Skip to main content
Procore

Resend a Rejected CCO to ERP Integrations for Accounting Acceptance

  1. Last updated
  2. Save as PDF

 

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 resend a previously rejected Commitment Change Order (CCO) to the ERP Integrations tool so it can be accepted by an accounting approver for export to an integrated ERP system.

Background

If a CCO is sent to the ERP Integrations tool for acceptance by an accounting approver, the approver has the option to 'Reject' it for export to the ERP system. When rejected, the approver will typically include a reason for the rejection to clarify the changes needed. When an item is rejected for export, Procore sends an automated email notification to the person who sent the item to the ERP Integrations tool to notify them of the rejection. 

Next, the user is expected to address the reason(s) for the rejection by updating the CCO. After the CCO is corrected, follow the steps below to resend it to the ERP Integrations tool for accounting acceptance. 

Things to Consider

  • Required User Permission:
    • 'Admin' on the Commitments tool.
  • Prerequisites:
    • You will only see the Re-send to ERP action button if the CCO was previously sent to the ERP Integrations tool and rejected for export by an accounting approver.
  • Additional Information:
    • If you have questions about what changes are needed to meet acceptance criteria, contact your company's accounting approver for more information about the rejection reason(s). 
    • A rejected CCO does not always have to be re-sent to the ERP Integrations tool. Under some circumstances, you might change the invoices status to 'Void'.  Contact your company's accounting approver for specific actions. 
    • When you re-send a CCO to the ERP Integrations tool, your company's designated accounting approver(s) will immediately receive an email notification to alert them. It will also be included on the "ERP Integrations Daily Summary" email notification. 
  • Additional limitations, requirements, or considerations might apply depending on the ERP system your account is integrated with. See Things to know about your ERP Integration for more information.

Steps

  1. To identify the rejected CCO:
    • Locate the 'ERP CCO Rejection Notification' email in your Inbox. Review the 'Rejection Comments' and then click the View Online link.
      OR
    • Navigate to the Commitments tool and locate the rejected CCO in the 'Change Orders' list.
       Note
      To view rejection comments, click the Change History subtab and look for the 'Rejected Message' line item. The rejection comments appear in the 'To' field.
  2. Click Edit.
  3. Make adjustments as needed, and Save.
  4. Click Re-send to ERP.