For notable changes that affect specific integrated ERP systems, visit your ERP connector's documentation.
Below are the notable changes to the company's ERP Integrations tool.
You now have a new ERP setting that allows you to designate the accounting method for your prime contracts as either Unit-based or Amount-based before importing to Procore. You can enable this ERP setting today and start using the functionality without the need to contact support. See Import a Prime Contract from an Integrated ERP System into Procore.
You can now link a new ERP project to an existing project in Procore. When importing a new ERP project, you will now see a dropdown list of existing, eligible Procore projects you can link to. To learn more, see Link ERP Projects to Existing Procore Projects.
Accounting approvers who also have Admin level permissions on the Company level Directory tool can now grant accounting approver privileges to other users by editing a user's Company level Directory record. This feature is automatically available in ERP-integrated company accounts, and does not require additional steps to enable. To learn more, see Grant Accounting Approver Privileges.
Procore's ERP integrations now offer the ability to override the subcontractor invoice number before sending an invoice to the ERP integration. This will ensure successful exports and minimize errors that can occur from exporting invoices with numbers already in use in your ERP system.
Procore's ERP integrations now offer the ability to save commitment schedule of value (SOV) line items without assigned budget codes when building your commitment SOV. Previously, the contract's SOV could not be saved unless a budget code was assigned to each line item. Budget codes must still be assigned before sending the commitment to your ERP system. This feature offers increased flexibility in the creation of a commitment's SOV.
Procore's ERP integrations now offer the ability to bypass the accounting approver step when exporting certain items to your ERP system. This feature, referred to as 'Direct Export', offers increased flexibility and can help you streamline approval processes. To learn more, see ERP Integrations: Direct Export Feature.
Procore's Company level ERP Integrations tool previously provided the option to change an item's number upon export to an integrated ERP system. The removal of this field eliminates the possibility for an item's number in Procore to differ from that item's number in an integrated ERP system, offering an improved auditing and reconciliation experience for accounting teams.