Export a CCO to Sage 300 CRE®

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 300 CRE®. See Sage 300 CRE® Connector: 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 300 CRE® 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 300 CRE® as a single (aggregated) value. 

Demo

Steps

There are three steps you need to take to export a CCO from Procore to Sage 300 CRE®:

1. Create a Commitment Change Order (CCO)
2. Send a CCO to an Accounting Approver for Export to Sage 300 CRE®
   Note: If you need to make changes to a CCO before the data has been accepted by an accounting approver for export to Sage 300 CRE®, see:
   • Retrieve a CCO from ERP Integrations Before Export to Sage 300 CRE®
   • Resend a Rejected CCO to an Accounting Approver for Export to Sage 300 CRE®
3. Accept or Reject a CCO for Export to Sage 300 CRE® 

See Also

• When are accountants notified when there are ERP items available for approval?