After a CCO is sent to the ERP Integrations tool for acceptance by an accounting approver, the system locks the CCO and you are NOT permitted to modify it in Procore, until it is either:
However, if you recently sent a CCO to the ERP Integrations tool and realize you need to quickly correct some data, you can use the steps below to retrieve the CCO from the ERP Integrations tool. However, you can only perform these retrieval steps if the accounting approver has not yet responded to the CCO (e.g., submitted an accept or reject response).
For companies that have enabled the ERP Integrations tool to work with an integrated ERP system (e.g., Dexter + Chaney Spectrum, QuickBooks, or Sage 300 CRE), color-coded icons appear to help you quickly identify the state of the data.
|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.|