Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance
ERP DOCUMENTATION
Each Procore-built ERP integration offers its own unique feature set. Your integration might not support the action described on this page.
To learn about your integration and its supported features, see Things to Know About Your ERP Integration.
To explore all documentation for your integration, see ERP Integrations.
Background
If you previously sent a PCCO to the ERP Integrations tool and it was rejected by your company's designated accounting approver, the accountant will typically include a reason when performing the rejection. The rejected PCCO is then removed from the ERP Integrations tool and is also unlocked in the project's Prime Contracts tool so the issue can be corrected. After correcting the PCCO issue(s), use the steps below to re-send the PCCO to the ERP Integrations tool for acceptance by the accounting approver. After acceptance, the system will export the PCCO to the integrated ERP system.
Things to Consider
- Required User Permission:
- 'Admin' level permission on the Project level Prime Contract Tool.
- Additional Information:
- The Prime Contract Change Order (PCCO) must have an 'Approved' status.
- The Date field on a change order is required.
- Not all ERP integrations support syncing PCCOs. Additional considerations, limitations, or requirements may apply depending on the ERP system your account is integrated with. See Things to Know about your ERP Integration for details.
Steps
- Navigate to the Project level Prime Contracts tool.
- Click the Change Orders tab.
- Locate the desired PCCO in the list.
- Choose from these options:
- If the PCCO is in the Approved status, click View.
OR
- If the PCCO is in any other status, click Edit. Then change the status to Approved and click Save at the bottom on the page.
Note: You must have 'Admin' level permission on the Prime Contract tool or be a 'Designated Approver' on the PCCO to change the status of a PCCO to Approved.
- If the PCCO is in the 'Approved' status, click Resend to ERP.
Note: If this button is grayed out and unavailable, it is most likely because the PCCO has not been approved. Hover your mouse cursor over the tooltip for more information.
The system sends the PCCO to the Company level ERP Integrations tool and the icon at the top of the page changes to BLUE. See What do the ERP icons mean?