教程
Settings / Configuration
Project
Companies (Vendors)
- Accept or Reject a Budget for Export to ERP
- Accept or Reject a Company for Export to ERP
- Add an ERP Company to the Procore Company Directory
- Archive an ERP Company in Procore
- Consolidate and Link ERP Companies to Procore Companies
- Consolidate Duplicate Companies in the Company Directory
- Export a Procore Company Record to ERP
- Link ERP Companies to Procore Companies
- Refresh the Companies List for ERP
- Remove Duplicate Companies from the Company Directory
- Resend a Rejected Company to ERP Integrations for Accounting Acceptance
- Restore an Archived ERP Company for ERP Integrations
- Retrieve a Company from ERP Integrations Before Acceptance
- Send a Procore Company to ERP Integrations for Accounting Acceptance
- Unlink a Company Synced with ERP
- View the Archived Companies List for ERP
Job Costs / Direct Costs
Subcontractor Invoices
- Accept or Reject Subcontractor Invoices for Export to ERP
- Export Subcontractor Invoices from Procore to ERP
- Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
- Retrieve a Subcontractor Invoice from ERP Integrations Before Acceptance
- Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
- Unlink Subcontractor Invoices Synced with ERP
Prime Contract Change Orders (PCCOs)
- Accept or Reject a PCCO for Export to ERP
- Export a PCCO as an OCO to CMiC
- Export a PCCO to ERP
- Export a PCCO with Multiple PCOs as Individual PCIs to CMiC
- Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance
- Retrieve a PCCO from ERP Integrations Before Acceptance
- Send a PCCO to ERP Integrations for Accounting Acceptance
- Unlink or Reset PCCOs Synced with ERP
Work Breakdown Structure (WBS)
Sub Jobs
Budget
- Accept or Reject a Budget for Export to ERP
- Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
- Export a Procore Budget to ERP
- Import a Budget from ERP
- Re-Import a Budget from ERP
- Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
- Retrieve a Budget from ERP Before Acceptance
- Send a Budget to ERP Integrations for Accounting Acceptance
Commitments
- Accept or Reject a Commitment for Export to ERP
- Delete a Commitment Synced with ERP
- Edit a Commitment Synced with ERP
- Export a Commitment to ERP
- Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
- Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
- Retrieve a CCO from ERP Integrations Before Acceptance
- Retrieve a Commitment from ERP Integrations Before Acceptance
- Retrieve a Subcontractor Invoice from ERP Integrations Before Acceptance
- Send a Commitment to ERP Integrations for Accounting Acceptance
- Unlink Commitments Synced with ERP