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.
If your company has enabled the ERP Integrations tool and configured it to connect Procore and Sage 300 CRE®, you can sync the following information: Exports data from Procore to Sage 300 CRE® 1 To sy...If your company has enabled the ERP Integrations tool and configured it to connect Procore and Sage 300 CRE®, you can sync the following information: Exports data from Procore to Sage 300 CRE® 1 To sync vendor insurance from Sage 300 CRE® to Procore, your Procore point of contact must enable a backend configuration setting during the Implementation Process. 2 Exports the 'Estimated Cost at Completion' and 'Forecast to Complete' values from a Procore budget to Sage 300 CRE®.
Answer You can manually add new Cost Codes or Cost Types in Sage 300 CRE®, but NOT in Procore. However, once your Sage 300 CRE® data has been synced with the hh 2 synchronisation client, you must foll...Answer You can manually add new Cost Codes or Cost Types in Sage 300 CRE®, but NOT in Procore. However, once your Sage 300 CRE® data has been synced with the hh 2 synchronisation client, you must follow the steps in Perform an On-Demand Sync with Sage 300 CRE® to sync the cost codes between the two systems. See Also Perform an On-Demand Sync with Sage 300 CRE®
When your company has enabled the ERP Integrations tool and configured it to work with Sage 300 CRE®, there are two ways to synchronise the data between the two systems: On-Demand Sync and Procore-Man...When your company has enabled the ERP Integrations tool and configured it to work with Sage 300 CRE®, there are two ways to synchronise the data between the two systems: On-Demand Sync and Procore-Managed Auto Sync. If you have questions about the data sync for your integration, ask your Procore Administrator to reach out to your Procore point of contact.
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.
