
- ID Number. Must be fewer characters than the limitation set in MYOB Advanced Construction.
- Additional Information:
- If desired, you can configure your default settings to use your Procore Contract Number for an exported commitment's MYOB Advanced Construction ID field. If enabled, the MYOB Advanced Construction ID will auto-populate with the Procore Contract Number, however, the value can still be edited (Note: Enabling this setting requires 'Admin' level permission on the ERP Integrations tool. See Configure General ERP Settings).
- Typically, the project manager sends a commitment for accounting acceptance and another user (typically an accountant who has been granted the 'Can Push to Accounting' privilege will then accept the commitment for export to the ERP system or reject it to return the commitment to an editable state in the Commitments tool.
Steps
- Navigate to the project's Commitments tool.
This reveals the Commitments page. - Locate the desired commitment and click Edit.
- Modify the commitment as needed.
(Notes:- Make sure your specified values do not exceed the MYOB Advanced Construction character limits for each field.
- Important! Before you can export a commitment from Procore to MYOB Advanced Construction, it must satisfy the following requirements:
- ID Number. Must be fewer characters that the limitation set in MYOB Advanced Construction.
Note: Your Procore integration implementation specialist can set this limitation within Procore itself, so that your users are restricted from surpassing it. If this has not been configured, then there will be no length limitation in Procore, only that in MYOB Advanced Construction. - Title. For MYOB Advanced Construction, the title must be 35 characters or less. Longer entries must be shortened in Procore before they will be sent to MYOB Advanced Construction.
- Contract Company. Must be linked to a synced MYOB Advanced Construction vendor. See Link a MYOB Advanced Construction Vendor to a Procore Company.
- Status. For subcontracts, the status must be set to 'Approved' or 'Complete.'
- Schedule of Values (SOV). Must include at least one (1) line item, and all line items must contain MYOB Advanced Construction cost codes.
- ID Number. Must be fewer characters that the limitation set in MYOB Advanced Construction.
Click Send to ERP.
- The system sends the commitment to the ERP Integrations tool and locks it in the Commitments tool (i.e., to prevent users from editing it) before the accounting approver can review it:
- Contract Company. You cannot edit the company.
- Title. You cannot edit the commitment's title.
- Status. You cannot edit the status of the commitment.
- Default Retainage. You cannot edit the percentage value in the commitment.