教程
Settings / Configuration
Project
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
Owner Invoices
- Accept or Reject Owner Invoices for Export to ERPs
- Export Owner Invoices from Procore to ERP
- Resend a Rejected Owner Invoice to ERP for Accounting Acceptance
- Retrieve an Owner Invoice from ERP Before Accounting Acceptance
- Send an Owner Invoice to ERP Integrations for Accounting Acceptance
- Unlink Owner Invoices Synced with ERP
Work Breakdown Structure (WBS)
- 为ERP 标准 成本 编号分配默认成本类型
- Add ERP Standard Cost Codes to a Project
- Add ERP Standard Cost Codes to the Company Level Admin Tool
- Archive and Unarchive Cost Codes Synced with an ERP Integration
- Configure Cost Code Preferences for ERP
- Delete Cost Type Assignments from a Synced ERP Project Cost Code List
- Delete Project Cost Codes from an ERP Integrated Project
- Sync Project Level WBS Codes to NetSuite®
Companies (Vendors)
- 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
- 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
- Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
- Check Synced ERP Job Costs for Accuracy
- Edit Synced Direct Cost Transactions
- Enable ERP Job Cost Transaction Syncing on a Procore Project
- Enable or Disable ERP Direct Exports
- View an ERP Job Costs Report
- View an ERP Unsyncable Direct Costs Report