Sage 100

¹ If your company is using Sage 100 Sous-traitant® Phases, project budgets must be created in Sage 100 Sous-traitant® and then synced to Procore.
² Includes budget changes exports.³ Committed costs (invoiced) includes purchase orders and subcontracts tied to an accounts payable invoice.
⁴ Not supported for Canada at this time due to tax restrictions.
⁵ Includes Job Costs entered in Sage 100 Sous-traitant® in Menu 1-3 Journal Transaction, 4-2 AP invoice, and 5-2 Payroll (project and budget must be synced).
⁶ Retainage is supported. Once exported to Sage 100 Sous-traitant® the retainage can be found in the Retainage Held field on the Menu 4-2 AP Invoice.⁷ Budgets containing line items with $0 values can be exported from Procore to Sage Intacct®. However, budgets exported to Sage Intacct® will not include line items with $0 values.⁸ Import companies by type, including those without a specified company type from Sage Intacct® to Procore.

Note: Custom WBS Segments are NOT supported.

Job information in Sage 100 Sous-traitant® can be found in 3-5 Jobs. Procore job info is found in the project admin tab.

¹ Export note: The Sage Job ID is entered manually by an accounting approver when a project is exported from Procore to Sage 100 Sous-traitant®. This may, or may not, depending on what the accounting approver has entered, match the Job Number found in Procore under the project-level Admin tool. This is stored as the Sage Job ID (you can view it in the company-level ERP Integrations tool) and is then used on other project related exports such as Budgets, commitments etc... Import note: If the job is imported from Sage 100 Sous-traitant®, the job ID will automatically populate in the project number field.

²Export notes: When a project is exported from Procore to Sage 100 Sous-traitant® a shell budget will be created in Sage 100 Sous-traitant® with the cost codes and types that were added to the project in Procore before syncing. To add cost codes to a previously synced ERP project in Procore , click 'Refresh Cost Codes 'in the Project Level Admin tool or export the budget.

³Custom WBS Segments are NOT supported.

Import from Sage 100 Sous-traitant® only. Sub job information is entered in Sage 100 Sous-traitant® via the budget. In Procore, you can find the Sub Job info in the Sub Jobs portion of the project-level Admin - Work Breakdown Structure tool.

The vendor setup in Sage 100 Sous-traitant® can be found at 4-4 Vendors (Accounts Payable). Procore companies can be found in the Directory.

¹ Export note: The ERP Vendor ID is entered manually by an accounting approver when a company is exported from Procore to Sage 100 Sous-traitant®. This is stored as the ERP Vendor ID (you can view it in the company-level ERP Integrations tool under Vendors or in the company-level Directory tool) and is then used on other vendor related exports (Commitments, Commitment CO’s).

In Sage 100 Sous-traitant®, budgets are accessed from 6-2 Budgets. In Procore, budgets are accessed from project-level Budget tool. Budget modifications export from Procore only. 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. In Sage 100 Sous-traitant®, the change(s) will appear as a negative amount to the “From” Cost Code entered in Procore and a positive amount to the “To” Cost Code in Procore in 6-4-1 Change Orders > Budget and Sub Change Details tab.

Export from Procore only. When a Subcontract is exported from Procore, a Subcontract is created in Sage 100 Sous-traitant® (6-7-1 Subcontracts ). When a Purchase Order is exported from Procore, a Purchase Order is created in Sage 100 Sous-traitant® (6-6-1 Purchase Orders). In Procore, Commitments are accessed from the project-level Commitments tool.

Export from Procore only.

¹ When a Subcontract Change Order is exported to Sage 100 Sous-traitant®, the export will also update the Budget Amount in Sage 100 Sous-traitant® (6-4-1 Change Orders > Budget and Sub Change Details tab)

²When Purchase Order Change Orders are exported from Procore, new line items are created and added to the corresponding Purchase Order in Sage 100 Sous-traitant®, below pre-existing line items. In Procore, Purchase Order Change Orders are accessed from the Commitment Record in the project-level Commitments tool.

Import from Sage 100 Sous-traitant® only.

¹ Includes Job Costs entered in Sage 100 Sous-traitant® in Menu 1-3 Journal Transaction, 4-2 AP Invoice, and 5-2 Payroll (project and budget must be synced).

Import from Sage 100 Sous-traitant® only. If this feature is enabled, all posted cost transaction details from Sage 100 Sous-traitant® are imported into the Direct Costs 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 into the Direct Costs or JTD Cost columns for a budget line item.

¹ Retainage is supported. Once exported to Sage 100 Sous-traitant® the retainage can be found in the Retainage Held field on the Menu 4-2 AP Invoice.