Send a Commitment to ERP Integrations for Accounting Acceptance
Objective
Things to Consider
- Required User Permission:
- 'Admin' permissions on the project's Commitments tool.
- Prerequisites:
Before you can send a commitment to the ERP Integrations tool, it must satisfy these prerequisites:- ID Number. Must be fewer characters that the limitation set in Sage Intacct®.
Note: Your Procore integration implementation specialist can set this limitation within Procore itself, so that your users are restricted from surpassing it. If this has not been configured, then there will be no length limitation in Procore, only that in Sage Intacct®. - Title. For Sage Intacct®, the title must be 35 characters or less.
Note: You cannot save a commitment that does not meet this criteria. - Start Date. For Sage Intacct®, you must enter a Start Date for the commitment.
Note: You cannot save a commitment that does not meet this criteria. - Contract Company. Must be linked to a synced Sage Intacct® vendor. See Link a Sage Intacct® Vendor to a Procore Company.
- Status. For subcontracts, the status must be set to 'Approved' or 'Complete.'
- Schedule of Values (SOV). Must include at least one (1) line item, and all line items must contain Sage Intacct® cost codes.
- ID Number. Must be fewer characters that the limitation set in Sage Intacct®.
- Additional Information:
- If desired, you can configure your default settings to use your Procore Contract Number for an exported commitment's Sage Intacct® ID field. If enabled, the Sage Intacct® ID will auto-populate with the Procore Contract Number, however, the value can still be edited (Note: Enabling this setting requires 'Admin' level permission on the ERP Integrations tool. See Configure General ERP Settings).
- Typically, the project manager sends a commitment for accounting acceptance and another user (typically an accountant who has been granted the 'Can Push to Accounting' privilege will then accept the commitment for export to the ERP system or reject it to return the commitment to an editable state in the Commitments tool.
Steps
- Navigate to the project's Commitments tool.
This reveals the Commitments page. - Locate the desired commitment and click Edit.
- Modify the commitment as needed.
(Notes:- Make sure your specified values do not exceed the Sage Intacct® character limits for each field.
- Important! Before you can export a commitment from Procore to Sage Intacct®, it must satisfy the following requirements:
- ID Number. Must be fewer characters that the limitation set in Sage Intacct®.
Note: Your Procore integration implementation specialist can set this limitation within Procore itself, so that your users are restricted from surpassing it. If this has not been configured, then there will be no length limitation in Procore, only that in Sage Intacct®. - Title. For Sage Intacct®, the title must be 35 characters or less. Longer entries must be shortened in Procore before they will be sent to Yardi.
- Contract Company. Must be linked to a synced Sage Intacct® vendor. See Link a Sage Intacct® Vendor to a Procore Company.
- Status. For subcontracts, the status must be set to 'Approved' or 'Complete.'
- Schedule of Values (SOV). Must include at least one (1) line item, and all line items must contain Sage Intacct® cost codes.
- ID Number. Must be fewer characters that the limitation set in Sage Intacct®.
Click Send to ERP.
- The system sends the commitment to the ERP Integrations tool and locks it in the Commitments tool (i.e., to prevent users from editing it) before the accounting approver can review it:
- Contract Company. You cannot edit the company.
- Title. You cannot edit the commitment's title.
- Status. You cannot edit the status of the commitment.
- Default Retainage. You cannot edit the percentage value in the commitment.