You may have wondered whether you should choose Procore or Acumatica as your next cloud ERP software. If so, there are several reasons to make your decision. Here are just a few of them. In short, each system offers different advantages and disadvantages. If you're on the fence, here are some pros and cons of each. Read on to see if they're a good fit for your business.
Project-specific cost codes are NOT supported with the Procore + Acumatica Cloud ERP integration
Syncing Cost Codes with Procore Software Cloud ERP is not possible. It is not possible to import Cost Codes from Procore to Acumatica Cloud ERP. If you want to sync Cost Codes with Procore, you need to update your Procore project. There are two methods to do this. First, you need to open the Procore Admin tool. Next, you need to navigate to the Project level tab. From there, click on Work Breakdown Structure. Then, you can see the list of the segment items. Click on the ellipsis next to the line item. After this, click OK.
To sync Cost Codes from Procore to Acumatica Cloud ERP, open the module in Procore. Navigate to the Accounting module and click on Cost Codes. Enter the cost code. If you do not see the cost code, select the 'Cost Type' option. Select the type of cost, you want to sync with Acumatica Cloud ERP.
If you are using the cloud-based ERP solution to manage your project, you must be aware of its limitations. For example, you can only sync data from new jobs/projects. For historical projects, you cannot sync data. To avoid this problem, create a separate database for your project-specific cost codes. There are other limitations to the integration, so make sure you know your business requirements before you integrate.
The Procore + Acumatica Software cloud ERP integration enables seamless collaboration between applications. You can share data with your team and make better decisions with the right tools. In addition, the integration is compatible with Procore's Construction Edition. It enables you to integrate customer, vendor, project, and cost-code data seamlessly. Moreover, it also allows you to update mapping data and manage your field operations more effectively.
You can now add RFIs and issues from Outlook to Acumatica. Other features you can add to the Procore Cloud ERP integration include the ability to add Drawing Logs and Project Budget forecasts. Moreover, you can now view the Pay when Paid report. Then, if you are using the Acumatica platform for your construction firm, you can also integrate your Procore-based CRM with Acumatica Cloud ERP.
Job cost transaction details are NOT synced between systems
Job cost transactions can be synced between Procore and Sage 300-CRE (r) if you enable the syncing option for that system. To enable syncing, you must first have administrative rights in Sage 300 CRE. Then, in Procore, you can enable job-cost transaction syncing by setting up a column. Clicking the value in the 'Direct Costs' column will open detailed item information.
When setting up the syncing configuration in QuickBooks, make sure that you choose the recommended columns and enable syncing. If you're using the default columns, then the data won't be synced. You may need to perform the sync manually if you want to use the synchronization feature. However, it's not a problem if you follow these instructions.
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