Export a PCCO to ERP

Coming iconERP DOCUMENTATION

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 Prime Contract Change Order (PCCO) to your ERP system.

Things to Consider

  • Required User Permissions:

    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
      AND

    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.

  • Prerequisites:

    • The Prime Contracts and Change Orders tools must be enabled on the project(s) that you want to sync.

  • Requirements:

    • There must be a Prime Contract synced between the Procore Project and your ERP system.

    • The 'Date Created' field on the PCCO is required.

    • The PCCO must be in the 'Approved' status.

  • Not all ERP integrations support the sync of PCCOs or prime contracts. Additional requirements, considerations, and limitations will vary depending on the ERP system your company is integrated with. See Things to Know about your ERP Integration for details.

Steps

  1. Create a PCCO

  2. Send a PCCO to ERP Integrations for Accounting Acceptance

  3. Accept or Reject a PCCO for Export to ERP