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Procore

Send a Sub Job to ERP Integrations for Accounting Acceptance

 

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 

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.

    send-to-erp.png

    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.