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Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance

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Objective

To resend a Prime Contract Change Order (PCCO) to the ERP Integrations tool for accounting acceptance.

Background

If you have a PCCO in Procore that does NOT exist in CMiC, you can export it to CMiC. The first step in this process is to locate the PCCO in the Project level Prime Contract tool. Next, use the steps below to resend it to the ERP Integrations tool. An accounting approver can then review the PCCO and accept or reject it. After it is accepted by the approver, the data is exported from Procore to CMiC.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Project level Prime Contract Tool. 
  • Prerequisites:
  • Requirements:
    • The Prime Contract Change Order (PCCO) has been moved to an Approved status. 
    • The Date field on a change order is required.

Steps

  1. Navigate to the Project level Prime Contracts tool.
  2. Click the Change Orders tab.
  3. Locate the desired PCCO in the list.
  4. Choose from these options:
    • If the PCCO is in the Approved status, click View. 
      view-approved-erp-pcco.png
      OR
       
    • If the PCCO is in any other status, click Edit. Then change the status to Approved and click Save at the bottom on the page.
      Note: You must have 'Admin' level permission on the Prime Contract tool or be a 'Designated Approver' on the PCCO to change the status of a PCCO to Approved.
      edit-draft-erp-pcco.png
  5. If the PCCO is in the 'Approved' status, click Resend to ERP.
    Note: If this button is grayed out and unavailable, it is most likely because the PCCO has not been approved. Hover your mouse cursor over the tooltip for more information. 

    send-to-erp.png

    The system sends the PCCO to the Company level ERP Integrations tool and the icon at the top of the page changes to BLUE. See What do the ERP icons mean?