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Procore

Export a Commitment to MRI Platform X®

Objective

How to export a commitment in Procore (e.g., a subcontract or purchase order) to MRI Platform X®.

Background

This process consists of actions that are typically performed by two different users. 

  1. Project Manager. Approves the new commitment and sends it to the ERP Integrations tool for acceptance by an accounting approver.
  2. Accounting Approver. Reviews the commitment in the ERP Integrations tool and then submits an 'Accept' or 'Reject' response.
    • Accepted commitments are exported to MRI Platform X®.
    • Rejected commitments are NOT exported to MRI Platform X®. Instead, the commitment is returned to an editable state in the project's Commitments tool where it can be corrected and then reset to ERP Integrations tool. See Edit a Commitment.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory.
      Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 
  • Prerequisites:
  • Limitations:
    • To sync a commitment, all a Schedule of Values (SOV) line items must be tied to a cost codes and categories from your ERP-synced lists of Standard Cost Codes and Cost Types.
    • Commitments synced to MRI Platform X® will NOT contain details regarding tax codes. 

Workflow

This tutorial is part of a bigger process outlined in this 'Create and Export Commitments' workflow icon-workflow.png

See Also