1-866-477-6267 (toll-free)
Support Home > Integrations > Sage 300 CRE > Tutorials > Configure the Vendor Type Import Settings for Sage 300 CRE

Configure the Vendor Type Import Settings for Sage 300 CRE

Objective

To configure the vendor type import settings for the company's ERP Integrations tool. 

Background

 A user with 'Admin' level permissions to the company's ERP Integrations tool can specify which Sage 300 CRE vendor types to import into Procore. 

Things to Consider

  • Required User Permission: 'Admin' level permission to the ERP Integrations tool.

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click the Configure ERP Integrations Settings link in the right pane. 
  3. Click the Vendor Type Import Settings link in the right pane.



    This reveals a list of vendor types from your Sage 300 CRE system.
  4. Mark the checkboxes that correspond to the desired Vendor Types.



    (Note: Vendor Types are created in Sage 300 CRE to give accountants the ability to classify your vendor information in a way that is meaningful to your business. In addition, when a checkbox is grayed out and unavailable, the import filter cannot be cleared because the Sage 300 CRE data has already been synced with Procore).

See Also

 

You must to post a comment.
Last modified
11:34, 3 Apr 2017

Tags

Classifications

This page has no classifications.