Resend a Rejected Subcontractor Payment application to ERP Integrations for Accounting Acceptance
Objective
To resend a previously rejected subcontractor payment application to the ERP Integrations tool so it can be accepted by an accounting approver for export to an integrated ERP system.
Background
If a payment application is sent to the ERP Integrations tool for acceptance by an accounting approver, the approver has the option to 'Reject' it for export to the ERP system. When rejected, the approver will typically include a reason for the rejection to clarify the changes needed. When an item is rejected for export, Procore sends an automated email notification to the person who sent the item to the ERP Integrations tool to notify them of the rejection.
Next, the user is expected to address the reason(s) for the rejection by updating the payment application. After the payment application is corrected, follow the steps below to resend it to the ERP Integrations tool for accounting acceptance.
Things to Consider
- Required User Permissions:
- 'Admin' level permission on the Project level Commitments tool.
- Additional Information:
- The Re-send to ERP button is only available when a payment application has previously been sent to the ERP Integrations tool and was rejected for export by an accounting approver.
- Since there are several reasons why a payment application could be rejected, you may need to fix multiple issues. If you have questions, contact your company's accounting approver for more information about the rejection reason(s).
- When you re-send a payment application to the ERP Integrations tool, your company's designated accounting approver(s) will immediately receive an email notification to alert them. It will also be included on the "ERP Integrations Daily Summary" email notification.
- Considerations and additional requirements vary depending on the ERP system your Procore account is integrated with. See Things to Know about your ERP Integration for details.
Steps
- Navigate to the project's Commitments tool.
- Click the Summary or Detailed tab.
- Click the desired commitment link.
- Click the Payment Applications tab.
- Click Edit next to the payment application you need to adjust.
- Make the necessary changes.
- Click Save.
- Click Resend to ERP.
- If the Resend to ERP button is greyed out and unavailable, hover your cursor over the question mark (?) to learn why. It's usually because the payment application is not in the Approved status.
- If the Retrieve from ERP button appears, this payment application has already been sent to the ERP Integrations tool.