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Workflow Diagrams: Sage

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with Sage 300 CRE.


Job Setup

There are two different ways to set up a Procore/Sage integrated job.
Important! Jobs must be created in one location and pushed to the other, jobs CANNOT be created in both locations and linked together.

Budget Setup

If you are setting up the budget on a Procore + Sage 300 CRE project for the first time, use the workflow below as a guideline. For additional information, see Export a Budget to Sage 300 CRE
Important! When setting up a new project in Procore, you must always create the budget in one system and then export it to another. You cannot create a budget in both systems and then sync the budgets a later time. 

 

Budget Update

If you need to update a budget in Procore after exporting it to Sage 300 CRE, use the workflow below as a guideline. 

Create and Export Commitments

Follow the steps below to create commitments in Procore and then export them to Sage 300 CRE.
Important! After a Procore project is synced with a Sage job, commitments must always be created in Procore using the steps below. Do NOT create commitments directly in Sage 300 CRE.

 

Create and Export CCOs

Follow the steps outlined below to create Commitment Change Orders (CCOs) in Procore and then export them to Sage 300 CRE.
Important! Change orders can only be created from synced commitments.

 

Create and Sync Vendors

There are two different ways to sync vendor data between Procore and Sage 300 CRE.

Important! Vendors can be created in either Procore or Sage 300 CRE. 

 

 

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Last modified
08:36, 8 May 2017

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