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Procore

Export a CCO to Acumatica®

Objective

To export a commitment change order in a Procore project to your integrated ERP system

Background

This process consists of the tasks, which are typically performed by two different users:

  1. A project manager completes these tasks:
    • Create a commitment change order
    • Send the commitment change order to an accounting approver for export to your integrated ERP system
  2. An accounting approver (see What is the accounting approver role?) reviews the commitment change order that was sent to the ERP Integrations tool for acceptance. Then, the accounting approver either accepts or rejects it. The system then does the following:
    • Accepted commitment change orders are exported to the integrated ERP system.
    • Rejected commitment change orders are NOT exported to the integrated ERP system. Instead, they are returned to an editable state in the project's Commitments tool so they can be corrected and re-sent to the ERP Integrations tool acceptance by the accounting approver. 

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory.
      Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 
  • Prerequisites:
  • Limitations:
    • To add a Schedule of Values (SOV) line item to a CCO, it must be tied to an existing cost code and cost type.
    • If a line item on a CCO creates a new line item on the original contract, that new line item will not be reflected on the Acumatica Cloud ERP contract. However, the CCO's line item will still be sent to Acumatica Cloud ERP. 

Steps

There are three steps you need to take to export a CCO from Procore to Acumatica Cloud ERP:

  1. Create a Commitment Change Order (CCO)
  2. Send a CCO to an Accounting Approver for Export to Acumatica Cloud ERP
    Note: If you need to make changes to a CCO before the data has been accepted by an accounting approver for export to Acumatica Cloud ERP, see:
  3. Accept or Reject a CCO for Export to Acumatica Cloud ERP 

See Also