Edit a Commitment Synced With Xero™

Objective

To edit a commitment in Procore after its been synced with an integrated ERP system. 

Background

When a commitment is synced with an integrated ERP system, it's recommended that you always follow your company's commitment change order process when editing project commitments. 

Things to Consider

• Required User Permissions:
  • To edit a purchase order or subcontract, 'Admin' level permission on the project's Commitments tool.
    OR
  • To edit a purchase order or subcontract as a user with 'Standard' or 'Read Only' level permission to the Commitments tool, the 'Update Purchase Order Contract' and/or 'Update Work Order Contract' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a Project Permissions Template. 
• Limitations:
  • You should only use the steps below if Procore has been configured to work with Xero™. For commitments not synced with an ERP system, see Edit a Commitment.
  • If you want to delete a synced commitment, see Delete a Commitment Synced with Xero™.

Steps

1. Navigate to the project's Commitments tool.
   This reveals the Commitments page. 
2. In the 'Committed - Summary' list, locate the synced commitment. 

   For companies using the ERP Integrations tool, color-coded icons and ribbons appear in relevant areas of Procore to show the current status of an item. 

   ICON	RIBBON	COLOR	DEFINITION
   		YELLOW	Data that was sent ERP Integrations tool for approval has been retrieved from the tool by an end user. OR Data that was sent to the ERP Integrations tool has been rejected for export to the integrated ERP system by an accounting approver.
   		GREEN	Data is synced between Procore and an integrated ERP system.
   		BLUE	Data was sent to the ERP Integrations tool and is waiting for accounting approver to accept it for export to the integrated ERP system.
   		GREEN	When a user is designated as an accounting approver, this badge appears next to their user profile in the Company and Project Directory.

3. Click Edit.
   This opens the synced commitment in edit mode. 

    Important

   If your company is using Xero™ and you have exported commitments to Xero™, the following fields are marked read-only and cannot be edited in Procore:

   • Contract Company
   • Status
   • Fields in the Schedule of Values (SOV) tab
4. Choose one of these options to create the commitment change order:
   • If your company has NOT enabled the Change Events tool on the project, click the Commitment CO button. See Create a Commitment Change Order. 
     OR
   • If your company has enabled the Change Events tool on the project and if two-tier change events events is configured, see Create a Change Event and then Create a Commitment Change Order for a Change Event.
5. Click Create & Email or Create.

See Also

• Delete a Commitment Synced with Xero™