Unlink Subcontractor Invoices Synced with ERP

Objective

To sever the connection between a Subcontractor Invoice synced between Procore and Acumatica Cloud ERP.

Background

When a Procore project's subcontractor invoices are synced with Acumatica Cloud ERP, a link is created between the records stored in each system. Sometimes, users will inadvertently export a subcontractor invoice from Procore and then discover that the subcontractor invoice's data was entered incorrectly. When this occurs, the record first needs to be deleted in Acumatica Cloud ERP. Next, use the steps below to unlink the record. Finally, delete the subcontractor invoice 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' 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:
  • Delete the subcontractor invoice in Acumatica Cloud ERP. See your Acumatica Cloud ERP documentation for steps.

Steps

1. Navigate to the company's ERP Integrations tool.
2. Click Subcontractor Invoices. 
3. Locate the desired subcontractor invoice under Subcontractor Invoices - Synced with Acumatica Cloud ERP. 
4. Click Unlink.
   • If the unlink action is successful, the 'Successfully Unlinked' message appears in GREEN.
   • If the unlink action is not successful, the "The requisition is still in Acumatica Cloud ERP. Please delete it before retrying." message appears in RED.
     

See Also

• Send Subcontractor Invoices to Acumatica Cloud ERP for Accounting Acceptance