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Export a Budget to Sage 300 CRE

Objective

To export a budget from Procore to your company's integrated ERP system

Background

The workflow for creating, accepting, and exporting a Procore budget into an integrated ERP system includes these tasks:

  1. A project manager performs these tasks:
    • Creates the project budget using the Budget tool.
    • Locks the project's budget.
    • Sends the budget to the ERP Integrations tool for acceptance by an accounting approver. 
  2. An accounting approver (see What is the accounting approver role?) performs these tasks:
    • Reviews the budget in the ERP Integrations tool.
    • Submits one (1) of these responses to the budget using the ERP Integrations tool:
      • Accept. Accepts the budget data and exports it from Procore. 
        OR
      • Reject. Rejects the budget and returns it to the Budget tool in an editable state. The data can then be corrected in the Budget tool and then re-sent to the ERP Integrations tool for acceptance by an accounting approver.

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 
  • Prerequisites:
  • Restrictions:
    • After exporting a budget from Procore to Sage, the import function (i.e., from Sage to Procore) will no longer be available for that job/budget.
    • The ability to unlock the Procore budget (see Unlock a Budget), resend data to Sage, add budget line items, and create budget modifications will be disabled until:
      • The export from Procore to Sage is complete and the exported entries have been manually posted to Sage using its Job Cost function. See your Sage Help system for instructions.
      • The synced data is visible in the Job Costs Report. See View Job Costs Report
        Note: After entries have been posted in the Sage Job Cost function, the data will sync back to Procore according to the set schedule (see Configure the Sync Schedule). If you want to expedite the sync back to Procore, you may the On-Demand Sync option via the hh2 portal. See Perform an On-Demand Sync

Demo

Steps

  1. A project manager ( or user with 'Admin' permission on the Budget tool) will:
  2. An accounting approver will accept the budget (see Accept or Reject a Budget for Export to Sage 300 CRE). Once accepted, the system exports the budget data from Procore and syncs it to your Sage system. 
  3. When the export is successful, go to the Job Cost function in Sage 300 CRE and choose Tasks > Post Entries. You must manually post the entries to Sage. See your Sage Help system for instructions.
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Last modified
15:31, 2 Mar 2017

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