Acumatica® Construction

¹ Export Note: The ERP Vendor ID is entered manually by an Accounting Approver when a company is exported from Procore to Procore Edge 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, CCOs). This can be an optional field during exporting if this option has been enabled by Procore.

¹ Export note: The Procore Edge for Acumatica® Project ID is entered manually by an accounting approver when a project is exported from Procore to Procore Edge for Acumatica®. This may or may not, depending on what the accounting approver has entered, match the Project Number found in Procore under the project-level Admin tool. This is stored as the Procore Edge for Acumatica® Project ID (you can view it in the company-level ERP Integrations tool under the Synced section of Projects) and is then used on other project-related exports such as Budgets, commitments, etc. Import note: If the project is imported from Procore Edge for Acumatica®, the project ID will automatically populate in the project number field.

² Export note: The Subaccount ID is entered manually by an accounting approver when a project is exported from Procore to Procore Edge for Acumatica®. It's an optional field, only required if the customer has enabled Subaccounts in Procore Edge for Acumatica®. If the project is imported into Procore from Procore Edge for Acumatica®, the Subaccount ID is not stored on the project in Procore.

³ Export note: The Template ID is entered manually by an accounting approver when a project is exported from Procore to Procore Edge for Acumatica®. It's an optional field. If the project is imported into Procore from Procore Edge for Acumatica®, the Template ID is not stored on the project in Procore.

¹ Import note: If the Project Task in Procore Edge for Acumatica® has cost codes and account groups defined on the cost budget tab, then those cost codes and account groups will import along with the Project Task. If there are no cost codes or account groups defined on the cost budget, only the project task will import into Procore.

In Procore, the Cost Codes can be found in the Work Breakdown Structure (WBS) section in the Admin Tool under Procore Edge 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 Edge for Acumatica® Standard Cost Types.

All budgets totals are entered against the Project Task (In Procore Edge 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 the project-level Budget tool.

When Budget Modifications are exported from Procore, a Cost Budget Change Order is created on the Project in Procore Edge 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.

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

Prime Contracts export from Procore only. Prime contracts in Procore automatically sync to Acumatica Cloud ERP as a summarized single line item within the Revenue Budget tab. Your prime contract is automatically synced when the following conditions are met:

• The project is synced with Procore Edge for Acumatica®.

• A prime contract exists in the 'Approved' status.

• At least one (1) line item with a non-zero value has been added to the contract's schedule of values (SOV).

• The contract number must consist of no more than seven (7) alphanumeric characters.

Any changes made to the overall value of the contract after the initial contract value is synced must be manually updated in the ERP system.

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

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 Edge 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 Edge for Acumatica®, the Change Order number in Procore Edge for Acumatica® will be the next system-generated number.

² Markup Amounts=Gross Margin Amount (except when using Markup to Estimate, then markups are included in Change Total Amount).

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

¹ Commitment # 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 Edge for Acumatica®, the Subcontract/Purchase Order number in Procore Edge for Acumatica® will be the next system-generated number.

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

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 Edge for Acumatica®, the change(s) will appear as a Commitment Change Order with a Status of Closed.

¹ Commitment 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 Edge for Acumatica®, the Change Order number in Procore Edge for Acumatica® will be the next system-generated number.

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

Job costs import from Procore Edge for Acumatica® only. Cost information is retrieved from Procore Edge 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 transactions from Procore Edge 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 in the Direct Costs or JTD Cost columns for a budget line item.

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

When a subcontractor invoice is exported from Procore to Procore Edge for Acumatica®, an AP Bill is automatically created in Procore Edge for Acumatica®. In Procore, Subcontractor Invoices are accessed from Invoices in the project Commitments tool. In Procore Edge for Acumatica®, the Bill will have a status of On Hold.

• Note:

  • Only Subcontractor Invoices created against Subcontracts will export to Acumatica.

  • 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.

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

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

Commitment Payments Issued imported from Procore Edge for Acumatica® only. When a subcontractor invoice is exported from Procore to Procore Edge for Acumatica®, an AP Bill is automatically created in Procore Edge 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 Edge for Acumatica®, payments are accessed from Payables>Checks and Payments.