Unlink CCOs Synced with Acumatica®

Objective

To sever the connection between a Commitment Change Order (CCO) that has been synced between Procore and [Your ERP Integration].

Background

When a Procore project's CCOs are synced with [Your ERP Integration], 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 [Your ERP Integration]. 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 [Your ERP Integration].

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 [Your ERP Integration]. See your [Your ERP Integration] 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 [Your ERP Integration].
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 [Your ERP Integration]. Please delete it before retrying" message appears in RED. 
     
     

Next Steps

• Delete a CCO Synced with [Your ERP Integration]

See Also

• Accept or Reject a CCO for Export to [Your ERP Integration]