Accept or Reject a Budget for Export to Sage 100 Contractor®
Objective
Background
Things to Consider
- Required User Permission:
- Prerequisites:
- The company account must be integrated with Sage 100 Contractor®. See Sage 100 Contractor®: Setup Guide.
- The Budget tool must be an active tab on the project.
- Restrictions:
After exporting a Procore budget to Sage 100 Contractor®, the following restrictions are in place:- You no longer be permitted to import Sage 100 Contractor® budget or job data into Procore.
- You will not be permitted to unlock the Procore project's Budget tool (see Unlock a Budget), unless the following is true:
- The exported entries have been manually posted to your Sage 100 Contractor® system using the Job Cost function. See your Sage 100 Contractor® Help system for instructions.
- The Sage 100 Contractor® data is synced with the hh2 Cloud Service and then back to Procore. See How often can I sync data between Sage and Procore?
Note: To confirm that the data is synced between the systems (i.e., the original budget amount should appear in Procore's Job Cost Report. See View the Sage 100 Contractor® Job Cost Report).
Steps
Review the Budget
- Navigate to the Company level ERP Integrations tool.
The ERP Integration's page appears. - Click the Budget tab.
This reveals the budget that has been sent to the ERP Integrations tool. - Under Filter Estimates By, click Ready to Export.
This reveals the Budget Ready to Be Exported page. - Review the accepted budget items to ensure the data is ready for export.
- Continue with the following steps:
Accept the Budget
- Locate the desired budget in the 'Budgets Ready to be Exported' list.
- Click Details.
This opens a Budget Updates window that shows the Cost Code, Category, Original Budget, Budget Changes, and Revised Estimate. - Click the 'x' to close the Budget Updates window.
- Choose Accept.
- Click Export.
This exports the budget to the integrated ERP system. A message appears to caution you that once the budget is exported, you will not be able to import the budget from your integrated ERP system. - Click OK to confirm the cautionary message.
Reject the Budget
- Locate the desired budget in the 'Budgets Ready to be Exported' list.
- Choose Reject.
- In the text box that appears, type a brief reason for the rejection.
- Click Reject.
The following events occur:- The system removes the budget from the ERP Integrations tool and returns it to an editable state in the Budget tool. See Edit a Budget.
- The system sends an email notification to the person who created the budget (see Set Up a Budget and Create a Budget Line Item) to alert the individual of the budget rejection.
- The system also sends an email to the person who sent the budget to the ERP Integrations tool (see Send a Budget to ERP Integrations for Accounting Acceptance). Typically, this is the project manager.