Export a Sub Job to Sage 300 CRE®
Objective
To export a sub job from Procore to Sage 300 CRE®.
Background
If you want to export sub jobs to Sage 300 CRE®, you first need to create them in your Procore project.
After a sub job is created, an accounting approver can export it to your ERP system.
Things to Consider
- Required User Permissions:
- 'Standard' or 'Admin' level permission on the ERP Integrations tool.
AND - The person performing the export must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore.
- 'Standard' or 'Admin' level permission on the ERP Integrations tool.
- Prerequisites:
- Ensure that the Sub Jobs feature has been enabled in Procore. See Enable Sub Jobs.
Steps
To export a Sub Job to Sage 300 CRE®, complete these tasks:
- Add 'Sub Job' Segment Items to a Procore Project
- Send a Sub Job to ERP Integrations for Accounting Acceptance
- Accept or Reject a Sub Job for Export to ERP
Notes:- If the accounting approver accepts the Sub Job, the system exports it to Sage 300 CRE®.
- If the accounting approver rejects the Sub Job, you can edit it as needed and then resend it for approval. See Edit Sub Jobs on a Project.