Sage 300 CRE - Workflow Diagrams

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with Sage 300 CRE®.

1. Job Setup
2. Sub Job Setup
3. Budget Update
4. Create and Export Commitments
5. Create and Export CCOs
6. Create and Export PCCOs
7. Create and Sync Vendors
8. Set Up the Subcontractor Invoices Feature
9. Export Subcontractor Invoices from Procore