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Integration by Procore: Resend a Rejected CCO to ERP Integrations for Accounting Acceptance

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Objective

To resend a modified Commitment Change Order (CCO) to the ERP Integrations tool after it has been rejected for export to an integrated ERP system by an accounting approver. 

Background

If a change order has previously been sent to the ERP Integrations tool for acceptance by an accounting approver, the approver has the option to submit a 'Reject' response. When rejected, the approver will typically include a reason for the rejection (i.e., to summarize the issue(s) that must be corrected in order to achieve acceptance). Procore also sends an automated email notification to the person who sent the change order to the ERP Integrations tool. 

At this point, the next step is to address the reasons for the rejection in an updated change order. After the change order is fixed, you can use the steps below to resend the commitment to the ERP Integrations tool for accounting acceptance. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the Commitments tool.
      AND
    • 'Admin' level permission on the Change Orders tool. 
  • You will only see the Resend to ERP action button if the CCO was previously sent and rejected.
  • Since there are several reasons why a CCO could be rejected, you may need to fix multiple issues. If you have questions, contact your company's accounting approver for more information about the rejection reason(s). 
  • A rejected CCO does not always have to be re-sent to the ERP Integrations tool. Under some circumstances, you might change the invoices status to 'Void'.  Contact your company's accounting approver for specific actions. 
  • When you re-send a CCO to the ERP Integrations tool, your company's designated accounting approver(s) will immediately receive an email notification to alert them. This helps to expedite the approval process. If an accounting approver does not submit a response to the CCO after receiving the alert, it will also be included on the "ERP Integrations Daily Summary" email notification. 

Steps

  1. Navigate to the project's Change Orders tool. 
  2. Click the Commitments tab.
  3. Locate the desired CCO in the list. Then click Edit. 
  4. Update the CCO to fix any issues noted in the accounting approver's 'Reject' response. See Edit a Change Order.
  5. Click Resend to ERP. 
    The system locks the CCO so it can no longer be edited. It also sends the change order back to the ERP Integrations tool where it can then be accepted (or rejected again) by an accounting approver. 

Next Steps