The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with Sage 300 CRE.
- Job Setup
- Sub Job Setup
- Budget Setup
- Budget Update
- Create and Export Commitments
- Create and Export CCOs
- Create and Export PCCOs
- Create and Sync Vendors
- Set Up the Subcontractor Invoices Feature
- Export Subcontractor Invoices from Procore
There are two different ways to set up a Procore/Sage integrated job.
Important! Jobs must be created in one location and pushed to the other, jobs CANNOT be created in both locations and linked together.
Sub Job Setup
If you are setting up the budget on a Procore + Sage 300 CRE project for the first time, use the workflow below as a guideline.
Important! When setting up a new project in Procore, you must always create the budget in one system and then export it to another. You cannot create a budget in both systems and then sync the budgets a later time.
If you need to update a budget in Procore after exporting it to Sage 300 CRE, use the workflow below as a guideline.
Create and Export Commitments
Follow the steps below to create commitments in Procore and then export them to Sage 300 CRE.
Important! After a Procore project is synced with a Sage job, commitments must always be created in Procore using the steps below. Do NOT create commitments directly in Sage 300 CRE.
Create and Export CCOs
Follow the steps outlined below to create Commitment Change Orders (CCOs) in Procore and then export them to Sage 300 CRE.
Important! Change orders can only be created from synced commitments.
Create and Export PCCOs
Follow the steps outlined below to create Prime Contract Change Orders (PCCOs) in Procore and then export them to Sage 300 CRE®.
Create and Sync Vendors
There are two different ways to sync vendor data between Procore and Sage 300 CRE.
Important! Vendors can be created in either Procore or Sage 300 CRE.
Set Up the Subcontractor Invoices Feature
Export Subcontractor Invoices from Procore
To create and export invoices, there are two (2) workflows that must be completed in this order:
- Create Your Subcontractor Invoices in Procore
- Export Your Approved Subcontractor Invoices to Sage 300 CRE
Create Your Subcontractor Invoices in Procore
Export Your Approved Subcontractor Invoices to ERP