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Procore

Export a CCO to Sage 100 Contractor®

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Objective

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.
  • Prerequisites:
    • The ERP Integrations tool must be enabled on the company account. The tool must also be configured to work with the Sage 100 Contractor®. See Sage 100 Contractor®: Setup Guide.
  • Limitations:
    • To add a Schedule of Values (SOV) line item to a CCO, it must be tied to an existing cost code and category.
    • Sage 100 Contractor® has a limitation where a contract line item cannot be modified more than once on any CCO. Therefore, if you have a CCO that contains more than one modification for the same commitment line item, Procore will automatically sum the amount of the items and send it to Sage 100 Contractor® as a single (aggregated) value. 

Workflow

Follow the steps outlined below to create Commitment Change Orders (CCOs) in Procore and then export them to Sage 100 Contractor®.
Important! Change orders can only be created from synced commitments.

diagram_erp-generic_create-and-export-commitment-change-orders.png

Steps

There are three steps you need to take to export a CCO from Procore to Sage 100 Contractor®:

  1. Create a Commitment Change Order (CCO)
  2. Send a CCO to an Accounting Approver for Export to Sage 100 Contractor® 
    Note: If you need to make changes to a CCO before the data has been accepted by an accounting approver for export to Sage 100 Contractor® , see:
  3. Accept or Reject a CCO for Export to   Sage 100 Contractor® 

See Also