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Procore

Accept or Reject a Company for Export to Sage 300 CRE

Objective

To accept or reject a company record in Procore in order to export it to Sage 300 CRE.

Background

If you users have created new company records in the Directory tool and sent those records to the ERP Integrations tool for review, an accounting approver can accept or reject the record for export to Sage 300 CRE.

Things to Consider

Demo

accept-reject-vendor-sage300cre.gif

Steps

  1. Navigate to the company's ERP Integrations tool.
    This reveals the Sage 300 CRE Integration page. 
  2. Click the Vendors subtab.
  3. In the 'Filters' menu in the right pane, click Ready to Export.
  4. The system reveals a 'Companies Only in Procore' list to show all of the active vendor/company records that do not exist in your integrated ERP system (Note: This page only lists active company records. Inactive companies cannot be exported to an integrated ERP system. If a company record is not listed here, check to see if it is inactive. See Deactivate a Company in the Company Directory).
  5. Review the vendors/companies in the list. Then do the following:

Accept the Company  

  1. Locate the desired vendor in the the 'Companies Only in Procore' list. 
  2. Choose Accept.
  3. In the Vendor Type drop-down list, select the vendor type (e.g., If the record is for a subcontractor, select sub). 
  4. Select the company type from the Vendor Type drop-down list.
  5. Enter the Sage 300 CRE Vendor ID. 
    Notes:
    • This page only lists active company records. Inactive companies cannot be exported to a third-party ERP system. If a company record is not listed here, check to see if it is inactive. See Deactivate a Company.
    • If you want to view the company record, click the hyperlink in the Name box. 
  6. Click Export.
    This exports the vendor/company record to the integrated ERP system. The process typically takes a few minutes. A message appears to show you the export status. 
    Notes:
    • If for any reason a budget (or another item) fails to export to the integrated ERP system, you can view the failed item(s) by clicking Failed to Export in the right pane.
    • If the budget fails to export, follow the step for rejecting the budget. 
    • If you want to confirm that the export was successful, log into the integrated ERP system and verify that your data appears as expected).

Reject the Company

  1. Locate the desired vendor in the 'Companies Only in Procore' list. 
  2. Choose Reject.
  3. Provide a reason for the rejection in the Enter a Comment box. 
  4. Click Reject.
    This rejects the vendor/company record. It is not imported into the integrated ERP system. The system returns the record to an editable state in both the Company and Project Directory tools so it can be edited (see Edit a Company or Person in the Company Directory or Edit a Company or Person in the Project Directory).

See Also