教程
Settings / Configuration
Budget
- Accept or Reject a Budget for Export to ERP
- Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations
- Export a Procore Budget to 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
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
- Sync Paid Invoice Notifications from ERP into Procore
- Unlink Subcontractor Invoices Synced with ERP
Work Breakdown Structure (WBS)
Companies (Vendors)
- Accept or Reject a Budget 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
- Link ERP Companies to Procore Companies
- Remove Duplicate Companies from the Company Directory
- Unlink a Company Synced with ERP
- View the Archived Companies List for ERP
Job Costs / Direct Costs
- Add Columns to a Budget View for ERP Job Cost Transaction Detail
- Edit Synced Direct Cost Transactions
- Enable ERP Job Cost Transaction Syncing on a Procore Project
- Enable or Disable ERP Direct Exports
- Sync Job Cost Transactions from an Integrated ERP into Procore
- View an ERP Job Costs Report
- View an ERP Unsyncable Direct Costs Report