Send a Commitment to ERP Integrations for Accounting Acceptance
Objective
To send a commitment to the ERP Integrations tool to be accepted for export to the integrated ERP system by an accounting approver.
Things to Consider
- Required User Permission:
- 'Admin' level permission on the Commitments tool.
- Prerequisites:
Before you can send a commitment (e.g., purchase order or subcontract) to the ERP Integrations tool, the commitment must satisfy these prerequisites:- ID Number. Must be 255 characters or less. See What is the maximum character length for a commitment's 'Number (#)'?
- Title. The maximum character limit for this field is 255 characters. See What is the maximum character length for a commitment's 'Title'?
- Contract Company. Must be linked to a Xero™ contact. See Link a Xero™ Vendor to a Procore Company.
- Status. Must be set to the 'Approved' status.
- Schedule of Values (SOV). Must include at least one (1) line item with a Xero™ cost code (Note: You can only add a line item to the commitment's SOV if its linked to an existing cost code and category).
Note: The Subcontractor Schedule of Values (SSOV) is NOT included in the export to Xero™.
- Additional Information:
- Description. An entry in this field is NOT required for export to Xero™.
Steps
- Navigate to the project's Commitments tool.
- Locate the desired commitment and click Edit.
- Modify the commitment as needed.
Notes
Before you can export a commitment from Procore, it must satisfy the following requirements:
- Schedule of Values (SOV). Must include at least one (1) line item with a cost code. See Add a Line Item to a Schedule of Values.
- Status. Must be set to the 'Approved' status.
- Contract Company. Must be linked to a vendor.
- ID Number. Must be 255 characters or less. See What is the maximum character length for a commitment's 'Number (#)'?
- Title. The maximum character limit for this field is 255 characters. See What is the maximum character length for a commitment's 'Title'?
- Click Send to ERP.
- The system sends the commitment to the ERP Integrations tool and locks it in the Commitments tool (i.e., to prevent users from editing it) before the accounting approver can review it:
- Contract Company. You cannot edit the company.
- Title. You cannot edit the commitment's title.
- Status. You cannot edit the status of the commitment.
- Default Retainage. You cannot edit the percentage value in the commitment).
- The system sends the commitment to the ERP Integrations tool and locks it in the Commitments tool (i.e., to prevent users from editing it) before the accounting approver can review it: