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Procore

Accept or Reject a CCO for Export to Sage 300 CRE

Objective

To accept or reject a Commitment Change Order (CCO) that has been sent to the ERP Integrations tool for acceptance by an accounting approver.

Background

After a user sends a CCO to the ERP Integrations tool for accounting acceptance (see Send a Change Order to ERP Integrations for Accounting Acceptance) an accounting approver (see What is the Accounting Approver Role?) has the option to 'Accept' or 'Reject' the budget as follows:

Note: If there is at least one (1) change order in the ERP Integrations tool that's awaiting accounting acceptance, Procore sends an automated email notification to the designated accountant once per day with the subject line 'ERP Integrations Daily Summary.' This notification lists all of items awaiting that person's acceptance.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory.
      Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 
  • Prerequisites:

Steps

Review a Commitment Change Order

  1. Navigate to the company's ERP Integrations tool.
  2. In the ERP Integrations tool, click the Commitment Change Orders tab. 
  3. Under Views, click Ready to Export
    The page that appears lists only the CCOs that have been sent to the ERP Integrations tool for accounting acceptance. See Send a Commitment Change Order to ERP Integrations for Accounting Acceptance
  4. Continue with one of the following:

Accept a Commitment Change Order

  1. Locate the CCO in the Change Orders - Ready to be Exported to Sage 300 CRE® list.
  2. Choose Accept.
    accept-cco-export-to-integration.png
  3. Enter the Sage 300 CRE® Commitment Change Order ID in the box.
    Notes:
    • This field only appears if the 'Enable Custom CCO Title/Description When Exporting to Sage 300 CRE®' feature has been enabled for your company by Procore.
    • To submit a request to your Procore point of contact to enable this feature, a user must have 'Admin' level permission to the ERP Integrations tool.
    • This is the unique ID number used to identify the change order in Sage 300 CRE®.
  4. Select a date using the Transaction Date calendar control.
  5. Click Export
    This syncs the CCO with your Sage 300 CRE® database. 
  6. (Optional) To verify that the sync was successful, log into Sage 300 CRE® and verify that your data appears as expected.

Reject a Commitment Change Order

  1. Locate the CCO in the 'Change Orders - Ready to be Exported to Sage 300 CRE' list.
  2. Choose the Reject option.
  3. Enter a short explanation about the reason(s) for the rejection.

    reject-cco-export-to-integration.png
     
  4. Click Reject
    The following events occur:
    • The system removes the CCO from the ERP Integrations tool and returns it to an editable state in the project's Change Orders tool and in the Commitments tool's Change Order subtab. See Edit a Change Order.
    • The system sends an automated email notification to the user who created the CCO to alert this person of the 'Reject' response.

See Also