When you create a CCO on a Procore project, the new CCO must be sent to the ERP Integrations tool in Procore for acceptance by an accounting approver. After acceptance, the system will export the CCO data to your integrated ERP system.
Things to Consider
Required User Permissions:
'Admin' level permission on the project's Commitments tool. AND
'Admin' level permission on the project's Change Orders tool. (Note: Typically, the project manager is responsible for sending an approved Commitment Change Order (CCO) to the ERP Integrations tool for acceptance by an accounting approver. See What is the accounting approver role?).
Minimum CCO Requirements: Before you can send a CCO in the Change Orders tool to the ERP Integrations tool, the CCO must satisfy these requirements:
ID Number: Must be 12 characters or less.
Date Created: The date the CCO was created in Procore will be exported to QuickBooks by default. This field cannot be edited.
Schedule of Values (SOV). Must include at least one (1) line item with a QuickBooks Cost Code. (Note: You can only add a line item to the commitment's SOV if its linked to an existing cost code and category.)
Date Created. This value in this field is exported from Procore as the 'Commitment Date' in QuickBooks.
Description: This value in this field is exported from Procore into the 'Memo' field in QuickBooks.
Send a CCO to the ERP Integrations Tool
Navigate to the project's Change Orders tool.
Click the Commitments subtab.
Locate the desired CCO in the list. Then click View. This reveals the selected CCO in the Commitments tool.
If all the CCO data appears as desired, click Send to ERP.
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 CCO data to the ERP Integrations tool so it can reviewed by the accounting approver. It also locks the following fields so they can no longer be edited in Procore: 'Contract Company', 'Title', 'Status', and 'Total Amount').
Procore Technologies, Inc., the world's number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Hundreds of thousands of registered Procore users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.