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Set Up the hh2 Synchronization Client for Exporting PCCOs

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Objective

To configure your hh2 Synchronization Client for exporting Prime Contract Change Orders (PCCOs). 

Background

To learn how to export a Prime Contract Change Order, see Export a PCCO to ERP. 

Things to Consider

  • Required User Permissions:
    • The company's Procore Administrator should supply the steps below to the company's IT administrator for the hh2 tool. 
    • The person performing the steps will need to log into the Sage 300 CRE® server using an account with administrative privileges.
  • Supported ERP Integrations:
    • Your company's Procore account must already be integrated with Sage 300 CRE®. 
  • Limitations:
    • The sync process for the Prime Contract Change Orders is NOT bidirectional. You will not have the ability to import change orders or updates made in  Sage 300 CRE®  to Procore. 

Steps

  1. Log into your Sage 300 CRE® server using an account with administrative privileges.
  2. Launch your company's hh2 Synchronization Client. 

    desktop-icon-hh2.png
     
  3. Click Connect.
  4. Browse to the Local Connections tab.
  5. Click Mappings.
  6. Click Advanced Mappings.
  7. Place a checkmark next to the following items:
    Important! Do NOT remove any previously selected checkmarks. Doing so could negatively impact your existing Sage 300 CRE® configuration settings. 

    hh2-settings-1.png
     
    • Contract (CN)
    • Contract Change Order (CN)
    • Contract Change Order Item (CN)
    • Contract Item (CN).
    • Customer
    • Customer Type
    • Invoice (AP)
    • Job (CV) Note: This may already be selected. 
    • Quick Bill Contract
    • Quick Bill Contract Item
  8. If you own the Project Management (PJ) Module in Sage 300 CRE®, you will also place a checkmark next to the following items (if not, go the next step):
    • Contract Change Order (PJ)
    • Contract Change Request (PJ)
  9. Click Transaction (JC) to highlight it. 
  10. Place a checkmark next to ALL the items in the panel on the right. 
    hh2-sync-pcco-erp.png
  11. Remove the following checkmarks from the circles in the panel on the left:
    • Commitment Change Order
    • Credit Account
    • Debit Account
    • Employee
    • Equipment
    • Pay ID
    • Reference 1
    • Reference 2
  12. Click Save.
  13. Navigate to the Sync tab.
  14. Place a checkmark next to your connection as shown below.

    hh2-settings-3.png
     
  15. Click Settings.
  16. Select a Sync Type of Deep and the timeframe of “The beginning of time”.

    hh2-settings-4.png
     
  17. Click OK.
  18. Click the arrow to expand the options under your connection as shown below.

    hh2-settings-5.png
     
  19. Click Deselect All.
    This removes all the checkmarks from the selected items. 
  20. Place a checkmark in the circle next to the following items: 
    • Contract (CN)
    • Contract Change Order (CN)
    • Contract Change Order Item (CN)
    • Contract Item (CN).
    • Customer
    • Customer Type
    • Quick Bill Contract
    • Quick Bill Contract Item
  21. If you own the Project Management (PJ) Module in Sage 300 CRE®, you will also place a checkmark next to the following items (if not, go to the next step):
    • Contract Change Order (PJ)
    • Contract Change Request (PJ)
  22. Click Sync.
    After the sync is complete, you can close the hh2 Synchronization Client and log off of the Sage 300 CRE® server.