Retrieve a Budget from ERP Before Acceptance

Objective

To retrieve a budget that was sent to the ERP Integrations tool before it is accepted for export to CMiC using the Project Financials + CMiC Connector.

Background

After the data in a Procore project's Budget tool is sent to the ERP Integrations tool for acceptance by an accounting approver, you will not be permitted to edit the budget until it is accepted by one of your company's accounting approvers and then synced with CMiC. However, if you recently sent your budget to ERP and realize you need to correct some data, there are two ways to return the data from the ERP Integrations tool for editing:

• Retrieve the Budget from the ERP Integrations Tool. If the accounting approver has not yet accepted the budget for export to CMiC, you may use the Steps below. 
  OR
• Reject the Budget in the ERP Integrations Tool. If the accounting approver rejects the budget, see Accept or Reject a Budget for Export to CMiC.

Things to Consider

• Required User Permission:
  • 'Admin' permission on the project's Budget tool.
    OR
  • 'Read Only' or 'Standard' permission on the project's Budget tool with the 'Send and Retrieve Budgets from ERP' granular permission enabled on your permissions template.
• Prerequisites:
  The Retrieve from ERP button is only visible and available when:
  • The budget was previously sent to the company's ERP Integrations tool. See Send a Budget to ERP Integrations for Accounting Acceptance.
  • The budget has NOT yet been approved or rejected by an accounting approver. See Accept or Reject a Budget for Export to CMiC. 
• Additional Information:
  • If you were successful in retrieving a job from the ERP Integrations tool, you will be able to edit the project name and address fields.

Steps

1. Navigate to the project's Budget tool.
   This reveals the Budget page.
2. Click Retrieve from ERP.
   Notes: This button is NOT visible or available if the budget:
   • Has NOT previously been sent to the ERP Integrations tool. See Send a Budget to ERP Integrations for Accounting Acceptance.
   • Has NOT been approved/rejected for export to CMiC by an accounting approver. See Accept or Reject a Budget for Export to CMiC. 
     
     
     
     
     The system removes the budget updates from the ERP Integrations tool. 
3. Click Unlock Budget.
   Note: You cannot  unlock a budget if there is a budget modification. See Create a Budget Modification.
   
        
    
4. Make any changes to the budget as needed. See Edit a Budget.

Next Step

• Edit a Budget

See Also

• Lock a Budget
• Send a Budget to ERP Integrations for Accounting Acceptance
• Accept or Reject a Budget for Export to CMiC 
• Create a Budget Modification