Refresh a Prime Contract Synced with Sage 300 CRE®
Objective
To re-import a Sage 300 CRE® prime contract using the Procore + Sage 300 CRE® integration.
Background
You might occasionally find a discrepancy in data between a prime contract in Procore, and that contract in Sage 300 CRE®. Discrepancies caused by unsynced changes can be resolved by refreshing the sync between your prime contract in Procore and that contract in Sage 300 CRE®.
Refreshing a synced prime contract was previously available only when reaching out to Procore ERP Support. Now, users can refresh a synced prime contract without needing to contact support by using the 'Refresh' button in the Company level ERP Integrations tool.
Things to Consider
- Required User Permission:
- 'Admin' on the company's ERP Integrations tool.
AND - 'Admin' on the project's Prime Contracts tool.
- 'Admin' on the company's ERP Integrations tool.
- Prerequisites:
The instructions below assume the following:- The Company level ERP Integrations tool has been configured to work with your company's Procore account.
- Additional Information:
The Re-Import button is grayed out and unavailable when:- The prime contract is in unapproved state.
- The prime contract does not belong to a synced job.
- The prime contract has inadvertently been added to two projects in your company's Procore account.
Steps
- Navigate to the company's ERP Integrations tool.
- Click Prime Contracts.
- Click Synced.
- Locate the desired project's Prime Contract.
- Click Refresh.