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Procore

Retrieve a Budget from ERP Integrations Before Acceptance

Objective

To retrieve a budget that was sent to the ERP Integrations tool before it is accepted for export to the integrated ERP system by an accounting approver.

Background

After the data in a Procore project's Budget tool is sent to the ERP Integrations tool for acceptance by an accounting approver, you will not be permitted to edit the budget until it is accepted by your company's accounting approver and synced with Viewpoint Vista. However, if you recently sent your budget to the ERP Integrations and realize you need to correct some data, there are two ways to return the data from the ERP Integrations tool for editing:

  • Retrieve the Budget from the ERP Integrations Tool. If the accounting approver has not yet accepted the budget for export to Viewpoint Vista, you may use the Steps below. 
    OR
  • Reject the Budget in the ERP Integrations Tool. If the accounting approver rejects the budget (see Accept or Reject a Budget for Export to Vista Viewpoint).

Things to Consider

Steps

  1. Navigate to the project's Budget tool.
    This reveals the Budget page.
  2. Click Retrieve from ERP.
    Notes: This button is NOT visible or available if the budget:
  3. Click Unlock Budget.
    Note: You cannot  unlock a budget if there is a budget modification. See Create a Budget Modification.


     
  4. Make any changes to the budget as needed. See Edit a Budget.

Next Step

See Also