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Procore

Sync Job Cost Transactions from Sage 300 CRE® into Procore

Objective

To import the job cost transactions created in Sage 300 CRE® to view ERP direct costs detail in a Procore budget.

Background

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

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click the Job Costs tab. 

    job-costs-tab.png
     
  3. Click Sync Job Costs
     Note
    The 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. 
    sync-job-costs.png

See Also