Export a Commitment to Sage 100 Contractor®

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' 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:
  • Configure the ERP Integrations tool for Sage 100 Contractor®. See Sage 100 Contractor®: Setup Guide.
  • The Commitments tool must be an active tab on the project. See Add and Remove Project Tools.
• Limitations:
  • To add a Schedule of Values (SOV) line item to a commitment, it must be tied to an existing cost code and category.

Workflow

Follow the steps below to create commitments in Procore and then export them to Sage 100 Contractor.
Important! After a Procore project is synced with a Sage job, commitments must always be created in Procore using the steps below. Do NOT create commitments directly in Sage 100 Contractor.

Steps

To export a Procore commitment to Sage 100 Contractor®, complete these tasks:

1. Create a Commitment
2. Send a Commitment to ERP Integrations for Accounting Acceptance
3. Accept or Reject a Commitment for Export to Sage 100 Contractor®

See Also

• Re-send a Rejected Commitment to ERP
• Retrieve a Commitment from ERP Integrations Before Acceptance
• Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?