MRI Connector - Workflow Diagrams Last updated Save as PDF Job Setup Create a Job in MRI Create a Job in... Add a MRI Project to Procore Add a MRI Project to P... START START END END LEGEND LEGEND Performed in ERP system Performed in ERP system PROCORE PROJECT SYNCED WITH MRI JOB PROCORE PROJECT SYNC... Budget Setup in Procore How do you want to set up the project's budget in Procore? How do you want to set up the pr... Import a Budget (CSV) Import a Budget (CSV) Add a Budget Line Item Add a Budget... Lock a Budget Lock a Budget START START END END BUDGET EXPORTED TO ERP BUDGET EXPORTE... LEGEND LEGEND Optional Step Optional Step Send a Budget to ERP Integrations for Accounting Acceptance Send a Budget to... Accept the budget for export? Accept the budget for export? Edit a Budget Edit a Budget Resend a Rejected Budget to ERP Integrations for Accounting Acceptance Resend a Rejected Budget t... Budget Update Add a Partial Budget Line Item Add a Partial Budget L... START START END END Create a Budget Modification Create a Budget Modifi... Delete a Budget Line Item Delete a Budget... Send a Budget to ERP Integrations for Accounting Acceptance Send a Budget to... Do you need to update the project's budget in Procore? Do you need to update the proj... Edit a Budget Edit a Budget Resend a Rejected Budget to ERP Integrations for Accounting Acceptance Resend a... UPDATE OPTIONS UPDATE O... Accept or Reject a Budget for Export to ERP Accept or Reject... Optional Step Optional Step LEGEND LEGEND Procore Budget Tool Procore Budget Tool ERP Integrations Tool ERP Integrations Tool BUDGET EXPORTED TO ERP BUDGET EXPORTE... Create and Export Commitments Which type of commitment will you create? Which type of commitment... Create a Subcontract Create a Subcontract Create a Purchase Order Create a... Send a Commitment to ERP Integrations for Accounting Acceptance Send a... START START END END COMMITMENT EXPORTED TO ERP COMMITMENT EXP... Edit a Commitment Edit a Commitment Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance Resend a Rejected Commitme... APPROVED APPROVED Accept or Reject a Commitment for Export to ERP Integration Accept or Reject... APPROVED APPROVED LEGEND LEGEND Procore Commitments Tool Procore Commitments Tool Optional Step Optional Step ERP Integrations Tool ERP Integrations Tool Create and Export CVs Create a Commitment Variation (CV) Create a Commitment Ch... Create a CV from a Change Event Create a CV from... Send a CV to ERP Integrations for Acceptance Send a CV to... START START END END CV EXPORTED TO ERP CV EXPORTED T... Edit a CV Edit a CV Resend a Rejected CV to ERP Integrations for Accounting Acceptance Resend a... Accept or Reject a Commitment for Export to ERP Integration Accept or Reject... Is the Change Events tool enabled? Is the Change Events to... LEGEND LEGEND Procore Commitments Tool Procore Commitments Tool Procore Change Events Tool Procore Change Events Tool Optional Step Optional Step ERP Integrations Tool ERP Integrations Tool Procore Variations Tool Procore Variations Tool Create and Sync Vendors Create a Vendor in MRI Create a Vendor in MRI START START END END LEGEND LEGEND Performed in ERP system Performed in ERP system Does the matching company record already exist in Procore? Does the matching company record... Add a MRI Vendor to Procore's Company Directory Add a MRI Vendor to Pro... Link Vendors in MRI to Matching Companies in Procore Link Vendors in MRI to M... Export Subcontractor Payment applications START START Resend a Rejected Payment application to ERP Integrations Resend a Rejected Invo... END END LEGEND LEGEND Optional Step Optional Step Send Subcontractor Payment applications to ERP Integration for Accounting Acceptance Send Subcontractor Payment application... Payment application Administrator Payment application Administrator Accounting Approver Accounting Approver Accept or Reject Subcontractor Payment applications for Export to ERP Accept or Reject Subc... Payment application exported to ERP Payment application exported t... Accept Accept Reject Reject Update the payment application as needed Update the payment application... Continued from the 'Create Your Subcontractor Payment applications in Procore' workflow Continued from the 'Create Your...
