Export a Sub Job to Sage 300 CRE®

Objective

To export a sub job from Procore to Sage 300 CRE®.

Background

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

1. Project Manager. Adds the new Sub Job to the Project level Admin tool and then sends it to the ERP Integrations tool for acceptance by an accounting approver.
2. Accounting Approver. Reviews the Sub Job 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®.
3. Project Manager. Procore returns rejected Sub Job to the Project Level tool.
   • Updates any rejected Sub Job names. 
   • Resends any updated Sub Jobs to the ERP Integrations tool. See Resend a Rejected Sub Job to ERP Integrations for Accounting Acceptance.

Things to Consider

• Required User Permissions:
  • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
    AND
  • The person performing the export 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. 
• Prerequisites:
  • Configure the ERP Integrations tool for Sage 300 CRE®. See Sage 300 CRE: Setup Guide.
  • Ensure that the Sub Jobs feature has been enabled in Procore. See Enable Sub Jobs for Sage 300 CRE.
• Additional Information:
  • What's the difference between a job, a parent job, and a sub job?
  • What is the maximum character length for a Sub Job?

Workflow

Steps

To export a Sub Job to Sage 300 CRE®, complete these tasks:

1. Add 'Sub Job' Segment Items to a Procore Project
2. Send a Sub Job to ERP Integrations for Accounting Acceptance
   Note: If you need to retrieve the sub job before it is reviewed by an accounting approver, see Retrieve a Sub Job from ERP Integrations Before Acceptance.
3. Accept or Reject a Sub Job for Export to Sage 300 CRE®
   Notes:
   • If the accounting approver accepts the Sub Job, the system exports it to Sage 300 CRE®.
   • If the accounting approver rejects the Sub Job,  you can edit it as needed and then resend it for approval:
     1. Edit Sub Jobs on a Project
     2. Resend a Rejected Sub Job to ERP Integrations for Accounting Acceptance

See Also

• Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?