Integration by Procore: Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
Objective
Background
Things to Consider
- Required User Permissions:
- 'Admin' on the project's Commitments tool.
AND - 'Admin' on the project's Change Orders tool.
- 'Admin' on the project's Commitments tool.
- Additional Information:
- You will only see the Resend to ERP 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