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Resend a Rejected CCO to ERP Integrations for Accounting Acceptance

Objective

To resend a modified Commitment Change Order (CCO) to the ERP Integrations tool after it has been rejected for export to an integrated ERP system by an accounting approver

Background

If a change order has previously been sent to the ERP Integrations tool for acceptance by an accounting approver, the approver has the option to submit a 'Reject' response. When rejected, the approver will typically include a reason for the rejection (i.e., to summarize the issue(s) that must be corrected in order to achieve acceptance). Procore also sends an automated email notification to the person who sent the change order to the ERP Integrations tool. 

At this point, the next step is to address the reasons for the rejection in an updated change order. After the change order is fixed, you can use the steps below to resend the commitment to the ERP Integrations tool for accounting acceptance. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the Commitments tool.
      AND
    • 'Admin' level permission on the Change Orders tool. 
  • You will only see the Re-send to ERP action button if the CCO was previously sent and rejected.
  • Since there are several reasons why a CCO could have been rejected, you may need to fix multiple issues. Hopefully, the accountant that rejected the CCO left a detailed explanation about what needs to be resolved before the CCO can be accepted.
  • You are not required or obligated to re-send a rejected CCO.
  • When you re-send a previously rejected CCO for approval, the designated Accountants for the project will immediately receive an email notification at the same time to help expedite the approval process since you may not be able to wait for the Accountants to receive the "ERP Integrations Daily Summary" email to learn about the resubmitted CCO. 

Steps

  1. Navigate to the Change Orders tool. 
    This reveals the Change Orders page. 
  2. Click the Commitments subtab.
    This reveals the All Commitment Change Orders page. 
  3. Locate the desired CCO in the list. Then click Edit
  4. Update the CCO to fix any issues noted in the accounting approver's 'Reject' response. See Edit a Change Order.
  5. Click Resend to ERP
    The system locks the CCO so it can no longer be edited. It also sends the change order back to the ERP Integrations tool where it can then be accepted (or rejected again) by an accounting approver. 
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Last modified
08:55, 3 Feb 2017

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