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Send a PCCO to ERP Integrations for Accounting Acceptance

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Objective

To send 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 Contracts tool. Next, use the steps below to send 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' permission on the project's Prime Contracts Tool. 
  • Prerequisites:
    • There is a Contract in CMiC for the Project. 
    • Have a Prime Contract Change Order (PCCO) in Procore. See Create a Prime Contract Change Order.
    • Prime Contract Change Orders tab of the ERP Integrations tool
      • Contact Support to enable the Prime Contract Change Orders tab of the ERP Integrations tool. 
  • Requirements:
    • Prime Contract Change Order (PCCO) is Approved. 
    • Horizontal and vertical markups are allowed. 

Steps

  1. Navigate to the project's Prime Contracts tool.
  2. Click the Change Orders tab.
  3. Locate the PCCO that you want to export the Prime Contract Change Orders 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' permission on the Prime Contracts 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 Send to ERP.
    Note: If this button is grayed out and unavailable, check to see if the PCCO is in the 'Approved' status. 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?
 Tip

If you send a PCCO to the ERP Integrations tool and discover you need to make changes to it, follow the steps below before an accounting approver accepts the PCCO for export to CMiC: