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Procore

Accept or Reject a CV for Export to ERP

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NEW ERP DOCUMENTATION EXPERIENCE!

We're building a better way to serve you documentation that gives you the most up-to-date and relevant information about how to use your company's Procore + ERP integration.

This page is part of the new experience. The new experience is currently complete for Workday®, QuickBooks® Online, Yardi Voyager®, Xero™, CMiC, NetSuite®, MRI Platform X®, Acumatica Cloud ERP and MYOB Advanced Construction only. 

To view documentation for a Procore-supported ERP integration that is not yet part of the new experience, please see ERP Integrations and select the tile for your ERP system.

Objective

To accept or reject a Commitment Variation (CV) that has been sent to the ERP Integrations tool for acceptance by an accounting approver.

Background

After a user sends a CV to the ERP Integrations tool for accounting acceptance, an accounting approver has the option to 'Accept' or 'Reject' the CV for export to the ERP system.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
  • Prerequisites, limitations and considerations will vary depending on the ERP system your Procore account is integrated with. See Things to Know about your ERP Integration for details.

Steps

Review a Commitment Variation

  1. Navigate to the company's ERP Integrations tool.
  2. In the ERP Integrations tool, click the Variations subtab. 
  3. In the 'Views' menu, click the Ready to Export link. 
    The page that appears lists only the CVs that have been sent to the ERP Integrations tool for accounting acceptance. 
  4. Continue with one of the following:

Accept a Commitment Variation

  1. Locate the CV in the 'Variations - Ready to be Exported' list.
  2. Choose the Accept option.
  3. If prompted, enter a description in the Description box.
  4. Click Export. 
    This syncs the CV with your ERP system. The process typically takes a few minutes. 
    • If for any reason a CV fails to export, you can view the failed item(s) by clicking the Failed to Export.
    • When a CV fails to export, follow the steps in Reject a Commitment Variation and then resend the CV to ERP for acceptance. 

Reject a Commitment Variation

  1. Locate the CV in the 'Variations - Ready to be Exported' list.
  2. Choose Reject.
  3. Enter a short explanation about the reason(s) for the rejection.
  4. Click Reject. 
    The following events occur:
    • The system removes the CV from the ERP Integrations tool and returns it to an editable state in the project's Variations tool and in the Commitments tool's Variation subtab. 
    • The system sends an automated email notification to the user who created the CV to alert this person of the 'Reject' response.