Export a Commitment Change Order (CCO) to ERP
ERP DOCUMENTATIONEach Procore-built ERP integration offers its own unique feature set. Your integration might not support the action described on this page.
To learn about your integration and its supported features, see Things to Know About Your ERP Integration.
To explore all documentation for your integration, see ERP Integrations.
Each Procore-built ERP integration offers its own unique feature set. Your integration might not support the action described on this page.
To learn about your integration and its supported features, see Things to Know About Your ERP Integration.
To explore all documentation for your integration, see ERP Integrations.
Objective
To export a Commitment Change Order (CCO) from a Procore project to your integrated ERP system.
Background
If you want to export CCOs to your ERP system, first you need to succesfully sync the Commitment. You'll then need to create the CCO in your Procore project.
After your CCOs are reviewed by a member of your project team and placed in the 'Approved' status, an accounting approver can export them to your ERP system, if that function is supported by your ERP integration.
Things to Consider
Required User Permissions:
'Standard' or 'Admin' on the company's ERP Integrations tool.
ANDThe person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
Prerequisites, limitations, and considerations will vary depending on the ERP system your Procore account is integrated with. See Things to Know about your ERP Integration for details.