Configure Advanced Settings: ERP Integrations for Acumatica®

General Settings for [Your ERP Integration] 

If you are integrating Procore with [Your ERP Integration], your Procore point of contact will also configure these general settings:

• Default Subcontract Commitment Cost Type for Converted Bids
  Subcontract Commitment's SOVs will default to this Cost Type when converted from a Bid. 
• Default Purchase Order Commitment Cost Type
  Purchase Order Commitment's SOVs will default to this Cost Type after entering the SOV's cost code.
• Default Project Template
  If you have created a project template in the Portfolio tool (see Configure a Project Template), you can select that template from this drop-down list. This will apply the template to the Procore project that is created when you import a [Your ERP Integration] job (see Add a [Your ERP Integration] Job to Procore). 
• Use Procore Contract #
  Mark this checkbox if you want Procore to populate the 'Commitment ID' field with the Procore contract number, when your users create a commitment in Procore. See Create a Commitment. (Note: This settings affects only commitments created in Procore. Users also retain the ability to change the Commitment ID in Procore).
• Use Procore Change Order #
  Mark this checkbox if you want Procore to populate the 'CCO ID' field with the Procore's CCO ID, when your users create a commitment change order in Procore. See Create a Commitment Change Order (CCO) (Note: This settings affects only CCO's created in Procore and users retain the ability to change the CCO ID in Procore).
• Automatically add new cost code/cost type combinations and sub job cost code/cost type combinations to budgets on [Your ERP Integration] integrated projects
  Mark this checkbox if you want Procore to automatically add the cost code/cost type combo as a new budget line item regardless of whether or not the budget is locked or unlocked. If the budget is unlocked, Procore will automatically import the Estimate amount found in [Your ERP Integration] to the Original Budget column. If the budget is locked, Procore will still add the line item for the new cost code/cost type combination, but will set the Original Budget column to $0 (Note: Original budgeted amounts will not be imported if the budget is locked).
• Procore's Budget Direct Cost Column
  • Read only, populate from [Your ERP Integration]
    On [Your ERP Integration] integrated projects, the Budget's 'Direct Cost' column can either be read only and populated with data from [Your ERP Integration] or editable and not populated from [Your ERP Integration].
    OR
  • Editable, do not populate from [Your ERP Integration]
    If you're using the Direct Costs tab, the data will always be populated from Procore's Direct Costs Tool.
• Vendors will be automatically updated
  • Automatically update vendors when refreshing the vendor list
    Choose this option if you want Procore to automatically update the vendor/company record in the Directory tool with information that has been edited in [Your ERP Integration].
    OR
  • Do not update vendors
    Choose this option to prevent Procore from automatically updating the vendor/company records in the Directory tool with information that has been edited in [Your ERP Integration].