In short, yes you can. Here’s how.
Commitment Claim
Method 1 – From Sage Intacct (Highly Recommended)
In this demonstration, I will be showing you the recommended method to update your Sage Purchasing Invoice.
This is my Sage Purchasing Invoice from the Procore Commitment Claim that is generated by OneCore.
Commitment Claim and Schedule of Values
Steps:
1. Delete the Sage Purchasing Invoice.
2. Navigate to the OneCore Sage Transaction Dashboard to check the process.
3. Once the transaction is processed, go to your Commitment Claim invoice in Procore. You should see the status in the invoice should be marked as “Draft.”(handled by OneCore.)
4. Make any necessary edits, then set the Status back to “Approve”.
For demonstration purposes, I will update my Schedule of Values. Click save once you are done.
Go to General Information, click Edit, and set the Status back to ‘Approved.’. Finally, click save.
5. Navigate to the OneCore Sage Transaction Dashboard to check the process.
6. Once the transaction is successful, look for the purchasing Transaction in Sage Intacct.
Your updated Commitment Claim is reflected in the Sage Purchasing Invoice.
Method 2 – From Procore
NOTE: There must not be any Bill Payment for the purchasing invoice that is linked to Commitment Claim otherwise it wouldn’t work!
In this demonstration, I will be showing you the recommended method to update your Commitment Claim.
This is my Sage Purchasing Invoice from Procore Commitment Claim that is generated by OneCore
Commitment Claim
Schedule of Values:
Steps:
1. Set the Head Contract Claim Invoice’s status back to “Draft”, and click Save.
2. Make necessary changes, then set the Status back to approve.
For demonstration purposes, I will update my Schedule of Values. Click save once you are done.
Go to General Information, click Edit, and set the Status back to ‘Approved.’. Finally, click save.
3. Navigate to the OneCore Sage Transaction Dashboard to check the process.
Your updated Commitment Claim is reflected in the QuickBooks Bill.
