Send a Commitment to ERP Integrations for Accounting Acceptance
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 send a commitment to the ERP Integrations tool to be accepted for export to your integrated ERP system by an accounting approver.
Things to Consider
- Required User Permission:
- 'Admin' level permission on the Commitments tool.
- Prerequisites:
- Contract Company. Must be linked to an ERP-integrated vendor.
- Status. Must be set to the 'Approved' status.
- Bill of Quantities (BOQ). Must include at least one (1) line item with an ERP Standard cost code
- Additional considerations and limitations might apply depending on the ERP system your account is integrated with. See Things to know about your ERP Integration for more information.
Steps
- Navigate to the project's Commitments tool.
- Locate the desired commitment and click Edit.
- Modify the commitment as needed.
- Click Send to ERP.
- The system sends the commitment to the ERP Integrations tool. The following fields are locked and cannot be edited after export:
- Contract Company
- Title
- Status
- Default Retention