Unsync Commitments from ERP
Give the accounting admin the ability to unlink a P.O. with through the ERP integration. Comes in handy when someone entered the wrong cost code or cost type.
This feature is currently available in Procore for the Sage 300, Quickbooks, and Spectrum integrations.
Kristi Brock commented
We can not wait to have this option in house. Procore is very responsive when we reach out, but anything we can do on our end makes the process faster and more efficient.
Jeremiah Westly commented
I desperately want this for the Vista integration. The fact that we need to turn in a support ticket to fix something is really vexing. After several of these, I understand the process and it would streamline so much work for us if I had this option. It really is a must have for any integration project.
Jolyn Grant commented
Do you know when the Unsync Commitments from ERP will be available in Sage100?
Cinthia Gil commented
Since I am in operations and in accounting, I don't like the idea because the budget belongs to the PM and he/she should choose where the cost hits. For general costs like mail, and GCs, then they need to use whatever CC accounting asks them to use and if they don't, they need to be the ones going thru the trouble to change it and if they continue to make the mistake, then they need a small talk with their supervisor.
Amy Caffey commented
Allowing the users to unlink commitments in the ERP system will help tremendously! Our staff is getting a little frustrated that we have to go through Procore to get the unlink done. However, I will say that Procore is very quick to respond and get the commitment unlinked.
Aaron Tassell commented
Allow administrators to unlink commitments in Sage for editing
Spencer Thomas commented
It would be incredibly helpful if users had the freedom to break links between contracts and the ERP System within Procore, instead of having to reach out to Support to get the links broken.
Darla Moore commented
Any commitment, whether PO or Subcontract. Wrong cost code seems to be a common theme that ends up being multiple steps to fix.
Elizabeth Deviney commented
Create a function to allow ERP administrators to unlink commitments from ERP.
Need to delete commitment that has been previously linked through ERP but deleted on Sage 300.
Provide the ability to un-sync Commitments to the person who has the ability to ERP.