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Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance

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NEW ERP DOCUMENTATION EXPERIENCE!

We're building a better way to serve you documentation that gives you the most up-to-date and relevant information about how to use your company's Procore + ERP integration.

This page is part of the new experience. The new experience is currently complete for Workday®, QuickBooks® Online, Yardi Voyager®, Xero™, CMiC, NetSuite®, MRI Platform X®, Acumatica Cloud ERP, and MYOB Advanced Construction only. 

To view documentation for a Procore-supported ERP integration that is not yet part of the new experience, please see ERP Integrations and select the tile for your ERP system.

​ Objective

To resend a previously rejected Head Contract Change Order (PCCO) to the ERP Integrations tool so it can be accepted by an accounting approver for export to an integrated ERP system.

Background

If you previously sent a PCCO to the ERP Integrations tool and it was rejected by your company's designated accounting approver, the accountant will typically include a reason when performing the rejection. The rejected PCCO is then removed from the ERP Integrations tool and is also unlocked in the project's Head Contracts tool so the issue can be corrected. After correcting the PCCO issue(s), use the steps below to re-send the PCCO to the ERP Integrations tool for acceptance by the accounting approver. After acceptance, the system will export the PCCO to the integrated ERP system.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Project level Head Contract Tool. 
  • Additional Information:
    • The Head Contract Change Order (PCCO) must have an 'Approved' status. 
    • The Date field on a change order is required.
  • Not all ERP integrations support syncing PCCOs. Additional considerations, limitations, or requirements may apply depending on the ERP system your account is integrated with. See Things to Know about your ERP Integration for details.

Steps

  1. Navigate to the Project level Head Contracts tool.
  2. Click the Variations tab.
  3. Locate the desired PCCO in the list.
  4. Choose from these options:
    • If the PCCO is in the Approved status, click View. 
      view-approved-erp-pcco.png
      OR
       
    • If the PCCO is in any other status, click Edit. Then change the status to Approved and click Save at the bottom on the page.
      Note: You must have 'Admin' level permission on the Head Contract tool or be a 'Designated Approver' on the PCCO to change the status of a PCCO to Approved.
      edit-draft-erp-pcco.png
  5. If the PCCO is in the 'Approved' status, click Resend to ERP.
    Note: If this button is greyed out and unavailable, it is most likely because the PCCO has not been approved. Hover your mouse cursor over the tooltip for more information. 

    send-to-erp.png

    The system sends the PCCO to the Company level ERP Integrations tool and the icon at the top of the page changes to BLUE. See What do the ERP icons mean?