Export a CCO to Sage 300 CRE®
Objective
Background
Things to Consider
- Required User Permissions:
- Prerequisites:
- The ERP Integrations tool must be enabled on the company account. The tool must also be configured to work with the Sage 300 CRE. See Sage 300 CRE Connector: Setup Guide.
- Limitations:
- To add a Schedule of Values (SOV) line item to a CCO, it must be tied to an existing cost code and category.
- Sage 300 CRE has a limitation where a contract line item cannot be modified more than once on any CCO. Therefore, if you have a CCO that contains more than one modification for the same commitment line item, Procore will automatically sum the amount of the items and send it to Sage 300 CRE as a single (aggregated) value.
Demo
Steps
There are three steps you need to take to export a CCO from Procore to Sage 300 CRE:
- Create a Commitment Change Order (CCO)
- Send a CCO to an Accounting Approver for Export to Sage 300 CRE
Note: If you need to make changes to a CCO before the data has been accepted by an accounting approver for export to Sage 300 CRE, see: - Accept or Reject a CCO for Export to Sage 300 CRE