Each Procore-built ERP integration offers its own unique feature set. Your integration might not support the action described on this page.
To learn about your integration and its supported features, see Which ERP integrations are supported by Procore?
When you create a CCO on a Procore project, the new CCO must be sent to the ERP Integrations tool in Procore for acceptance by an accounting approver. After acceptance, the system will export the CCO data to your integrated ERP system.
Required User Permissions:
You need both:
'Admin' on the project's Commitments tool.
'Admin' on the project's Change Orders tool
Requirements:
Contract Company. Must be an ERP-linked vendor in the Directory tool.
Status. Must be 'Approved.'
Schedule of Values (SOV). Must include at least one (1) line item with an ERP Standard Cost Code.
Navigate to the project's Change Orders tool.
Click the Commitments tab.
Locate the desired CCO in the list. Then click View.
If all the CCO data appears as desired, click Send to ERP.
The system sends the CCO to the ERP Integrations tool. The following fields are locked and cannot be edited after export:
Contract Company
Title
Status
Total Amount
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