Retrieve a Subcontractor Invoice from ERP Integrations Before Acceptance
Objective
To retrieve a subcontractor invoice that was sent to the ERP Integrations tool before it is accepted by an accounting approver for export to an integrated ERP system.
Background
After an invoice is sent to the ERP Integrations tool for acceptance by an accounting approver, the system locks the invoice and you are NOT permitted to modify it in Procore, until it is either accepted and exported to the integrated ERP system by your company's designated accounting approver, or rejected by the accounting approver.
However, if you recently sent an invoice to the ERP Integrations tool and realize you need to quickly correct some information, you can use the steps below to retrieve the invoice from the ERP Integrations tool.
Things to Consider
- Required User Permission:
- 'Admin' permission on the project's Commitments tool.
- Limitations:
- You can only perform these retrieval steps if the accounting approver has not yet accepted or rejected the invoice for export to the ERP system.
- Additional requirements, limitations, or considerations may apply depending on the ERP system your account is integrated with. See Things to know about your ERP Integration for more information.
Steps
- Retrieve One or More Invoices from the ERP Integrations Tool
- Retrieve an Individual Invoice from the ERP Integrations Tool
Retrieve One or More Invoices from the ERP Integrations tool
- Retrieve One or More Invoices from the ERP Integrations tool
- Navigate to the project's Commitments tool.
- Locate the commitment with the invoice(s) to work with. Then click View.
- Click the Invoices tab.
- Place a checkmark next to the desired invoices.
- Click Retrieve from ERP.
Retrieve an Individual Invoice from the ERP Integrations Tool
- Navigate to the project's Commitments tool.
- Locate the commitment with the invoice to work with. Then click View.
- Click the Invoices tab.
- Locate the desired invoice and click View to open it.
- Click Retrieve from ERP.