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Procore

Export a Commitment to Yardi Voyager®

Objective

How to export a commitment in Procore (e.g., a subcontract or purchase order) to Yardi Voyager®.

Background

This process consists of actions that are typically performed by two different users. 

  1. Project Manager. Approves the new commitment and sends it to the ERP Integrations tool for acceptance by an accounting approver.
  2. Accounting Approver. Reviews the commitment in the ERP Integrations tool and then submits an 'Accept' or 'Reject' response.
    • Accepted commitments are exported to Yardi Voyager®.
    • Rejected commitments are NOT exported to Yardi Voyager®. Instead, the commitment is returned to an editable state in the project's Commitments tool where it can be corrected and then reset to ERP Integrations tool. See Edit a Commitment.

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:
  • Limitations:
    • To sync a commitment, all a Schedule of Values (SOV) line items must be tied to a cost codes and categories from your ERP-synced lists of Standard Cost Codes and Cost Types.
    • Commitments synced to Yardi Voyager® will NOT contain details regarding tax codes. 

Workflow


Create a Subcontract
Create a Subcontract
Create a
Purchase Order

Create a...


Send a Commitment  to ERP Integrations for Accounting Acceptance
Send a Commitment  to...


START
START


END
END
COMMITMENT EXPORTED TO Yardi
COMMITMENT EXP...
LEGEND
LEGEND
Optional Step
Optional Step


Accept the commitment
for export?
Accept the commitment...


Edit a Commitment
Edit a Commitment


Resend a Rejected Commitment to ERP Integrations for  Accounting Acceptance
Resend a Rejected Commitme...
APPROVE
APPROVE

See Also