Export a Commitment Change Order (CCO) to ERP

Objective

To export a Commitment Change Order (CCO) from a Procore project to your integrated ERP system. 

Background

If you want to export CCOs to your ERP system, first you need to succesfully sync the Commitment.  You'll then need to create the CCO in your Procore project. 

After your CCOs are reviewed by a member of your project team and placed in the 'Approved' status, an accounting approver can export them to your ERP system, if that function is supported by your ERP integration. 

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. See Grant Accounting Approver Privileges.
• Prerequisites, limitations, and considerations will vary depending on the ERP system your Procore account is integrated with. See Things to Know about your ERP Integration for details.

Steps

1. Send a CCO to an Accounting Approver for Export to ERP
2. Accept or Reject a CCO for Export to ERP 

See Also

• Things to Know about your ERP Integration