Edit a Commitment Synced with Sage 100 Contractor®
Objective
Background
After the commitments on a project have been synced with Sage 100 Contractor®, Procore automatically restricts your ability to edit synced fields on a commitment. This is to ensure that the data remains in sync on both systems. The fields that cannot be edited after a sync include:
- Contract Company
- Status
- Schedule of Values (SOV) subtab (all fields)
On occasion, you may have a need to edit a synced commitment. The method that you use to edit a commitment will differ, depending upon whether or not you are making an official change to the terms of the commitment or if you are correcting a data entry mistake.
- If you are making an official change to the terms of the commitment, it is recommended that you use the change order process. See Create a CCO for a Synced Commitment.
- If you need to edit the commitment without a change order (e.g., correcting a data entry error), you will need to manually reset the synced commitment before you can fix the issues in the commitment using the Steps below. See Request to Reset a Commitment Synced with Sage 100 Contractor®.
Things to Consider
- Required User Permissions:
- To edit a purchase order or subcontract, 'Admin' level permission on the project's Commitments tool.
OR - To edit a purchase order or subcontract as a user with 'Standard' or 'Read Only' level permission to the Commitments tool, the 'Update Purchase Order Contract' and/or 'Update Work Order Contract' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a Project Permissions Template.
- To edit a purchase order or subcontract, 'Admin' level permission on the project's Commitments tool.
- Prerequisites:
- The project's commitments must be synced with Sage 100 Contractor®.
- The synced commitment must first be reset by Procore. See Request to Reset a Commitment Synced with Sage 100 Contractor®.
Steps
- Create a CCO from a Change Event
OR - Create a CCO for a Synced Commitment
OR - Edit a Synced Commitment After Reset
Create a CCO from a Change Event
Create a CCO for a Synced Commitment
After syncing your Sage 100 Contractor® system with Procore, it's recommended that you follow the designated commitment change order process when editing your project's commitments:
- Navigate to the Project level Commitments tool.
This reveals the Commitments page. - In the list, locate the commitment to edit.
Note: When a commitment has been synced with Sage 100 Contractor® a green ERP banner appears in the Title cell of the commitment. - Click Create Commitment CO.
This opens the New Commitment Change Order page. - Modify any information as needed.
Important! If your company is using Sage 100 Contractor® and you have synced your project's commitments, the following fields are marked read-only and cannot be edited in Procore unless the commitment is reset. See Request to Reset a Commitment Synced with Sage 100 Contractor®.- Title
- Contract Company
- Status
- Default Retainage
- Schedule of Values (SOV) subtab
- Click Create & Email or Create.
Edit a Synced Commitment After Reset
Before using the steps below, complete the steps in Request to Reset a Commitment Synced with Sage 100 Contractor®.