Below are the notable changes to the Procore + Sage 300 CRE integration.
Updated the ERP Integrations tool to add a 'Details' button to the table in the Budget tab. This lets accounting approvers view the Original Budget and Budget Updates before accepting or rejecting the budget for export to the integrated ERP system. See Accept or Reject a Budget for Export to Sage 300 CRE.
Updated Procore to provide customers using the company's ERP Integrations tool with the ability to export budget modifications to Sage 300 CRE. See Export a Budget to Sage 300 CRE.
Updated the ERP Integrations tool to change how the system determines the maximum character length for the 'Title' of a commitment. See What is the maximum character length of a commitment's 'Title'? for more information.
Updated ERP Job Cost tab in the ERP Integrations tool so user's can now filter out any cost code category combinations that have no transactions tied to them.
Updated the ERP Integrations tool for Sage 300 CRE. Now, when the system imports Commitment Change Orders (CCOs) from Sage, they display as expected in the 'Synced' folder under the Change Orders subtab of the ERP Integrations tool.