When the Send to ERP button is dimmed and not available on the New Project Created page of the Project Creation Assistant, it is typically because the new project data that you have created does not m...When the Send to ERP button is dimmed and not available on the New Project Created page of the Project Creation Assistant, it is typically because the new project data that you have created does not meet the minimum requirements for exporting data with the integrated ERP system. To learn the specific reasons why you are not able to use the button, hover your mouse cursor of the question mark (?) icon on the button as shown below.
This is the landing page for support articles about the Company level ERP Integrations tool. It contains links to tutorials, faqs and other support documentation related to ERP Integrations.
However, during the implementation process, an IT resource (i.e., your company's Sage 100 Contractor® Administrator) will work with your Procore point of contact to install and configure the hh 2 sync...However, during the implementation process, an IT resource (i.e., your company's Sage 100 Contractor® Administrator) will work with your Procore point of contact to install and configure the hh 2 synchronisation client on the Sage 100 Contractor® server (see Sage 100 Contractor®: Setup Guide).
When you add a new company record to a project's Directory tool, the system automatically adds that company record to the Company level Directory tool. Multiple entries for the same company (e.g., a s...When you add a new company record to a project's Directory tool, the system automatically adds that company record to the Company level Directory tool. Multiple entries for the same company (e.g., a subcontractor, contractor, outside vendor) are accidentally created in the Company Directory when different users add the same company (with different spellings) to two different projects.
Answers a frequently asked question about what the rejected, synced and sent icons look like and represent when Procore is integrated with a third-party ERP system.
Enable or disable the feature that allows Commitments, Commitment Variations (CVs) and Payment applications to sync to ERP without approval by an Accounting Approver.
If you are an accounting approver or Procore user who has been granted permission to use your company's ERP Integrations tool and an item fails to export from Procore to your integrated ERP system, do...If you are an accounting approver or Procore user who has been granted permission to use your company's ERP Integrations tool and an item fails to export from Procore to your integrated ERP system, do the following: Navigate to the ERP Integrations tool. Click Failed to Export. Review the RED message in the Errors column. Review the item in its tool of origin and make any corrections or updates in the Commitments tool as needed. Resend the updated commitment to the ERP Integrations tool.
