ERP Integrations: Procore + Sage 300 CRE: Export Prime Contract Change Orders

Procore + Sage 300 CRE: Exporting Prime Contract Change Orders

Procore is pleased to announce a new update to the Procore + Sage 300 CRE® integration. This update now permits users to export Prime Contract Change Orders (PCCOs) created in Procore to an integrated Sage 300 CRE® system. This feature as available on new Procore projects for customers who have enabled the Company level ERP Integrations tool for Sage 300 CRE®. To learn about this new feature, see  Export a PCCO to Sage 300 CRE. As with other export processes in Procore + Sage 300 CRE®, the export is approved by a designated accounting approver. See What is the accounting approver role? 

Required Setup

• The ERP Integrations tool must be enabled on the company account.  See Request to Enable ERP Integrations for Sage 300 CRE.
• The ERP Integrations tool must be configured to work with Sage 300 CRE®. See Sage 300 CRE Connector: Setup Guide.
• The Prime Contract tool must be enabled on the desired project(s). See Add and Remove Tools on a Project.
• Complete the required configuration in the hh² synchronization client. See Setup the hh2 Synchronization Client for Exporting PCCOs.
• Sync your project's prime contract from Procore to Sage 300 CRE®. See Sync a Sage 300 CRE Prime Contract with Procore.

New Support Articles

To learn how to export PCCOs, see these new articles:

• Export a PCCO to Sage 300 CRE
• Send a PCCO to ERP Integrations for Accounting Acceptance
  • Retrieve a PCCO from ERP Integrations Before Acceptance
  • Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance
• Accept or Reject a PCCO for Export to Sage 300 CRE

See Also

• Sage 300 CRE®