Below are the notable changes to the Procore + Sage 300 CRE® integration.
Procore has automated the export process for project cost codes, eliminating the need for manual refreshes before exporting financial objects. The new functionality now ensures that any new cost codes are automatically refreshed and exported, streamlining the workflow for users connected to ERP systems. This new functionality applies to ERP integrations that allow cost code/WBS code syncing and project exports. See Things to Know about the Project Financials + Sage 300 CRE® Connector to learn more.
Procore's Sage 300 CRE® Connector now consolidates multiple invoice lines into a single line per commitment, reducing unnecessary detail and simplifying financial reporting. No action is necessary to see this feature. If you would like to have this functionality turned off, please contact your Procore point of contact.
Commitments are now posted automatically during the transmission process for a more streamlined export experience. Previously, commitments had to be posted manually, which created many disruptions. This update requires Sage 300 CRE® 23.2 or greater. Contact your Procore point of contact to get started today.
Previously, invoices exported to Sage 300 CRE® included line-item detail based on the commitment’s subcontractor schedule of values (SSOV). Invoice exports now consolidate SSOV detail into the commitment and commitment change order schedule of values lines. Contact your Procore point of contact to get started today.