Export Subcontractor Invoices from Procore to Sage 300 CRE®

Objective

To export subcontractor invoice from a Procore project to Sage 300 CRE®.

Background

If you want to export your subcontractor invoices to Sage 300 CRE®, you first need to create them in your Procore project. As described in the Steps and Workflow below, your project team has two options when creating invoices: You can send an 'Invite to Bill' to one of your invoice contacts to allow them to submit their own invoice or you can create an invoice on behalf of an invoice contact. 

After your subcontractor invoices are reviewed by a member of your project team and placed into the 'Approved' status, an accounting approver can export your subcontractor invoices as described below. 

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.
• Additional Information:
  • Some fields in a Procore subcontractor invoice are NOT exported directly to Sage 300 CRE®. Instead, the system first uses those fields to calculate a value, and then the calculated value is exported to Sage 300 CRE®. For details, see Which fields in a Procore subcontractor invoice sync with Sage 300 CRE®?
• Limitations:
  • Currently, tax information is not exported from Procore to Sage 300 CRE®. To include tax information, it needs to be added to the invoice in Sage 300 CRE® after the invoice has been exported from Procore.

Prerequisites

• The hh² sync client must be running version 1.31.467.xxxx or higher.
• The ERP Integrations tool must be enabled on the company account. See Request to Enable ERP Integration for Sage 300 CRE®.
• The ERP Integrations tool must be configured to work with Sage 300 CRE®. See Sage 300 CRE®: Setup Guide.
• All of the required set up steps must be complete.  See Set Up the Export Subcontractor Invoices Feature for Sage 300 CRE®.

Workflow

To create and export invoices, there are two (2) workflows that must be completed in this order:

1. View the 'Create Your Subcontractor Invoices in Procore' workflow 
2. View the 'Export Your Approved Subcontractor Invoices to ERP' workflow 

Steps

• Create Your Subcontractor Invoices in Procore
• Export Your Approved Subcontractor Invoices to ERP

See Also

• 'Create Your Subcontractor Invoices in Procore' workflow 
• 'Export Your Approved Subcontractor Invoices to ERP' workflow 
• Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations Tool?