Edit a Commitment Synced with Sage 300 CRE®
Objective
Background
After the commitments on a project have been synced with a company's Sage 300 CRE® system, 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 unlink the synced commitment (see Unlink Commitments Synced with Sage 300 CRE®) before you can fix the issues in the commitment using the Steps below.
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 the Sage 300 CRE® system.
- The synced commitment must first be unlinked. See Unlink Commitments Synced with Sage 300 CRE®.
Steps
Create a CCO for a Synced Commitment
After syncing your Sage 300 CRE® 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's Commitments tool.
- In the Commitments log page, locate the commitment that you want to edit.
Note: When a commitment has been synced with an ERP system, a green ERP banner appears in the Title cell of the commitment line item. - In the right-pane, click the Create Commitment CO button.
- In the New Commitment Change Order page, modify any information as needed. To learn about the editing option, see
Important! If your company is using the Sage 300 CRE® system 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 unlinked. See Unlink Commitments Synced with Sage 300 CRE®.- Title
- Contract Company
- Status
- Default Retainage
- Schedule of Values (SOV) subtab
- Click Create & Email or Create.