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Accept or Reject a Sub Job for Export to Sage 300 CRE

This documentation details alpha, beta, and other pre-release software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

Objective

To accept or reject a Sub Job that has been sent to the ERP Integrations tool for review by an accounting approver

Background

After a user sends a Sub Job to the ERP Integrations tool for acceptance, an accounting approver can review the information as submit a response to the Sub Job as follows:

Note: If there is at least one Sub Job in the ERP Integrations tool that's awaiting accounting acceptance, Procore sends an automated email notification to the people at your company who are designated as an accounting approver. Approver will receive the email once per day with the subject line 'ERP Integrations Daily Summary' until their response is submitted. This notification lists all of the Sub Jobs awaiting acceptance.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 

Note: Users who are granted only 'Standard' level permission to the ERP Integrations tool can view information, but do not have sufficient permission to accept/reject Sub Jobs for export. 

Demo

accept-reject-sub-job.gif

Steps

Review a Sub Job

  1. Navigate to the company's ERP Integrations tool.
    This reveals the Sage 300 CRE page. 
  2. Click the Sub Jobs tab. 
  3. Under Filters, click Ready to Export
    This shows a list of all the Sub Jobs from different projects that have been sent to the ERP Integrations tool. See Send a Procore Sub Job to ERP Integrations for Accounting Acceptance
  4. Continue with one of the following:

Accept a Sub Job

  1. Under Sub Jobs Only in Sage 300 CRE, locate the Sub Job that you want to accept.
  2. Choose Accept
    Note: If this button is NOT visible, you have NOT been granted the 'Can Push to Accounting' privilege in the Company Directory. Your company's Procore Administrator must submit a request to your Procore point of contact to enable it.
  3. Click Export to Sage 300 CRE
    This exports the Sub Job to  Sage 300 CRE. The process typically takes a few minutes and a 'Successfully Exported' message will appear in GREEN. 
    Notes:
  4. (Optional) To verify that the sync was successful, log into Sage 300 CRE and verify that your data appears as expected.

Reject a Sub Job 

  1. Under Sub Jobs Only in Sage 300 CRE, locate the Sub Job that you want to accept.
  2. Choose Reject.
    Note: If this button is NOT visible, you have NOT been granted the 'Can Push to Accounting' privilege in the Company Directory. Your company's Procore Administrator must submit a request to your Procore point of contact to enable it.
  3. Enter a short explanation about the reason(s) for the rejection.
  4. Click Reject.
    The following events occur:
    • The system removes the Sub Job from the ERP Integrations tool so you can update it in the Project level Admin tool. 
    • The system sends an automated email notification to the user who created the Sub Job to alert the user of the 'Reject' response.

See Also