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Procore

Send a Sub Job to ERP Integrations for Accounting Acceptance

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 send a Procore Sub Job to the ERP Integrations tool to be accepted for export to Sage 300 CRE by an accounting approver

Things to Consider 

Demo

demo-send-to-erp.gif

Steps 

  1. Navigate to the Project level Admin tool. 
    This reveals the Admin page.
  2. Under Project Settings, click Sub Jobs.
    This reveals the Sub Jobs page.
  3. Ensure the Sub Job name does NOT exceed the Sage 300 CRE character limit. See What is the maximum character length for a Sub Job?
  4. Locate the desired Sub Job in the list. Then click View.
    This opens the Sub Job in view mode.
  5. Ensure that you have added the desired Sage 300 CRE Standard Cost Codes to the Sub Job Cost Codes list. See Add Cost Codes to a Sub Job.
  6. Click Send to ERP.
    This sends the Sub Job and its associated cost codes to the Company level ERP Integrations tool so it can be reviewed by one of your company's accounting approvers. 
  7. Repeat this step for every Sub Job that you want to send to the ERP Integrations tool.