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Resend a Rejected CCO to ERP Integrations for Accounting Acceptance

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Objective

To resend a modified Commitment Variation (CV) to the ERP Integrations tool after it has been rejected for export to an integrated ERP system by an accounting approver. 

Background

If a variation has previously been sent to the ERP Integrations tool for acceptance by an accounting approver, the approver has the option to submit a 'Reject' response. When rejected, the approver will typically include a reason for the rejection (i.e., to summarise the issue(s) that must be corrected in order to achieve acceptance). Procore also sends an automated email notification to the person who sent the variation to the ERP Integrations tool. 

At this point, the next step is to address the reasons for the rejection in an updated variation. After the variation is fixed, you can use the steps below to resend the commitment to the ERP Integrations tool for accounting acceptance. 

Things to Consider

  • Required User Permission:
    • 'Admin' on the Commitments tool.
  • Prerequisites:
    • You will only see the Re-send to ERP action button if the CV was previously sent to the ERP Integrations tool and rejected for export by an accounting approver.
    • If a CV that you created has been rejected for export to [Your ERP Software] by an accounting approver, the person who created the CV will received an automated email notification with the subject line, '<Your Company Name>: ERP Commitment Rejection Notification.'
  • Additional Information:
    • Since there are several reasons why a CV could be rejected, you may need to fix multiple issues. If you have questions, contact your company's accounting approver for more information about the rejection reason(s). 
    • A rejected CV does not always have to be re-sent to the ERP Integrations tool. Under some circumstances, you might change the progress claims status to 'Void'.  Contact your company's accounting approver for specific actions. 
    • When you re-send a CV to the ERP Integrations tool, your company's designated accounting approver(s) will immediately receive an email notification to alert them. This helps to expedite the approval process. If an accounting approver does not submit a response to the CV after receiving the alert, it will also be included on the "ERP Integrations Daily Summary" email notification. 

Steps

  1. Identify the rejected CV as follows:
    • Locate the 'ERP Commitment Rejection Notification' email in your Inbox. Review the 'Rejection Comments' and then click the View Online link.
      OR
    • Navigate to the Commitments tool and locate the rejected CV in the 'Committed-Summary' list and click Edit.
      (Notes:
      • When an item is rejected or retrieved from the ERP Integrations tool, an olive banner appears on the line items. 
      • To view rejection comments, click the Change History subtab and look for the 'Rejected Message' line item. The rejection comments appear in the 'To' field). 
  2. Return to the CV and fix the issues.
  3. Click Re-send to ERP.
    This re-sends the CV to the ERP Integrations tool where it can be accepted or rejected by the accounting approver. 

See Also