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ERP Integrations: Unlink CVs Synced with Sage 300 CRE

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This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: January 31, 2019  /  Feature Released: March 4, 2019

This documentation details prerelease software. Its accuracy and reliability is not guaranteed by Procore Technologies, Inc. and it is subject to change without notice. It is being provided online for preliminary evaluation prior to an upcoming release. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs or damages incurred due to its use.

 

New Unlink Button for CVs Synced with Sage 300 CRE

When a Commitment Variation (CV) in a Procore project is synced with a integrated ERP system, a link is created between the records stored in each system. Sometimes, users will inadvertently export a commitment from Procore and then discover that the commitment's data as exported was incorrect. When this occurs, the records in both systems will need to be deleted manually and then the correct information must be re-entered in Procore and exported to the integrated ERP system.

Example

unlink-commitments-synced-with-erp.png

See Also

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