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Send a Budget to ERP Integrations for Accounting Acceptance

Objective

To send a Procore project's budget to the ERP Integrations tool for acceptance by an accounting approver.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Budget tool.
  • Prerequisites:
    • The company account must be integrated with Spectrum. See Dexter + Chaney Connector: Setup Guide. The Budget tool must be an active tab on the project.
    • The Procore project must be synced with Spectrum. See Add a Spectrum Job to Procore.
    • All of the cost codes included in the project's budget must be synced with QuickBooks. 
    • The project's Budget tool must be locked before it can be sent to the ERP Integrations tool. See Lock a Budget
  • Limitations:
    • If you have enabled the ERP Integrations tool for Dexter + Chaney Spectrum, Sub Jobs are not supported. 
  • Additional Information:
    • Typically, a project manager sends a locked budget to the ERP Integrations tool for accounting approval. An accountant granted proper authority can then accept or reject the budget as described in Accept or Reject a Budget for Export to Spectrum

Steps

  1. Navigate to the project's Budget tool. 
    This reveals the Budget page. 
  2. Review the budget to ensure it is ready to send to the ERP Integrations tool.
    Note: To send a budget to ERP Integrations, it must be locked. See Lock a Budget
  3. When you are ready to send your budget to the ERP Integrations tool for acceptance by an accounting approver, click Send to ERP (or, if you've previously sent the budget, click Re-send to ERP).
     
    If you have not sent the budget… If you have previously sent the budget…

    (Notes:

    • 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 budget to the ERP Integrations tool where it can be accepted or rejected for export to Spectrum by an accounting approver. 

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Last modified
12:54, 9 Feb 2017

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