Background
After a CCO is sent to the ERP Integrations tool for acceptance by an accounting approver, the system locks the CCO and you are NOT permitted to modify it in Procore, until it is either:
- Accepted for export to the integrated ERP system by your company's designated accounting approver (Note: It must also be successfully synced with the integrated ERP system).
- OR
Rejected by the accounting approver.
However, if you recently sent a CCO to the ERP Integrations tool and realize you need to quickly correct some data, you can use the steps below to retrieve the CCO from the ERP Integrations tool. However, you can only perform these retrieval steps if the accounting approver has not yet responded to the CCO (e.g., submitted an accept or reject response).