Unlink Subcontractor Invoices Synced with CMiC

Objective

To sever the connection between a Subcontractor Invoice synced between Procore and CMiC.

Background

When a Procore project's subcontractor invoices are synced with CMiC, 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, 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 CMiC.

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. 

Steps

1. Navigate to the company's ERP Integrations tool.
2. Click Subcontractor Invoices. 
3. Locate the desired subcontractor invoice under Subcontractor Invoices -  Filter Commitments by Synced with CMiC. 
4. Click the checkbox next to whichever invoices you'd like to unlink
5. Click Unlink.
   • If the unlink action is successful, the 'Successfully Unlinked' message appears in GREEN.

See Also

• Send a Subcontractor Invoice to CMiC for Accounting Acceptance