Export a Commitment to Sage 300 CRE®

Objective

How to export a commitment in Procore (e.g., a subcontract or purchase order) to Sage 300 CRE®.

Background

This process consists of actions that are typically performed by two different users. 

1. Project Manager. Approves the new commitment and sends it to the ERP Integrations tool for acceptance by an accounting approver.
2. Accounting Approver. Reviews the commitment in the ERP Integrations tool and then submits an 'Accept' or 'Reject' response.
   • Accepted commitments are exported to Sage 300 CRE®.
   • Rejected commitments are NOT exported to Sage 300 CRE®. Instead, the commitment is returned to an editable state in the project's Commitments tool where it can be corrected and then reset to ERP Integrations tool. See Edit a Commitment.

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:
  • Configure the ERP Integrations tool for Sage 300 CRE®. See Sage 300 CRE Connector: Setup Guide.
  • The Commitments tool must be an active tab on the project. See Add and Remove Project Tools. 
• Limitations:
  • To add a Schedule of Values (SOV) line item to a commitment, it must be tied to an existing cost code and category.

Demo

Workflow

Steps

To export a Procore commitment to Sage 300 CRE®, complete these tasks:

1. Create a Commitment
2. Send a Commitment to ERP Integrations for Accounting Acceptance
3. Accept or Reject a Commitment for Export to Sage 300 CRE®

See Also

• Re-send a Rejected Commitment to ERP
• Retrieve a Commitment from ERP Before Export to Sage 300 CRE®
• Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?