Cartographie détaillée des données

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PROCORE	Sage 100 Sous-traitant®	Notes
PROJECTS COST CODES COST TYPES	JOBS COST CODES COST TYPES	Custom WBS Segments are NOT supported.
SUB JOBS	PHASES	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.
COMPANIES	AP VENDORS	Import companies by type, including those without a specified company type, from Sage 100 Sous-traitant® to Procore.
BUDGET	BUDGET	Includes budget changes exports. Budgets containing line items with $0 values can be exported from Procore to Sage 100 Sous-traitant®. However, budgets exported to Sage 100 Sous-traitant® will not include line items with $0 values.
COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs) PO CHANGE ORDERS (CCOs)	COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS SUBCONTRACT CHANGES APPENDED TO ORIGINAL PURCHASE ORDER
JOB COSTS COMMITTED COSTS (ACTUAL) JTD COST DIRECT COSTS	COSTS COMMITTED COSTS (INVOICED) JTD COST JOB COST TRANSACTIONS	Committed costs (invoiced) include purchase orders and subcontracts tied to an accounts payable invoice. 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).
SUBCONTRACTOR INVOICES	AP INVOICES	Not supported for Canada at this time due to tax restrictions. 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.

Remarque : les segments SDP personnalisés ne sont PAS pris en charge.

Projects/Jobs

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

PROCORE	Exports data from Procore to Sage 100 Sous-traitant®	Imports data from Sage 100 Sous-traitant® to Procore	Sage 100 Sous-traitant®
Project Number			Job ID ¹
Project Name			Job Name
Address			Job Address
City			Job City
State			Job State
ZIP			Job Zip
Cost Codes & Types ³			Cost Codes & Types ²

¹Export note: The Sage Job ID is entered manually by an accounting approver when a project is exported from Procore to Sage 100 Contractor®. 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 Contractor®, the job ID will automatically populate in the project number field.

² Export notes: When a project is exported from Procore to Sage 100 Contractor® a shell budget will be created in Sage 100 Contractor® 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.

³ Custom WBS Segments are NOT supported.

Sub Jobs/Phases

Import from Sage 100 Contractor® 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.

PROCORE	Exports data from Procore to Sage 100 Sous-traitant®	Imports data from Sage 100 Sous-traitant® to Procore	Sage 100 Sous-traitant®
Sub Job Number			Phase Number
Sub Job Name			Phase Name

PROCORE

Exports data from Procore to Sage 100 Sous-traitant®

Imports data from Sage 100 Sous-traitant® to Procore

Sage 100 Sous-traitant®

Sub Job Number

Phase Number

Sub Job Name

Phase Name

Vendors

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.

PROCORE	Exports data from Procore to Sage 100 Sous-traitant®	Imports data from Sage 100 Sous-traitant® to Procore	Sage 100 Sous-traitant®
ERP Vendor ID ¹			Vendor Record Number
Name			Name
Address			Address
City			City
State			State
ZIP			Zip

¹ Export note: The ERP Vendor ID is entered manually by an accounting approver when a company is exported from Procore to Sage 100 Contractor®. 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, CCOs).

Budgets

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.

Phase de lancement : modifications budgétaires

Certains clients intégrés au système ERP sont peut-être déjà passés de l’outil Modifications budgétaires (hérité) à la nouvelle expérience Changements budgétaires. L’ancienne expérience continuera d’être disponible jusqu’en novembre 2024. Pour en savoir plus sur le calendrier de migration, consultez Questions courantes.

Le choix d’utiliser la nouvelle expérience Modifications budgétaires n’aura aucune incidence sur le fonctionnement de votre intégration ERP. Vous devez tout de même examiner attentivement la documentation disponible avant de migrer vers la nouvelle expérience. Nous vous recommandons également de discuter de vos préoccupations ou questions concernant la migration de vos modifications budgétaires vers Modifications budgétaires avec votre Procore point of contact.

Pour en savoir plus sur la nouvelle expérience des modifications budgétaires, voir À propos des modifications budgétaires.

PROCORE	Exports data from Procore to Sage 100 Sous-traitant®	Imports data from Sage 100 Sous-traitant® to Procore	Sage 100 Sous-traitant®
Original Budget Amount			Budget Amount
Cost Code			Cost Code
Cost Type			Cost Type
Budget Modifications Cost Code Cost Type			Budget Amount Cost Code Cost Type

Commitments

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.

PROCORE	Exports data from Procore to Sage 100 Sous-traitant®	Imports data from Sage 100 Sous-traitant® to Procore	Sage 100 Sous-traitant®
Subcontracts			Subcontracts
Commitment #			Subcontract #
Contract Amount			Original Subcontract
Contract Company			Vendor
Cost Code			Cost Code
Cost Type			Cost Type
Project Name			Job
Qty (if applicable)			Qty
System Date at Time of Commitment Creation			Subcontract Date
Title			Description
Purchase Orders			Purchase Orders
Commitment #			Order #
Subtotal			Total
Contract Company			Vendor
Cost Code			Cost Code
Description			Description (on detail grid)
Project Name			Job
Qty (if applicable)			Qty
Unit Cost			Price
System Date at Time of Commitment Creation			Subcontract Date
Title			Description

Commitment Change Orders

Export from Procore only.

PROCORE	Exports data from Procore to Sage 100 Sous-traitant®	Imports data from Sage 100 Sous-traitant® to Procore	Sage 100 Sous-traitant®
Subcontract Change Order ¹			Subcontract Change Order
Project Name			Job
Title			Description
Change Order #			Change #
System Date at Time of Export			Order Date
Contract Amount			Budget Amount¹
Company			Vendor
Cost Code			Cost Code
Cost Type			Cost Type
Purchase Order Change Order ²			Purchase Order Change Order
Title			Description (first row below pre-existing line items)
Cost Code			Cost Code
Description			Description
Qty			Qty
Unit Cost			Price
Project Name			Job
Contract Amount			Total

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

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

Job Costs

Import from Sage 100 Contractor® only.

PROCORE	Exports data from Procore to Sage 100 Sous-traitant®	Imports data from Sage 100 Sous-traitant® to Procore	Sage 100 Sous-traitant®
Direct Costs			Costs entered directly into 6-3 in Sage 100 ¹
ERP Commitment Invoiced Amount			Costs entered on an invoice that has been tied to a synced commitment

PROCORE

Exports data from Procore to Sage 100 Sous-traitant®

Imports data from Sage 100 Sous-traitant® to Procore

Sage 100 Sous-traitant®

Direct Costs

Costs entered directly into 6-3 in Sage 100 ¹

ERP Commitment Invoiced Amount

Costs entered on an invoice that has been tied to a synced commitment

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

Job Cost Transaction Details

Import from Sage 100 Contractor® 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.

PROCORE	Exporte les données de Procore vers Sage 100 Sous-traitant®	Importe les données depuis Sage 100 Sous-traitant® vers Procore	Sage 100 Sous-traitant®
Type de coût direct			Type de coût
Facture			Coût des PA
Facture de sous-traitant			Coût des comptes fournisseurs (avec engagement)
Masse salariale			Coût des relations publiques
Dépense			Coût JC
Coût direct
Date			Transaction Date Date de facturation
Statut			Défini automatiquement sur Approuvé
Description			Description
Vendeur			Fournisseur (uniquement pour les transactions provenant des comptes fournisseurs)
Facture #			Facture (uniquement pour les transactions provenant des comptes fournisseurs)
Quantité			Quantité

Subcontractor Invoices

PROCORE	Exports data from Procore to Sage 100 Sous-traitant®	Imports data from Sage 100 Sous-traitant® to Procore	Sage 100 Sous-traitant®
Summary			Header
Billing Period			Posting Period
Invoice #			Invoice #
Billing Date			Invoice Date
Status			Status
Contractor Company			Vendor
Line Items			Distributions
Commitment #			Commitment
Project #			Job
Sub Job #			Phase
Cost Code			Cost Code
Cost Type			Cost Type
Description of Work			Description
Work Completed (This Period) + newly entered Materials Presently Stored ¹			Amount

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

Certifications

Bibliothèque de vidéos de formation

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Statut du système

Communauté

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Sage 100 Contractor®