If your company has configured the ERP Integrations tool to work with Sage 300 CRE, a project manager can create a new project and then send it to the ERP Integrations tool for acceptance by an accounting approver. Upon acceptance, the project is then exported to Sage 300 CRE as a new 'Job'.
If you are an accounting approver, you have the ability to view a list of Procore projects that have not been synced with your Sage 300 CRE system. To view this list, navigate to the ERP Integrations tool and click the Jobs subtab. Then, click Ready to Export in the 'Filters' menu.
This reveals the 'Projects in Procore Not Synced to Sage 300 CRE' page.
For a new Procore project to appear in this list, the following must be true:
- The project must be configured to use 'Sage 300 CRE Standard Cost Codes'. See Configure Cost Code Preferences for Sage 300 CRE.
- When you create the project in the Portfolio tool, it must be marked as an 'Active Project'. See Add a Procore Project to Sage 300 CRE.
- After the project is created, it must be sent to the ERP Integrations tool. See Add a Procore Project to Sage 300 CRE.