If your company has configured the ERP Integrations tool to work with your ERP system, a user can create a new project and then send it to the ERP Integrations tool for acceptance by an accounting app...If your company has configured the ERP Integrations tool to work with your ERP system, a user can create a new project and then send it to the ERP Integrations tool for acceptance by an accounting approver. To view this list, navigate to the ERP Integrations tool and click the Jobs subtab. After the project is created, it must be sent to the ERP Integrations tool.
When you add a new company record to a project's Directory tool, the system automatically adds that company record to the Company level Directory tool. Multiple entries for the same company (e.g., a s...When you add a new company record to a project's Directory tool, the system automatically adds that company record to the Company level Directory tool. Multiple entries for the same company (e.g., a subcontractor, contractor, outside vendor) are accidentally created in the Company Directory when different users add the same company (with different spellings) to two different projects.
The email alerts the approvers that data has been sent to the ERP Integrations tool for review and that those items are awaiting an 'Accept' or 'Reject' response. Note: If an accounting approver initi...The email alerts the approvers that data has been sent to the ERP Integrations tool for review and that those items are awaiting an 'Accept' or 'Reject' response. Note: If an accounting approver initially submits a 'Reject' response, the system will NOT send an immediate automated email notification after the corrected information is sent to the ERP Integrations tool.
Answers a frequently asked question about what the rejected, synced, and sent icons look like and represent when Procore is integrated with a third-party ERP system.
