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Retrieve a Company from ERP Integrations Before Acceptance

Objective

To retrieve a vendor/company record that has been sent to the ERP Integrations tool before it is accepted for export to an integrated ERP system by an accounting approver

Background

After a company record in the Directory tool is sent to the ERP Integrations tool for acceptance by an accounting approver, the system locks the record and you are NOT permitted to modify it in Procore, until it is either:

  • Accepted for export to the integrated ERP system by your company's designated accounting approver. 
  • OR
    Rejected by the accounting approver. 

However, if you recently sent a vendor/company to the ERP Integrations tool and realize you need to quickly correct some data, you can use the steps below to retrieve the company from the ERP Integrations tool. However, you can only perform these retrieval steps if the accounting approver has not yet responded to the vendor/company record (e.g., submitted an accept or reject response). 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Directory tool.
      AND/OR
    • 'Admin' level permission on the ERP Integrations tool.
  • Limitations:
    • You can only retrieve a vendor/company that was sent to the company's ERP Integrations tool when it has not yet be accepted or rejected by an accounting approver. 
    • If you successfully retrieve a change order from the ERP Integrations tool, it is placed into an editable state in the Directory tool.

Steps

  1. Navigate to the company's Directory tool.
  2. Locate the vendor/company reord that you want to retrieve from the ERP Integrations tool. 

    For companies that have enabled the ERP Integrations tool to work with an integrated ERP system (e.g., Dexter + Chaney Spectrum, QuickBooks, or Sage 300 CRE), color-coded icons appear to help you quickly identify the state of the data. 

    Icon Color Definition
    OLIVE Data has been retrieved from the ERP Integrations tool. 
    OR
    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. 
  3. Click Retrieve from ERP

See Also

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Last modified
13:45, 31 Jan 2017

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