Below are the notable changes to the Procore + Sage 300 CRE integration.
Add Contract Item Codes for New Prime Contract Line Items (8/6/2018)
Updated the ERP Integrations tool for Sage 300 CRE to end users can now add contract item codes for new Prime Contract line items created during the creation of a Prime Contract Change Order.
Added ERP ID to Edit Contact Information Page (6/14/2018)
Updated the Company level Directory tool's Edit Contact Information page to add the 'ERP ID' field under Company Information. This is useful for correlating companies when your company's Procore account is integrated with one of the systems that can be integrations with Procore's Company level ERP Integrations tool.
Sage 300 CRE v18.1 Now Supported (5/22/2018)
The Procore + Sage 300 CRE integration now supports Sage 300 CRE v18.1. For a complete list of supported versions, see About the Sage 300 CRE Connector.
Enabled the Send to ERP Button in the New Project Creation Assistant (3/29/2018)
For users with permission to create projects in Procore, we've streamlined the experience by introducing the new Project Creation Assistant. With this new experience, you can now create projects consistently and efficiently across your company. Configure the project's toolbox, set up cost codes & cost types, add companies & people, and upload drawings & specifications in one continuous setup flow. See Portfolio: Introducing the Project Creation Assistant and Add a Procore Project to Sage 300 CRE.
Renamed the Change Orders Tab (3/26/2018)
Updated the Company level ERP Integrations tool to rename the 'Change Orders' subtab to the 'Commitment Change Orders' tab. In the future, Procore will be introducing the "Prime Contract Change Orders" tab, so the system needs to clarify that "Change Orders" tab is only for "Commitment Change Orders."
Updated ERP Icon Color Scheme (2/16/2018)
If your company has enabled the ERP Integrations tool for use with an integrated ERP system, color-coded icons and ribbons appear in relevant areas of Procore. This visually highlights the data, to help you quickly identify its current state. For details, see ERP Integrations: Updated Color Scheme for ERP Icons.
Updated 'Add Filter' in Companies Tab of Directory Tools To Reflect Cost Code Configuration (2/14/2018)
Added Sage 300 CRE Standard Cost Codes to Project Directory Tool's Add Filter Drop-Down List (2/07/2018)
Updated the Project Directory (Beta View) so that now, if your company has enabled the ERP Integrations tool, the Add Filter drop-down list in the Companies view shows 'Sage 300 Cost Codes' as a filter option. Prior to this update, the 'Cost Codes' filter showed the Sage 300 CRE Cost Codes, but it was not explicitly labeled.