Set Up the hh2 Synchronization Client for Exporting PCCOs

Objective

To configure your hh2 Synchronization Client for exporting Prime Contract Change Orders (PCCOs).

Background

To learn how to export a Prime Contract Change Order, see Export a PCCO to ERP.

Things to Consider

  • Required User Permissions:

    • The company's Procore Administrator should supply the steps below to the company's IT administrator for the hh2 tool.

    • The person performing the steps will need to log into the Sage 300 CRE® server using an account with administrative privileges.

  • Supported ERP Integrations:

    • Your company's Procore account must already be integrated with Sage 300 CRE®.

  • Limitations:

    • The sync process for the Prime Contract Change Orders is NOT bidirectional. You will not have the ability to import change orders or updates made in Sage 300 CRE® to Procore.

Steps

  1. Log into your Sage 300 CRE® server using an account with administrative privileges.

  2. Launch your company's hh2 Synchronization Client.

    desktop-icon-hh2.png

  3. Click Connect.

  4. Browse to the Local Connections tab.

  5. Click Mappings.

  6. Click Advanced Mappings.

  7. Place a checkmark next to the following items:
    Important! Do NOT remove any previously selected checkmarks. Doing so could negatively impact your existing Sage 300 CRE® configuration settings.

    hh2-settings-1.png

    • Contract (CN)

    • Contract Change Order (CN)

    • Contract Change Order Item (CN)

    • Contract Item (CN).

    • Customer

    • Customer Type

    • Invoice (AP)

    • Job (CV) Note: This may already be selected.

    • Quick Bill Contract

    • Quick Bill Contract Item

  8. If you own the Project Management (PJ) Module in Sage 300 CRE®, you will also place a checkmark next to the following items (if not, go the next step):

    • Contract Change Order (PJ)

    • Contract Change Request (PJ)

  9. Click Transaction (JC) to highlight it.

  10. Place a checkmark next to ALL the items in the panel on the right.
    hh2-sync-pcco-erp.png

  11. Remove the following checkmarks from the circles in the panel on the left:

  • Commitment Change Order

  • Credit Account

  • Debit Account

  • Employee

  • Equipment

  • Pay ID

  • Reference 1

  • Reference 2

  1. Click Save.

  2. Navigate to the Sync tab.

  3. Place a checkmark next to your connection as shown below.

    hh2-settings-3.png

  4. Click Settings .

  5. Select a Sync Type of Deep and the timeframe of “The beginning of time”.

    hh2-settings-4.png

  6. Click OK.

  7. Click the arrow to expand the options under your connection as shown below.

    hh2-settings-5.png

  8. Click Deselect All.
    This removes all the checkmarks from the selected items.

  9. Place a checkmark in the circle next to the following items:

  • Contract (CN)

  • Contract Change Order (CN)

  • Contract Change Order Item (CN)

  • Contract Item (CN).

  • Customer

  • Customer Type

  • Quick Bill Contract

  • Quick Bill Contract Item

  1. If you own the Project Management (PJ) Module in Sage 300 CRE®, you will also place a checkmark next to the following items (if not, go to the next step):

  • Contract Change Order (PJ)

  • Contract Change Request (PJ)

  1. Click Sync.
    After the sync is complete, you can close the hh2 Synchronization Client and log off of the Sage 300 CRE® server.