Below are the notable changes to the Company level ERP Integrations tool.
Updated the ERP Integrations tool so that now, the tabbed pages in the tool will only be visible when the corresponding Procore tool is an active tool on one of the company's projects. For example, the Budget tab in the ERP Integrations tool will only display if the Budget tool is an active tab on a project.
Updated the ERP Integrations tool to add a 'Details' button to the table in the Budget tab. This lets accounting approvers view the Original Budget and Budget Updates before accepting or rejecting the budget for export to the integrated ERP system. See Accept or Reject a Budget for Export to Sage 300 CRE, Accept or Reject a Budget for Export to Spectrum, and Accept or Reject a Budget for Export to QuickBooks.
For users that have enabled the ERP Integrations tool, updated the Budgeting Configuration page in the company's Admin tool. Users can now select a new 'Procore ERP Budget' Standard View when setting up a new budget view for the project's Budget tool. See Set Up a New Budget View.
Updated the ERP Integrations tool so it now has the Configure Settings icon (i.e., the cog) in the header. The export also shows correct formatting and the top panel of sidebar will not have a top border.
Removed the lock on inline editing of the Schedule of Values (SOVs) for Prime Potential Change Orders (PCCOs) for ERP-integrated projects.
Updated the ERP Integrations tool to change how the system determines the maximum character length for the 'Title' of a commitment. See What is the maximum character length of a commitment's 'Title'? for more information.
Updated the ERP Job Cost tab in the ERP Integrations tool so that the Job drop-down list now sorts items alpha-numerically and any sub job will include the number in the display.
Updated ERP Job Cost tab in the ERP Integrations tool so user's can now filter out any cost code category combinations that have no transactions tied to them.
Updated the ERP Integrations tool so that now, if a Vendor is imported into a client's company account and that Vendor is not located within the same country as the client doing the import, the system will backfill the 'Country' value for the Vendor being imported. This gives Procore clients the ability to import vendor records for business entities that are located outside of their company's account's home country.