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Resend a Rejected Project to ERP for Accounting Acceptance

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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.

Objective

To resend a previously rejected Procore project to the ERP Integrations tool to be accepted for export to your integrated ERP system by an accounting approver. 

Background

If you previously sent a Procore project 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 project is then removed from the ERP Integrations tool. After correcting the issue(s), use the steps below to re-send the project to the ERP Integrations tool for acceptance by the accounting approver. After acceptance, the system will export the project to the integrated ERP system.

 Important
Each ERP integration provides different directions of data flow between Procore and the ERP system. Some integrations may not allow you to add a Procore project to the ERP system. Instead, they will require you to add a project from your ERP system to Procore. To learn more about how your ERP integration works, see Things to Know about your ERP Integration.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the Project level Admin tool.
  • Prerequisites:

Steps

  1. Navigate to the project's Admin tool.
  2. Under Project Settings, click General. 
  3. Click Resend to ERP.