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Release Notes

Below are the notable changes to the Procore + Dexter & Chaney Connector. 

Recent Changes

Added Details Button To ERP Integration Tool's Budget Tab (4/18/2017) 

Updated the ERP Integrations tool to add a 'Details' button to the table in the Budget tab. This lets accounting approvers view the Original Budget and Budget Updates before accepting or rejecting the budget for export to the integrated ERP system. See Accept or Reject a Budget for Export to Spectrum.

Added Support for 3-Tier Cost Codes for ERP Integrations (4/11/2017)

When configured for D+C Spectrum, the ERP Integrations tool now supports project imports and standard cost code syncs for Spectrum companies using a three-tiered cost code structure. See Add a Spectrum Job to Procore.

Now Allowing Conversion of Bids to Contracts (3/27/2017)

Updated the project's Bidding and Commitments tools for ERP-integrated companies so that Spectrum-integrated projects can now use the "Convert Bid To Contract" feature on winning bids. The SOV line item will use the default "subcontract cost type" that is set up during implementation in the Spectrum Microservice. See Award a Winning Bid and Convert it to a Commitment

Why

This feature helps prevent double entry for clients who use our bidding functionality and want to convert the winning bid into a subcontract.

Created By: Chris Waymire Branch:
Engineer: Guy Halperin
Changed the Maximum Character Length for Commitment Titles (3/13/2017) 

Updated the ERP Integrations tool to change how the system determines the maximum character length for the 'Title' of a commitment.  See What is the maximum character length of a commitment's 'Title'? for more information. 

Updated Filters For Job Costs Tab In ERP Integrations Tool (1/25/2017) 

Updated ERP Job Cost tab in the ERP Integrations tool so user's can now filter out any cost code category combinations that have no transactions tied to them.

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Last modified
08:51, 24 Apr 2017

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