Export a Commitment to Sage Intacct®
Objective
How to export a commitment in Procore (e.g., a subcontract or purchase order) to Sage Intacct®.
Background
This process consists of actions that are typically performed by two different users.
- Project Manager. Approves the new commitment and sends it to the ERP Integrations tool for acceptance by an accounting approver.
- Accounting Approver. Reviews the commitment in the ERP Integrations tool and then submits an 'Accept' or 'Reject' response.
- Accepted commitments are exported to Sage Intacct®.
- Rejected commitments are NOT exported to Sage Intacct®. Instead, the commitment is returned to an editable state in the project's Commitments tool where it can be corrected and then reset to ERP Integrations tool. See Edit a Commitment.
Things to Consider
- Required User Permissions:
- Prerequisites:
- Configure the ERP Integrations tool for Sage Intacct®. See Sage Intacct® Connector: Setup Guide.
- The Commitments tool must be an active tab on the project. See Add and Remove Project Tools.
- Limitations:
- To sync a commitment, all a Schedule of Values (SOV) line items must be tied to a cost codes and categories from your ERP-synced lists of Standard Cost Codes and Cost Types.
- Commitments synced to Sage Intacct® will NOT contain details regarding tax codes.
Workflow
This tutorial is part of a bigger process outlined in this 'Create and Export Commitments' workflow
Steps
To export a Procore commitment to Sage Intacct®, complete these tasks: