Integration by Procore: Retrieve a Company from ERP Integrations Before Acceptance
Objective
To retrieve a Procore company record that has been sent to the ERP Integrations tool before it is accepted for export to Viewpoint® Spectrum® with the Integration by Procore.
Background
After a company record in the Directory tool is sent to the ERP Integrations tool for acceptance by an accounting approver, the system locks the record and you are NOT permitted to modify it in Procore, until it is either:
- Accepted for export to the integrated ERP system by your company's designated accounting approver.
- OR
Rejected by the accounting approver.
If you recently sent a company record to the ERP Integrations tool and realize you need to quickly correct some data, you can use the steps below to retrieve the company record from the ERP Integrations tool. However, you can only perform these retrieval steps if the accounting approver has not yet submitted a response to the record (e.g., Accept or Reject).
Things to Consider
- Required User Permission:
- 'Admin' level permission on the Directory tool.
AND/OR - 'Admin' level permission on the ERP Integrations tool.
- 'Admin' level permission on the Directory tool.
- Limitations:
- You can only retrieve a vendor/company that was sent to the company's ERP Integrations tool when it has not yet be accepted or rejected by an accounting approver.
- If you successfully retrieve a change order from the ERP Integrations tool, it is placed into an editable state in the Directory tool.
Steps
- Navigate to the company's Directory tool.
- Locate the vendor/company reord that you want to retrieve from the ERP Integrations tool.
- Click Retrieve from ERP.