To import the job cost transactions created in Sage 300 CRE® to view ERP direct costs detail in a Procore budget.
If your Procore company account is integrated with Sage 300 CRE®, you now have the ability to import job cost transaction data from Sage 300 CRE®. Once imported, the values of those transactions can be viewed in the 'Direct Costs' column on a budget line item. In addition, users who are assigned the appropriate granular permission can also click the values in the 'Direct Costs' column in the budget tool to open a window showing detailed information about the item.
This feature provides users who have the Procore + Sage 300 CRE® integration with the following features and benefits:
- Add a 'Direct Costs' source column to your Procore project's budget view
Provides authorized users with the ability to add a 'Direct Costs' column to your project's budget view.
- Track Sage 300 CRE® direct costs in a Procore budget
Once the 'Direct Costs' column has been added to a budget view, project users with access permissions to the budget can view the lump-sum totals from the Sage 300 CRE® job cost transactions as a direct cost value on a budget line item. The value in this column shows your project's 'Direct Costs' total for all items in the 'Pending', 'Revise and Resubmit', and 'Approved' status. Note: An accounting approver can sync the job cost transaction details from the Sage 300 CRE® on the Job Costs tab of the ERP Integrations tool.
- View direct cost transaction detail on a budget line item
Project users with the 'View Direct Cost Details' granular permission enabled on their permission template can click the hyperlink in the Direct Costs column of a budget line item to open the direct cost's details in a popup window. This granular permission is located in the 'Budget' section when configuring a permission template.
Things to Consider
- Required User Permissions:
- 'Admin' permissions on the ERP Integrations tool.
The steps for enabling this feature are as follows:
- Your company's Procore Administrator must submit a request to your company's Procore point of contact to enable this feature on the backend of Procore.
- A user with administrative privileges to your company's Sage 300 CRE® server must follow the steps in Setup the hh2 Sync Client to Sync Job Cost Transactions.
- Your Procore Administrator (or a user with 'Admin' permission on the project's Admin tool) must enable the job cost transactions syncing capability. See Enable ERP Job Cost Transaction Syncing on a Procore Project.
- Your Procore Administrator must update your project's budget view(s) to complete these steps:
- If you have previously completed the steps described in Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations, you will need to remove both the existing 'ERP Direct Costs' calculated column and the 'ERP Job to Date Costs' source column.
- After removing these columns, you will need to add the recommended columns for job cost transaction syncing to your budget view(s). For instructions, see Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations.
- Navigate to the company's ERP Integrations tool.
- Click the Job Costs tab.
- Click Sync Job Costs.
NoteThe synchronization process imports all new jobs costs on all ERP-integrations projects in your company's Procore account. For Sage 300 CRE®, this means that job cost transactions that you have created in Sage 300 CRE® are imported into Procore.