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Procore

Export a Commitment to Sage 300 CRE®

Objective

How to export a commitment in Procore (e.g., a subcontract or purchase order) to Sage 300 CRE®.

Background

This process consists of actions that are typically performed by two different users. 

  1. Project Manager. Approves the new commitment and sends it to the ERP Integrations tool for acceptance by an accounting approver.
  2. Accounting Approver. Reviews the commitment in the ERP Integrations tool and then submits an 'Accept' or 'Reject' response.
    • Accepted commitments are exported to Sage 300 CRE®.
    • Rejected commitments are NOT exported to Sage 300 CRE®. Instead, the commitment is returned to an editable state in the project's Commitments tool where it can be corrected and then reset to ERP Integrations tool. See Edit a Commitment.

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:
  • Limitations:
    • To add a Schedule of Values (SOV) line item to a commitment, it must be tied to an existing cost code and category.

Demo

Workflow

Follow the steps below to create commitments in Procore and then export them to Sage 300 CRE.
Important! After a Procore project is synced with a Sage job, commitments must always be created in Procore using the steps below. Do NOT create commitments directly in Sage 300 CRE.

 

Which type of commitment
will you create?
Which type of commitment...

 

Create a Subcontract
Create a Subcontract

 

Create a
Purchase Order
Create a...

 

Send a Commitment  to ERP Integrations for Accounting Acceptance
Send a Commitment  to...

 

START
START

 

END
END
COMMITMENT EXPORTED TO SAGE 300 CRE
COMMITMENT EXP...
LEGEND
LEGEND
Optional Step
Optional Step

 

Accept the commitment
for export?
Accept the commitment...

 

Edit a Commitment
Edit a Commitment

 

Resend a Rejected Commitment to ERP Integrations for  Accounting Acceptance
Resend a Rejected Commitme...
APPROVE
APPROVE
APPROVE
APPROVE

See Also

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