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Accept or Reject a PCCO 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 Prime Contract Change Order (PCCO) that has been sent to the ERP Integrations tool for acceptance by an accounting approver.

Background

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

 Note
If there is at least one PCCO in the ERP Integrations tool that's awaiting accounting acceptance, Procore sends an automated email notification to the people at your company who are designated as ERP Accounting Approver(s). Accounting Approvers will receive the email once per day with the subject line 'ERP Integrations Daily Summary' until their response is submitted. 

Things to Consider

  • Required User Permissions:
    • '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. 
  • Requirements, prerequisites and limitations 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 PCCO

  1. Navigate to the company's ERP Integrations tool.
  2. Click Prime Contract Change Orders. 
  3. Under Filter Prime Contract Change Orders By, click Ready to Export.
    Note: All of the PCCOs in this page were sent to the ERP Integrations tool for accounting acceptance. 
  4. In the project's table, locate the desired PCCO. Then choose one of these methods to review it:
    • To open the project's Prime Contracts tool, click the Prime Contracts hyperlink. 
    • To open a PDF copy of the change order, click the PDF icon on the left side of the table. 
    • To open the PCCO in the Prime Contract tool, click the PCCO Number (#). 
  5. Return to the Ready to Export tab. Then continue with one of the following:

Accept a PCCO​

  1. Locate the desired PCCO in the Prime Contract Change Orders list.
  2. Click Accept.
  3. Enter the Transaction Date or leave as today's date.
  4. Click Export to ERP. 
    This exports the PCCO to your ERP system. 
    set-transaction-date-for-pcco-export-to-integration.png
  5. (Optional) To verify that the sync was successful, log into your ERP system and verify that your data appears as expected.

Reject a PCCO 

  1. Locate the desired PCCO in the Prime Contract Change Orders list.
  2. Choose Reject.reject-pcco-export-to-integration.png
  3. Enter an optional comment and click Reject. 

The following events occur:

  • The system removes the PCCO from the ERP Integration tool and returns it to an editable state in the project's Prime Contract tool. 
  • The system sends an automated 'ERP PCCO Rejection Notification' to the user who created the PCCO. This alerts the user of the 'Reject' response.

See Also