教程
Settings / Configuration
- Configure Advanced Settings: ERP Integrations
- Configure the ERP Budget Export Settings for Sage 300 CRE®
- Configure the Vendor Type Import Settings for Sage 300 CRE®
- Enable ERP Billed Rate Transaction Syncing for Sage 300 CRE®
- Enable ERP Job Cost Transaction Syncing on a Procore Project
- Enable or Disable ERP Direct Exports
- Grant Accounting Approver Privileges
- Set Up the hh2 Synchronization Client to Import Sage 300 CRE Tax Groups
- View an Accountant Report for ERP
- View the Sync Schedule Page for Sage 300 CRE®
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
- 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
- Refresh the Cost Codes on an ERP Integrated Project
- Set Up the hh2 Sync Client to Sync Cost Transactions Data
- Update Project Cost Codes for Export to Sage 300 CRE®
Sub Jobs
- Accept or Reject a Sub Job for Export to ERP
- Edit the Name of an ERP Integrated Sub Job in Procore
- Export a Sub Job to Sage 300 CRE®
- Import an ERP Sub Job to a Procore Project
- Resend a Rejected Sub Job to ERP Integrations for Accounting Acceptance
- Retrieve a Sub Job from ERP Integrations Before Acceptance
- Send a Sub Job to ERP Integrations for Accounting Acceptance
- View a List of Synced 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
- Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations
- Configure the ERP Budget Export Settings for Sage 300 CRE®
- 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
Commitment Change Orders (CCOs)
Prime Contract
Troubleshooting
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
- Configure the Vendor Type Import Settings for Sage 300 CRE®
- 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
- Add Columns to a Budget View for ERP Job Cost Transaction Detail
- 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
- Sync Job Cost Transactions from an Integrated ERP into Procore
- View an ERP Job Costs Report
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
- Set Up the Export Subcontractor Invoices Feature for Sage 300 CRE®
- Unlink Subcontractor Invoices Synced with ERP
Prime Contract Change Orders (PCCOs)
- Accept or Reject a PCCO for Export to ERP
- Export a PCCO to ERP
- 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
- Set Up the hh2 Synchronization Client for Exporting PCCOs