Unlink Commitments Synced with Sage 100 Contractor®
Objective
To sever the connection between a commitment synced between Procore and Sage 100 Contractor®.
Background
When a Procore project's commitments are synced with Sage 100 Contractor®, a link is created between the records stored in each system. Sometimes, users will inadvertently export a commitment from Procore and then discover that the commitment's data was entered incorrectly. When this occurs, the record first needs to be deleted in Sage 100 Contractor®. Next, use the steps below to unlink the record. Finally, delete or edit the commitment in Procore. You can then re-enter the correct information so it can be re-exported to Sage 100 Contractor®.
Note
To sever the connection between a commitment in Procore and an integrated ERP system, always complete these steps in the order specified:
- Delete the commitment in Sage 100 Contractor®. See your Sage 100 Contractor® documentation for steps.
- Continue with the Steps below.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
AND
- 'Standard' or 'Admin' on the ERP Integrations tool.
AND
- The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore.
- Prerequisites:
- Delete the commitment in Sage 100 Contractor®. See your Sage 100 Contractor® documentation for steps.
- The hourly automatic sync must complete before you'll be able to unlink the Commitment.
Steps
- Navigate to the company's ERP Integrations tool.
- Click Commitment.
- Locate the desired commitment under Commitments - Synced with Sage 100 Contractor®.
- Click Unlink.
- If the unlink action is successful, the 'Successfully Unlinked' message appears in GREEN.
- If the unlink action is not successful, the "The commitment is still in Sage 100 Contractor®. Please delete it before retrying." message appears in RED.
![unlink-commitments-synced-with-erp.png](https://support.procore.com/@api/deki/files/75183/unlink-commitments-synced-with-erp.png?revision=2)