If a commitment has previously been sent to the ERP Integrations tool for accounting acceptance, an accounting approver has the option to submit a 'Reject' response. When rejected, the accounting approver typically includes a reason summarizing the issue(s) that must be corrected to achieve acceptance. Procore also sends an automated email notification to alert both the person who created the commitment (see Create a Commitment) and the person who sent the commitment to the ERP Integrations tool for acceptance (see Send a Commitment to the ERP Integrations Tool for Accounting Acceptance).
The next step is to address the reasons for the rejection in an updated commitment (see Edit a Commitment). Once the issues are addressed, you can use the steps below to resend the commitment to the ERP Integrations tool for acceptance by the accounting approver.
Color-coded icons appear to help you quickly identify the state of an item that has been integrated with your integrated ERP system (e.g., Dexter + Chaney Spectrum, QuickBooks, or Sage 300 CRE).
|OLIVE||Data has been retrieved from the ERP Integrations tool. |
Data has been rejected in the ERP Integrations tool by an accounting approver.
|GREEN||Data is synced with a third-party ERP system.|
|BLUE||Data been sent to the ERP Integrations tool for acceptance by an accounting approver.|