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Retrieve a Subcontractor Progress Claim from ERP Integrations Before 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 retrieve a subcontractor progress claim that was sent to the ERP Integrations tool before it is accepted by an accounting approver for export to an integrated ERP system.

Background

After a progress claim is sent to the ERP Integrations tool for acceptance by an accounting approver, the system locks the progress claim and you are NOT permitted to modify it in Procore, until it is either accepted and exported to the integrated ERP system by your company's designated accounting approver, or rejected by the accounting approver. 

However, if you recently sent a progress claim to the ERP Integrations tool and realise you need to quickly correct some information, you can use the steps below to retrieve the progress claim from the ERP Integrations tool.

Things to Consider

  • Required User Permission:
    • 'Admin' permission on the project's Commitments tool.
 Notes
  • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Head Contracts tool. Procore tool names vary, depending on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for head contractors, owners and speciality contractors?
  • If you are a collaborator (for example, an progress claim contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
    • A Procore User account.
    • Access permissions to the project's Commitments and/or Client Contracts, Funding or Head Contracts tool.
    • Membership on the 'Private' list of a specific contract or funding
    • Designated as an 'Invoice Contact' on the contract or funding.
  • Limitations:
    • You can only perform these retrieval steps if the accounting approver has not yet accepted or rejected the progress claim for export to the ERP system. 
  • Additional requirements, limitations, or considerations may apply depending on the ERP system your account is integrated with. See Things to know about your ERP Integration for more information.

Steps

  1. Retrieve One or More Progress Claims from the ERP Integrations Tool
  2. Retrieve an Individual Progress Claim from the ERP Integrations Tool

Retrieve One or More Progress Claims from the ERP Integrations tool

  1. Retrieve One or More Progress Claims from the ERP Integrations tool
  2. Navigate to the project's Commitments tool.
  3. Locate the commitment with the progress claim(s) to work with. Then click View. 
  4. Click the Progress Claims tab.
  5. Place a checkmark next to the desired progress claims.
  6. Click Retrieve from ERP. 

Retrieve an Individual Progress Claim from the ERP Integrations Tool

  1. Navigate to the project's Commitments tool.
  2. Locate the commitment with the progress claim to work with. Then click View. 
  3. Click the Progress Claims tab.
  4. Locate the desired progress claim and click View to open it.
  5. Click Retrieve from ERP.