Unlink CCOs Synced with Acumatica®

Objective

To sever the connection between a Commitment Change Order (CCO) that has been synced between Procore and Acumatica Cloud ERP.

Background

When a Procore project's CCOs are synced with Acumatica Cloud ERP, a link is created between the records stored in each system. Sometimes, users will inadvertently export a CCO from Procore and then discover that the CCOs data was entered incorrectly. When this occurs, the record first needs to be reversed in Acumatica Cloud ERP. Next, use the steps below to unlink the record. Finally, delete the chance CCO in Procore. You can then re-enter the correct information so it can be exported to Acumatica Cloud ERP.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Commitments tool. 
    AND
  • 'Standard' or 'Admin' on the ERP Integrations tool.
    AND
  • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 

Prerequisites

• Reverse the Commitment Change Order in Acumatica Cloud ERP. See your Acumatica Cloud ERP documentation for steps.

Steps

1. Navigate to the company's ERP Integrations tool.
2. Click Commitment Change Orders. 
3. Locate the desired CCO under Change Orders - Sucessfully Synced with Acumatica Cloud ERP.
4. Click Unlink.
   • If the unlink action is successful, the 'Successful Unlinked' message appears in GREEN.
   • If the unlink action is not successful, the "The CCO is still in Acumatica Cloud ERP. Please delete it before retrying" message appears in RED. 
     
     

Next Steps

• Delete a CCO Synced with Acumatica Cloud ERP

See Also

• Accept or Reject a CCO for Export to Acumatica Cloud ERP