Export a CCO to Yardi Voyager®
Objective
Background
Things to Consider
- Required User Permissions:
- Prerequisites:
- The ERP Integrations tool must be enabled on the company account. The tool must also be configured to work with the Yardi Voyager®. See Yardi Voyager® Connector: Setup Guide.
- Limitations:
- To add a Schedule of Values (SOV) line item to a CCO, it must be tied to an existing cost code and category.
- If a line item on a CCO creates a new line item on the original contract, that new line item will not be reflected on the Yardi Voyager® contract. However, the CCO's line item will still be sent to Yardi Voyager®.
Steps
There are three steps you need to take to export a CCO from Procore to Yardi Voyager®:
- Create a Commitment Change Order (CCO)
- Send a CCO to an Accounting Approver for Export to Yardi Voyager®
Note: If you need to make changes to a CCO before the data has been accepted by an accounting approver for export to Yardi Voyager®, see: - Accept or Reject a CCO for Export to Yardi Voyager®