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Procore

Export a Sub Job to Sage 300 CRE

This documentation details alpha, beta, and other pre-release software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

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:
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