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Procore

Integration by Procore: Retrieve a Budget from ERP Integrations Before Accounting Acceptance

Objective

To retrieve a budget that was sent to the ERP Integrations tool before it is accepted for export to the integrated ERP system by an accounting approver.

Background

After a budget is sent to the ERP Integrations tool for acceptance by an accounting approver, users will no longer be able to edit the original budget. However, if you quickly realize that you made a minor mistake and need to modify it before an accountant accepts it, you may still be able to retrieve the submitted budget, add your changes, and then re-submit it to the accountant.

Things to Consider

Steps

  1. Navigate to the Project level Budget tool.
    This reveals the Budget page. 
  2. In the right pane, click Retrieve from ERP.
    The retrieves any budget data that was sent to the ERP Integrations tool. 
  3. Click Unlock Budget.
    (Note: You cannot  unlock a budget if there is a budget modification. See Create a Budget Modification.
  4. Continue by editing the budget. See Edit a Budget