ERP Integrations

Découvrez quelles autorisations d’utilisateur sont nécessaires pour effectuer les actions décrites dans cet outil.

 Important

Some actions that impact this tool are done in other Procore tools.

| | The action is available on Procore's Web, iOS, and/or Android application.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check-gp.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 Important

Several available actions in the ERP Integrations tool also require permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege.


Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Which ERP Integrations are supported by Procore?

Action

None

Read Only

Standard

Admin

Notes

Accept or Reject Cost Codes for Export to ERP
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Users must also be an Accounting Approver.

Accept or Reject Owner Invoices for Export to ERP
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Users must also be an Accounting Approver.

Accept or Reject Subcontractor Invoices for Export to ERP
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Users must also be an Accounting Approver.

Accept or Reject a Budget for Export to ERP
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Users must also be an Accounting Approver.

Accept or Reject a CCO for Export to ERP
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Users must also be an Accounting Approver.

Accept or Reject a Commitment for Export to ERP
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Users must also be an Accounting Approver.

Accept or Reject a Company for Export to ERP
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Users must also be an Accounting Approver.

Accept or Reject a PCCO for Export to ERP
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Users must also be an Accounting Approver.

Accept or Reject a Project for Export to ERP
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Users must also be an Accounting Approver.

Accept or Reject a Sub Job for Export to ERP
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Users must also be an Accounting Approver.

Add a Procore Project to your ERP System
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Add an ERP Company to the Procore Company Directory
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Add an ERP Job to Procore
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Archive an ERP Company in Procore
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Assign Default Cost Types To ERP Standard Cost Codes
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Configure Advanced Settings: ERP Integrations
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Configure the Sync Schedule for your ERP Integration
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Enable or Disable ERP Direct Exports
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Import a Budget from ERP
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Import a Prime Contract from an Integrated ERP System into Procore
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Import an ERP Sub Job to a Procore Project
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Link ERP Companies to Procore Companies
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Refresh the Companies List for ERP
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Refresh the Cost Codes on an ERP Integrated Project
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Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance
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  • Ces actions ne nécessitent PAS d’autorisations pour l’outil Intégrations ERP.

  • L’envoi d’éléments à l’ERP pour approbation comptable nécessite des autorisations de niveau « Admin » dans l’outil où se trouve l’élément.

Sync Job Cost Transactions from an Integrated ERP into Procore
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Sync Paid Invoice Notifications from ERP into Procore
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Unlink CCOs Synced with ERP
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Unlink Commitments Synced with ERP
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Unlink Owner Invoices Synced with ERP
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Unlink PCCOs Synced with ERP
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Unlink Subcontractor Invoices Synced with ERP
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Unlink a Company Synced with ERP
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View a List of Synced Sub Jobs
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Users must also have one of the following:

  • 'Admin' level permissions to the Company Directory tool.

  • 'Standard' level permissions to the Company Directory with the privilege to create new projects. See Allow Users to Create New Projects.

View an Accountant Report for ERP
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View an ERP Job Costs Report
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Les autorisations de niveau « Admin » dans l’outil Intégrations ERP permettent aux utilisateurs d’afficher ce rapport au niveau entreprise.

Pour afficher au niveau projet, les utilisateurs ont également besoin :

  • Autorisation de niveau « Lecture seule » ou supérieure dans l’outil Rapports du projet.
    ET

    • Autorisation de niveau « Admin » dans l’outil Budgets du projet.
      OU

    • Autorisation de niveau « Admin » dans l’outil Contrats principaux du projet.

View an ERP Unsyncable Direct Costs Report
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Les utilisateurs n’ont PAS besoin d’autorisations dans l’outil Intégrations ERP pour afficher ce rapport. Ils ont besoin de :

  • 'Read-only' level permission and above on the project's Reports tool.
    AND

    • 'Admin' level permission on the project's Budgets tool.
      OR

    • Autorisation de niveau « Admin » dans l’outil Contrats principaux du projet.

View the Archived Companies List for ERP
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Users must also be an Accounting Approver.

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