Sage 300 CRE
This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work with Sage 300 CRE.
Company Level Tools
|Configure Cost Code Preferences for Sage 300 CRE|
|Delete Project Cost Codes from a Procore + Sage 300 CRE Project|
|Consolidate Duplicate Vendors in the Company Directory|
|Remove Company Duplicates from the Procore Directory|
|Send a Procore Company to the ERP Integrations Tool|
ERP Integrations Tool
1 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role?
2 Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.
3 This task is performed in Sage 300 CRE and requires the user to have permission to create accounts.
Project Level Tools
|Add a Sub Job to a Procore Project|
|Edit the Name of a Sub Job in a Procore Project|
|Refresh ERP Cost Codes on a Project|
|COMING SOON! Delete Project Cost Codes from a Procore + Sage 300 CRE Project|
|Award a Winning Bid and Convert it to a Purchase Order|
|Award a Winning Bid and Convert it to a Subcontract|
|Send a Budget to ERP Integrations for Accounting Acceptance|
|Add a Procore Company into Sage 300 CRE|