Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
Objective
To send invoices the ERP Integrations tool so they can be accepted by an accounting approver for export to your integrated ERP system.
Background
When you create invoices on a Procore project, they must be sent to the ERP Integrations tool in Procore for acceptance by an accounting approver. After acceptance, the system will export the invoice data to your integrated ERP system. After invoices are sent to the ERP Integrations tool, users will NOT be able to edit the invoice in the Commitments tool (with the exception of the invoice's attachments).
When working with the Procore + Sage 300 CRE® integration, you will need to be aware of what the different icons and ribbons signify in the Commitments tool.
Things to Consider
- Required User Permissions:
- 'Admin' on the project's Commitments tool.
Note: Typically, the project manager is responsible for sending an invoice that meets the minimum requirements to the ERP Integrations tool for acceptance by an accounting approver. See What is the accounting approver role?
- 'Admin' on the project's Commitments tool.
- Minimum Invoice Requirements:
- Before you can send an invoice from the Commitments tool to the ERP Integrations tool, the invoice must be in the Approved, Approved as Noted, or Pending Owner Approval status.
- Additional Information:
- Billing Date. This date in Procore is transferred to Sage 300 CRE® as the Date on a bill.
- Accounting Method. For purchase orders and subcontracts with an amount-based accounting method, Procore sends the dollar amount for each line item to Sage 300 CRE®. For purchase orders and subcontracts with a Unit/Qty accounting method, Procore sends the quantity invoiced for each line item to Sage 300 CRE®.
Steps
- Send One or More Subcontractor Invoices from the Invoice Tab
- Send an Individual Subcontractor Invoice to ERP Integrations
Send One or More Subcontractor Invoices from the Invoice Tab
- Navigate to the project's Commitments tool.
- Click the Billings tab.
This reveals the Invoices and Billing Periods tabs. - Click the Invoices tab.
This page shows a list of the existing invoices for the commitments in the project. - Choose from these options:
- To select all of the invoices, select the checkbox in the shaded table header.
OR - To select one or more invoices, place a checkmark in the desired boxes.
- To select all of the invoices, select the checkbox in the shaded table header.
- If the invoices on the commitment are in the Approved, Approved as Noted, or Pending Owner Approval status, click Send to ERP.
Notes: If you place a checkmark next to an invoice and the Send to ERP button is grayed out and unavailable, it is because the invoices are not in one of the required statuses.
The system sends the invoice data to the ERP Integrations tool so it can be reviewed by the accounting approver. After invoices are sent to the ERP Integrations tool, users will NOT be able to edit the invoice in the Commitments tool (with the exception editing the invoice's attachments).
Send an Individual Subcontractor Invoice to ERP Integrations
- Navigate to the project's Commitments tool.
- Click the Billings tab.
- Click the desired item link in the Commitments column.
This opens the commitment in view mode. - If you need to make any changes, click Edit. Then update the commitment as appropriate. See Edit a Commitment.
Note: To enable the Send to ERP button in the next step, you must place the item into the Approved, Approved as Noted, or Pending Owner Approval status.
- Click Send to ERP.
Notes:- If the Send to ERP button is grayed out and unavailable, hover your cursor over the question mark (?) to learn why. It is most often because the invoice is not in the Approved, Approved as Noted, or Pending Owner Approval status.
- When the Retrieve from ERP button appears, this invoice has successfully been sent to the ERP Integrations tool. An ERP icon also appears. See What do the ERP icons mean?
- The system sends the invoice data to the ERP Integrations tool so it can be reviewed by the accounting approver. After invoices are sent to the ERP Integrations tool, users will NOT be able to edit the invoice in the Commitments tool (with the exception of editing the invoice's attachments).