Acumatica Connector - Workflow Diagrams Last updated Save as PDF Share Share Tweet Share Job Setup Where will you initially set up the job? Where will you initiall... Add a Procore Project to Acumatica Cloud ERP Add a Procore Project... Create a Job in Acumatica Cloud ERP Create a Job in... PROCORE PROCORE ACUMATICA ACUMATICA Send to ERP Integrations for Acceptance Send to ERP Integratio... Add an Acumatica Cloud ERP Project to Procore Add an Acumatica Cloud... START START Edit a Project Edit a Project END END PROJECT EXPORTED AS AN ACUMATICA JOB PROJECT EXPORTED... PROCORE PROJECT SYNCED WITH ACUMATICA JOB PROCORE PROJECT SYNC... LEGEND LEGEND Performed in ERP system Performed in ERP system Optional Step Optional Step Accept a project for export? Accept a project for e...Text is not SVG - cannot display Sub Job Setup Where do you want to add the Sub Job/Extra? Where do you want to add t... Add an Extra/Sub Job in ERP System Add an Extra/Sub Job... Add a Sub Job to a Procore Project Add a Sub Job to... PROCORE PROCORE ERP SYSTEM ERP SYSTEM Import a ERP Sub Job to a Procore Project Import a ERP Sub Job to a... Send a Sub Job to ERP for Accounting Acceptance Send a Sub Job to ERP... START START END END LEGEND LEGEND Performed in ERP system Performed in ERP system Accept or Reject a Sub Job for Export to ERP Accept or Reject a Sub... Edit Sub Jobs on a Project Edit Sub Jobs on a Pro... Resend a Rejected Sub Job to ERP for Accounting Acceptance Resend a Rejected Sub... SUB JOB EXPORTED SUB JOB EX...Text is not SVG - cannot display Budget Setup How do you want to set up the project's budget in Procore? How do you want to set up the pr... Import a Budget (CSV) Import a Budget (CSV) Add a Budget Line Item Add a Budget... Lock a Budget Lock a Budget START START END END BUDGET EXPORTED TO ERP BUDGET EXPORTE... LEGEND LEGEND Optional Step Optional Step Send a Budget to ERP Integrations for Accounting Acceptance Send a Budget to... Accept the budget for export? Accept the budget for export? Edit a Budget Edit a Budget Resend a Rejected Budget to ERP Integrations for Accounting Acceptance Resend a Rejected Budget t... Budget Update Add a Partial Budget Line Item Add a Partial Budget L... START START END END Create a Budget Modification Create a Budget Modifi... Delete a Budget Line Item Delete a Budget... Send a Budget to ERP Integrations for Accounting Acceptance Send a Budget to... Do you need to update the project's budget in Procore? Do you need to update the proj... Edit a Budget Edit a Budget Resend a Rejected Budget to ERP Integrations for Accounting Acceptance Resend a... UPDATE OPTIONS UPDATE O... Accept or Reject a Budget for Export to ERP Accept or Reject... Optional Step Optional Step LEGEND LEGEND Procore Budget Tool Procore Budget Tool ERP Integrations Tool ERP Integrations Tool BUDGET EXPORTED TO ERP BUDGET EXPORTE... Create and Export Commitments Which type of commitment will you create? Which type of commitment... Create a Subcontract Create a Subcontract Create a Purchase Order Create a... Send a Commitment to ERP Integrations for Accounting Acceptance Send a... START START END END COMMITMENT EXPORTED TO ERP COMMITMENT EXP... Edit a Commitment Edit a Commitment Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance Resend a Rejected Commitme... APPROVED APPROVED Accept or Reject a Commitment for Export to ERP Integration Accept or Reject... APPROVED APPROVED LEGEND LEGEND Procore Commitments Tool Procore Commitments Tool Optional Step Optional Step ERP Integrations Tool ERP Integrations Tool Create and Export CCOs Create a Commitment Change Order (CCO) Create a Commitment Ch... Create a CCO from a Change Event Create a CCO from... Send a CCO to ERP Integrations for Acceptance Send a CCO to... START START END END CCO EXPORTED TO ERP CCO EXPORTED T... Edit a CCO Edit a CCO Resend a Rejected CCO to ERP Integrations for Accounting Acceptance Resend a... Accept or Reject a Commitment for Export to ERP Integration Accept or Reject... Is the Change Events tool enabled? Is the Change Events to... LEGEND LEGEND Procore Commitments Tool Procore Commitments Tool Procore Change Events Tool Procore Change Events Tool Optional Step Optional Step ERP Integrations Tool ERP Integrations Tool Procore Change Orders Tool Procore Change Orders Tool Create and Sync Vendors Create a Vendor in ERP System Create a Vendor in ERP... PROCORE PROCORE ERP SYSTEM ERP SYSTEM START START END END LEGEND LEGEND Performed in ERP system Performed in ERP system Where did you create the Vendor/Company record? Where did you create the Ve... Does the matching company record already exist in Procore? Does the matching company record... Where did you create the Company in Procore? Where did you create the C... Add a Company to the Project Directory Add a Company to the Pr... Add a Company to the Company Directory Add a Company to the Com... PROJECT DIRECTORY PROJECT DIR... COMPANY DIRECTORY COMPANY DIR... Import a Vendor from ERP to Procore's Company Directory Import a Vendor from ER... Does the matching vendor record already exist in ERP System? Does the matching vendor record alr... AUTO-ADDED TO COMPANY DIRECTORY AUTO-ADDED TO... Link Vendors in ERP to Matching Companies in Procore Link Vendors in ERP to M... Export a Vendor/Company to ERP Integration Export a Vendor/Company... Export Subcontractor Invoices START START Resend a Rejected Invoice to ERP Integrations Resend a Rejected Invo... END END LEGEND LEGEND Optional Step Optional Step Send Subcontractor Invoices to ERP Integration for Accounting Acceptance Send Subcontractor Invoice... Invoice Administrator Invoice Administrator Accounting Approver Accounting Approver Accept or Reject Subcontractor Invoices for Export to ERP Accept or Reject Subc... Invoice exported to ERP Invoice exported t... Accept Accept Reject Reject Update the invoice as needed Update the invoice... Continued from the 'Create Your Subcontractor Invoices in Procore' workflow Continued from the 'Create Your...