Unlink Owner Invoices Synced with ERP

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 unlink an owner invoice in Procore that has been synced with your integrated ERP system. 

Background

When an invoice in Procore is synced with your ERP system, a link is created between the records in each system. Sometimes, you might need to edit or delete an invoice that has already been synced. To be able to modify or delete a synced invoice, you must first unlink it.

Things to Consider

Steps

  1. Complete any prerequisites required for your specific ERP integration.
  2. Navigate to the company's ERP Integrations tool.
  3. Click Owner Invoices
  4. Locate the desired owner invoice under Owner Invoices - Synced with ERP
  5. Click Unlink.
    • If the unlink action is successful, the 'Successfully Unlinked' message appears in GREEN.
    • If the unlink action is not successful, the "The requisition is still in your ERP system. Please delete it before retrying." message appears in RED.

See Also