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Edit a Commitment Synced With QuickBooks

Objective

To edit a commitment in Procore after its been synced with an integrated ERP system

Background

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. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
  • Limitations:

Steps

  1. Navigate to the project's Commitments tool.
    This reveals the Commitments page. 
  2. In the 'Committed - Summary' list, locate the synced commitment. 

    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 Edit.
    This opens the synced commitment in edit mode. 
    Important! If your company is using QuickBooks and you have exported commitments to QuickBooks, the following fields are marked read-only and cannot be edited in Procore:
    • Contract Company. 
    • Status. 
    • Fields in the Schedule of Values (SOV) subtab.
  4. Choose one of these options to create the CCO:
  5. Click Create & Email or Create.
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Last modified
16:54, 30 Jan 2017

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