To accept or reject a new project created in Procore as an accounting approver. Upon acceptance, the project is then exported from Procore and added to Sage 300 CRE as a new 'Job.'
If a user sends a Procore project to the ERP Integrations tool for acceptance by an accounting approver, the approver has the option to 'Accept' or 'Reject' the project for export to Sage 300 CRE as follows:
If there is at least one (1) item awaiting accounting acceptance in the ERP Integrations tool's 'Ready to Export' view, users who have been granted the privilege detailed above will receive one automated email notification perday (e.g., with the Subject Line "ERP Integrations Daily Summary) until all of the in the 'Ready to Export' view have been accepted or rejected.
If the export process was successful and the Procore data is now synced with Sage 300 CRE, a user with access can check the Job List in Sage 300 CRE to ensure that the job was successfully exported from Procore.