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Procore

Accept or Reject a CCO for Export to Yardi Voyager®

Objective

To accept or reject a Commitment Change Order (CCO) that has been sent to the ERP Integrations tool for acceptance by an accounting approver.

Background

After a user sends a CCO to the ERP Integrations tool for accounting acceptance (see Send a CCO to ERP Integrations for Accounting Acceptance) an accounting approver (see What is the Accounting Approver Role?) has the option to 'Accept' or 'Reject' the budget as follows:

  • Accept. Accepts the change order and exports it to Yardi Voyager®. 
    OR
  • Reject. Rejects the change order and returns it to the Commitments tool in an editable state where the change order can be corrected and then re-sent to the ERP Integrations tool for accounting acceptance. See Send a Rejected CCO to ERP Integrations for Accounting Acceptance.

Note: If there is at least one (1) change order in the ERP Integrations tool that's awaiting accounting acceptance, Procore sends an automated email notification to the designated accountant once per day with the subject line 'ERP Integrations Daily Summary.' This notification lists all of items awaiting that person's acceptance.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory.
      Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 
  • Prerequisites:

Steps

Review a Commitment Change Order

  1. Navigate to the company's ERP Integrations tool.
  2. In the ERP Integrations tool, click the Commitment Change Orders tab. 
  3. Under Views, click Ready to Export
    The page that appears lists only the CCOs that have been sent to the ERP Integrations tool for accounting acceptance. See Send a CCO to ERP Integrations for Accounting Acceptance
  4. Continue with one of the following:

Accept a Commitment Change Order

  1. Locate the CCO in the Change Orders - Ready to be Exported to Yardi Voyager® list.
  2. Choose Accept.
    accept-cco-export-to-integration.png
  3. Enter the Yardi Voyager® Change Order ID in the box.
    Notes:
    • This is the unique ID number used to identify the change order in Yardi Voyager®.
  4. Click Export
    This syncs the CCO with your Yardi Voyager® database. 
  5. (Optional) To verify that the sync was successful, log into Yardi Voyager® and verify that your data appears as expected.

Reject a Commitment Change Order

  1. Locate the CCO in the 'Change Orders - Ready to be Exported to Yardi Voyager®' list.
  2. Choose the Reject option.
  3. Enter a short explanation about the reason(s) for the rejection.

    reject-cco-export-to-integration.png
     
  4. Click Reject
    The following events occur:
    • The system removes the CCO from the ERP Integrations tool and returns it to an editable state in the project's Change Orders tool and in the Commitments tool's Change Order subtab. See Edit a Change Order.
    • The system sends an automated email notification to the user who created the CCO to alert this person of the 'Reject' response.

See Also

Send a CCO to ERP Integrations for Accounting Acceptance