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?
Required User Permission:
'Admin' level permission on the Commitments tool.
Prerequisites:
Contract Company. Must be linked to an ERP-integrated vendor.
Status. Must be set to the 'Approved' status.
Schedule of Values (SOV). Must include at least one (1) line item with an ERP Standard cost code.
Navigate to the project's Commitments tool.
Locate the desired commitment and click Edit.
Modify the commitment as needed.
Click Send to ERP.
The system sends the commitment to the ERP Integrations tool. The following fields are locked and cannot be edited after export:
Contract Company
Title
Status
Default Retainage
Loading related articles...