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Configure Advanced Settings: ERP Integrations for MRI Platform X®

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Objective

To configure the settings for the ERP Integrations tool for MRI Platform X®. 

Things to Consider

  • Required User Permissions:
    • 'Admin' permissions on the company's ERP Integrations tool. 

Steps

  1. Navigate to the Company level ERP Integrations tool 
  2. Click Configure Settings icons-settings-gear.png.
  3. Your Procore point of contact will work with your company to configure these settings:
  4. Click Update.

General Settings for MRI Platform X® 

If you are integrating Procore with MRI Platform X®, your Procore point of contact will also configure these general settings:

  • Default Subcontract Commitment Cost Type for Converted Bids
    Subcontract Commitment's SOVs will default to this Cost Type when converted from a Bid. 
  • Default Project Template
    If you have created a project template in the Portfolio tool (see Configure a Project Template), you can select that template from this drop-down list. This will apply the template to the Procore project that is created when you import a MRI Platform X® job (see Add a MRI Platform X® Job to Procore). 
  • Use Procore Contract #
    Mark this checkbox if you want Procore to populate the 'Commitment ID' field with the Procore contract number, when your users create a commitment in Procore. See Create a Commitment. (Note: This settings affects only commitments created in Procore. Users also retain the ability to change the Commitment ID in Procore).
  • Use Procore Change Order #
    Mark this checkbox if you want Procore to populate the 'CCO ID' field with the Procore's CCO ID, when your users create a commitment change order in Procore. See Create a Commitment Change Order (CCO) (Note: This settings affects only CCO's created in Procore and users retain the ability to change the CCO ID in Procore).
  • Procore's Budget Direct Cost Column
    • Read only, populate from MRI Platform X®
      On MRI Platform X® integrated projects, the Budget's 'Direct Cost' column can either be read only and populated with data from MRI Platform X® or editable and not populated from MRI Platform X®.
      OR
    • Editable, do not populate from MRI Platform X®
      If you're using the Direct Costs tab, the data will always be populated from Procore's Direct Costs Tool.
  • Vendors will be automatically updated
    • Automatically update vendors when refreshing the vendor list
      Choose this option if you want Procore to automatically update the vendor/company record in the Directory tool with information that has been added in MRI Platform X®.
      OR
    • Do not update vendors
      Choose this option to prevent Procore from automatically updating the vendor/company records in the Directory tool with information that has been added in MRI Platform X®.