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Procore

Delete a CV Synced with 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 delete a Commitment Variation (CV) from a Procore project after it has been synced with your ERP integration. 

Background

After syncing a CV with your ERP system, users will typically follow the variation process when a CV needs to be modified. However, you might sometimes need to delete a synced CV on a project. Since Procore does not allow deletion of synced commitments, you must first unlink the records in the two systems before you can delete the CV. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
  • Limitations:
  • Prerequisites:
    • Prerequisites vary depending on which ERP system your account is integrated with. For most integrations, deletion of the item in the ERP system is a prerequisite for unlinking in Procore. To learn more about your specific integration, see Things to Know about your ERP Integration.
    • Unlink CVs Synced with ERP before attempting to delete.
  • Requirements, 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

  1. Navigate to the project's Commitments tool. 
    Note: Before proceeding, make sure the CV is unlinked. See Unlink CVs Synced with ERP.
  2. Locate the synced CV in the list.
  3. Click View or Edit. 
  4. Update status to Draft. 
  5. Click Save.
  6. Return to the project's Commitments main tool page.
  7. Locate the CV that you want to delete. Click Delete icon-delete-x.png.