MYOB Advanced Construction Detailed Data Mapping

Overview

PROCORE	Exports data from Procore to MYOB Advanced Construction	Imports data from MYOB Advanced Construction to Procore	MYOB Advanced Construction
COMPANIES			VENDORS
PROJECTS			PROJECTS
COST TYPES			ACCOUNT GROUPS
BUDGETS			COST BUDGETS
BUDGET MODIFICATIONS			COST BUDGET CHANGE ORDERS
PRIME CONTRACTS			REVENUE BUDGET
PRIME CONTRACT CHANGE ORDERS			REVENUE BUDGET CHANGE ORDERS
PRIME CONTRACT INVOICES			ACCOUNTS RECEIVABLE INVOICES
COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs)			COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs)
SUBCONTRACTOR INVOICES SUBCONTRACTS & PURCHASE ORDERS			ACCOUNTS PAYABLE INVOICES
SUBCONTRACT PAYMENTS ISSUED FOR SYNCED SUBCONTRACTOR INVOICES			PAID INVOICES
COSTS DIRECT COST JTD COST			COSTS TRANSACTIONAL COST BY INVOICE, EXPENSE, PAYROLL, AND SUBCONTRACTOR INVOICE TYPES

Companies/Vendors

PROCORE	Exports data from Procore to MYOB Advanced Construction	Imports data from MYOB Advanced Construction to Procore	MYOB Advanced Construction
ERP Vendor ID1			Vendor ID
Type			Vendor Class
Name			Account Name
Address City State ZIP			Address Line 1 City State Postal Code
Business Phone			Business 1 Phone
Email Address			Account Email

¹Export Note: The ERP Vendor ID is entered manually by an Accounting Approver when a company is exported from Procore to MYOB Advanced Construction. This is stored as the ERP Vendor ID (you can view it in the company-level ERP Integration tool under Vendors or in the company-level Directory tool) and is then used on other vendor related exports (Commitments, Commitment CO's). This can be an optional field during exporting if this option has been enabled by Procore.

Projects

PROCORE	Exports data from Procore to MYOB Advanced Construction	Imports data from MYOB Advanced Construction to Procore	MYOB Advanced Construction
Project Number			Project ID
Project Name			Description
Address City State Zip			Address Line 1 City State Postal Code
Latitude / Longitude			Latitude / Longitude
Start Date/Completion Date			Start Date / End Date
Subaccount ID			Default Sales Subaccount
Template ID			Template

Standard Cost Codes/Cost Codes

In Procore, the Cost Codes can be found in the Work Breakdown Structure (WBS) section in the Admin Tool under MYOB Advanced Construction Standard Cost Codes. Custom WBS segments are not supported for the integration at this time.

PROCORE	Exports data from Procore to MYOB Advanced Construction	Imports data from MYOB Advanced Construction to Procore	MYOB Advanced Construction
Cost Code			Cost Code
Description			Description

Standard Cost Types/Account Groups

In Procore, the Cost Types can be found in the Cost Types section in the Admin Tool under MYOB Advanced Construction Standard Cost Types.

PROCORE	Exports data from Procore to MYOB Advanced Construction	Imports data from MYOB Advanced Construction to Procore	MYOB Advanced Construction
Cost Type			Account Group
Description			Description

Budgets/Cost Budget

Budget export from Procore only. All budgets totals are entered against the main Project Task (In MYOB Advanced Construction>Project>Cost Budget) or the Sub Job (In Procore>Budget Tool)

PROCORE	Exports data from Procore to MYOB Advanced Construction	Imports data from MYOB Advanced Construction to Procore	MYOB Advanced Construction
Work Breakdown Segment			Project Task
Cost Code			Cost Code
Cost Type			Account Group
Sub Job			Project Task
Task			Project Task
Original Budget Amount			Original Budgeted Amount

Budget Modifications

Budget modifications export from Procore only. In Procore, budget mods are accessed from project-level Budget tool.

When Budget Modifications are exported from Procore, a Cost Budget Change Order is created on the Project in MYOB Advanced Construction. It will arrive with an "On Hold" status. In Procore, budget modifications are accessed from the Budget Modifications column in the project-level Budget tool. They are used to move money from one budget line item to another, most commonly with a zero net effect.

PROCORE	Exports data from Procore to MYOB Advanced Construction	Imports data from MYOB Advanced Construction to Procore	MYOB Advanced Construction
Change Date1			Change Date
Sub Job			Project Task
Cost Code			Cost Code
Cost Type			Account Group
Budget Modification Amount			Amount

^{1 Export note: The Change Date is entered manually by an accounting approver when the budget mod is exported from Procore to MYOB Advanced Construction.}

Prime Contracts

Prime Contracts import only from the Acumatica projects' Revenue Budget. 

PROCORE	Exports data from Procore to MYOB Advanced Construction	Imports data from MYOB Advanced Construction to Procore	MYOB Advanced Construction
#
Description			Original Budgeted Amount (Project Revenue Budget)
Original Contract Amount
Schedule of Values
Budget Code			Project Task + Cost Code + Account Group
Description			Description
Amount			Original Budget Amount

Prime Contract Change Orders

Prime Contract Change Orders (PCCOs) export from Procore only. When entering the SOV for a PCCO in Procore, you have the option of selecting an existing line item, or entering a new line item. In Procore, PCCOs are accessed from the project level Prime Contracts tool under Change Orders. In MYOB Advanced Construction, the change(s) will appear as a Revenue Change Order with a Status of On Hold. 

PROCORE	Exports data from Procore to MYOB Advanced Construction	Imports data from MYOB Advanced Construction to Procore	MYOB Advanced Construction
System Date at Time of Prime Contract Creation			Change Date Approval Date
PCCO Number1			Reference Nbr External ID
Title (General tab)			Description
Description (Schedule of Values tab)			Description
Project Number Sub Job			Project Project Task 2
Cost Code (Schedule of Values tab)			Cost Code (Cost Budget Tab)
Cost Type (Schedule of Values tab)			Account Group (Cost Budget Tab)
Potential Change Order Amount			Amount (Cost Budget Tab)
Potential Change Order Amount + Markup(s) Amount			Amount (Revenue Budget Tab)

¹ PCCO Number can be changed before export in the ERP Integrations tool, resulting in a non-matching number between the corresponding fields. If Auto Numbering for Change Orders is enabled in MYOB Advanced Construction, the Change Order number in MYOB Advanced Construction will be the next system generated number.

² The Project Task created for PCCOs will only be used on Revenue Budget lines. Cost Budget lines will use the existing Tasks associated with each Budget Code on the SOV.

Commitments

Commitments export from Procore only. When a Commitment (Subcontract or Purchase Order) is exported from Procore, a commitment is automatically created in MYOB Advanced Construction. For Subcontracts a status of Open will be used in MYOB Advanced Construction. The Project used in Procore will be sent to the Project field on the commitment line item in MYOB Advanced Construction. For Purchase Orders, a status of Open will be used in MYOB Advanced Construction. For Purchase Orders, the type of Normal will be used in MYOB Advanced Construction. In Procore, Commitments are accessed from the project-level Commitments tool. 

PROCORE	Exports data from Procore to MYOB Advanced Construction	Imports data from MYOB Advanced Construction to Procore	MYOB Advanced Construction
System Date at Time of Commitment Creation			Date
Start Date (Subcontract) Delivery Date (Purchase Order)			Start Date (Subcontract) Promised On (Purchase Order)
Commitment #1			Subcontract Nbr (for Subcontracts) Order Nbr (for Purchase Orders) External Ref (Subcontracts and Purchase Orders)
Contract Company			Vendor
Title (General tab)			Description
Default Retainage			Retainage Percent
Budget Code (Schedule of Values tab) Sub Job Cost Code Cost Type2			Project Task Cost Code Inventory ID2
Description (Schedule of Values tab)3			Line Description3
Qty (Schedule of Values tab), if applicable			Order Qty
Unit Cost (Schedule of Values tab), if applicable			Unit Cost4
Amount (Schedule of Values tab)			Ext. Cost

¹Commitment # can be changed before export in the ERP Integrations tool, resulting in a non-matching number between the corresponding fields. If Auto Numbering for Subcontracts and/or Purchase Orders is enabled in MYOB Advanced Construction, the Subcontract/Purchase Order number in MYOB Advanced Construction will be the next system-generated number.

²The Inventory ID comes from the Account Groups(Cost Type)>Procore Integration>Default Non-Stock setting in MYOB Advanced Construction.

³If the SOV line description is left blank, MYOB Advanced Construction will populate the MYOB Advanced Construction contract lline by default Base Unite set up for the {{int. 

4Amount-based contract lines receive a default Unit qty of 1 when integrated to MYOB Advanced Construction. For Amount Based contracts (i.e., Procore Subcontracts), UOM is determined on the MYOB Advanced Construction contract line by the default Base Unit set up for the MYOB Advanced Construction Inventory ID associated with that line. 

Commitment Change Orders

Commitment Change Orders export from Procore only. When entering the SOV for a Commitment Change Order in Procore, you have the option of selecting an existing line item, or entering a new line item. In Procore, Commitment Change Orders are accessed from the project level Commitments tool under Commitment Record. In MYOB Advanced Construction, the change(s) will appear as a Commitment Change Order with a Status of Closed. 

PROCORE	Exports data from Procore to MYOB Advanced Construction	Imports data from MYOB Advanced Construction to Procore	MYOB Advanced Construction
System Date at Time of Commitment Creation			Change Date Approval Date
Commitment Change Order #1			Change Order Reference Nbr External Reference Nbr
Contract Company			Vendor
Title (General tab)			Description
Description (Schedule of Values tab)			Description
Project Number Sub Job			Project Project task
Cost Code (Schedule of Values tab)			Cost Code
Cost Type (Schedule of Values tab)			Inventory ID2
Qty (Schedule of Values tab), if applicable			Quantity
Unit Cost (Schedule of Values tab), if applicable			Unit Cost
Amount (Schedule of Values tab)			Amount
Description (General tab)			Detailed Description

¹Commitment Change Order # can be changed before export in the ERP Integrations tool, resulting in a non-matching number between the corresponding fields. If Auto Numbering for Change Orders is enabled in MYOB Advanced Construction, the Change Order number in MYOB Advanced Construction will be the next system generated number.

²The Inventory ID comes from the Account Groups(Cost Type)>Procore Integration>Default Non-Stock setting in MYOB Advanced Construction

Job Costs

Job costs import from MYOB Advanced Construction only. Cost information is retrieved from MYOB Advanced Construction for each Sub Job/Cost Code/Category on Synced projects for use in 2 locations in Procore, the Budget and the Job Costs report. If Job Cost Transaction Syncing is enabled on the Procore Project, cost transaction from MYOB Advanced Construction 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 MYOB Advanced Construction	Imports data from MYOB Advanced Construction to Procore	MYOB Advanced Construction
DIRECT COST TYPE			DIRECT COST TYPE
Invoice			Invoices
Subcontractor Invoice			Commitment Invoices
Payroll			Payroll
Expense			Misc Expenses
DIRECT COST
Date			Date
Status			Automatically set to Approved
Employee
Description			Description
Vendor			Vendor (Only for transactions that originate from Accounts Payable)
Invoice #			Invoice (Only for transactions that originate from Accounts Payable)
Budget Code			Project Task Cost Code Account Group
Qty			Quantity
Unit Cost			Unit Rate
Amount			Amount
BUDGET
JTD Cost			Actual Amount
Direct Costs			JTD Cost - Commitment Invoiced1
JOB COSTS REPORT
Sub Job			Project Task
Cost Code			Cost Code
Cost Type			Account Group
Original Budget			Original Budgeted Amount
Original Budget Units			Original Budgeted Quantity
Approved Budget Changes			Budgeted CO Amount
Approved Budget Unit Changes			Budgeted CO Quantity
Revised Budget			Revised Budgeted Amount
Revised Budget Units			Revised Budgeted Quantity
Commitment Invoiced			Committed Invoiced Amount
Job To Date Cost			Actual Amount

¹Direct costs is calculated from Job To Date Cost minus Commitment Invoiced.

Subcontractor Invoices

When a subcontractor invoice is exported from Procore to MYOB Advanced Construction, an AP Bill is automatically created in MYOB Advanced Construction. In Procore, Subcontractor Invoices are accessed from Invoices in the project Commitments tool. In MYOB Advanced Construction, the Bill will have a status of On Hold. NOTE: For customers who have multiple Cash Accounts in Acumatica, Procore will export subcontractor invoices to the Cash Account defined on the Acumatica project>USER-DEFINED FIELDS.

PROCORE	Exports data from Procore to MYOB Advanced Construction	Imports data from MYOB Advanced Construction to Procore	MYOB Advanced Construction
Billing Date			Date
Project			Project
Commitment #			Subcontract Nbr.
Overall Comments			Description
Contractor Company			Supplier
Invoice #1			Reference Nbr Supplier Ref
Payment Due			Amount
Budget Code (Detail Tab) Sub Job Cost Code Cost Type			Project Task Cost Code Inventory ID2
This Period (Detail Tab)			Amount
Work Retainage Held % Work Retainage Held $ Work Retainage Released % Work Retainage Released $			Retainage Held Amount Retainage Held Percent Retainage Released Amount Retainage Released Percent
Accounting Date			Date

¹If Auto Numbering for Bills is enabled in MYOB Advanced Construction, the Reference Number in MYOB Advanced Construction will be the next system generated number.

²The Inventory ID comes from the Account Groups(Cost Type)>Procore Integration>Default Non-Stock setting in MYOB Advanced Construction

Commitment Payments Issued

Commitment Payments Issued imported from MYOB Advanced Construction only. When a subcontractor invoice is exported from Procore to MYOB Advanced Construction, an AP Bill is automatically created in MYOB Advanced Construction. When the AP Bill is paid the payment information will flow back to Procore. In Procore, Subcontractor Invoices Payments are accessed from Payments Issued in the project Commitments tool. In MYOB Advanced Construction, payments are accessed from Payables>Checks and Payments.

PROCORE	Exports data from Procore to MYOB Advanced Construction	Imports data from MYOB Advanced Construction to Procore	MYOB Advanced Construction
Invoices			n/a
Date			Post Date
Payment #			Reference Nbr
Invoice #			Supplier Ref
Check / Ref #			Payment Ref
Amount			Payment Amount