Export a Commitment to CMiC
Objective
How to export a commitment in Procore (e.g., a subcontract or purchase order) to CMiC.
Background
This process consists of actions that are typically performed by two different users.
- Project Manager. Approves the new commitment and sends it to the ERP Integrations tool for acceptance by an accounting approver.
- Accounting Approver. Reviews the commitment in the ERP Integrations tool and then submits an 'Accept' or 'Reject' response.
- Accepted commitments are exported to CMiC.
- Rejected commitments are NOT exported to CMiC. Instead, the commitment is returned to an editable state in the project's Commitments tool where it can be corrected and then reset to ERP Integrations tool. See Edit a Commitment.
Things to Consider
- Required User Permissions:
- Prerequisites:
- Configure the ERP Integrations tool for CMiC. See CMiC Connector: Setup Guide.
- The Commitments tool must be an active tab on the project. See Add and Remove Project Tools.
- Limitations:
- To sync a commitment, all a Schedule of Values (SOV) line items must be tied to a cost codes and categories from your ERP-synced lists of Standard Cost Codes and Cost Types.
- Commitments synced to CMiC will NOT contain details regarding tax codes.
- All Commitments Exported to CMiC must be Posted.
Workflow
This tutorial is part of a bigger process outlined in this 'Create and Export Commitments' workflow
Steps
To export a Procore commitment to CMiC, complete these tasks: