To export a Commitment Change Order (CCO) in a Procore project to your integrated ERP system.
This process consists of the tasks, which are typically performed by two different users:
- A project manager completes these tasks:
- Create a Commitment Change Order (CCO)
- Send the CCO to an accounting approver for export to your integrated ERP system
- An accounting approver (see What is the accounting approver role?) reviews the CCO that was sent to the ERP Integrations tool for acceptance. Then, the accounting approver either accepts or rejects it. The system then does the following:
- Accepted CCOs are exported to the integrated ERP system.
- Rejected CCOs are NOT exported to the integrated ERP system. Instead, they are returned to an editable state in the project's Commitments tool so they can be corrected and re-sent to the ERP Integrations tool acceptance by the accounting approver.
Follow the steps outlined below to create CCOs in Procore and then export them to QuickBooks.
Follow these steps to create a CCO and then export it to QuickBooks:
- Create a Commitment Change Order (CCO) or Create a CCO from a Change Event.
- Send a CCO to an Accounting Approver for Export to QuickBooks
Note: If you need to make changes to a CCO before the data has been accepted by an accounting approver for export to QuickBooks, see:
- Accept or Reject a CCO for Export to QuickBooks