1-866-477-6267 (toll-free)
Support Home > Integrations > QuickBooks > Tutorials > Send a Commitment to ERP Integrations for Accounting Acceptance

Send a Commitment to ERP Integrations for Accounting Acceptance

Objective

To send a commitment to the ERP Integrations tool to be accepted for export to the integrated ERP system by an accounting approver

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Commitments tool.
  • Prerequisites:
    Before you can send a commitment (e.g., purchase order or subcontract) to the ERP Integrations tool, the commitment must satisfy these prerequisites:
  • Additional Information:
    • Description. This field maps to the 'Vendor Message' field in QuickBooks. An entry in this field is NOT required for export to QuickBooks. 

Steps

  1. Navigate to the Project level Commitments tool. 
    This reveals the Commitments page.
  2. Locate the desired commitment and click Edit

    For companies that have enabled the ERP Integrations tool to work with an integrated ERP system, color-coded icons appear to help you quickly identify the state of the data. 

    Icon Color Definition
    OLIVE Data has been retrieved from the ERP Integrations tool. 
    OR
    Data has been rejected in the ERP Integrations tool by an accounting approver.
    GREEN Data is synced with a third-party ERP system.
    BLUE Data been sent to the ERP Integrations tool for acceptance by an accounting approver. 
  3. Modify the commitment as needed.
    (Notes:
  4. Click Send to ERP.

    Notes:

    • If the Send to ERP (or Re-send to ERP) button is grayed out and unavailable, hover your cursor over the question mark (?) to learn why. Typically, its because the project's ERP data has not yet been synced or because the item does not meet the minimum requirements (see above). 
    • If the Retrieve from ERP button appears, the data has already been sent to the ERP Integrations tool. 
    • The system sends the commitment to the ERP Integrations tool and locks it in the Commitments tool (i.e., to prevent users from editing it) before the accounting approver can review it:
      • Contract Company. You cannot edit the company.
      • Title. You cannot edit the commitment's title.
      • Status. You cannot edit the status of the commitment.
      • Default Retainage. You cannot edit the percentage value in the commitment).
You must to post a comment.
Last modified

Tags

Classifications

This page has no classifications.