Below are the notable changes to the Procore + Dexter & Chaney Connector.
Updated the ERP Integrations tool to add a 'Details' button to the table in the Budget tab. This lets accounting approvers view the Original Budget and Budget Updates before accepting or rejecting the budget for export to the integrated ERP system. See Accept or Reject a Budget for Export to Spectrum.
When configured for D+C Spectrum, the ERP Integrations tool now supports project imports and standard cost code syncs for Spectrum companies using a three-tiered cost code structure. See Add a Spectrum Job to Procore.
Updated the project's Bidding and Commitments tools for ERP-integrated companies so that Spectrum-integrated projects can now use the "Convert Bid To Contract" feature on winning bids. The SOV line item will use the default "subcontract cost type" that is set up during implementation in the Spectrum Microservice. See Award a Winning Bid and Convert it to a Commitment.
This feature helps prevent double entry for clients who use our bidding functionality and want to convert the winning bid into a subcontract.
|Created By: Chris Waymire||Branch:|
|Engineer: Guy Halperin|
Updated the ERP Integrations tool to change how the system determines the maximum character length for the 'Title' of a commitment. See What is the maximum character length of a commitment's 'Title'? for more information.
Updated ERP Job Cost tab in the ERP Integrations tool so user's can now filter out any cost code category combinations that have no transactions tied to them.