How to export a commitment in Procore (e.g., a subcontract or purchase order) to Sage 300 CRE.
This process consists of actions that are typically performed by two different users.
Follow the steps below to create commitments in Procore and then export them to Sage 300 CRE.
Important! After a Procore project is synced with a Sage job, commitments must always be created in Procore using the steps below. Do NOT create commitments directly in Sage 300 CRE.
To export a commitment to your Sage 300 CRE system, complete these tasks: