Permissions
Découvrez quelles autorisations d’utilisateur sont nécessaires pour effectuer les actions décrites dans cet outil.
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
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 Dans Procore, un approbateur de comptabilité est une personne ayant l'autorité d'accepter et de rejeter les données Procore pour l'exportation vers un système ERP intégré. Les approbateurs de comptabilité peuvent dissocier plusieurs types d'éléments, tels que les engagements, les ordres de changement de l'engagement, les ordres de changement au contrat principal et les factures de sous-traitants, qui ont été synchronisés entre Procore et un système ERP intégré. Voir Quelles intégrations ERP sont prises en charge par Procore ?
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 |
| Users must also be an Accounting Approver. | |||
Accept or Reject Owner Invoices for Export to ERP |
| Users must also be an Accounting Approver. | |||
Accept or Reject Subcontractor Invoices for Export to ERP |
| Users must also be an Accounting Approver. | |||
Accept or Reject a Budget for Export to ERP |
| Users must also be an Accounting Approver. | |||
Accept or Reject a CCO for Export to ERP |
| Users must also be an Accounting Approver. | |||
Accept or Reject a Commitment for Export to ERP |
| Users must also be an Accounting Approver. | |||
Accept or Reject a Company for Export to ERP |
| Users must also be an Accounting Approver. | |||
Accept or Reject a PCCO for Export to ERP |
| Users must also be an Accounting Approver. | |||
Accept or Reject a Project for Export to ERP |
| Users must also be an Accounting Approver. | |||
Accept or Reject a Sub Job for Export to ERP |
| 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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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:
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View an Accountant Report for ERP |
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View an ERP Job Costs Report |
| 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 :
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View an ERP Unsyncable Direct Costs Report | Les utilisateurs n’ont PAS besoin d’autorisations dans l’outil Intégrations ERP pour afficher ce rapport. Ils ont besoin de :
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View the Archived Companies List for ERP |
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| Users must also be an Accounting Approver. |