Export a Sub Job to Sage 300 CRE®

To export a sub job from Procore to Sage 300 CRE®.

If you want to export sub jobs to Sage 300 CRE®, you first need to create them in your Procore project.

After a sub job is created, an accounting approver can export it to your ERP system.

• Required User Permissions:

  • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
    AND

  • The person performing the export must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore.

• Prerequisites:

  • Ensure that the Sub Jobs feature has been enabled in Procore. See Enable Sub Jobs.

To export a Sub Job to Sage 300 CRE®, complete these tasks:

1. Add 'Sub Job' Segment Items to a Procore Project

2. Send a Sub Job to ERP Integrations for Accounting Acceptance

3. Accept or Reject a Sub Job for Export to ERP
   Notes:

   • If the accounting approver accepts the Sub Job, the system exports it to Sage 300 CRE®.

   • If the accounting approver rejects the Sub Job, you can edit it as needed and then resend it for approval. See Edit Sub Jobs on a Project.