Procore + Sage 100
This page details the Procore tools and minimum permissions required to complete specific tasks when using the Procore + Sage 100 Contractor® integration.
Company Level Tools
|Configure Cost Code Preferences for Sage 100|
|Consolidate Duplicate Vendors in the Company Directory|
|Remove Company Duplicates from the Procore Directory|
|Send a Procore Company to the ERP Integrations Tool|
ERP Integrations Tool
To complete the following tasks for Procore + Sage 100 Contractor®, you will need these permissions on ERP Integrations tool.
1 An accounting approver is a user with either 'Standard' or 'Admin' permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role?
2 Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.
3 This task is performed in Sage 100 Contractor® and requires the user to have permission to create accounts.
Project Level Tools
|Add 'Sub Job' Segment Items to a Procore Project|
|Edit the Name of a Sub Job from Sage 100 in a Procore Project|
|Refresh the Sage 100 Cost Codes on a Project|
|Award a Winning Bid and Convert it to a Purchase Order|
|Award a Winning Bid and Convert it to a Subcontract|
|Send a Budget to ERP Integrations for Accounting Acceptance|
|Create and Sync Vendors with Sage 100 Contractor|