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:
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).
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.|