When a commitment is synced with an integrated ERP system, it's recommended that you always follow your company's Commitment Change Order (CCO) process when editing project commitments.
Color-coded icons appear to help you quickly identify the state of an item that has been integrated with your integrated ERP system (e.g., Dexter + Chaney Spectrum, QuickBooks, or Sage 300 CRE).
|OLIVE||Data has been retrieved from the ERP Integrations tool. |
Data has been rejected in the ERP Integrations tool by an accounting approver.
|GREEN||Data is synced with a third-party ERP system.|
|BLUE||Data been sent to the ERP Integrations tool for acceptance by an accounting approver.|