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Configure the Vendor Type Import Settings for Sage 300 CRE®

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Objective

To configure the vendor type import settings for the company's ERP Integrations tool. 

Background

 A user with 'Admin' level permissions on the company's ERP Integrations tool can specify which Sage 300 CRE® vendor types to import into Procore. 

Things to Consider

  • Required User Permission: 'Admin' on the company's ERP Integrations tool.

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click Configure Settings icons-settings-gear.png.
  3. Click Vendor Type Import Settings.
  4. Under Vendor Type Import Settings, mark the checkboxes that correspond to the wanted Vendor Types.
    Notes:
    • Vendor types are created in Sage 300 CRE®.
    • Vendor types let accountants classify your vendor data in a way that is meaningful to your business.
    • When a Vendor Type checkbox is dimmed and not available, the data has been synced between Sage 300 CRE® and Procore. The checkmark cannot be removed after data is synced. 

      sage-300-cre-vendor-type-import-settings.png
       
  5. Click Back. 
    Your changes are automatically saved.

See Also