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ERP Integrations: Export MCV Markups to Sage 300 CRE Estimates

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This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: August 1, 2019  /  Feature Released: August 22, 2019

 

ERP Integrations: Export MCV Markups to Sage 300 CRE Estimates

Procore has released an update that was developed for companies utilising the automatic financial markup feature for Main Contract Variations on Sage 300 CRE®-integrated Main Contracts. The update allows individual markups to be selected as affecting the Contract Amount and the Estimate Amount when syncing Main Contract Variations. This mapping ensures that when a Main Contract Variation (MCV) is exported from Procore to Sage 300 CRE®, the estimate in Sage 300 CRE® is updated accordingly. Prior to this release, the export from Procore only updated revenue amounts.   

How do I enable this feature?

This feature has been enabled by default for all Procore + Sage 300 CRE® customers.

Example

The following illustration shows you the new 'Will Map To' area in the New Horizontal Markup page of the Main Contract tool. 

will-map-to-section.png

See Also

If you would like to ask questions or share any feedback, please contact support@procore.com.