Export a Commitment to Acumatica®

Objective

How to export a commitment in Procore (e.g., a subcontract or purchase order) to Acumatica Cloud ERP.

This process consists of actions that are typically performed by two different users.

Project Manager. Approves the new commitment and sends it to the ERP Integrations tool for acceptance by an accounting approver.
Accounting Approver. Reviews the commitment in the ERP Integrations tool and then submits an 'Accept' or 'Reject' response.
- Accepted commitments are exported to Acumatica Cloud ERP.
- Rejected commitments are NOT exported to Acumatica Cloud ERP. Instead, the commitment is returned to an editable state in the project's Commitments tool where it can be corrected and then reset to ERP Integrations tool. See Edit a Commitment.

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:
- Configure the ERP Integrations tool for Acumatica Cloud ERP. See Acumatica Cloud ERP Connector: Setup Guide.
- The Commitments tool must be an active tab on the project. See Add and Remove Project Tools.
Limitations:
- To sync a commitment, all a Schedule of Values (SOV) line items must be tied to a cost codes and categories from your ERP-synced lists of Standard Cost Codes and Cost Types.
- Commitments synced to Acumatica Cloud ERP will NOT contain details regarding tax codes.

This tutorial is part of a bigger process outlined in this 'Create and Export Commitments' workflow

To export a Procore commitment to Acumatica Cloud ERP, complete these tasks: