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Accept or Reject a Commitment for Export to Sage 100 Contractor®

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Objective

To accept or reject a commitment that has been sent to the ERP Integrations tool for review by an accounting approver. 

Background

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.

Important! If you are granted only 'Standard' level permission, you can only view data. You do not have sufficient access permission to accept or reject items for export.

Steps

Review a Commitment

  1. Navigate to the company's ERP Integrations tool.
  2. In the Sage 100 Contractor® Integration page, click the Commitments tab. 
  3. In the 'Views' menu, click Ready to Export. 
    This page that appears lists only the commitments that have been sent to the ERP Integrations tool for accounting approval. See Send a Commitment to ERP for Accounting Acceptance. 
  4. Continue with one of the following:

Accept a Commitment

  1. Locate the commitment in the Commitments - Ready to be Exported to Sage 100 Contractor® list.
  2. Choose Accept. 
  3. Click Export. 
    This exports the commitment to your Sage 100 Contractor® database. The process typically takes a few minutes. 
    Notes:
    • If for any reason a commitment (or another item) fails to export to Sage 100 Contractor®, you can view the failed item(s) by clicking the Failed to Export link in the Views menu in the right pane.
    • When a commitment fails to sync, follow the steps in Reject a Commitment and then Re-send a Rejected Commitment to ERP for Sage). 
  4. (Optional) To verify that the sync was successful, log into Sage 100 Contractor® and verify that your data appears as expected.

Reject a Commitment 

  1. Locate the commitment in the Commitments - Ready to be Exported to Sage 100 Contractor® list.
  2. Choose Reject.
  3. Enter a short explanation about the reason(s) for the rejection.
  4. Click Reject.
    The following events occur:
    • The system removes the commitment from the ERP Integration tool and returns it to an editable state in the project's Commitments tool. See Edit a Commitment.
    • The system sends an automated email notification to the creator of the commitment. This alerts that person of the 'Reject' response.

See Also