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View the Archived Vendors List for Sage 300 CRE

Objective

To view a list of inactive vendors in your integrated ERP system that have been archived in Procore.

Background

If you have inactive vendors in your integrated ERP system that have also been archived in Procore (see Archive an Integrated ERP System Vendor in Procore), you can view a list of archived vendors in the ERP Integrations tool using the steps below.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permission 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:
  • Limitations:

Steps

  1. Navigate to the company's ERP Integrations tool. 
    This reveals the Sage 300 CRE Integrations page. 
  2. Click the Vendors subtab.
  3. In the 'Filters' menu, click Archived.
    This list reveals all of the QuickBooks vendors that have been archived in Procore.
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Last modified
09:58, 10 Feb 2017

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