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Procore

Import Direct Costs and Invoice Payments Across All Projects

Objective

To import the job cost transactions created in Acumatica Cloud ERP to view ERP direct costs detail in a Procore budget.

Background

If your Procore company account is integrated with Acumatica Cloud ERP, you now have the ability to import job cost transaction data from Acumatica Cloud ERP. Once imported, the values of those transactions can be viewed in the 'Direct Costs' column on a budget line item. In addition, users who are assigned the appropriate granular permission can also click the values in the 'Direct Costs' column in the budget tool to open a window showing detailed information about the item.

This feature provides users who have the Procore + Acumatica Cloud ERP integration with the following features and benefits:

  • Add a 'Direct Costs' source column to your Procore project's budget view
    Provides authorized users with the ability to add a 'Direct Costs' column to your project's budget view. 
  • Configure which direct costs appear in a given budget view column
    Provides authorized users with the ability to configure which direct costs appear in each column with a 'Direct Costs' source. For the integration with Acumatica Cloud ERP, direct costs of the following types are available to configure: 
    • Subcontractor Invoices: These costs come from Acumatica Cloud ERP with an associated commitment.
    • Invoices: These direct costs come from Acumatica Cloud ERP without an associated commitment.
    • Expenses: These direct costs come from Acumatica Cloud ERP.
    • Payroll: These direct costs come from Acumatica Cloud ERP.
  • Track Acumatica Cloud ERP direct costs in a Procore budget
    Once the 'Direct Costs' column has been added to a budget view, project users with access permissions to the budget can view the lump-sum totals from the Acumatica Cloud ERP job cost transactions as a direct cost value on a budget line item. The value in this column shows your project's 'Direct Costs' total for all items in the 'Pending', 'Revise and Resubmit', and 'Approved' status. Note: An accounting approver can sync the job cost transaction details from the Acumatica Cloud ERP on the Job Costs tab of the ERP Integrations tool.
  • View direct cost transaction detail on a budget line item
    Project users with the 'View Direct Cost Details' granular permission enabled on their permission template can click the hyperlink in the Direct Costs column of a budget line item to open the direct cost's details in a popup window. This granular permission is located in the 'Budget' section when configuring a permission template.

Things to Consider

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click the Job Costs tab. 
    view-erp-job-costs-tab.png
     
  3. Click Sync Job Costs
     Note
    The synchronization process imports all new jobs costs on all ERP-integrations projects in your company's Procore account. For Acumatica Cloud ERP, this means that job cost transactions that you have created in Acumatica Cloud ERP are imported into Procore. 

    sync-erp-job-costs.png

See Also