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Workflow Diagrams: Sage

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with Sage 300 CRE.


Job Setup

There are two different ways to set up a Procore/Sage integrated job.

Important! Jobs must be created in one location and pushed to the other, jobs CANNOT be created in both locations and linked together.

Budget Setup

There are two different ways to set up a project's budget in a Procore/Sage integrated job.

Important! Budgets must be created in one location and pushed to the other, budgets CANNOT be created in both locations and linked together.

Create and Export Commitments

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.

 

Create and Export CCOs

Follow the steps outlined below to create Commitment Change Orders (CCOs) in Procore and then export them to Sage 300 CRE.

Important! Change orders can only be created from synced commitments.

 

Create and Sync Vendors

There are two different ways to sync vendor data between Procore and Sage 300 CRE.

Important! Vendors can be created in either Procore or Sage 300 CRE. 

 

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Last modified
13:21, 13 Mar 2017

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