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.
- 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.
- 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®.
- 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.
- 'Standard' or 'Admin' level permission on the ERP Integrations tool.
- 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:
Workflow
Steps
To export a Sub Job to Sage 300 CRE®, complete these tasks:
- Add a Sub Job to a Procore Project
- 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. - 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: