Following. @dmzasdf We have not yet turned on invoice approvals in Procore but are considering it. Interested in others experience.We currently have AP Bills being approved by Project Managers in Acumatica. Then sync costs and payments back to Procore. The sync with Procore has been painful at best but Procore is making changes to ERP Integrations today that should make this better. Fingers crossed.
Here’s what I would do…..Go to Construction / Change Orders Create a new Change Order Select the Class Select the Project Click the “Commitments” tab Click “Select Commitments” Select the subcontract you want to change and click “Add Lines & Close” Enter the amounts, remove hold, and release.Hope this helps.
Sorry Mike if I’m missing something. But I cannot figure out how to re-open the released commitment. What am I missing? Thanks! Colm
Hi Mike. Thank you for the post. The CCO was created in Procore and synced. The error comes when trying to release the CCO in Acumatica.Let me look at editing the released commitment and removing the retainage. It’s a good idea.
Thanks David. I’m curious if RFI or Daily Field Report would be better. Curious what others have done.
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