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Accept or Reject a Commitment for Export to MYOB Advanced Construction


To accept or reject a commitment that has been sent to the ERP Integrations tool for review by an accounting approver


After sending a commitment to your company's ERP Integrations tool, a designated accounting approver has the option to 'Accept' or 'Reject' it as follows:

  • An 'Accept' response exports the commitment to the integrated ERP system.
  • A 'Reject' response does NOT export the commitment to integrated ERP system. Instead, it is returned to an editable state in the project's Commitments tool for correction. See Edit a Commitment.

Note: When at least one (1) commitment is awaiting acceptance in the ERP Integrations tool, Procore sends an automated email notification to the accounting approver once per day. The email's subject line is 'ERP Integrations Daily Summary' and lists all commitments awaiting the approver's response.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory.
      Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 

Important! If you are granted only 'Standard' level permission, you can only view data. You do not have sufficient access permission to accept or reject items for export.


Review a Commitment

  1. Navigate to the company's ERP Integrations tool.
  2. In the [Your ERP Integration] Integration page, click the Commitments subtab. 
  3. In the 'Views' menu, click the Ready to Export link. 
    This page that appears lists only the commitments that have been sent to the ERP Integrations tool for accounting approval. See Send a Commitment to ERP Integrations for Accounting Acceptance
  4. Continue with one of the following:

Accept a Commitment​

  1. Locate the commitment in the Commitments - Ready to be Exported to [Your ERP Integration] list.
  2. Choose Accept
  3. (Optional) Update the [Your ERP Integration] Contract ID in the box.
    This will be the unique ID given to the contract in [Your ERP Integration], and thus must be unique and under the character limit.
    (Note: Procore can configure the maximum character length allowed for the Contract Code field, to ensure that your team does not accidentally send contract codes that are too long. Reach out to your Procore contact for more information.) 
  4. Click Export
    This exports the commitment to your [Your ERP Integration] database. The process typically takes a few minutes. 
    (Note: If for any reason a commitment (or another item) fails to export to [Your ERP Integration], you can view the failed item(s) by clicking the Failed to Export link in the Views menu in the right pane. When an commitment fails to sync, follow the steps in Reject a Commitment and then Re-send a Rejected Commitment to ERP for [Your ERP Integration]). 
  5. (Optional) To verify that the sync was successful, log into [Your ERP Integration] and verify that your data appears as expected.

Reject a Commitment 

  1. Locate the commitment in the Commitments - Ready to be Exported to [Your ERP Integration] list.
  2. Choose Reject.
  3. Enter a short explanation about the reason(s) for the rejection.
  4. Click Reject.
    The following events occur:
    • The system removes the commitment from the ERP Integration tool and returns it to an editable state in the project's Commitments tool. See Edit a Commitment.
    • The system sends an automated email notification to the creator of the commitment. This alerts that person of the 'Reject' response.

See Also