Skip to main content
Procore

Export a Sub Job to Sage 300 CRE®

  1. Last updated
  2. Save as PDF

Objective

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

Background

If you want to export sub jobs to Sage 300 CRE®, you first need to create them in your Procore project. 

After a sub job is created, an accounting approver can export it to your ERP system. 

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:
    • Ensure that the Sub Jobs feature has been enabled in Procore. See Enable Sub Jobs.

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
  3. Accept or Reject a Sub Job for Export to ERP
    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. See Edit Sub Jobs on a Project.