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Procore

Workflows

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

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.

 

Where will you initially set up the job?
Where will you initiall...

 

Add a Procore Project to Sage 300 CRE
Add a Procore Project...

 

Create a Job in
Sage 300 CRE
Create a Job in...
PROCORE
PROCORE
SAGE 300 CRE
SAGE 300 CRE

 

Send to ERP Integrations for Acceptance
Send to ERP Integratio...

 

Add a Sage 300 CRE Project to Procore
Add a Sage 300 CRE Pro...

 

START
START

 

Edit a Project
Edit a Project

 

END
END
PROJECT EXPORTED
AS A SAGE 300 CRE JOB
PROJECT EXPORTED...
PROCORE PROJECT SYNCED WITH SAGE 300 CRE JOB
PROCORE PROJECT SYNC...
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system
Optional Step
Optional Step

 

Accept a project for export?
Accept a project for e...

Sub Job Setup

Budget 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.

 

How do you want to set up the project's budget in Procore?
How do you want to set up the...

 

Import a Budget (CSV)
Import a Budget (CSV)

 

Add a Budget
Line Item
Add a Budget...

 

Lock a Budget
Lock a Budget

 

START
START

 

END
END
BUDGET EXPORTED TO SAGE 300 CRE
BUDGET EXPORTE...
LEGEND
LEGEND
Optional Step
Optional Step

 

Send a Budget to
ERP Integrations for Accounting Acceptance
Send a Budget to...

 

Accept the budget for export?
Accept the budget for export?

 

Edit a Budget
Edit a Budget

 

Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
Resend a Rejected Budget t...

 

Budget Update

If you need to update a budget in Procore after exporting it to Sage 300 CRE, use the workflow below as a guideline.

 

Add a Partial Budget Line Item
Add a Partial Budget L...

 

START
START

 

END
END
LEGEND
LEGEND
Optional Step
Optional Step

 

Create a Budget Modification
Create a Budget Modifi...

 

Delete a Budget
Line Item
Delete a Budget...

 

Send a Budget to ERP Integrations for Accounting Acceptance
Send a Budget to ERP Integ...

 

Do you need to update the project's budget in Procore?
Do you need to update the proj...

 

Accept the budget for export?
Accept the budget for export?

 

Edit a Budget
Edit a Budget

 

Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
Resend a Rejected Budget t...
BUDGET EXPORTED TO SAGE 300 CRE
BUDGET EXPORTE...
UPDATE OPTIONS
UPDATE O...

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.

 

Which type of commitment
will you create?
Which type of commitment...

 

Create a Subcontract
Create a Subcontract

 

Create a
Purchase Order
Create a...

 

Send a Commitment  to ERP Integrations for Accounting Acceptance
Send a Commitment  to...

 

START
START

 

END
END
COMMITMENT EXPORTED TO SAGE 300 CRE
COMMITMENT EXP...
LEGEND
LEGEND
Optional Step
Optional Step

 

Accept the commitment
for export?
Accept the commitment...

 

Edit a Commitment
Edit a Commitment

 

Resend a Rejected Commitment to ERP Integrations for  Accounting Acceptance
Resend a Rejected Commitme...
APPROVE
APPROVE
APPROVE
APPROVE

 

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 a Prime PCO
Create a Prime PCO

 

Send a PCCO to
ERP Integrations for Accounting Acceptance
Send a PCCO to...

 

END
END
PCCO EXPORTED TO SAGE 300 CRE
PCCO EXPORTED...
LEGEND
LEGEND
Optional Step
Optional Step

 

Edit a PCCO
Edit a PCCO

 

Accept a PCCO
for Export?
Accept a PCCO...
What is your Prime Contract Change Order Tier Setting?
What is your Prime Contract...

 

START
START

 

Create a COR
Create a COR
Create a PCCO
Create a PCCO

 

Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance
Resend a Rejected PCCO to...
1-Tier
1-Tier
2- or 3-Tier
2- or 3-Tier
2-Tier
2-Tier
3-Tier
(uncommon)
3-Tier...

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.

 

Create a Vendor in Sage 300 CRE
Create a Vendor in Sag...
PROCORE
PROCORE
SAGE 300 CRE
SAGE 300 CRE

 

START
START

 

END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

 

Where did you create the Vendor/Company record?
Where did you create the...

 

Does the matching company record already exist in Procore?
Does the matching company recor...

 

Where did you create the Company in Procore?
Where did you create the...

 

Add a Company to the Project Directory
Add a Company to the Pr...

 

Add a Company to the Company Directory
Add a Company to the Com...
PROJECT DIRECTORY
PROJECT DIR...
COMPANY DIRECTORY
COMPANY DIR...

 

Add a Sage 300 CRE Vendor to Procore's Company Directory
Add a Sage 300 CRE Vend...

 

Does the matching vendor record already exist in Sage 300 CRE?
Does the matching vendor record a...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...

 

Link Vendors in Sage 300 CRE to Matching Companies in Procore
Link Vendors in Sage 300...

 

Export a Vendor/Company to Sage 300 CRE
Export a Vendor/Company...

Set Up the Subcontractor Invoices Feature

 Coming Soon
This feature is not yet available in the Procore production environment. It is currently only available only to Procore customers participating in Procore's limited beta release program. 

 

Set Up Subcontractor Invoice Exports in Procore
Set Up Subcontractor Invoic...


Configure the hh2 Sync Client for Subcontractor Invoice Exports
Configure the hh2 Sync C...



START
START


END
END
LEGEND
LEGEND
Performed in hh2
Performed in hh2
Optional Step
Optional Step


Export Subcontractor Invoices from Procore to Sage 300 CRE
Export Subcontractor Invo...
Set Up Subcontractor Invoice Exports in Procore
Set Up Subcontractor Invoic...


How do I set up the subcontractor invoices and payments feature for Procore + Sage 300 CRE
How do I set up the subcontractor invoi...
hh2
hh2
PROCORE
PROCORE

Export Subcontractor Invoices from Procore

 Coming Soon
This feature is not yet available in the Procore production environment. It is currently only available only to Procore customers participating in Procore's limited beta release program. 


START
START
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system


Who will create the subcontractor invoice?
Who will create the subcontrac...


Create an Invoice on Behalf of a Subcontractor
Create an Invoice on B...
Create Invoice Contacts


Create Invoice Contacts
Create Invoice Contact...
MY SUB
MY SUB
MY COMPANY
MY COMPANY
Send Subcontractor Invoice Invitations


Send Subcontractor Invoice Invitations
Send Subcontractor Inv...


Submit an Invoice as a Subcontractor
Submit an Invoice as a...


Review Invoices as a Subcontractor
Review Invoices as a S...


Review Subcontractor Invoices as an Admin
Review Subcontractor I...
Approved?
Approved?


Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
Send Subcontractor Invoice...


Accept or Reject an Invoice for Export to Sage 300 CRE
Accept or Reject an In...


Resend a Rejected Invoice to ERP Integrations
Resend a Rejected Invo...


END
END
Invoice Exported to Sage 300 CRE
Invoice Exporte...
Edit the Invoice
Edit the In...
Optional Step
Optional Step

 

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