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Procore

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.

Things to Consider

Workflow


Where do you want to add the Sub Job/Extra?
Where do you want to add t...


Add an Extra/Sub Job
in ERP System

Add an Extra/Sub Job...


Add a Sub Job to
a Procore Project

Add a Sub Job to...
PROCORE
PROCORE
ERP SYSTEM
ERP SYSTEM


Import a ERP Sub Job to a Procore Project
Import a ERP Sub Job to a...


Send a Sub Job to ERP for Accounting Acceptance
Send a Sub Job to ERP...


START
START


END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system


Accept or Reject a Sub Job for Export to ERP
Accept or Reject a Sub...


Edit Sub Jobs on a Project
Edit Sub Jobs on a Pro...


Resend a Rejected Sub Job to ERP for Accounting Acceptance
Resend a Rejected Sub...
SUB JOB EXPORTED
SUB JOB EX...

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: