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Procore

Unlink Subcontractor Invoices Synced with ERP

Objective

To sever the connection between a Subcontractor Invoice synced between Procore and Sage 300 CRE®.

Background

When a Procore project's subcontractor invoices are synced with Sage 300 CRE®, a link is created between the records stored in each system. Sometimes, users will inadvertently export a subcontractor invoice from Procore and then discover that the subcontractor invoice's data was entered incorrectly. When this occurs, the record first needs to be deleted in Sage 300 CRE®. Next, use the steps below to unlink the record. Finally, delete the subcontractor invoice in Procore. You can then re-enter the correct information so it can be exported to Sage 300 CRE®.

 Note

To sever the connection between a subcontractor invoice in Procore and an integrated ERP system, always complete these steps in the order specified:

  1. Delete the subcontractor invoice in Sage 300 CRE®. See your Sage 300 CRE® documentation for steps.
  2. Continue with the Steps below. 

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project's Commitments tool. 
      AND
    • 'Standard' or 'Admin' on the ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 
  • Prerequisites:
    • Delete the subcontractor invoice in Sage 300 CRE®. See your Sage 300 CRE® documentation for steps.

Steps

  1. Navigate to the company's ERP Integrations tool.
  2. Click Subcontractor Invoices
  3. Locate the desired subcontractor invoice under Subcontractor Invoices - Synced with Sage 300 CRE®
  4. Click Unlink.
    • If the unlink action is successful, the 'Successfully Unlinked' message appears in GREEN.
    • If the unlink action is not successful, the "The requisition is still in Sage 300 CRE®. Please delete it before retrying." message appears in RED.
      unlink-sub-inovices-synced-with-erp.png

See Also