Skip to main content
Procore

Send a PCCO to ERP Integrations for Accounting Acceptance

 

Objective

To send a Prime Contract Change Order (PCCO) to the ERP Integrations tool for accounting acceptance.

Background

If you have a PCCO in Procore that does NOT exist in Sage 300 CRE, you can export it to Sage 300 CRE. The first step in this process is to locate the PCCO in the Project level Prime Contract tool. Next, use the steps below to send it to the ERP Integrations tool. An accounting approver can then review the PCCO and accept or reject it. After it is accepted by the approver, the data is exported from Procore to Sage 300 CRE.

Things to Consider

Demo

send-pcco-to-erp.gif

Steps

  1. Navigate to the Project level Prime Contract tool.
    This reveals the Prime Contract page. 
  2. Click the Change Orders tab.
    This reveals all of the PCCOs and PCOs that exist on the project. Currently, only PCCOs can be sent to the ERP Integrations tool. 
  3. Locate the desired PCCO in the Prime Contract Change Orders list. 
  4. Choose from these options:
    • If the PCCO is in the Approved status, click View

      pcco-click-view.png

      OR
    • If the PCCO is in any other status, click Edit. Then change the status to Approved and click Save at the bottom on the page.
      Note: You must have 'Admin' level permission on the Prime Contract tool or be a 'Designated Approver' on the PCCO to change the status of a PCCO to Approved.

      pcco-click-edit.png
       
  5. If the PCCO is in the 'Approved' status, click Send to ERP.
    Note: If this button is grayed out and unavailable, check to see if the PCCO is in the 'Approved' status. Hover your mouse cursor over the tooltip for more information. 

    send-to-erp-button.png

    The system sends the PCCO to the Company level ERP Integrations tool and the icon at the top of the page changes to BLUE. See What do the ERP icons mean?

If you send a PCCO to the ERP Integrations tool and discover you need to make changes to it, follow the steps in these tutorials before an accounting approver accepts the PCC for export to Sage 300 CRE: