Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
Objective
Background
If a commitment has previously been sent to the ERP Integrations tool for accounting acceptance, the accountant has the option to submit a 'Reject' response. When rejected, the accountant typically includes a reason summarizing the issue(s) that must be corrected to achieve acceptance. Procore also sends an email to alert the person who created the commitment (see Create a Commitment) and to the person who sent the commitment to the ERP Integrations tool for accounting acceptance (see Send a Commitment to ERP for Xero™).
The next step is to address the reasons for the rejection in an updated commitment (see Edit a Commitment Synced with Xero™). Once the issues are addressed, you can use the steps below to resend the commitment to the ERP Integrations tool for acceptance by the accounting approver.
Things to Consider
- Required User Permissions:
- 'Admin' on the project's Commitments tool.
- Preqrequisites:
- The ERP Integrations tool for Xero™ must be configured. See Xero™: Setup Guide.
- The Commitments tool must be an active tab on the project. See Add and Remove Project Tools.
- Any issues leading to accountant's rejection should be addressed in an updated commitment. See Edit a Commitment Synced with Xero™.
- Additional Information:
- After the commitment is re-sent, the designated accountant is alerted by an automated email notification from Procore with the subject line 'ERP Integrations Daily Summary.' This is in addition to the automated email notification
Steps
- Navigate to the project's Commitments tool.
- If it is not active, click the Commitments List subtab.
- In the 'Commtted-Summary' list, locate the rejected commitment.
- Click Edit and fix any issues noted in the accountant's 'Reject' response. See Edit a Commitment Synced with Xero™.
- Click Re-send to ERP.
This sends the commitment back to the ERP Integrations tool to be accepted or rejected for export by an accounting approver.