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Retrieve a CCO from ERP Integrations Before 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 retrieve a Commitment Change Order (CCO) that was sent to the ERP Integrations tool, before it is accepted by an accounting approver for export to an integrated ERP system.

Background

After a CCO is sent to the ERP Integrations tool for acceptance by an accounting approver, the system locks the CCO and you are NOT permitted to modify it in Procore, until it is either accepted and exported to the integrated ERP system by your company's designated accounting approver, or rejected by the accounting approver. 

However, if you recently sent a CCO to the ERP Integrations tool and realize you need to quickly correct some information, you can use the steps below to retrieve the CCO from the ERP Integrations tool.

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Commitments tool.
      AND/OR
    • 'Admin' on the project's Change Orders tool.
  • Limitations:
    • You can only perform these retrieval steps if the accounting approver has not yet accepted or rejected the CCO for export to the ERP system. 
  • 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 more information.

Steps

  1. Navigate to the project's Commitments tool.
  2. Locate the CCO that you want to retrieve from the ERP Integrations tool. 
  3. Click Retrieve from ERP.