Skip to main content
Procore

Export a Sub Job to Sage 300 CRE

 

Objective

To export a sub job created in the Project level Admin tool to an integrated Sage 300 CRE® system.

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.

Things to Consider

Workflow

Steps

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

  1. Add a Sub Job 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:
  • Was this article helpful?