¹ Budgets containing line items with $0 values can be exported from Procore to Procore Vision for Acumatica®.² Import companies by type, including those without a specified company type from Procore Vision for Acumatica® to Procore.

¹Export Note: The ERP Vendor ID is entered manually by an Accounting Approver when a company is exported from Procore to Procore Vision for Acumatica®. This is stored as the ERP Vendor ID (you can view it in the company-level ERP Integration tool under Vendors or in the company-level Directory tool) and is then used on other vendor related exports (Commitments, Commitment CO's). This can be an optional field during exporting if this option has been enabled by Procore.

In Procore, the Cost Codes can be found in the Work Breakdown Structure (WBS) section in the Admin Tool under Procore Vision for Acumatica® Standard Cost Codes. Custom WBS segments are not supported for the integration at this time.

In Procore, the Cost Types can be found in the Cost Types section in the Admin Tool under Procore Vision for Acumatica® Standard Cost Types.

Budget export from Procore only. All budgets totals are entered against the main Project Task (In Procore Vision for Acumatica®>Project>Cost Budget) or the Sub Job (In Procore>Budget Tool)

Budget modifications export from Procore only. In Procore, budget mods are accessed from project-level Budget tool.

When Budget Modifications are exported from Procore, a Cost Budget Change Order is created on the Project in Procore Vision for Acumatica®. It will arrive with an "On Hold" status. In Procore, budget modifications are accessed from the Budget Modifications column in the project-level Budget tool. They are used to move money from one budget line item to another, most commonly with a zero net effect.

Detailed Data Mapping Content Reuse for ERP Budget Changes

^{1 Export note: The Change Date is entered manually by an accounting approver when the budget mod is exported from Procore to} Procore Vision for Acumatica®.

Prime Contracts import only from the Acumatica projects' Revenue Budget.

Prime Contract Change Orders (PCCOs) export from Procore only. When entering the SOV for a PCCO in Procore, you have the option of selecting an existing line item, or entering a new line item. In Procore, PCCOs are accessed from the project level Prime Contracts tool under Change Orders. In Procore Vision for Acumatica®, the change(s) will appear as a Revenue Change Order with a Status of On Hold.

¹ PCCO Number can be changed before export in the ERP Integrations tool, resulting in a non-matching number between the corresponding fields. If Auto Numbering for Change Orders is enabled in Procore Vision for Acumatica®, the Change Order number in Procore Vision for Acumatica® will be the next system generated number.

² The Project Task created for PCCOs will only be used on Revenue Budget lines. Cost Budget lines will use the existing Tasks associated with each Budget Code on the SOV.

Commitments export from Procore only. When a Commitment (Subcontract or Purchase Order) is exported from Procore, a commitment is automatically created in Procore Vision for Acumatica®. For Subcontracts a status of Open will be used in Procore Vision for Acumatica®. The Project used in Procore will be sent to the Project field on the commitment line item in Procore Vision for Acumatica®. For Purchase Orders, a status of Open will be used in Procore Vision for Acumatica®. For Purchase Orders, the type of Normal will be used in Procore Vision for Acumatica®. In Procore, Commitments are accessed from the project-level Commitments tool.

¹Commitment # can be changed before export in the ERP Integrations tool, resulting in a non-matching number between the corresponding fields. If Auto Numbering for Subcontracts and/or Purchase Orders is enabled in Procore Vision for Acumatica®, the Subcontract/Purchase Order number in Procore Vision for Acumatica® will be the next system-generated number.

²The Inventory ID comes from the Account Groups(Cost Type)>Procore Integration>Default Non-Stock setting in Procore Vision for Acumatica®.

³If the SOV line description is left blank, Procore Vision for Acumatica® will populate the Procore Vision for Acumatica® contract line by default Base Unite set up for the Procore Vision for Acumatica®.

4Amount-based contract lines receive a default Unit qty of 1 when integrated to Procore Vision for Acumatica®. For Amount Based contracts (i.e., Procore Subcontracts), UOM is determined on the Procore Vision for Acumatica® contract line by the default Base Unit set up for the Procore Vision for Acumatica® Inventory ID associated with that line.

Commitment Change Orders export from Procore only. When entering the SOV for a Commitment Change Order in Procore, you have the option of selecting an existing line item, or entering a new line item. In Procore, Commitment Change Orders are accessed from the project level Commitments tool under Commitment Record. In Procore Vision for Acumatica®, the change(s) will appear as a Commitment Change Order with a Status of Closed.

¹Commitment Change Order # can be changed before export in the ERP Integrations tool, resulting in a non-matching number between the corresponding fields. If Auto Numbering for Change Orders is enabled in Procore Vision for Acumatica®, the Change Order number in Procore Vision for Acumatica® will be the next system generated number.

²The Inventory ID comes from the Account Groups(Cost Type)>Procore Integration>Default Non-Stock setting in Procore Vision for Acumatica®

Job costs import from Procore Vision for Acumatica® only. Cost information is retrieved from Procore Vision for Acumatica® for each Sub Job/Cost Code/Category on Synced projects for use in 2 locations in Procore, the Budget and the Job Costs report. If Job Cost Transaction Syncing is enabled on the Procore Project, cost transaction from Procore Vision for Acumatica® are imported into the Direct Cost tool for each project. This provides transaction detail for the costs displayed in Procore, and if the budget view is configured properly the values of those transactions can be viewed into the Direct Costs or JTD Cost columns for a budget line item.

¹Direct costs is calculated from Job To Date Cost minus Commitment Invoiced.

When a subcontractor invoice is exported from Procore to Procore Vision for Acumatica®, an AP Bill is automatically created in Procore Vision for Acumatica®. In Procore, Subcontractor Invoices are accessed from Invoices in the project Commitments tool. In Procore Vision for Acumatica®, the Bill will have a status of On Hold. NOTE: For customers who have multiple Cash Accounts in Acumatica, Procore will export subcontractor invoices to the Cash Account defined on the Acumatica project>USER-DEFINED FIELDS.

¹If Auto Numbering for Bills is enabled in Procore Vision for Acumatica®, the Reference Number in Procore Vision for Acumatica® will be the next system generated number.

²The Inventory ID comes from the Account Groups(Cost Type)>Procore Integration>Default Non-Stock setting in Procore Vision for Acumatica®

Commitment Payments Issued imported from Procore Vision for Acumatica® only. When a subcontractor invoice is exported from Procore to Procore Vision for Acumatica®, an AP Bill is automatically created in Procore Vision for Acumatica®. When the AP Bill is paid the payment information will flow back to Procore. In Procore, Subcontractor Invoices Payments are accessed from Payments Issued in the project Commitments tool. In Procore Vision for Acumatica®, payments are accessed from Payables>Checks and Payments.