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Procore

Retrieve a CV from ERP Integrations Before Acceptance

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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 retrieve a Commitment Variation (CV) that was sent to the ERP Integrations tool, before it is accepted by an accounting approver for export to an integrated ERP system.

Background

After a CV is sent to the ERP Integrations tool for acceptance by an accounting approver, the system locks the CV and you are NOT permitted to modify it in Procore, until it is either accepted and exported to the integrated ERP system by your company's designated accounting approver or rejected by the accounting approver. 

However, if you recently sent a CV to the ERP Integrations tool and realise you need to quickly correct some information, you can use the steps below to retrieve the CV from the ERP Integrations tool.

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Commitments tool.
      AND/OR
    • 'Admin' on the project's Variations tool.
  • Limitations:
    • You can only perform these retrieval steps if the accounting approver has not yet accepted or rejected the CV for export to the ERP system. 
  • Additional considerations, limitations or requirements may apply depending on the ERP system your account is integrated with. See Things to know about your ERP Integration for more information.

Steps

  1. Navigate to the project's Commitments tool.
  2. Locate the CV that you want to retrieve from the ERP Integrations tool. 
  3. Click Retrieve from ERP.