Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
Objective
Background
Things to Consider
- Required User Permission:
- 'Admin' on the Commitments tool.
- Prerequisites:
- You will only see the Re-send to ERP action button if the CCO was previously sent to the ERP Integrations tool and rejected for export by an accounting approver.
- If a CCO that you created has been rejected for export to Sage 300 CRE by an accounting approver, the person who created the CCO will received an automated email notification with the subject line, '<Your Company Name>: ERP Commitment Rejection Notification.'
- Additional Information:
- Since there are several reasons why a CCO could be rejected, you may need to fix multiple issues. If you have questions, contact your company's accounting approver for more information about the rejection reason(s).
- A rejected CCO does not always have to be re-sent to the ERP Integrations tool. Under some circumstances, you might change the invoices status to 'Void'. Contact your company's accounting approver for specific actions.
- When you re-send a CCO to the ERP Integrations tool, your company's designated accounting approver(s) will immediately receive an email notification to alert them. This helps to expedite the approval process. If an accounting approver does not submit a response to the CCO after receiving the alert, it will also be included on the "ERP Integrations Daily Summary" email notification.
Steps
- Identify the rejected CCO as follows:
- Locate the 'ERP Commitment Rejection Notification' email in your Inbox. Review the 'Rejection Comments' and then click the View Online link.
OR - Navigate to the Commitments tool and locate the rejected CCO in the 'Committed-Summary' list and click Edit.
(Notes:- When an item is rejected or retrieved from the ERP Integrations tool, an olive banner appears on the line items.
- To view rejection comments, click the Change History subtab and look for the 'Rejected Message' line item. The rejection comments appear in the 'To' field).
- Locate the 'ERP Commitment Rejection Notification' email in your Inbox. Review the 'Rejection Comments' and then click the View Online link.
- Return to the CCO and fix the issues.
- Click Re-send to ERP.
This re-sends the CCO to the ERP Integrations tool where it can be accepted or rejected by the accounting approver.