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How do I resolve the "Record Cannot be Sent to ERP Because Cost Code/Type must be synced with ERP" Error

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Answer

Items such as Budgets, Commitments, Commitment Change Orders (CCOs) or Invoices will fail to export from Procore to Sage 300 CRE® if new cost codes or cost types have been added to the project in Procore without being synced to the ERP system. Follow the instructions below to remedy the issue.

Steps

  1. Navigate to the Project's Admin Tool.
  2. On the general tab, you may see a message similar to "This project has new cost codes or cost types. Resync with Sage 300 CRE® to send line items with new cost codes or cost types. Use the 'Re-send to ERP' button to resync the project."
  3. Click the orange Send to ERP or Re-send to ERP button.
    1. If the Send to ERP or Re-send to ERP button is gray, hover over the button for an explanation of why you are unable to send.
      1. If the message states that the project is already up to date, please contact Support.
      2. Otherwise it's likely that you will need to assign cost types to your cost codes before sending. For more information on assigning cost types, see the support article, Add Sage 300 CRE® Standard Cost Codes to a Project under the heading, Update the Project Cost Code Cost Type Assignment.
  4. After clicking the Send to ERP or Re-send to ERP button, your project should appear in the ERP Integrations tool, in Jobs, using the Ready to Export or Ready to Update filter.
  5. Accept if necessary and click Export to Sage 300 CRE®.
  6. Go back to the financial item that you were attempting to send, make sure to refresh the page and the Send to ERP button should be enabled.

If these steps do not resolve your issues, please contact Support with details of which error you have been receiving and which steps you have already tried along with the exact outcome.