Sage 100 Contractor®

• When Procore's ERP Integrations tool is configured to work with Sage 100 Sous-traitant®, your company's Administrateur Procore will work with your Procore point of contact to install the Client de synchronisation hh2 on your Sage 100 Sous-traitant® server. The synchronization client is a lightweight, Windows desktop application that establishes a secure network connection between the hh² Cloud Service (www.hh2.com), which keeps the data in Sage 100 Sous-traitant® and Procore in sync.

• hh² Synchronization Client Requirements:

  • Typically, the hh² synchronization client requires no special network firewall permissions, since the client only uses standard outbound TCP Port 80, and sometimes Port 443 connections, which are commonly used for standard web access. In addition, no inbound connections are required. Standard web technologies like Web Sockets are used to maintain a persistent connection.

  • The hh² synchronization client uses specific IP addresses to transfer data to and from Procore. If your organization restricts outbound traffic to approved IP addresses, ensure the following IP addresses are allowlisted:

    • 52.176.219.119

    • 52.165.20.130

• Default Project Template
  If you have created a project template in the Portfolio tool, you can select that template from this drop-down list. This will apply the template to the Procore project that is created when you import a Sage 100 Sous-traitant® job.

• Use Procore Contract #
  Mark this checkbox if you want Procore to populate the 'Commitment ID' field with the Procore contract number when your users create a commitment in Procore.
  Note: This setting affects only commitments created in Procore. Users also retain the ability to change the Commitment ID in Procore.

• Use Procore Change Order #
  Mark this checkbox if you want Procore to populate the 'CCO ID' field with the Procore's CCO ID when your users create a commitment change order in Procore.
  Note: This setting affects only CCO's created in Procore, and users retain the ability to change the CCO ID in Procore.

• Automatically add new cost code/cost type combinations and sub job cost code/cost type combinations to budgets on Sage 100 Contractor® integrated projects
  Mark this checkbox if you want Procore to automatically add the cost code/category combo as a new budget line item, regardless of whether or not the budget is locked or unlocked. If the budget is unlocked, Procore will automatically import the Estimate amount found in Sage 100 Sous-traitant® to the Original Budget column. If the budget is locked, Procore will still add the line item for the new cost code/category combination, but will set the Original Budget column to $0.
  Note: Original budgeted amounts will not be imported if the budget is locked.

• Procore's Budget Direct Cost Column

  • Read only, populate from Sage 100 Contractor®
    On Sage 100 Sous-traitant® integrated projects, the Budget's 'Direct Cost' column can either be read-only and populated with data from Sage 100 Sous-traitant® or editable and not populated from Sage 100 Sous-traitant®.
    OR

  • Editable, do not populate from Sage 100 Contractor®
    If you're using the Direct Costs tab, the data will always be populated from Procore's Direct Costs Tool.

• Vendors will be automatically updated

  • Automatically update vendors when refreshing the vendor list
    Choose this option if you want Procore to automatically update the vendor/company record in the Directory tool with information that has been added in Sage 100 Sous-traitant®.
    OR

  • Do not update vendors
    Choose this option to prevent Procore from automatically updating the vendor/company records in the Directory tool with information that has been added in Sage 100 Sous-traitant®.

Procore-Managed Auto Sync

• When your company has enabled the ERP Integrations tool and configured it to work with Sage 100 Sous-traitant®, the sync schedule between the two systems is managed automatically by the hh² synchronization client. For most auto-syncs, data will sync from the Sage 100 Sous-traitant® server to the hh² service every five (5) minutes. In addition, Procore polls the hh² cloud service for data every 30 minutes. When Procore detects that new and/or updated data is present in the hh² cloud, it is automatically synced to Procore. In addition, any changes from Procore are exported to hh² and then synced to Sage 100 Sous-traitant®. This ensures that your data is updated frequently.

• The hh² Cloud Service is a third-party, professional-grade Data Center that is maintained and monitored 24/7. An hh² Sync Client is installed on your Sage 100 Sous-traitant® system, and it uses the HTTPS protocol to keep in constant contact with your Sage 100 Sous-traitant® data stored in the hh² data center. The hh² Sync Client also keeps your Procore data 'synced' with the hh² Data Center and Sage 100 Sous-traitant® system. To be synced with Sage 100 Sous-traitant®, the compatible data in Procore must first be sent to the ERP Integrations tool for acceptance by an accounting approver. After acceptance, your Procore data is exported to hh² and then synced with Sage 100 Sous-traitant®.

Exports

• Within Procore, any exports to Sage 100 Sous-traitant® must be approved by your company's designated accounting approver(s). Any changes to the hh² Sync Client typically involve the customer's IT department or company.

Considerations

• When the integration goes live, the Sage 100 Sous-traitant® standard cost code list is automatically imported to Procore, as a separate list than your Procore standard cost code list. This is the company level cost code list to be used on new projects. This list is managed in Sage 100 Sous-traitant®, in Menu 6-5, Cost Codes.

• To add a new cost code to the Sage synced company level cost code list in Procore, simply add it to Sage 100 Sous-traitant®, Menu 6-5, and save. Then sync the new cost codes with Procore's 'Sage 100 Sous-traitant® Standard Cost Codes' list in the Company level Admin tool.

Limitations

• Cost codes that import from Sage 100 Sous-traitant® will display in Procore as Division, followed by Cost Code. For example, cost code 10600.000, within division 10, will appear as "10-10600.000".

Limitations

• Sage 100 Sous-traitant® does not support project specific cost codes. All project level cost codes must originate from the ERP synced Sage 100 Sous-traitant® standard cost code list.

• Any project level cost codes that are not synced will automatically sync with your ERP when exporting your budget.

Import Companies to Procore

• You can filter companies that are ready for import by company type using the Type filter under the Companies tab on the ERP Integrations page.
  Note: You can filter companies by type, even those without a company type, to be synced to Procore.

Limitations

• The Company/Vendor phone number is not included when importing/exporting a Company/Vendor, as that field is not within the Sage AP Vendor data table. This information is in a different data table in Sage 100 Sous-traitant® that is not a part of this integration.

Considerations

• 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 ERP Integrations tool, under Vendors, or in the company-level Directory tool) and is then used on other vendor-related exports (Commitments, CCOs).

Additional Information

• It's strongly recommended that you first try to link any Sage 100 Sous-traitant® vendors that already exist in your Procore account's Company level Directory before adding vendors from Sage 100 Sous-traitant®.

Limitations

• Projects that are in-progress or created before the connection of the integration cannot be synced. Professional Services for assistance with integrating in-progress/pre-existing project records are available for an additional fee.

Project Export Requirements

• All cost codes must have at least one (1) cost type assignment before the Procore project can be exported to create a new Job in Sage 100 Sous-traitant®.

• If your cost codes already have cost type assignments, your company has already configured the cost type assignments for your cost codes.

• The ERP Job ID must be defined during export. Sage 100 Sous-traitant® only allows numeric characters, with no separators.

• When entering your project data, be aware of the following requirements:

  • Project Name. Sage 100 Sous-traitant® imposes a maximum of thirty (30) character limit. If your project name exceeds this limit, your project name will be truncated in Sage 100 Sous-traitant®.

  • Project Address. Sage 100 Sous-traitant® does not permit the use of commas (,) in the 'Project Address' field.

  • Active Project. Sage 100 Sous-traitant® requires you to set your new project is 'Active' in Procore.

Considerations

• 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.

Limitations

• Importer à partir de Sage 100 Sous-traitant® uniquement. Les codes de coût et les types de coût pour un sous-projet sont saisis Sage 100 Sous-traitant® via le budget, avec un montant supérieur à 0,00 $.

Conditions préalables

• Le projet parent doit déjà être synchronisé pour pouvoir importer des phases à partir de Sage 100 Sous-traitant®, ce qui créera des sous-projets dans Procore.

• Si vous souhaitez ajouter un Sage 100 Sous-traitant® « Extra » en tant que « Sous-projet » Procore et que vous n’avez pas d’onglet Sous-projets dans votre outil Intégrations ERP Procore, une fonctionnalité backend doit être activée sur le compte Procore de votre entreprise. Pour soumettre une demande d’activation de cette fonctionnalité, contactez votre point de contact Procore.

Considérations

• Les codes de coûts et les types de coûts qui sont assignés à un sous-projet doivent être attribués dans (et non dans Sage 100 Sous-traitant® Procore). Pour ce faire, ajoutez le code de coût au budget de la phase et saisissez une valeur supérieure à 0 $ sous le type de coût souhaité.

• Le budget d’origine pour les sous-projets doit être créé dans Sage afin d’être importé dans Procore.

• Vous ne pouvez pas supprimer un sous-projet s’il existe des codes de coût liés à ce sous-projet.

Prerequisites for Export from Procore

• The Budget tool must be an active tool on the project.

• The budget must be locked before the export.

• Ensure the project's cost codes are updated with the synced job in Sage 100 Sous-traitant®.

• You must assign a cost type to each project cost code to export your budget, regardless of whether the cost code is included in the budget.

Syncing

• You can export budgets containing original line items with $0 values from Procore to Sage 100 Sous-traitant®.

Limitations

• After exporting a budget from Procore to Sage 100 Sous-traitant®, the import function (i.e., from Sage 100 Sous-traitant® to Procore) will no longer be available for that job/budget.

• The Procore + Sage 100 Sous-traitant® does NOT sync 'Unit of Measure (UOM)' and 'Unit Qty' values between systems. Currently, the Budget sync is amount-based only.

• The original budget for Sub Jobs must be created in Sage 100 Sous-traitant®, in order to import to Procore.

• Budgets exported to Sage 100 Sous-traitant® will not include line items with $0 values.

Considerations

• Budget Changes are an export only feature, from Procore to Sage 100 Sous-traitant®. They must be created in Procore, in order to export and sync with Sage 100 Sous-traitant®.

Limitations:

• After exporting a Procore budget (budget change) to Sage 100 Sous-traitant®, you will no longer be permitted to import Sage 100 Sous-traitant® budget or job data into Procore.

Considerations

• 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.

Limitations

• Important! - Export from Procore only. Commitments must always be created in Procore, in order to sync with Sage 100 Sous-traitant®. Do NOT create commitments directly in Sage 100 Sous-traitant®, as they cannot be imported to Procore.

• Purchase Orders must be Unit/Quantity based. Sage 100 Sous-traitant® does not support Amount based Purchase Orders and will result in a zero dollar export. This can be set as a default in the project Commitment Configuration settings or on individual commitments by going to the Advanced Settings.

Considerations

• 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). This budget amount update is built into the functionality of Sage 100 Sous-traitant®. If you do not want the budget amount to update please check with your Contact at Sage for a workaround.

• When a Purchase Order Change Order is exported from Procore, the Original Purchase Order is appended, and new line item/s are created and added to the existing Purchase Order in Sage 100 Sous-traitant®, below pre-existing line items.

Limitations

• Important! - Export from Procore only. Commitment Change Orders must always be created in Procore, in order to sync with Sage 100 Sous-traitant®. Do NOT create commitment change orders directly in Sage 100 Sous-traitant®, as they cannot be imported to Procore.

• To add a Schedule of Values (SOV) line item to a CCO, it must be tied to an existing cost code and category.

• Sage 100 Sous-traitant® has a limitation where a contract line item cannot be modified more than once on any CCO. Therefore, if you have a CCO that contains more than one modification for the same commitment line item, Procore will automatically sum the amount of the items and send it to Sage 100 Sous-traitant® as a single (aggregated) value.

Prerequisites

• To be able to successfully export Subcontractor Invoices from Procore, each AP vendor in Sage 100 Sous-traitant® must be set up with invoice defaults, in Menu 4-4. When we export invoices from Procore, the "Due Terms" and "Discount Terms" are populated by these defaults.

• Each vendor in Sage 100 Sous-traitant® must also be set up with a default Ledger account. This account cannot have a sub account.

• Each job must also have a default department populated in Sage 100 Sous-traitant®, in Menu 3-5.

Considerations

• Important! - Export from Procore only. Subcontractor Invoices must always be created in Procore, in order to sync with Sage 100 Sous-traitant®. If you create the subcontractor invoice in Sage 100 Sous-traitant®, the invoice and its details will remain in Sage 100 Sous-traitant®, and not sync to Procore. The cost (ERP Commitment Invoiced) will pull back into Procore, it will be visible under the project level budget view, under the cost code and cost type on the invoice.

Limitations

• The Subcontractor Invoice Export feature is not currently supported for Canada at this time due to tax restrictions.

• Subcontractor Invoice payment information recorded in Sage 100 Sous-traitant® will not appear on the Procore Commitment.

Conditions préalables

• Le projet doit être synchronisé pour que les coûts soient automatiquement importés de Sage 100 Sous-traitant® vers Procore.

• Pour afficher les coûts du projet dans votre budget, veuillez utiliser la vue du budget ERP qui a été créée pour vous lors de la mise en œuvre. Cette vue du budget contient des données spécifiques calculées et provenant de l’intégration ERP.

Considérations

• Costs pulled in from Sage 100 Sous-traitant® accumulate in three different amount types in Procore, ERP Commitment Invoiced (Subcontracts and Purchase Orders that have been invoiced), Direct Costs (any cost tied to a synced job that is not related to a Subcontract or Purchase Order. The sum of those two amount types equals the Job to Date Cost, which is the third amount type you will see. These are all in lump sum form, which accumulate under the project cost code and cost type.

Coûts directs (détail de la transaction de coût du projet)

• Synchronise les détails de la transaction de coût du projet dans l’outil Coûts directs de Procore. Ces informations sont ensuite visibles sous forme de résumé dans quelques colonnes personnalisées que vous configurerez dans la vue du budget appropriée.

Considérations

• Une fois que votre transaction est validée ou enregistrée dans Sage 100 Sous-traitant®et synchronisée avec Procore, veuillez ne pas modifier cette transaction. Cela provoquera des erreurs de synchronisation qui ne pourront pas être mises à jour dans Procore. Si vous devez apporter des modifications, veuillez annuler et saisir à nouveau la transaction pour éviter les coûts directs qui ne peuvent pas être désynchronisés.

Exigences relatives au détail de la transaction de coût du projet

• Activez la synchronisation des transactions de coût de projet sur votre projet dans l’outil Admin au niveau projet.

• Configurez la ou les vues du budget souhaitées pour votre projet intégré à ERP.

• Déterminez à quelle(s) vue(s) du budget vous souhaitez ajouter les colonnes de transaction recommandées pour les coûts du projet. Vous pouvez ajuster votre vue du budget standard ou une vue du budget personnalisée, en fonction des configurations de votre entreprise.

• Si vous avez déjà configuré la synchronisation des données récapitulatives des coûts du projet, vous devrez supprimer à la fois la colonne calculée existante « Coûts directs ERP » et la colonne source « Coûts du projet ERP à ce jour » dans les vues du budget que vous souhaitez modifier pour inclure le détail de la transaction de coût du projet.