Retrieve a Subcontractor Payment application from ERP Integrations Before Acceptance
Objective
To retrieve a subcontractor payment application 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 payment application is sent to the ERP Integrations tool for acceptance by an accounting approver, the system locks the payment application 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 payment application to the ERP Integrations tool and realise you need to quickly correct some information, you can use the steps below to retrieve the payment application from the ERP Integrations tool.
Things to Consider
- Required User Permission:
- 'Admin' permission on the project's Commitments tool.
- Limitations:
- You can only perform these retrieval steps if the accounting approver has not yet accepted or rejected the payment application for export to the ERP system.
- Additional requirements, limitations or considerations may apply depending on the ERP system your account is integrated with. See Things to know about your ERP Integration for more information.
Steps
- Retrieve One or More Payment applications from the ERP Integrations Tool
- Retrieve an Individual Payment application from the ERP Integrations Tool
Retrieve One or More Payment applications from the ERP Integrations tool
- Retrieve One or More Payment applications from the ERP Integrations tool
- Navigate to the project's Commitments tool.
- Locate the commitment with the payment application(s) to work with. Then click View.
- Click the Payment Applications tab.
- Place a tick next to the desired payment applications.
- Click Retrieve from ERP.
Retrieve an Individual Payment application from the ERP Integrations Tool
- Navigate to the project's Commitments tool.
- Locate the commitment with the payment application to work with. Then click View.
- Click the Payment Applications tab.
- Locate the desired payment application and click View to open it.
- Click Retrieve from ERP.