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Procore

Resend a Rejected Company to ERP Integrations for Accounting Acceptance

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Objective

Background

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the company's Directory tool.
  • Additional Information:
    • When entering data in the 'Name' field in the 'General' tab, be aware that [Your ERP Integration] imposes a maximum limit of 30 characters on the 'Name' field

Steps

  1. Navigate to the company's Directory tool.
  2. Locate the vendor/company record that you want to export. 
  3. Click Edit.
  4. Review the record.
    Note: If you want to make any changes, it is recommended that you modify and save them before sending the company record to the ERP Integrations tool for acceptance for export by an accounting approver.
  5. Click +Re-send to ERP.
    Notes:
    • If the Send to ERP (or Re-send to ERP) button is grayed out and unavailable, hover your cursor over the question mark (?) to learn why. Typically, its because the project's ERP data has not yet been synced or because the item does not meet the minimum requirements (see above). 
    • If the Retrieve from ERP button appears, the data has already been sent to the ERP Integrations tool. 
    The system re-sends the company record to the ERP Integrations tool for acceptance. Once accepted by an accounting approver, the system exports the company from Procore and then adds it as a vendor record in the integrated ERP system. 

See Also