Unlink CCOs Synced with Sage 300 CRE®

Objective

To sever the connection between a Commitment Change Order (CCO) that has been synced between Procore and Sage 300 CRE®.

Background

When a Procore project's CCOs are synced with Sage 300 CRE®, a link is created between the records stored in each system. Sometimes, users will inadvertently export a CCO from Procore and then discover that the CCOs data was entered incorrectly. When this occurs, the record first needs to be deleted in Sage 300 CRE®. Next, use the steps below to unlink the record. You can then re-enter the correct information so it can be exported to Sage 300 CRE®.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Commitments tool. 
    AND
  • 'Standard' or 'Admin' on the ERP Integrations tool.
    AND
  • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 

Prerequisites

• Delete the Commitment Change Order in Sage 300 CRE®. See your Sage 300 CRE® documentation for steps.

Steps

1. Navigate to the company's ERP Integrations tool.
2. Click Commitment Change Orders. 
3. Locate the desired CCO under Change Orders - Sucessfully Synced with Sage 300 CRE®.
4. Click Unlink.
   • If the unlink action is successful, the 'Successful Unlinked' message appears in GREEN.
   • If the unlink action is not successful, the "The CCO is still in Sage 300 CRE®. Please delete it before retrying" message appears in RED. 
     
     

Next Steps

• Delete a CCO Synced with Sage 300 CRE®

See Also

• Accept or Reject a CCO for Export to Sage 300 CRE®
• Delete a CCO Synced with Sage 300 CRE®