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Export a Commitment to Spectrum

Objective

To export a commitment created in Procore to your integrated ERP system.

Background

This process consists of actions that are typically performed by two different users. 

  1. Project Manager. Approves the new commitment and sends it to the ERP Integrations tool for acceptance by an accounting approver
  2. Accounting Approver. Reviews the commitment in the ERP Integrations tool and then submits an 'Accept' or 'Reject' response:
    • Accepted commitments are exported to the integrated ERP system.
      OR
    • Rejected commitments are NOT exported to integrated ERP system. Instead, the commitment is returned to an editable state in the project's Commitments tool for correction and resubmission. See Edit a Commitment.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permission 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. 
  • Prerequisites:
  • Limitations:
    • To add a Schedule of Values (SOV) line item to a commitment, it must be tied to an existing cost code and category.

Demo

Workflow

Follow the steps below to create commitments in Procore and then export them to Dexter + Chaney Spectrum.

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