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Send Unsynced ERP Standard Cost Codes to ERP Integrations for Accounting 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 send new (i.e., 'unsynced') cost codes that have been added to the 'ERP Standard Cost Codes' list in the company's Admin tool to the ERP Integrations tool, to be accepted for export to your ERP system by an accounting approver. 

Background

If you've added new cost codes to the 'ERP Standard Cost Codes' list in the company's Admin tool, those codes will need to be synced with your integrated ERP system. With most ERP integrations, you must first send the new codes to the company's ERP Integrations tool where it can then be accepted for export to your ERP system by an accounting approver. 

If your ERP integration supports this method of cost code syncing, it's important to send your cost code list to the ERP Integration tool for acceptance when changes are made, before sending items to ERP that reference a new or updated cost code.

If you're not sure how your ERP integration syncs cost codes, see Things to Know about your ERP integration for more information.

Things to Consider

  • Required User Permissions:
    • 'Admin' user permissions on the company's Admin tool.
  • Not all ERP systems support the creation of new cost codes in Procore. Considerations, requirements, and syncing processes will vary 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 company's Admin tool.
  2. Under Company Settings, click Work Breakdown Structure.
  3. Under Segments, click Cost Code.
  4. Choose one of the following options:
    1. If your company only has an ERP Standard Cost Code list, it appears in this page. Continue with the next step. 
      OR
    2. If your company has multiple cost code lists, select the ERP Standard Cost Code list before continuing to the next step. 
  5. Click Send to ERP.
     Tips
    • If the Send to ERP button is greyed-out and unavailable, hover your cursor over the button to view the reason the button is not available. Most commonly it's because the page needs to be refreshed.
    • If you have previously sent information from the Admin tool to the ERP Integrations tool, the button will read Re-send to ERP. 

See Also