When a commitment or head contract claim is approved, the integration will automatically create an invoice in Odoo. However, when you want it to skip the creation process, you’ll need to temporarily un-map the project from OneCore: 1. Go to Projects > Project Mapping. 2. Find the project and click…
1. Go to Projects > Project Mapping 2. Select the Pencil Icon on any Project you would like to activate 3. Check “Enable Reverse Direct Cost” to activate. Click Save Changes.
1. Within OneCore, Navigate to Invoices > General Settings. 2. Select which field to use from the Procore claim as the Odoo invoice’s or bill’s date. 3. Select ‘Odoo Payment Terms‘ in the drop-down for ‘Invoice Due Date Type‘. 4. With this option selected, we will use the mapped Odoo…
Enabling this option will consolidate all retention into 2 line items: 1 for retention withheld and 1 for retention released. This is an example of consolidation retention into 2 line items in Odoo Bill. My SOV in Procore Commitment Claim. 1. In OneCore, Go to Invoices > Commitment Settings. 2….
Requirements from OneCore Odoo: To create 1. From Odoo, open New > Bill. 2. Select a vendor, due date, and enter a Bill no. 4. Enter the description, quantity, unit price, cost code account, project and cost type. 5. Click on Save once complete. 6. After 1 minute or so,…
Overview: OneCore will use Odoo Analytic Accounts (Cost Type) to map with Procore cost type. What do we require: To select a QuickBooks class, follow the following steps: 2. Click refresh on Procore Cost Types and Odoo Cost Types buttons 3. Select the Cost Type as Analytic Plan from the…
The following tutorial applies to Project Expense and Project Revenue Mapping. 1. From Odoo, go to Project Cost Codes > Revenue Mapping. 2. Select a project. 3. If the project cost codes are created from the standard cost codes, they can be auto-mapped by selecting the project/s and clicking auto…
1. To map to an existing project from OneCore, go to Projects > General Settings: 2. Click on Refresh Projects for both Procore Projects and Odoo Projects 3. Go to Projects > Project Mapping. 4. Navigate to the “Unmapped Projects” tab in the table. 5. Click on the pencil icon…
1. From OneCore, go to Vendors > General Settings. 2. Select Refresh All Vendors and Contacts to ensure you have an up-to-date list of vendors and contacts. 3. To map Procore Vendors, go to Vendors > Vendor Mapping. 4. You will see three tabs – Mapped Vendors, Unmapped Procore Vendors…
Overview Ideally, for every single Procore cost code, there will be one Odoo general ledger account enabling a one-to-one mapping situation. This will increase the count of general ledger accounts in Odoo which some organizations are reluctant to manage. So, a multi-mapping can be enabled on request.Note: Enabling this feature…