Edit Synced Direct Cost Transactions

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 .
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. 

See Also

• Configure Advanced Settings: ERP Integrations