MRI Platform X® Detailed Data Mapping

Overview


PROCORE
Exports data from Procore to MRI Platform X®  Imports data from MRI Platform X®  to Procore
MRI Platform X®
COMPANIES   erp-green-arrows.png VENDORS
PROJECTS   erp-green-arrows.png JOBS

COST CODES 1

COST TYPES

  erp-green-arrows.png

COST CODES
DEFAULT CATEGORIES

BUDGETS 

ORIGINAL BUDGET

BUDGET MODIFICATIONS

erp-orange-arrows.png  

BUDGETS

ORIGINAL BUDGETS

BUDGET REVISIONS

COMMITMENTS

COMMITMENT CHANGE ORDERS & PURCHASE ORDERS

erp-orange-arrows.png   CONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS erp-orange-arrows.png   CONTRACT CHANGE ORDERS
COMMITMENT INVOICES erp-orange-arrows.png

 

CONTRACT DRAW

COMMITMENT PAYMENTS ISSUED

  erp-green-arrows.png CONTRACT INVOICE PAYMENTS
DIRECT COSTS
 
  erp-green-arrows.png

JOURNAL ENTRIES

PAYABLES

1 Custom WBS Segments are NOT supported.  

 

Projects/Jobs


PROCORE
Exports data from Procore to MRI Platform X®  Imports data from MRI Platform X®  to Procore
MRI Platform X®
Project Name   erp-green-arrows.png Description
Project Number/MRI Job Code   erp-green-arrows.png Job Code
Status   erp-green-arrows.png Status
Start Date   erp-green-arrows.png Start Date
Completion Date   erp-green-arrows.png Completion Date

Companies/Vendors


PROCORE
Exports data from Procore to MRI Platform X® Imports data from MRI Platform X® to Procore

MRI Platform X®

Company ID

  erp-green-arrows.png

Vendor

Company Name   erp-green-arrows.png Name
Address   erp-green-arrows.png Address
City   erp-green-arrows.png City
State   erp-green-arrows.png State
ZIP   erp-green-arrows.png Zip
Country   erp-green-arrows.png Country

 

Budgets


PROCORE
Exports data from Procore to MRI Platform X® Imports data from MRI Platform X®  to Procore

MRI Platform X®

Original Budget erp-orange-arrows.png   Original Budget
Project Number erp-orange-arrows.png   Project ID
Cost Code erp-orange-arrows.png   Cost Code
Cost Type erp-orange-arrows.png   Default Category

Budget Changes

 Phased Release: Budget Changes

Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until November 2024. To learn more about the timeline for migration, see Common Questions.

Choosing to use the new Budget Changes experience will not impact the function of your ERP integration. You should still thoroughly review the available documentation before migrating to the new experience. We recommend you also discuss any concerns or questions about migrating your Budget Modifications to Budget Changes with your Procore point of contact. 

To learn more about the new Budget Changes experience, see About Budget Changes.


PROCORE
Exports data from Procore to MRI Platform X®  Imports data from MRI Platform X® to Procore
MRI Platform X®
Project Number erp-orange-arrows.png   Project ID
Status erp-orange-arrows.png   Status
Budget Modification Description (in export screen) erp-orange-arrows.png   Description
Budget Code erp-orange-arrows.png   Budget Type
Amount erp-orange-arrows.png   Value
Date erp-orange-arrows.png   revision_date
Revision Number erp-orange-arrows.png   revision_number
Budget Revision Type erp-orange-arrows.png   revision_type
Budget Revision Status erp-orange-arrows.png   revision_status

1 Typically Budget Modifications are used to move money from one budget line item to another, usually with a zero sum effect.

 

Commitments

When a Commitment is exported from Procore to MRI Platform X®, it goes into MRI as a Contract.

If the Customer does not have the Purchase Order Module within MRI Platform X®, all Purchases Orders within Procore must be created as Commitments.

The MRI Platform X® Commitment ID can be defaults from Procore Commitment, or manually by an accounting approver when a commitment is exported from Procore to MRI Platform X®. 


PROCORE
Exports data from Procore to MRI Platform X® Imports data from MRI Platform X® to Procore
MRI Platform X®
Commitment
Commitment     MRI Contract
Contract Number erp-orange-arrows.png   Contract Number
Title erp-orange-arrows.png   Description
Contract Company erp-orange-arrows.png   Vendor
Status erp-orange-arrows.png   Status
Original Contract Amount erp-orange-arrows.png   Original Amount
Date Created erp-orange-arrows.png   Contract Date

1 When a Commitment is created in Procore you must select a type, Purchase Order or Subcontract. This is used as the commitment type for MRI Platform X®.

2 The ERP Vendor ID associated with the Contract Company is used on the import file for MRI Platform X®. You cannot export a commitment for a Contract Company that does not have an ERP Vendor ID.

3 Typically Units, Unit Cost and Unit Descriptions are only used on Purchase Orders.

Commitment Change Orders

When a Commitment Change Order is exported from Procore to MRI Platform X®, MRI takes the data and inputs into the Contract in MRI as an additional Contract Order Type on the Contract Setup tab of the Contract.  The Current Contract Amount field will update accordingly.

If the Customer has the Purchase Order Module within MRI Platform X®, the Customer cannot send a Change on any Purchase Orders from Procore into MRI, as a Change Order on a PO is not a concept within MRI. In this case, the Customer must enter the parent Purchase Order as a Commitment into Procore.


PROCORE
Exports data from Procore to MRI Platform X® Imports data from MRI Platform X® to Procore
MRI Platform X®
Commitment Change Order
Change Orders     Change Order
Change Order erp-orange-arrows.png   Change Order
Change Order Number erp-orange-arrows.png   Change Order Title
Change Order Description erp-orange-arrows.png   Description
Contract Description erp-orange-arrows.png   Additional Description
Contract Code erp-orange-arrows.png   Order Number
Cost Code erp-orange-arrows.png   Cost Code
Cost Type erp-orange-arrows.png   Default Category
Date Created erp-orange-arrows.png   Date Created
External ID erp-orange-arrows.png   Order Number

Job Cost Transaction Details

If this feature is enabled, all posted cost transaction details are imported into the Direct Cost tool for each project. This provides transaction detail for the costs displayed in Procore, and if the budget view is configured properly the values of those transactions can be viewed into the Direct Costs or JTD Cost columns for a budget line item.


PROCORE
Exports data from Procore to MRI Platform X® Imports data from MRI Platform X® to Procore
MRI Platform X®
Direct Cost Type     Cost Type
Invoice   erp-green-arrows.png MRI Payables (no Commitment)
Subcontractor Invoice   erp-green-arrows.png MRI Payables (with Commitment)
Expense   erp-green-arrows.png MRI Journal Entries

Direct Cost Item Details

The fields for each Direct Cost entry imported into Procore are populated from the transactions in MRI Platform X® according to the table below:


PROCORE
Exports data from Procore to MRI Platform X® Imports data from MRI Platform X® to Procore
MRI Platform X®
Direct Cost Item Field     Item Field
Type   erp-green-arrows.png Invoice Type
Invoice Number   erp-green-arrows.png Invoice Number
Description   erp-green-arrows.png Description
Status   erp-green-arrows.png Status
Date   erp-green-arrows.png Invoice Date
Received Date   erp-green-arrows.png Received Date
Paid Date   erp-green-arrows.png Payment Date
Line Item Description   erp-green-arrows.png Description
Amount   erp-green-arrows.png Amount Paid

1Auto Count is typically 1 (one).

 

Subcontractor Invoices

Export from Procore only. When an invoice is exported from Procore to MRI Platform X®, it is automatically posted in the Accounts Payable (AP) module.


PROCORE
Exports data from Procore to MRI Platform X® Imports data from MRI Platform X® to Procore
MRI Platform X®
Invoice     Invoice
Contract Company erp-orange-arrows.png   Vendor ID
Invoice # erp-orange-arrows.png   Invoice Number
Current Payment Due erp-orange-arrows.png   Invoice Amount
Invoice Billing Date erp-orange-arrows.png   Invoice Date
Billing Period erp-orange-arrows.png   Expense Period
(Month/Year)
Status (approved) erp-orange-arrows.png  

Status (Pending/Approved based
on client preference)

Procore Attachment URL
(only 1)
erp-orange-arrows.png   Third Party Attachments

See Also