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Procore

Accept or Reject a Budget for Export to Sage 300 CRE®

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 Objective

Background

Things to Consider 

  • Required User Permission:
    • '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:
  • Restrictions:
    After exporting a Procore budget to Sage 300 CRE® , the following restrictions are in place:
    • You no longer be permitted to import Sage 300 CRE® budget or job data into Procore.
    • You will not be permitted to unlock the Procore project's Budget tool (see Unlock a Budget), unless the following is true: 
  • Limitations:

Steps

Review a Budget

  1. Navigate to the company's ERP Integrations tool.
  2. Click the Budgets tab.
  3. Under Filter Estimates By, click Ready to Export. 
  4. Review the accepted budget items to ensure the data is ready for export. Then choose your response:

Accept a Budget

  1. Under Budgets Ready to be Exported, do the following:
    1. Locate the project budget to export.
    2. Click Details to open the Budget Updates window. 
    3. Review the budget details. 
    4. Click the 'x' to close the window. 
  2. If your company is exporting cost forecast data, place a checkmark in the Export Cost Forecast? box. See How do I export cost forecast data from a Procore budget to Sage 300 CRE?
    erp-ready-to-export-box.png
  3. Click OK to acknowledge the caution message alerting you that you no longer be able to import a budget from Sage 300 CRE®.
  4. Choose Accept.  
  5. Click Export to Sage 300 CRE®. 
  6. After the export is complete continue with these tasks in Sage 300 CRE®:
    • Manually post the exported entries in Sage 300 CRE® its Job Cost function (e.g., In Sage 300 CRE® Job Cost, navigate to Tasks > Post Entries). See your Sage 300 CRE® Help system for more information. 
    • (Optional) In Sage 300 CRE®, review your journal and verify that the estimate transactions have posted. The hh2 Sync Client updates on an hourly schedule (see How often can I sync data between Sage 300 CRE® and Procore?), after which, the ability to unlock the budget will become available. See Unlock a Budget.

Reject a Budget

  1. Under Budgets Ready to be Exported, do the following:
    1. Locate the project budget to export.
    2. Click Details to open the Budget Updates window. 
    3. Review the budget details. 
    4. Click the 'x' to close the window. 
  2. Choose Reject.
  3. In the text box that appears, type a brief reason for the rejection. 
  4. Click Reject.
    The following events occur:
    • The system removes the budget from the ERP Integrations tool and returns it to an editable state in the Budget tool. 
    • The system sends an email notification to the person who created the budget (see Set Up a Budget) to alert the individual of the budget rejection.
    • The system also sends an email to the person who sent the budget to the ERP Integrations tool (see Send a Budget to ERP Integrations for Accounting Acceptance). Typically, this is the project manager. 

See Also