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Retrieve a Budget from ERP Integrations Before Acceptance

Objective

To retrieve a budget that was sent to the ERP Integrations tool before it is accepted for export to the integrated ERP system by an accounting approver.

Background

After the data in a Procore project's Budget tool is sent to the ERP Integrations tool for acceptance by an accounting approver, you will not be permitted to edit the budget until it is accepted by your company's accounting approver and synced with your company's Sage 300 CRE system. However, if you recently sent your budget to the ERP Integrations and realize you need to correct some data, there are two ways to return the data from the ERP Integrations tool for editing:

  • Retrieve the Budget from the ERP Integrations Tool. If the accounting approver has not yet accepted the budget for export to Sage 300 CRE, you may use the Steps below. 
    OR
  • Reject the Budget in the ERP Integrations Tool. If the accounting approver rejects the budget (see Accept or Reject a Budget for Export to Sage 300 CRE).

Things to Consider

  • Required User Permission: 'Admin' level permission on the project's Admin tool.
  • You can only retrieve a budget when:
  • If you were successful in retrieving a job from the ERP Integrations tool, you will be able to edit the project name and address fields

Steps

  1. Navigate to the project's Budgets tool.
  2. Click Retrieve from ERP.


     
  3. Click Unlock Budget (Note: You cannot  unlock a budget if there is a budget modification. See Create a Budget Modification).


     
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Last modified
09:09, 19 Jan 2017

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