If you have added data (e.g., Budget, Change Orders, Commitments, Projects, and Vendors) to Procore and are ready to export that data to your integrated Sage 300 CRE system, a user will first send the...If you have added data (e.g., Budget, Change Orders, Commitments, Projects, and Vendors) to Procore and are ready to export that data to your integrated Sage 300 CRE system, a user will first send the data to the ERP Integrations tool for accounting acceptance. When exporting Procore data to Sage 300 CRE, the system will validate the data that has been accepted for export to ensure that it does not conflict with any existing data in Sage.
After the data is synced, the following fields are 'locked' in Procore's Company level Directory tool and any changes must be updated in Sage 300 CRE and then synced with Procore: Insurance Type (e.g....After the data is synced, the following fields are 'locked' in Procore's Company level Directory tool and any changes must be updated in Sage 300 CRE and then synced with Procore: Insurance Type (e.g., General, Automotive, Umbrella, and Worker's), Effective Date, Expiration Date, Limit, Name, and Policy Number.
