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Procore

Edit Synced Direct Cost Transactions

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Objective

To edit or delete direct cost transactions after they have been synced with your ERP system.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the company's ERP Integrations tool.
  • Limitations:
    • Only available if you have the synced job cost transactions feature enabled. 
    • Editing or deleting direct cost transactions can cause the costs in the Procore project and the synced ERP project to no longer match.
    • If the synced direct cost transaction data is ever re-synced from your ERP integration, any updates you've made will be overwritten.

Steps

  1. Go to the Company level ERP Integrations tool.
  2. Click Configure Settings icons-settings-gear.png.
  3. Go to General Settings. 
  4. Mark the Edit Synced Direct Cost Transactions checkbox.  
    • This setting will allow you to edit or delete direct cost transactions synced with your ERP system.
    • These updates will NOT sync back to your ERP system and once a change has been made, it can't be undone.
    • Edits to synced costs will be available to review in the synced item's change history. 
  5. Click Update.