1-866-477-6267 (toll-free)
Support Home > Integrations > Dexter + Chaney Spectrum > Tutorials > Configure Advanced Settings: ERP Integrations for Spectrum

Configure Advanced Settings: ERP Integrations for Spectrum

Objective

To configure the settings for the ERP Integrations tool for Spectrum® Construction Software. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's ERP Integrations tool. 

Steps

Configure the Integration Settings for Spectrum

  1. Navigate to the company's ERP Integrations tool. 
    This reveals the Spectrum Integration page. 
  2. Click Configure Settings .
    • Under the 'Connection Settings' area you can update the Spectrum service connection for Procore:
      • Service URL. Enter the URL for the Spectrum Microservice. 
      • Service User. Enter the user name for the Spectrum Microservice.
      • Edit Credentials. Click this link to reveal the Service Password box. Enter the new password for your Spectrum Microservice Account here or click Cancel to keep the current password. 
      • Status. Shows the current status of the service connection. The statuses are 'Connected' and 'Not Connected.' 
    • Under the 'General Settings' area:
      • Use Procore Contract #
        Mark this checkbox to automatically populate the Procore Contract # in the Spectrum ID field when the system exports commitments in Procore to Spectrum. 
      • Use Procore Change Order #
        Mark this checkbox to automatically populate the Procre Contract # in the Spectrum ID field when the system exports change orders in Procore to Spectrum. 
      • Automatically Add New Cost Code/Category Combinations to Budgets on Spectrum-Integrated Projects.
        Mark this checkbox to have Procore automatically add the cost code/category combo as a new budget line item. 
      • Procore's Budget Direct Costs Column. 
        If you want to populate the Direct Costs column with data from Spectrum the Read Only, Populate from Spectrum checkbox. Or, mark the Editable Do Not Populate from Spectrum checkbox. 
      • Vendors will be Automatically Updated. 
        Mark either the Automatically Update Vendors when Refreshing the Vendor List checkbox or the Do Not Update Vendors checkbox. 
  3. Click Update.

 

Configure the Vendor Type Import Settings for Spectrum

  1. Navigate to the company's ERP Integrations tool.
  2. Click Configure Settings 
  3. Click Vendor Type Import Settings.



    This reveals a list of vendor types from your Spectrum system.
  4. Mark the checkboxes the correspond to the desired Vendor Types.
    (Note: Vendor Types are created in Spectrum to give accountants the ability to classify your vendor information in a way that is meaningful to your business. In addition, when a checkbox is grayed out and unavailable, the import filter cannot be cleared because the Spectrum data has already been synced with Procore).

View an Accountant Report for Spectrum

  1. Navigate to the company's ERP Integrations tool. 
  2. Click the Configure ERP Integrations Settings link in the right pane. 
  3. Click the Accountant Report link in the right pane.
    This reveals a list of users who have been granted the 'Can Push to Accounting' privilege on the project. See What is the accounting approver role? 

Configure the Sync Schedule for Spectrum

  1. Navigate to the company's ERP Integrations tool.
    This reveals the Dexter + Chaney Spectrum Integration page. 
  2. Click Configure Settings .
  3. Click the Sync Schedule link in the right pane.


     
  4. Under the Sync Schedule area, choose Hourly, Every 4 HoursDaily (this is the default setting), or Never from the corresponding drop-down list :
    • Sync Standard and Project Cost Codes and Project Job Costs. This automatically syncs the standard and/or project costs codes. It also syncs the project's job costs. 
    • Refresh Spectrum Vendor List. This automatically syncs the vendor list in Spectrum. 
    • Refresh Spectrum Job List.  This automatically syncs the job list in Spectrum. 
  5. Click Update.

Set User Permissions for ERP Integrations with Spectrum

  1. Navigate to the company's ERP Integrations tool. 
    This reveals the Spectrum Integration page. 
  2. Click Permissions Table
    This reveals the 'User Permissions for ERP Integrations' list. 
  3. Modify permissions as follows:
    • If RED 'x' marks appear in multiple cells, the user's account is not associated with a permission template. You can modify the user's permission to the ERP Integrations tool by clicking in the column for the desired permission level
    • If GRAY 'x' marks appears in the cells, the user is either a Company level Directory Administrator or the user's permissions are controlled by a permission template. See Manage Permission Templates

 

See Also

You must to post a comment.
Last modified
10:05, 14 Aug 2017

Tags

Classifications

This page has no classifications.