Below are the notable changes to the Procore + Sage 300 CRE® integration.
Delete Cost Code Cost Type Assignments Synced with Sage 300 CRE (2/13/2019)
Before this update was released, your Procore Administrator was required to submit a request to reset a cost type assignment before it could be deleted in Procore. Now, users can delete the cost code type assignment in Procore. See ERP Integrations: Delete Cost Code Cost Type Assignments Synced with Sage 300 CRE.
New Unlink Button for Commitments Synced with Sage 300 CRE (2/1/2019)
When a commitment in a Procore project is synced with a integrated ERP system, a link is created between the records stored in each system. Sometimes, users will inadvertently export a commitment from Procore and then discover that the commitment's data as exported was incorrect. When this occurs, the records in both systems will need to be deleted manually and then the correct information must be re-entered in Procore and exported to the integrated ERP system. See Unlink Commitments Synced with Sage 300 CRE.
New Transaction Date Field for CCO Exports to Sage 300 CRE (1/30/2019)
Added a new Transaction Date field to the form that is used by accounting approvers when exporting Commitment Change Orders (CCOs) to Sage 300 CRE®. See Accept or Reject a CCO for Export to Sage 300 CRE.
Sage 300 CRE: Now Pre-filling SubJob ID for Accounting Approvers (1/14/2019)
When sending a SubJob to the ERP Integrations tool for accounting approval, the system now pre-fills the SubJob ID for accounting approvers. See Send a Sub Job to ERP Integrations for Accounting Acceptance.
Admins Can Now Archive Standard Cost Codes on ERP-Integrated Projects (1/8/2019)
Updated the Company level Admin tool to give Procore Administrators with the ability to archive Standard Cost Codes in Procore in order to prevent project users from adding those codes to a project. The archive action does not remove Standard Cost Codes from all lists.This update only affects users that have setup the ERP Integrations tool for Procore.