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Procore

Send a Budget to ERP Integrations for Accounting Acceptance

Objective

To send data from your project's Budget tool to your company's ERP Integrations tool.

Background

After you create and/or update a project's budget in Procore, you will want to send the new and updated data in the Budget tool to your company's ERP Integrations tool. Typically, a project manager. Once the data is successfully sent to the ERP Integrations tool, it can then be accepted or rejected for export to Acumatica Cloud ERP by your company's accounting approver

Things to Consider

Steps

  1. Navigate to the project's Budget tool. 
    This reveals the Budget page. 
  2. In the 'Budget' page, review the budget's line items.

    clipboard_e7b89c26f665ba596f6708bd7b705555e.png
     
  3. When you are ready to send your budget to the ERP Integrations tool for acceptance by an accounting approver, click Send to ERP (or, if you've previously sent the budget, click Re-send to ERP).

    send-to-erp.png
     

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, it's 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. 
  1. If you are updating a Procore budget that has been synced with Acumatica Cloud ERP, see Create a Budget Line Item and Create a Budget Modification.

The system sends the original budget and budget modifications to the ERP Integrations tool where it can be accepted or rejected for export to Acumatica Cloud ERP by an accounting approver.

​See Also