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Send a CCO to ERP Integrations for Accounting Acceptance


To send a Commitment Change Order (CCO) to the ERP Integrations tool so it can be accepted by an accounting approver for export to your integrated ERP system


When you create a CCO on a Procore project, the new CCO must be sent to the ERP Integrations tool in Procore for acceptance by an accounting approver. After acceptance, the system will export the CCO data to your integrated ERP system.

Things to Consider

  • Required User Permission:
  • Minimum Requirements:
    In order to send a CCO in the Change Orders tool when the integration with [Your ERP Integration] is active, the CCO must satisfy these requirements:
    • Title: Must be 35 characters or less.
      Note: You cannot save a CCO that does not meet this requirement.
    • Contract Company. Must be linked to a [Your ERP Integration] vendor. See Link a [Your ERP Integration] Vendor to a Procore Company.
    • Status. Must be 'Approved.' 
    • Schedule of Values (SOV). Must include at least one (1) line item with a [Your ERP Integration] Cost Code. (Note: You can only add a line item to the commitment's SOV if its linked to an existing cost code and category.)
  • Additional Information:
    • If desired, you can configure your default settings to use your Procore Change Order Number for an exported commitment's [Your ERP Integration] ID field. If enabled, the [Your ERP Integration] ID will auto-populate with the Procore Change Order Number. However, the value can still be edited. (Enabling this account-wide configuration setting requires 'Admin' level access on the ERP Integrations tool.)
  • Limitations:
    • If a line item on a CCO creates a new line item on the original contract, that new line item will not be reflected on the [Your ERP Integration] contract. However, the CCO's line item will still be sent to [Your ERP Integration]. 


  1. Navigate to the project's Change Orders tool.
  2. Click the Commitments tab. 
  3. Locate the desired CCO in the list. Then click View.
  4. If all the CCO data appears as desired, click Send to ERP.


    • If the Send to ERP (or Re-send to ERP) button is grayed out and unavailable, hover your cursor over the question mark (?) to learn why. Typically, its because the project's ERP data has not yet been synced or because the item does not meet the minimum requirements (see above). 
    • If the Retrieve from ERP button appears, the data has already been sent to the ERP Integrations tool. 

    The system sends the CCO data to the ERP Integrations tool so it can reviewed by the accounting approver. It also locks the following fields so they can no longer be edited in Procore: 'Contract Company', 'Title', 'Status', and 'Total Amount'). 

See Also