Skip to main content
Procore

Export a Commitment to Sage 100

Objective

How to export a commitment in Procore (e.g., a subcontract or purchase order) to Sage 100 Contractor.

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 Sage 100 Contractor.
    • Rejected commitments are NOT exported to Sage 100 Contractor. 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' level permission on the ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 
  • Prerequisites:
  • Limitations:
    • To add a Schedule of Values (SOV) line item to a commitment, it must be tied to an existing cost code and category.
  • Was this article helpful?