Skip to main content
Procore

Send a Commitment to ERP Integrations for Accounting Acceptance

  1. Last updated
  2. Save as PDF
ERP DOCUMENTATION

Each Procore-built ERP integration offers its own unique feature set. Your integration might not support the action described on this page.

To learn about your integration and its supported features, see Things to Know About Your ERP Integration.

To explore all documentation for your integration, see ERP Integrations.

Objective

To send a commitment to the ERP Integrations tool to be accepted for export to your integrated ERP system by an accounting approver. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Commitments tool.
  • Prerequisites:
    • Contract Company. Must be linked to an ERP-integrated vendor. 
    • Status. Must be set to the 'Approved' status. 
    • Schedule of Values (SOV). Must include at least one (1) line item with an ERP Standard cost code. 
  • Additional considerations and limitations might apply depending on the ERP system your account is integrated with. See Things to know about your ERP Integration for more information.

Steps

  1. Navigate to the project's Commitments tool. 
  2. Locate the desired commitment and click Edit. 
  3. Modify the commitment as needed.
  4. Click Send to ERP.
    • The system sends the commitment to the ERP Integrations tool. The following fields are locked and cannot be edited after export:
      • Contract Company
      • Title
      • Status
      • Default Retainage