Vendors:
Vendors has three options: General Settings, Vendor Mapping and Inactive Vendors & Contacts.
General Settings
General Settings allows you to:
- Update the Procore Vendors, Odoo Vendors lists in OneCore.
- Basic configurations
- Refresh all Vendors and Contacts: Update the Procore Vendors and Odoo Vendors lists in OneCore.
- Disable Contact Sync: Enabling this option will prevent creatin of Procore vendors from new Odoo vendors creation
- Disable Contact Details Sync: Enabling this will prevent updated Odoo Contacts to sync across to mapped Procore Vendors
- Disable Vendor Sync: Enabling this option will prevent creation of Odoo Contacts from new Procore vendor creation
Vendor Mapping
Vendor mapping allows you to:
- Establish mapping relationship between Procore Vendor and Odoo Vendor
- Delete mapping
- Auto-map by name
- Exporting vendors
- Details of particular vendor
- Mapped Vendors: Shows the current active vendors
- Unmapped Procore Vendors: Establish the mapping here
- Unmapped Odoo Vendors: Establish the mapping here
Inactive Vendors & Contacts
Inactive Vendors & Contacts page allow you to:
- Observe the inactive or archived contacts by their respective platforms which are not available for mapping in OneCore.
- Inactive Procore Vendors: Shows the current inactive Procore Vendors
- Inactive Odoo Contacts: Shows the current inactive Odoo Contacts
Cost Types:
Cost Types has two options: General Settings and Cost Type Mapping.
General Settings
General Settings allows you to:
- Set the Odoo Analytic Plan to ‘Cost Type’
- Update the list of Procore cost types in OneCore.
- Configure the main Odoo Analytic Plan to link Procore’s Cost Type
- Refresh all Procore Cost Types and Odoo Analytic Plan: Update the Procore Cost Types, Odoo Cost Types (Analytic Account) lists in OneCore.
Cost Type Link
- Analytic Plan: Select the Odoo Analytic Plan to link Procore’s Cost Types
Click ‘Save Cost Type Link’ once you have selected the class.
Cost Type Mapping
Cost Type Mapping allows you to :
- Map a Procore cost type to a Odoo Analytic Account based on the selected Cost Type Link.
- Delete the cost type mapping
- Pen Icon: Establish your mapping here.
- Trash Icon: Delete your mapping
Tax:
Tax has two options: General Settings and Tax Mapping.
General Settings
General Settings allows you to:
- Update the Tax Codes and Rates in OneCore
- Refresh all Tax Codes and Rates: Update the Tax Codes and Rates lists in OneCore.
- Default Purchase Tax: Set a Purchase Tax for invoices/bills created in Odoo
- Default Sales Tax: Set a Sales Tax for invoices/bills created in Odoo
Tax Mapping:
Tax Mapping allows you to:
- Enable the taxable field in Odoo Bill to use for Procore Commitment and Reverse Direct Cost claims respectfully
- Pen Icon: Activate/ deactivate your taxable field
- Commitment: Check to activate the taxable field in Procore Commitment
- Reverse Direct Cost: Check to activate the taxable field in Reverse Direct Cost
Odoo Lists:
Odoo Lists has five options: Account Journals, Analytic Accounts, Companies, Payment Terms and Taxes.
Account Journals
Account Journals allows you to:
- Update the Odoo Account Journals in OneCore
Analytic Accounts
Analytic Accounts allows you to:
- Update the Odoo Analytic Accounts in OneCore
Companies
Companies allows you to:
- Update the Odoo Companies in OneCore
Payment Terms
Payment Terms allows you to:
- Update the Odoo Payment Terms in OneCore
Taxes
Taxes allows you to:
- Update the Odoo Taxes in OneCore
