Edit a Commitment Synced with ERP
Objective
To edit a commitment in Procore after its been synced with an integrated ERP system.
Background
In some cases, you might need to edit a commitment that has been synced with your ERP system instead of creating a variation. Commitments can't be edited while in the 'Approved' status and most commitment fields can't be edited while the contract is synced with ERP. Before you can edit a commitment, you may need to take steps like changing the status or unlinking the commitment, before you can make the desired changes.
Things to Consider
- Required User Permissions:
- Admin on the project's Commitments tool.
OR - Standard or Read Only on the project's Commitments tool with the following granular permissions:
- 'Update Purchase Order Contract' and/or 'Update Work Order Contract'
- Admin on the project's Commitments tool.
- 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
- Complete any prerequisites required for your specific ERP integration.
- Navigate to the project's Commitments tool.
- Locate the desired commitment in the list of commitments.
- Click Edit.
- Make changes as needed.
- Click Save.
- Re-send the updated commitment to your ERP integration for accounting acceptance.