Accept or Reject a CV for Export to ERP
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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
- Navigate to the company's ERP Integrations tool.
- In the ERP Integrations tool, click the Variations subtab.
- 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.
- Continue with one of the following:
Accept a Commitment Variation
- Locate the CV in the 'Variations - Ready to be Exported' list.
- Choose the Accept option.
- If prompted, enter a description in the Description box.
- 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
- Locate the CV in the 'Variations - Ready to be Exported' list.
- Choose Reject.
- Enter a short explanation about the reason(s) for the rejection.
- 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.