Accept or Reject a Commitment for Export to ERP
Objective
To accept or reject a commitment that has been sent to the ERP Integrations tool for export to an integrated ERP system, for an accounting approver.
Background
After sending a commitment to your company's ERP Integrations tool, a designated accounting approver has the option to 'Accept' or 'Reject' it for export to your ERP system.
Things to Consider
- Required User Permissions:
- 'Admin' to 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: This privilege can only be be granted by Procore.
- 'Admin' to the company's ERP Integrations tool.
- 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
- Navigate to the company's ERP Integrations tool.
- Click the Commitments subtab.
- In the 'Views' menu, click the Ready to Export link.
This page that appears lists only the commitments that have been sent to the ERP Integrations tool for accounting approval. - Continue with one of the following:
- Accept a Commitment
- Reject a Commitment
Accept a Commitment
- Locate the commitment in the 'Commitments - Ready to be Exported' list.
- Choose the Accept option.
- Click Export.
The export process typically takes a few minutes.
Note: If for any reason a commitment fails to export, you can view the failed item(s) by clicking the Failed to Export menu option. If an export fails, follow the steps in Reject a Commitment and then Re-send a Rejected Commitment to ERP. - (Optional) To verify that the sync was successful, log into your ERP system and verify that your data appears as expected.
Reject a Commitment
- Locate the commitment in the Commitments - Ready to be Exported list.
- Choose Reject.
- Enter a short explanation about the reason(s) for the rejection.
- Click Reject.
The following events occur:- The system removes the commitment from the ERP Integration tool and returns it to an editable state in the project's Commitments tool.
- The system sends an automated email notification to the creator of the commitment. This alerts that person of the 'Reject' response.