Unlink Subcontractor Invoices Synced with ERP

Objective

To sever the connection between a Subcontractor Invoice synced between Procore and Sage 100 Contractor®.

Background

When a Procore project's subcontractor invoices are synced with Sage 100 Contractor®, a link is created between the records stored in each system. Sometimes, users will inadvertently export a subcontractor invoice from Procore and then discover that the subcontractor invoice's data was entered incorrectly. When this occurs, the record first needs to be deleted in Sage 100 Contractor®. Next, use the steps below to unlink the record. Finally, delete the subcontractor invoice in Procore. You can then re-enter the correct information so it can be exported to Sage 100 Contractor®.

Things to Consider

• Required User Permissions:
  • 'Admin' on the project's Commitments tool. 
    AND
  • 'Standard' or 'Admin' 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:
  • Delete the subcontractor invoice in Sage 100 Contractor®. See your Sage 100 Contractor® documentation for steps.

Steps

1. Navigate to the company's ERP Integrations tool.
2. Click Subcontractor Invoices. 
3. Locate the desired subcontractor invoice under Subcontractor Invoices - Synced with Sage 100 Contractor®. 
4. Click Unlink.
   • If the unlink action is successful, the 'Successfully Unlinked' message appears in GREEN.
   • If the unlink action is not successful, the "The requisition is still in Sage 100 Contractor®. Please delete it before retrying." message appears in RED.
     

See Also

• Send Subcontractor Invoices to Sage 100 Contractor® for Accounting Acceptance