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Accept or Reject a CCO for Export to ERP

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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 accept or reject a Commitment Change Order (CCO) that has been sent to the ERP Integrations tool for acceptance by an accounting approver.

Background

After a user sends a CCO to the ERP Integrations tool for accounting acceptance, an accounting approver has the option to 'Accept' or 'Reject' the CCO for export to the ERP system.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory.
      Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit a request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 
  • Prerequisites, limitations, and considerations will vary depending on the ERP system your Procore account is integrated with. See Things to Know about your ERP Integration for details.

Steps

Review a Commitment Change Order

  1. Navigate to the company's ERP Integrations tool.
  2. In the ERP Integrations tool, click the Change Orders subtab. 
  3. In the 'Views' menu, click the Ready to Export link. 
    The page that appears lists only the CCOs that have been sent to the ERP Integrations tool for accounting acceptance. 
  4. Continue with one of the following:

Accept a Commitment Change Order

  1. Locate the CCO in the 'Change Orders - Ready to be Exported' list.
  2. Choose the Accept option.
  3. If prompted, enter a description in the Description box.
  4. Click Export. 
    This syncs the CCO with your ERP system. The process typically takes a few minutes. 
    • If for any reason a CCO fails to export, you can view the failed item(s) by clicking the Failed to Export.
    • When a CCO fails to export, follow the steps in Reject a Commitment Change Order and then resend the CCO to ERP for acceptance. 

Reject a Commitment Change Order

  1. Locate the CCO in the 'Change Orders - Ready to be Exported' list.
  2. Choose Reject.
  3. Enter a short explanation about the reason(s) for the rejection.
  4. Click Reject. 
    The following events occur:
    • The system removes the CCO from the ERP Integrations tool and returns it to an editable state in the project's Change Orders tool and in the Commitments tool's Change Order subtab. 
    • The system sends an automated email notification to the user who created the CCO to alert this person of the 'Reject' response.