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Procore

Update Project Cost Codes for Export to Sage 300 CRE

Objective

To review new cost code and cost type assignments in a Procore project and approve those codes and cost types for export to Sage 300 CRE. 

Background

If your company has enabled the ERP Integrations tool and a user has added a new project cost codes to the Sage 300 CRE Standard Cost Code List (see Add Sage 300 CRE Standard Cost Codes to a Project), a user must send those updates to the ERP Integrations tool so the changes can be reviewed by an accounting approver.

Important! Before you can export any contracts or contract change orders to your ERP system, you must always update the project's cost codes first. 
The accounting approver then reviews the new cost codes and cost type assignments in the ERP Integrations tool and then updates the codes as described in the Steps below.  This approves the cost code updates in Procore and gives Procore the permission it needs to export those codes to your Sage 300 CRE system, so your Procore project and the Sage 300 CRE job are in sync. 

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' level permission 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:
  • Additional Information:
    • If a new cost code that already has a different cost type assignment in Procore is approved/updated, both cost type assignments will be tied to the cost code.
    • Existing cost code descriptions in Sage 300 CRE will not be overwritten. For example, if the cost code already has a description in Sage 300 CRE that's different from the Standard Cost Code's description that appears in Procore, the cost code's description in Sage 300 CRE will stay the same.

Demo

demo-ready-to-update.gif

Steps

  1. Navigate to the Company level ERP Integrations tool.
    This reveals the ERP Integrations page.
  2. Click  Jobs .
    This reveals the Jobs only in Sage 300 CRE page.
  3. Under Filters, click Ready to Update.
    This reveals a list of all the Procore projects that can be exported to Sage 300 CRE.
    Note: To refresh the content in the Ready to Update page, click Refresh Job List.
  4. Click View Requested Updates
    This reveals the 'Cost Codes for Update' window. 
  5. Review the updated cost codes. 
    Note: You cannot make any changes to cost codes or cost type assignments in this window. These checkboxes are grayed out and unavailable.
  6. Click the close (x) to exit out of the 'Cost Codes for Update' window.
    The system will export the new codes in Procore to  Sage 300 CRE during the next data sync. See How often can I sync data between Sage 300 CRE and Procore?

See Also

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