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Send a Budget to ERP Integrations for Accounting Acceptance

Objective

To send data from the Budget tool to the ERP Integrations tool so it can be accepted or rejected for export to Sage 300 CRE by an accounting approver

Things to Consider

  • Required User Permission:
    • To send a budget to the ERP Integrations tool: 'Admin' level permission on the Budget tool.
  • 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). 
  • Additional Information:
    • Typically, a project manager performs this task.
    • If your budget includes Procore Sub Jobs that you want to export to Sage 300 CRE as an 'Extra' (a.k.a., 'Phase'), the sub job information in the Budget will also be sent the ERP Integrations tool. 

Steps

  1. Navigate to the project's Budget tool. 
    This reveals the Budget page. 
  2. In the 'Budget' page, under 'Cost Code Detail', review the budget's line items.



    Note: If your budget contains sub job information, it is listed in the budget (see the arrows below). 


     
  3. When you are ready to send your budget to the ERP Integrations tool for acceptance by an accounting approver, click Send to ERP (or, if you've previously sent the budget, click Re-send to ERP).
     
    If you have not sent the budget… If you have previously sent the budget…

(Notes:

  • If the Send to ERP (or Re-send to ERP) button is grayed out and unavailable, hover your cursor over the question mark (?) to learn why. Typically, its because the project's ERP data has not yet been synced or because the item does not meet the minimum requirements (see above). 
  • If the Retrieve from ERP button appears, the data has already been sent to the ERP Integrations tool). 
  1. After you sync the budget for the first time, you can also sync an updated Procore budget to Sage 300 CRE:

The system sends the original budget and budget modifications to the ERP Integrations tool where it can be accepted or rejected for export to Sage 300 CRE by an accounting approver.

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Last modified
10:34, 14 Apr 2017

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