Accept or Reject a Company for Export to Sage 300 CRE®
Objective
To accept or reject a company record in Procore in order to export it to Sage 300 CRE.
Background
If you users have created new company records in the Directory tool and sent those records to the ERP Integrations tool for review, an accounting approver can accept or reject the record for export to Sage 300 CRE.
Things to Consider
- Required User Permissions:
- Prerequisites:
Steps
- Navigate to the company's ERP Integrations tool.
- Click Vendors.
- Under Filters, click Ready to Export.
Notes:- This page only lists active company records. Inactive companies cannot be exported to an integrated ERP system.
- If a company record is not listed here, check to see if it is inactive. See Deactivate a Company in the Company Directory.
- Review the vendors/companies in the list. Then do the following:
Accept the Company
- Locate the vendor record to export in the the 'Companies Only in Procore' list. To view the company/vendor record, click the company name hyperlink.
Notes
- If the company record you want to export is not listed, check to see if the record was marked Inactive in Procore.
- This page only lists Active company records in Procore.
- Company records marked Inactive cannot be exported to the integrated ERP system. See Deactivate a Company in the Project Directory.
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- In the Vendor Type drop-down list, select the vendor type. For example, If the record is for a subcontractor, select sub.
- Select the company type from the Vendor Type drop-down list.
- Enter the Sage 300 CRE® Vendor ID.
Notes
- You must enter a unique Sage 300 CRE® Vendor ID in this field.
- In your Sage 300 CRE® system, a unique vendor number is assigned to a new record using the numbering system established by your company. Some companies enter the next available number in a sequence, while others use an alphabetical characters to represent the customer name (for example, All Star Concrete = ASC).
- If your Sage 300 CRE® Vendor ID entry in Procore has already been assigned to a record in Sage 300 CRE®, the connector will NOT export the record to Sage 300 CRE®.
- Click Export.
This exports the vendor/company record to the integrated ERP system. A message appears to show you the export status, which can take a few minutes.Tips
- To confirm that the export was successful, log into Sage 300 CRE® and verify that the record appears as expected.
- If the record export fails, click Failed to Export to view the failed item(s) in a list. Then, follow the steps below to Reject the Company.
Reject the Company
- Locate the desired vendor in the 'Companies Only in Procore' list.
- Choose Reject.
- Provide a reason for the rejection in the Enter a Comment box.
- Click Reject.
This rejects the vendor/company record. It is not imported into the integrated ERP system. The system returns the record to an editable state in both the Company and Project Directory tools.