To review new cost code and category assignments in a Procore project and approve those codes and categories for export to Sage 300 CRE.
If your company has enabled the ERP Integrations tool and a user has added a new project cost codes to the Sage 300 CRE Standard Cost Code List (see Add Sage 300 CRE Standard Cost Codes to a Project), a user must send those updates to the ERP Integrations tool so the changes can be reviewed by an accounting approver.
Important! Before you can export any contracts or contract change orders to your ERP system, you must always update the project's cost codes first.
The accounting approver then reviews the new cost codes and category assignments in the ERP Integrations tool and then updates the codes as described in the Steps below. This approves the cost code updates in Procore and gives Procore the permission it needs to export those codes to your Sage 300 CRE system, so your Procore project and the Sage 300 CRE job are in sync.